document management Archives

Product
Document Management Manage millions of operational documents through an encrypted repository with state-of-the-art ECM capabilities.

e-Signatures Sign documents anywhere, anytime—no branch visit required. Move faster, approve sooner, and keep your service moving.

Workflow Automation Build digital-first, automated document and data workflows that put your people at the center of your business process.

e-Receipts Securely provide customers with signed receipts via email using advanced signature tablet technology that’s safer and faster.

Document Tracking Track any kind of document automatically, ensuring rigorous compliance and timely document retention and submission.

Statements Streamline account statements, loan notices, and regulatory mailings through Identifi’s delivery engine.
Why Identifi?

For Banks

For Credit Unions

For Developers

Integrations
Company

Partners Learn how we integrate with core systems, including Jack Henry, FIS, Fiserv, Corelation & more.

Careers Explore remote and in-person opportunities, team culture, and how we work together to serve FIs.

Case Studies See how banks and credit unions streamline document workflows and elevate service using Identifi.

Support Access expert help, resources, and guidance to keep your Identifi systems running smoothly every day.

Contact Connect with our team to ask questions, request a demo, or discuss your digital transformation goals.
Resources

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 […]

Tag: document management

Introducing Identifi’s Core Values!