Problem

Organizations face increased revenue targets and more competition with limited resources, training, and budget. Existing software and 3rd party apps are too generic, limiting the effectiveness for financial services organizations.

Solution

Identifee is a financial services specific connected platform that performs the work of multiple systems better, faster, and for a fraction of the cost.

Platform

Our connected platform allows any sized financial services organization to transform into a digital powerhouse.

When organizations partner with Identifee, they:

  • Streamline workflows to increase productivity

  • Enable digital channels for proactive communication

  • Create insight led reports for data driven decisions

Data

Segmented departments are now synchronized with the same actionable, data-driven insights to turn hours of work per week into mere seconds.