Audience

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

About Identifee

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.

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Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Identifee
Founded: 2019
United States
identifee.com/platform

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Identifee Frequently Asked Questions

Q: What kinds of users and organization types does Identifee work with?
Q: What languages does Identifee support in their product?
Q: What kind of support options does Identifee offer?
Q: What type of training does Identifee provide?

Identifee Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking