About Identifi

The servicing workflow experts

For 35+ years, Identifi has helped financial institutions improve operational efficiency through secure, compliant document management. From onboarding and lien releases to audit prep and retention, Identifi is the workflow engine behind hundreds of banks and credit unions running faster every day.

Our Values

Connecting what works. Simplifying what doesn't.

We focus on designing systems that align with the way financial institutions actually work. Every decision we make—technical or strategic—reflects our belief that simplicity, performance, and stability all go hand-in-hand.

Thoughtful Innovation

We enhance functionality, prioritizing durability and ease of adoption.

Play As A Team

We believe collaboration drives cross-functional and customer alignment.

Focus On Impact

We build with intent: to increase speed, reduce overhead, and enable smarter servicing.

Long-Term Satisfaction

Our model supports measurable outcomes in onboarding, expansion, and optimization.

Operate with Transparency

From project roadmaps to compliance, communication stays consistent and clear.

our story

Decades of staying ahead by staying true

Identifi was founded in 1988 by technologists and financial services veterans focused on simplifying document management for highly regulated environments.

In 1998, we became one of the first providers in the industry to launch a web-based ECM platform, long before “cloud” became standard. That early commitment to accessibility, flexibility, and integration still defines our approach today.

We’ve helped our clients navigate mergers, market shifts, and compliance changes with the same steady focus: making complex document processes simpler, faster, and more secure.

our team

A leadership team fluent
in financial systems

With a combined century of experience across banking tech, enterprise infrastructure, and operational strategy, Identifi’s leadership team knows what’s at stake when systems slow down.  Their shared priority is to ensure our customers keep moving, without added risk or complexity.

Alan J. Wiessner

Founder

Kaushal Pandya

Kaushal Pandya

CEO

Abby K. Ross

Senior VP, Sales

Kyle Donovan

Senior VP,  Customer Success & Professional Services

Tim Jagodzinski

Senior VP, Business Development

Shane Asbel

VP Sales & Marketing

WHY IDENTIFI?

Embedded into your systems. Designed to accelerate.

Identifi integrates directly into your tech stack—whether you use Jack Henry and Fiserv to FIS and Corelation. We support pre-built and custom workflows, document tracking, retention policy enforcement, and e-signature orchestration across your institution. Our platform is trusted by IT teams, compliance officers, and operations leaders to reduce risk, drive turnaround time, and simplify servicing—without slowing you down.

Shane Asbel

VP Sales & Marketing

Shane spent almost 20 years in banking for various organizations before joining. These roles included sales, operations, leadership, and support roles. Shane has extensive operations and sales knowledge within the banking space that translates well for our customers seeking to bring new efficiency to their organization. He is responsible for Identifi’s new logo sales, existing customer sales, and marketing efforts.

Tim Jagodzinski

Senior VP, Business Development

Tim spent eight years with an IBM Business Partner before co-founding Pegasus TransTech, where he built a leading document workflow solution for the transportation sector. He now leads Identifi’s strategic growth and partner development initiatives, with deep expertise in enterprise imaging and automation technologies.

Kyle Donovan

Senior VP,  Customer Success & Professional Services

Kyle has over 20 years of experience in financial services, including leadership roles at GTE Financial. At Identifi, he oversees implementation, training, and post-sale success, ensuring that every customer achieves long-term operational results and sustained platform value.

Kaushal Pandya

Kaushal Pandya

CEO

Kaushal brings 17+ years of experience leading global high-performance teams and delivering large-scale hybrid and cloud solutions. He guides Identifi’s Azure cloud services initiative, product architecture, AI strategy, and future product direction, ensuring the platform continues to scale with customer needs.

Abby K. Ross

Senior VP, Sales

Abby joined Identifi in 1990, bringing experience from IBM, Arthur Andersen, and North American Financial Services. She has been instrumental in building Identifi’s customer-focused sales strategy, with a proven track record of fostering long-term partnerships across banks and credit unions.

Alan J. Wiessner

Founder

Alan founded Identifi in 1988 after a successful career at NCR Corp. and North American Financial Services. With 35+ years of fintech leadership, he continues to guide Identifi’s strategic growth and product evolution—balancing stability with innovation to support customers, employees, and partners across the financial services ecosystem.