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.