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What is Identifee?

Identifee stands out as a groundbreaking platform powered by artificial intelligence, tailored exclusively for financial institutions, and it unifies an extensive range of features such as CRM+, GenAI capabilities, prospecting insights, automated workflows, business intelligence, learning management, sales assistance, and secure digital sales environments into one integrated solution. The CRM+ functionality significantly improves customer relationship management by tracking accounts, notes, activities, and sales pipelines effectively. Meanwhile, the GenAI assistant, referred to as “Ask IDA,” provides quick answers to questions, supports meeting preparations, and assesses competitor communications within seconds. Users benefit from insightful prospecting tools that reveal valuable information about target technology setups, while the workflow features deliver real-time visibility into interactions between teams and clients. Moreover, the business intelligence aspect translates complex datasets into actionable insights via intuitive dashboards and reports. The sales enablement tools allow for the swift creation of client-ready documents that include industry comparisons and engaging videos, empowering financial professionals with essential resources for success. In essence, this robust platform not only simplifies various tasks but also significantly improves strategic decision-making processes throughout the financial industry, ultimately driving greater efficiency and productivity.

What is BoodleBox?

Discover the premier platform designed for collaborative efforts through GenAI, which unites top-tier AI models, a collection of more than 1,000 tailored GPTs, your files, and your complete team within a remarkable GroupChat space that emphasizes ease of use and safety. This groundbreaking arrangement not only boosts efficiency but also encourages fluid interaction among team participants, creating an environment where ideas can thrive and collaboration flourishes.

Media

Media

Integrations Supported

Integrations Supported

Blackbaud Altru
HubSpot CRM
HubSpot Customer Platform
Salesforce
Shopify
WooCommerce

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$14.99 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Identifee

Date Founded

2019

Company Location

United States

Company Website

identifee.com/platform

Company Facts

Organization Name

boodleAI

Date Founded

2016

Company Location

United States

Company Website

boodlebox.ai/

Categories and Features

AI Tools

Not specified

Financial CRM

Not specified

Categories and Features

AI Tools

Not specified

Collaboration

Not specified

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