"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."
"If you want to pull any information on your customer, you might have to log in to 10 separate systems, download the data that's all different into Excel, to then start to do analysis,"
"It takes forever."
Vram Ismailyan and Kevin Miyamoto left Wells Fargo in 2021 after years of managing payments and confronting antiquated technology and inefficient workflows. They founded Identifee to unify fragmented internal systems used by commercial bankers into a single, modular platform. The platform combines CRM capabilities, business intelligence for tracking customer data, and sales enablement tools for generating reports and presentations. Identifee targets both large and smaller financial institutions where bankers currently log into many systems, export inconsistent data into Excel, and spend excessive time preparing client materials. Identifee is a Top 20 finalist in the Startup Battlefield at TechCrunch Disrupt 2025.
Read at TechCrunch
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