CRM
Engage in strategic conversations with your clients and prospects to demonstrate your bank’s value, deepen existing relationships and ultimately, drive revenue.
Problem
Existing CRMs are expensive, and designed for every type of industry, making it too generic to be the true “one-stop shop” for financial services organizations. As a result, teams often work in silos, and have to access multiple systems to gather insights.
Solution
Identifee was designed by bankers for bankers. Our platform offers technology to create actionable, data-driven reports within seconds, so you can spend more time in front of clients and prospects, to drive revenue.
Specifically built for financial services organizations
Integrated prospecting tool with 100M+ leads
Manage leads, contacts, and other client information
Streamlined and intuitive user-friendly interface
Actionable, data-driven reports available within seconds
Track deals and quickly manage pipeline
Save time and engage your clients with personalized, insight-led conversations that create value and drive revenue.
