Fort Myers Beach, 33931, FL,
United States
Identifi
Identifi, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Identifi collaboration with software players such as Comviva, COCC and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Ledyard Bank | Banking and Financial Services | 102 | $31M | United States | Comviva | Comviva Mobilytix Rewards | Customer Loyalty | 2024 |
In 2024 Ledyard Bank implemented Comviva Mobilytix Rewards as a Customer Loyalty application to support customer engagement and enrollment workflows. The deployment positioned Comviva Mobilytix Rewards to manage loyalty enrollment, rewards issuance and redemption orchestration, and basic customer segmentation tied to account lifecycle events.
Configuration emphasized standard Customer Loyalty capabilities, including program enrollment flows, points or rewards ledger management, and redemption rules, integrated into existing customer touchpoints. The Comviva Mobilytix Rewards implementation was configured to align loyalty events with onboarding and retention workflows, and to surface loyalty status to front-office and back-office staff to support consistent servicing.
The project integrated with the COCC INSIGHT core for customer records and document generation, while partner Identifi delivered a COCC-integrated document management and eSignature solution to digitize onboarding and back-office workflows. Documents generated from the INSIGHT core are stored in the Identifi-managed repository, and eSignature was instrumented to accelerate approvals during account opening and servicing in New England.
Operational scope targeted back-office operations and customer onboarding across Ledyard Bank branches in New England, with Identifi leading the document workflow rollout and integration tasks. The implementation delivered faster document retrieval, reduced manual scanning, and improved regulatory tracking as part of the combined Comviva Mobilytix Rewards and COCC-integrated document management deployment.
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Thomaston Savings Bank | Banking and Financial Services | 228 | $20M | United States | COCC | COCC Document Management | Document Management | 2013 |
In 2013, Thomaston Savings Bank deployed COCC Document Management to support operations and compliance. The bank engaged Integra Business Systems to implement the iDentifi ECM suite integrated to COCC INSIGHT, aligning document services to account opening and reporting workflows.
The implementation configured eSign for new account openings, workflow tracking for exception management, and automated archiving of core reports generated by INSIGHT. Core capabilities implemented included capture and indexing, retention policy enforcement, workflow orchestration, and content access controls within the iDentifi ECM suite, supporting paperless account opening and exception routing in line with Document Management practices.
Integration with COCC INSIGHT provided direct archival of INSIGHT-generated reports and in-line access to report outputs from the COCC Document Management environment. Operational coverage focused on bank operations and compliance functions in Connecticut, applying the solution across account opening, exception handling, and records archival processes.
Governance changes accompanied the rollout, with process updates for exception tracking and records governance led by Integra Business Systems to support compliance needs. The deployment improved paperless account opening, strengthened exception tracking workflows, and enhanced access to INSIGHT-generated reports.
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Buyer Intent: Companies Evaluating Identifi Services
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