AI Enabled
Solutions powered
by Identifee
Built for Financial Institutions
CRM +
Centralize customer relationships and automate updates
Gen AI
Get answers to questions, automate meeting prep, and analyze competitor statements in seconds
Workflows
Real-time visibility into actional workflows with your team and customers
Business Intelligence
Transform complex data sets into actionable insights
Learning Management
Upskill teams with targeted training through micro-videos and AI role-play
Prospecting
Identify and engage prospects with intel on their tech stack
Chat with the Nacha Operating Rules & Guidelines Book
Saving teams hours of manual work, Identifee is the only platform partner of Nacha that has an AI module on the Nacha Operating Rules & Guidelines handbook that allows you to research knowledge in seconds using natural language.
Secure, Modular, & Seamless Integration
Identifee combines the functionality of multiple systems into a single, AI powered platform. Each module can work independently or connect to your existing technology, safely and securely.
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SOC II Type 2 Compliant
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Tenant level encryption
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Advanced account permissions
DeNovo Treasury's Support Model
Our Treasury & Technology Solutions offering pairs Identifee’s custom, modular platform with your goals for growth.
- Success measured by your independence. Knowledge transfer and education at the forefront of all we do.
- Onboarding designed around your needs. Seamless implementation and go-live tech support.
- Dedicated in-house Tier 1 customer support service. No outsourced call centers, just DeNovo Treasury experts who understand your business.
