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About

Identifee is a modular, AI-powered platform purpose-built for financial institutions, consolidating capabilities like CRM+, GenAI assistance, prospecting intelligence, workflow automation, business intelligence, learning management, sales enablement, and secure digital sales rooms into a unified toolset. The CRM+ module centralizes customer relationships by managing accounts, notes, activities, and pipelines, while the GenAI assistant, branded as “Ask IDA”, answers questions, prepares for meetings, and analyzes competitor statements within seconds. Prospecting tools provide actionable insights into target technology stacks, and workflow features deliver real-time visibility into team and customer activity. Its business intelligence module transforms complex datasets into actionable insights via dashboards and reports, and sales enablement enables instant creation of client-ready reports enriched with industry benchmarking and explanatory videos.

About

Rings AI is an AI-native Extended CRM (XRM) platform that transforms traditional customer relationship management into a dynamic, intelligence-driven system centered around relationships and deal flow. Rather than acting as a static database, it unifies relationship mapping, market data, and AI into a single operating layer that continuously analyzes connections between people, companies, and opportunities. It automatically captures and syncs data from emails, calendars, meetings, and external sources, keeping records updated in real time without manual input. By mapping networks and surfacing the strongest paths to target companies or individuals, Rings enables users to identify warm introductions, uncover hidden connections, and prioritize outreach with greater precision. Its AI search allows users to query their entire dataset in natural language, delivering contextual insights exactly when needed, while automated intelligence highlights deal history.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banks, credit unions, and financial services teams wanting a solution to streamline client engagement, prospecting, insights, training, and secure interactions

Audience

Venture capital firms, investment teams, and relationship-driven sales organizations that need to map networks and uncover high-value opportunities through AI-powered relationship intelligence

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Identifee
Founded: 2019
United States
identifee.com/platform

Company Information

Rings AI
United States
www.rings.ai/

Alternatives

Alternatives

VeriTouch

VeriTouch

VeriPark
Motific.ai

Motific.ai

Outshift by Cisco
Navatar

Navatar

Navatar Group

Categories

Categories

Integrations

Gemini
Gmail
Google Chrome
HubSpot CRM
LinkedIn
Microsoft 365
Microsoft Exchange
Microsoft Outlook
OpenAI
Salesforce
Zapier
iCloud

Integrations

Gemini
Gmail
Google Chrome
HubSpot CRM
LinkedIn
Microsoft 365
Microsoft Exchange
Microsoft Outlook
OpenAI
Salesforce
Zapier
iCloud
Claim Identifee and update features and information
Claim Identifee and update features and information
Claim Rings AI and update features and information
Claim Rings AI and update features and information