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.

Integrations

No integrations listed.

Screenshots and Video

Identifee Screenshot 1

Company Facts

Company Name:
Identifee
Date Founded:
2019
Company Location:
United States
Company Website:
identifee.com/platform

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Identifee Categories and Features

Financial CRM Software

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