Designed for modern FIs, Identifi routes documents, automates servicing, and integrates directly with your core system to keep teams in sync and operations audit-ready.
WHAT IDENTIFI CAN DO FOR YOU
Identifi converts manual, paper-heavy workflows into streamlined digital processes. With one connected platform, you can route forms, track progress, and ensure compliance, all while reducing busywork.
Our Platform
From loan processing and lien releases to account openings and more, Identifi helps you orchestrate where documents need to go and accelerate what your team needs to do.
how we support you
Identifi doesn’t just provide software—we make sure it fits. Our team works closely with you to understand your operational and compliance needs, offering hands-on support to integrate your ECM with core, LOS, and other critical banking systems.
IDENTIFI FOR BANKS
Identifi helps banks digitize and automate everything from origination to servicing with fewer handoffs, faster turnaround, and better compliance.
Automate document collection, routing, and approvals for fast commercial loan processing.
Digitally onboard customers with ID verification, disclosures, and compliance checks.
Track documents with built-in audit trails and exception handling.
Connect to systems like Jack Henry, Fiserv DNA, and FIS for faster data sync.
IDENTIFI FOR CREDIT UNIONS
Identifi powers efficient, secure workflows across your credit union, helping you improve turnaround times, reduce paper, and meet compliance with less stress.
Keep documents moving with automated workflows and smart notifications.
Streamline teller receipts, account openings, and service forms.
Auto-flag missing docs and route exceptions ahead of audit deadlines.
Seamlessly connect with Corelation, Fiserv DNA, and COCC.
IDENTIFI FOR DEVELOPERS
Identifi makes it easy to build, extend, and connect ECM capabilities into your own tools and environments. Whether embedding into a customer portal or integrating with complex back-end systems, developers get the power and flexibility they need, with the support to back it up.
Start turning paper-based processes into streamlined, digital-first servicing, with Identifi. Enter your email and get started.
