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 Credit Unions Are Buying Storage. Here’s What a Real Document Management System Does.
Document management software, often called ECM software, means different things depending on who’s selling it. Some platforms are built around storage, a digital filing cabinet that replaces the physical one. Others are built around movement, controlling how documents get routed, reviewed, signed, and filed across an entire institution. For credit unions managing member onboarding packets, […]
Careers That Matter
Careers That Matter Careers that Matter The truth is, most of us spend the bulk of our waking hours at work. We recognize that the time you spend at work should be worth something. We are passionate about what we do. Our goal is to give everyone the opportunity to do the best work of […]
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 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 […]
Identifi Work Business Process Automation for Accounts Payable Approval Process with Oracle Integration
To keep you up to date on some new Identifi Work Business Process Automation product enhancements we have a video that focuses on the accounts payable approval process with Oracle integration. Keep in mind that you can apply workflows to any business process to increase efficiencies. At Identifi we are always improving our software. https://download.identifi.net/WorkFlow/OracleAP/IdentifiWorkflowwithOracleAP-1080p-a420e02e-4313-40b6-bf6a-ae29c6dfd2f0.mp4 Please […]