ID
Identifi
Digital document & workflow platform for financial institutions
info@vectila.com · 727-725-4507 Live audit-ready workflows
Built for banks & credit unions

Turn paper-heavy banking processes into audit-ready digital workflows.

Identifi is a platform that replaces paper and manual processes—from loan origination and account opening to customer service and compliance documents—with digital workflows that route automatically, track deadlines, and keep a complete audit trail.

Headquarters
701 Enterprise Rd. E, Building 900 Safety Harbor, FL 34695
What we digitize
Loans, accounts, service & compliance From origination to ongoing servicing.
Key outcomes
Faster service, fewer errors Better compliance and simpler audits.
Platform

One place for documents, workflows, and audit trails

Identifi connects the pieces that typically live in separate folders, inboxes, and systems. Instead of chasing paper and email threads, your team works inside a single environment designed around financial workflows.

  • Centralized document repository with retention rules and secure access.
  • End-to-end tracking so every document and request has a clear status.
  • Electronic signatures and e-receipts built into the process.
  • No-code workflow builder so teams can adjust steps without writing code.
  • Integrations to core systems such as Fiserv, FIS, Jack Henry, Corelation, and more.
Replace scattered tools with a single, purpose-built workflow platform.
Key capabilities

Built around real banking use cases

Identifi supports the full lifecycle of customer and account information, not just a single step in the process.

Loan origination & documentation Account opening & maintenance Customer service requests Compliance documentation & retention Exception handling & approvals Audit preparation & reporting
Who we serve

Banks and credit unions that want less paper and more control

Identifi is designed for financial institutions that need to move faster, reduce manual work, and be ready for scrutiny — from internal stakeholders, examiners, and regulators.

  • Community banks and regional banks looking to streamline branch and back-office workflows.
  • Credit unions focused on improving member experience while keeping documentation in order.
  • Institutions preparing for growth, mergers, or technology modernization initiatives.
Why it matters

Outcomes you can measure

By moving to Identifi, financial institutions typically see:

  • Reduced errors and rework through standardized digital workflows.
  • Faster processing from application to account maintenance and servicing.
  • Lower risk of missing, misplaced, or incomplete documentation.
  • Simpler preparation for audits thanks to built-in retention and document controls.

The result: customers and members are served faster, staff spend less time chasing paper, and audit readiness becomes part of everyday operations instead of a last-minute project.

The more detail you provide, the easier it is for us to tailor our initial recommendations for your institution.
By submitting this form, you agree that Identifi may contact you about products and services related to digital document management and workflow automation.