Better Engagement, Better Outcomes

Identifee makes it simple for banks and credit unions to identify, engage, and educate their customers.

Everything You Need to Wow Your Customers

Our all-in-one platform unifies teams, analyzes data, and creates a differentiated customer experience.

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Our Products (on a single line)


Automated Insights

Create customer specific insights, in seconds.

Visualzied Dashboards

Make better, data-driven decisions.

Enhanced Client Communication

Provide your clients with an enhanced user experience.

Intuitive CRM

Create companies, manage pipeline, and centralize collaboration.

Bite-Sized Training

Complete LMS with 200+ video lessons tied to customer opportunities.

Next Level Task Management

Assign tasks, track completion, and streamline workflows

Why Identifee?

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No IT Required

Our turnkey platform doesn't require IT resources to get started.

20 Minute Onboarding

Start seeing ROI in as little as 20 minutes.

Single Platform

Say goodbye to multiple, siloed systems.

Mobile Friendly

On the run? No problem. Take Identifee anywhere!

Easy to Use

Intuitive UI means every skill set can use Identifee.

Reliable Partner

We're not your normal partner. We deeply care about your success.

See What Other's are Saying About Us

  • NEACH Big Ideas in Innovation Award Presented to Identifee

    The NEACH Big Ideas in Innovation Award recognizes the outstanding contribution of organizations that are transforming the financial industry and payments.

  • As small and regional banks wish to deepen relationships, improve retention, increase their scale, indenter new client segments, Identifee's software provides big bank like integrations and insights.

NEACH Big Ideas in Innovation Award Presented to Identifee

The NEACH Big Ideas in Innovation Award recognizes the outstanding contribution of organizations that are transforming the financial industry and payments.

NEACH Big Ideas in Innovation Award Presented to Identifee

The NEACH Big Ideas in Innovation Award recognizes the outstanding contribution of organizations that are transforming the financial industry and payments.

Identifee Resources (from resources page)

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See Identifee in action!

See Identifee in action!