What’s the Difference Between ECM and Document Management?
Document management is software that stores digital documents in one searchable place. Enterprise content management (ECM) adds tools that act on each document once it is in the system, such as checking that a file has every document it needs and applying a retention schedule. For a bank or credit union, either one can pull […]
Where NCUA Compliance Gaps Show Up Most in Credit Unions, and How Automated Document Control Can Help Close Them
NCUA compliance gaps show up in the same few places across most credit unions: retention rules nobody enforced consistently, and access records nobody could produce on request. Both get missed for months, then surface all at once during an exam. Retention and access control tend to fail the same way. A rule exists somewhere in […]
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, […]
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 […]
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 […]
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 […]
A Little Advice from a Man Worth $75 Billion. Happy Thanksgiving!
If You Had To Choose One Car That Would Last The Rest Of Your Life, What Car Would You Choose? When I was sixteen, I had just two things on my mind — girls and cars. I wasn’t very good with girls. So I thought about cars. I thought about girls, too, but I had […]