What Commercial Banks Get Wrong About E-Receipt Management
Commercial banking generates a continuous stream of electronic receipts. Whether staff can find them or connect them to what they trigger determines whether receipt management earns its keep or becomes something your team works around. What Most E-Receipt Systems Get Wrong A transaction completes, a receipt generates, and the system logs it. Things break down when someone […]
Commercial Lending Workflows Don’t End at Closing. ECM Software Picks Up Where They Do.
Community bank lenders aren’t short on commercial lending deals. They’re short on systems that can keep pace with the documentation those deals generate. Entity files, post-closing packages, annual reviews, and ongoing covenant monitoring extend the document obligation well past funding, and most tracking setups can’t handle any of it without someone filling the gaps by […]
Most Document Tracking Systems Stop at the Request. Here Are 7 Features Credit Union Compliance Teams Actually Need.
Compliance coordinators at credit unions aren’t short on work. They’re short on systems that work for them. Most document tracking setups generate reminders and log outreach. What they don’t do is confirm that the document is actually on file, which is the only thing an NCUA examiner will ask about. The gap between what a […]
The Future is Now
As we reflect on 2023, we are grateful for the continued trust that you place in us. When the world around us is changing at a rapid pace, at Identifi, one thing will always remain the same, that is our commitment to provide unparalleled excellence in customer service. We realize technology has moved to the […]
Which Leg Do I Stand On?
Which Leg Do I Stand On? When there was an argument, which was frequent in a family of six siblings, my father used to say, “Which leg do I stand on.” I’ve always felt that was a great question because it would give me pause to think. When there is disagreement which is often, if […]
Identifi, the leading independent Workflow and Enterprise Content Management software provider for Banks and Credit Unions, completes strategic growth investment with Arcadea Group.
Identifi partners with Arcadea Group to accelerate growth in the banking and credit union market Toronto, Ontario, Canada / Safety Harbor, Florida USA Identifi, the leading independent provider of Enterprise Content Management and Workflow software for Banks and Credit Unions, has completed a strategic growth equity recapitalization with Arcadea Group, a long-hold, permanent capital growth […]
Identifi 2021
Happy Holidays! One of Identifi’s core values is particularly appropriate for the holidays, Play as a Team. We continue to work hard and play hard as a unified team, even as we are separated by virtually everything. With all the ever-evolving distractions, it’s easy to get wrapped up in ourselves and our own lives, while […]
Identifi 2020
Where to begin? First let me thank all of you, fellow employees, customers, suppliers and service organizations for your support of Identifi. While COVID kept us apart, covered our faces, and muffled our voices, collectively we grew closer. We became more resourceful. We worked alongside and online with our children learning virtually. We remodeled, rearranged, […]
Introducing Identifi’s Core Values!
Uber, the world’s largest taxi company owns no vehicles. Facebook, the world’s most popular media company, creates no content. Airbnb, the world’s largest accommodation provider, owns no real estate. We recognize technology is changing the way we live and interact with other people, businesses and the world around us. We need to embrace change and […]
How Benetrends Financial filled in their Technology Gaps
What are technology gaps? HR sends an email to a new hire Gmail account who’s not yet on-board. In the email are attachments that need to be completed, signed and returned before his first day of work. The email goes to the new hire’s spam folder, that’s a technology gap. A technology gap is […]