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Description
Identifee is an innovative, AI-driven platform designed specifically for financial institutions, integrating a wide array of functionalities such as CRM+, GenAI support, prospecting insights, automated workflows, business intelligence, learning management, sales support, and secure digital sales environments into a single cohesive toolset. The CRM+ feature enhances the management of customer relationships by overseeing accounts, notes, activities, and sales pipelines, while the GenAI assistant, known as “Ask IDA,” swiftly responds to inquiries, aids in meeting preparations, and evaluates competitor communications in mere seconds. With its prospecting tools, users gain valuable insights into target technology configurations, while the workflow functionalities provide up-to-the-minute visibility into both team and client interactions. Additionally, the business intelligence segment converts intricate datasets into practical insights through user-friendly dashboards and reports, and the sales enablement component facilitates the rapid production of client-ready documents complete with industry comparisons and informative videos, ensuring that financial professionals are equipped with the necessary resources to succeed. This powerful, all-in-one platform not only streamlines tasks but also enhances strategic decision-making across various facets of the financial sector.
Description
Embark on an accelerated journey toward adopting GenAI technologies within your organization. With just a few clicks, you can set up GenAI assistants that utilize your company’s data. Implement GenAI assistants equipped with security measures, fostering trust, compliance, and effective cost management. Explore the ways your teams are harnessing AI-driven assistants to gain valuable insights from data. Identify new opportunities to enhance the value derived from these technologies. Empower your GenAI applications through leading Large Language Models (LLMs). Establish seamless connections with premier GenAI model providers like Google, Amazon, Mistral, and Azure. Utilize secure GenAI features on your marketing communications site to effectively respond to inquiries from the press, analysts, and customers. Swiftly create and deploy GenAI assistants on web platforms, ensuring they deliver quick, accurate, and policy-compliant responses based on your public content. Additionally, harness secure GenAI capabilities to provide prompt and accurate answers to legal policy inquiries posed by your staff, enhancing overall efficiency and clarity. By integrating these solutions, you can significantly improve the support provided to both employees and clients alike.
API Access
Has API
API Access
Has API
Integrations
Amazon Bedrock
Azure OpenAI Service
Codestral Mamba
Gemini
Gemini 1.5 Flash
Gemini 1.5 Pro
Gemini 2.0
Gemini Advanced
Gemini Enterprise
Gemini Nano
Integrations
Amazon Bedrock
Azure OpenAI Service
Codestral Mamba
Gemini
Gemini 1.5 Flash
Gemini 1.5 Pro
Gemini 2.0
Gemini Advanced
Gemini Enterprise
Gemini Nano
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Identifee
Founded
2019
Country
United States
Website
identifee.com/platform
Vendor Details
Company Name
Outshift by Cisco
Country
United States
Website
www.motific.ai/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Artificial Intelligence
Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)