Thank You | The CU Leader's ECM Implementation Playbook

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.
Product Overview

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

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Digitize and simplify your paper trail

Browse Our Products

From document management to workflow automation, see everything Identifi can do for your credit union.

Talk to a Specialist

Have questions about your core system or specific workflow needs? Our team knows FI operations and we’re ready to talk with you.

Learn More About Identifi

We’ve spent 35+ years helping banks and credit unions run faster. See who we are, what we’ve built, and what drives us forward.

Faster workflows. Smarter servicing.
Find it and go, with Identifi.