Multiple solutions in a single connected platform

A platform built by industry experts for their industry.

CRM

Financial services specific CRM enabling collaboration across the team.

Sales training

Bite-sized, on-demand training with video lessons and resource cards.

Business intelligence

Intuitive business intelligence with data-driven recommendations.

Payment technology

Advanced tool that accesses payment data without facilitating the transaction.

Third-party insights

Automated, AI driven insights for each client and prospect.

Sales enablement

Turnkey reports and digital client experience.

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Success stories

Challenge

Top 10 merchant services client approached by competitor with a 50% processor rate reduction.

Solution

Bank presented Identifee's turnkey and actionable, data-driven report to shift the conversation from fee-based to interchange cost optimization.

Results

$400K

Savings identified for client

$250K

Revenue retained for the bank

Challenge

Increase YoY revenue by 50% with a team consisting of 40% new FTE.

Solution

Leveraged Identifee’s Skills Accelerator short videos and digital flashcards accessible on multiple devices. Conducted value-driven conversation to drive increased card acceptance.

Results

12%

Increase in TM Revenue

400%

Increase in TM Pipeline

Insights in an instant

Propel innovative use of third party peer benchmarking insights.

Deliver a superior and consistent experience to efficiently enable revenue.

Modernize your technology stack to serve as an extension of your clients’ expectations.