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Average Ratings 0 Ratings
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
Kestrelbox is a specialized wealth management CRM created specifically for financial advisors, integrating various essential functions such as client management focused on households, tracking assets under management, ensuring regulatory compliance, and facilitating automated communications within a single platform aimed at aiding advisors in enhancing and sustaining their client relationships. This innovative solution addresses a critical challenge in the wealth management sector, where financial advisors must effectively manage client households, oversee assets under management, keep compliant records as required by FINRA and SEC, and communicate smoothly with both prospects and clients. In contrast to traditional methods that necessitate the use of multiple disparate tools—like various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox brings all these functionalities together in one cohesive platform, built with a household-centric approach, thereby streamlining operations for financial advisors. By doing so, it not only simplifies their workflow but also enhances their ability to provide exceptional service to their clients, ultimately driving growth in their practices.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$197/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Identifee
Founded
2019
Country
United States
Website
identifee.com/platform
Vendor Details
Company Name
Kestrelbox
Founded
2026
Country
United States
Website
kestrelbox.com
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No