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Identifee
Identifee is an AI-powered platform designed for commercial banks and credit unions to unify CRM, business intelligence, and prospecting into a single workspace.
- Headquarters
- Covina, CA
- Founded
- 2019
- Employees
- 11-50
- Funding
- Seed, $5M
- Last researched
- Jul 21, 2026
Products
- Ask IDAPrimary
An AI digital assistant that helps financial teams get answers and navigate the platform through a mobile-first design.
Workflow & AutomationAi agent - Business Intelligence
Data transformation tool that converts complex financial datasets into actionable insights for portfolio management.
Risk ManagementTool - CRM+
A centralized relationship management tool designed specifically for financial institution accounts and pipelines.
Data EnrichmentTool - Digital Sales Room
A secure digital environment for sharing documents and communicating with customers.
ComplianceTool1 of 4 capability facts - GenAI
Powerful AI intelligence built for financial institutions to automate meeting prep and analyze competitor statements.
Data EnrichmentAi agent1 of 2 capability facts - Learning Management
Training platform offering micro-videos and AI-powered role-play to upskill financial services teams.
Data EnrichmentTool1 of 2 capability facts - Prospecting
Sales intelligence tool to identify and engage prospects with data on 700+ million contacts and business tech stacks.
Individual IdentityTool - Sales Enablement
Tools to create customer-specific, data-driven insight reports and industry benchmarking in seconds.
Analytics & ReportingTool1 of 2 capability facts - Workflows
Actionable workflows with real-time visibility for teams and customers to manage tasks and pipelines.
Workflow & AutomationTool1 of 2 capability facts
Capability coverage· 4 of 10 facts across 4 controls across 9 products
- Case Management & Investigation1 of 2
- Data & Intelligence Services1 of 2
- Regulatory Reporting1 of 2
- Consumer Communications Compliance1 of 4