“We recently added the Workflow feature and have been able to streamline our internal processes, add audit controls and approval levels, and quickly and efficiently integrate Online eSign to update customer documents. Workflow allowed us to turn a manual, time-consuming task into an efficient, manageable solution!”

“Identifi’s scalable solution has enabled us to easily track the receipt of regulatory required documents, streamline our operational document review processes, and allowed us to implement time-saving, policy-driven workflows that have saved time and money throughout the organization.”

“Since implementing the workflow product with Identifi, we’ve been able to streamline and eliminate a lot of manual processes between the business lines. Each stakeholder can see where an item is, and each of the steps in the workflow are date/time stamped. Auditors love the tracking since there is a comprehensive audit trail. Now that we are in the SaaS, we are also looking forward to expanding this great tool for our customers to use, as well.”