Identifee, founded by Wells Fargo alumni, aims to streamline productivity technology for bankers into a single platform.
Vram Ismaliyan, who spent 14 years at Wells Fargo, recounts his experience:
I spent at least five to 10 hours preparing for customer meetings... I had to work through 10 or 15 different systems to gather information, make sense of it, and then put it into a PowerPoint.
His colleague, Kevin Miyamoto, also struggled with the bank's technology, managing $900 billion in annual client payments using Excel spreadsheets instead of a proper CRM.
Identifee's platform is built on modular systems, allowing clients to purchase individual components or the complete suite.
Author's summary: Identifee simplifies banking technology.