IDENTIFI WORKFLOW AUTOMATION
Workflow Automation Software
Built for Banks and Credit Unions
When a servicing task lives in someone’s inbox, it’s invisible to everyone else on the team. With no audit trail, escalation path, or record of what happened, if an examiner asks, follow-ups can slow the service speed your customers expect. Identifi replaces those manual handoffs with automated, core-connected workflows where every step is assigned, tracked, and logged before anyone has to ask.
See how Identifi handles your specific workflows in a personalized 20-minute demo.
Schedule Your Workflow Automation Demo
WHAT WORKFLOW AUTOMATION CAN DO
Faster, smarter FI workflows. Smoother, easier servicing.
From commercial loans to wire transfers, our Workflow Automation module replaces scattered, manual processes with automated workflows designed for banking environments—so your staff moves faster, your documents stay compliant, and nothing slips through the cracks.
Workflow management
Bridge gaps in your loan origination system with intelligent automation for complex processes your LOS wasn’t designed to handle.
End-to-end automation
Streamline lending workflows from origination through servicing with automated collection, signature capture, and communication delivery.
Account lifecycle management
Maintain operational excellence across all servicing activities with systematic workflow automation that ensures nothing falls through the cracks.
Secure document delivery
Eliminate compliance risks and inefficiencies of email-based document sharing through encrypted delivery workflows with complete audit trails.
WHAT HAPPENS NEXT
After You Request a Demo
We review your core and current setup
Tell us which core you run and where your processes break down. We’ll come prepared with examples from FIs like yours.
You see the platform in your use cases
We build a custom demo around the specific workflows you describe, and run your actual processes through the system.
We scope what deployment looks like for your FI
We walk through integration requirements, configuration timelines, and what a rollout looks like based on your size and scope.
You take the next steps at your own pace
Whether you’re ready to deploy now or need the time, we make sure you leave with the info you need to decide down the line.
FAQs
Common Workflow Automation Questions
How does Identifi integrate with our existing systems?
Identifi connects to your core platforms, such as Corelation, COCC, Fiserv, Jack Henry, and FIS, using APIs and secure protocols. It layers automation on top of your existing tools without replacing them, making your processes more efficient, auditable, and connected.
Can we automate workflows across different departments?
Yes, Identifi supports institution-wide workflows—from lending and member services to HR and compliance. You can build processes that include multiple departments, systems, and handoffs.
Will Workflow Automation help with compliance and audits?
Yes. Every workflow step is tracked with a time-stamped, tamper-proof audit trail. You’ll have a full record of who did what, when, and why, making it easier to prepare for audits, respond to examiners, and stay compliant year-round.
Don’t let legacy tech become your legacy
Turn your paper-based processes into streamlined, digital-first servicing with Identifi Workflow Automation. Request your personalized demo today.