Identifee Saves Clients 95% in Prospecting Time

Identifee improved its client engagement platform by integrating RocketReach’s API, streamlining prospecting and pulling accurate contact information. This enhancement allows financial institutions to connect with clients more efficiently.

About Identifee

Identifee is an engagement platform designed exclusively for banks and credit unions, making it easy for them to achieve more meaningful and effective interactions with their clients.

Overview:

Identifee simplifies client engagement for banks and credit unions, making it easier to connect with existing clients and attract new ones through its platform. Traditional prospecting can be time-consuming and labor-intensive, but with RocketReach’s API integration, Identifee streamlines these processes, delivering up to 95% time savings for its customers.

Challenge:

Identifee’s clients previously encountered a labor-intensive prospecting process that required logging into multiple systems to manually compile prospect lists and then inputting customer data into their CRM. This method was time-consuming and prone to errors and inaccuracies in client profiles.

Solution:

Leveraging their deep understanding of regional banks and credit unions’ workflows, Identifee has developed a specialized engagement platform for the financial services industry. By integrating RocketReach’s extensive database through our email finder API, Identifee has drastically reduced the time and effort required for prospecting.

What was once a labor-intensive process involving hours of manual data entry has been streamlined to just a few clicks per sales representative each month. Users now simply enter a contact search, click import, and automatically update all relevant company records to the correct profiles.

Additionally, with RocketReach’s accurate and comprehensive database integration, Identifee clients can now easily identify leads, assess various companies, and understand their technology landscape—all within a single platform.

Results:

The partnership between RocketReach and Identifee has dramatically reduced lead times for Identifee’s customers, cutting them from dozens of hours per month to about 20 minutes—a 95% time savings. Additionally, the accuracy of client profiles has improved, boosting the effectiveness of outreach efforts. This collaboration highlights how modern technology can transform customer engagement in the financial services industry.

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RocketReach’s tools provide accurate, real-time contact data and advanced filtering options, helping your business efficiently connect with key decision-makers and accelerate your sales process.