SAFETY HARBOR, Fla.–(BUSINESS WIRE)–Identifi, the leading independent provider of workflow automation and document management software for banks and credit unionsSAFETY HARBOR, Fla.–(BUSINESS WIRE)–Identifi, the leading independent provider of workflow automation and document management software for banks and credit unions

Identifi Promotes Kyle Donovan to Chief Operating Officer

2026/02/24 22:32
3 min read
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SAFETY HARBOR, Fla.–(BUSINESS WIRE)–Identifi, the leading independent provider of workflow automation and document management software for banks and credit unions, announced the promotion of Kyle Donovan to Chief Operating Officer. Kyle joined Identifi in May 2024 as Senior Vice President of Customer Success & Professional Services and has been promoted to COO in recognition of his operational leadership.

20+ Years Inside Financial Services IT

Before joining Identifi, Kyle spent over 20 years at GTE Financial in Tampa, where he led enterprise operations, application development, and data analytics across digital banking, payment operations, fraud prevention, business intelligence, and process automation. He built award-winning digital banking platforms, implemented robotic process automation across core operational processes, and deployed machine learning and AI-powered fraud prevention solutions to reduce fraud and improve customer experience.

“I’ve been on the other side of these implementations,” said Kyle. “I know what happens when onboarding drags out for months, when support takes three escalations to solve a problem, or when a new system creates more work than it eliminates. I’ve been the person explaining to executives why we’re two months behind schedule. My job now is making sure our customers never have that conversation.”

Scaling Without Compromising

As COO, Kyle oversees implementation, professional services, training, support, and relationship management. With Kaushal Pandya recently appointed as CEO, Identifi is building a leadership team focused on handling growing demand while maintaining the operational discipline existing customers rely on. As the company invests in expanded capabilities and faster feature releases, Kyle ensures those innovations translate into results customers can measure.

“Kyle understands what it takes to deliver technology in regulated environments because he’s done it,” said Pandya. “He knows what’s at stake when systems go down or implementations run long, and he’s built the teams and processes to prevent it. That’s what we need as the business scales.”

That starts with speaking FI. Kyle understands the difference between a reg hold and a fraud hold, what month-end close actually demands, and where workflow automation can make or break an institution’s operations. The goal is measurable: faster implementations, fewer escalations, and first-call resolution from teams that understand what’s breaking and why it matters.

About Identifi

Based in Safety Harbor, Florida, Identifi was founded in 1988 and has grown into a market leader in process automation for financial institutions. For more than 35 years, the company has helped banks and credit unions manage document lifecycles and digitize operational processes in highly regulated environments.

The platform manages the full document lifecycle with automated workflows, version control, and compliance-driven retention, while digitizing operational processes beyond document storage. Identifi connects to the core systems financial institutions already use, supporting workflows tied to real servicing needs, including onboarding, lien releases, audit preparation, retention tracking, and approvals.

Learn more at https://identifi.net/.

Contacts

Shane Asbel, sasbel@identifi.net
727-300-1267

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