Identifi, the leading independent provider of workflow automation and document management software for banks and credit unions, announced the addition of Michael Muncie as Sales Engineer. Michael brings 22 years of FinTech experience in the credit union and banking sectors, with expertise spanning content management, document management, item processing, and digital banking.
Two Decades in Financial Services Technology
Throughout his career, Michael has worked directly with banks and credit unions on operational workflows, compliance documentation, and technology implementations. His experience spans small community credit unions and large regional banks, helping institutions navigate core system integrations, regulatory requirements, and process automation challenges.
He’s been present during critical system implementations, troubleshooted workflow breakdowns during processing periods, and helped institutions adopt technology while managing IT resource constraints and regulatory oversight. With more than 600 onsite engagements, Michael brings a hands-on understanding of the operational realities financial institutions face.
“I’ve been in the branches, the back offices, and the board rooms,” said Muncie. “I’ve seen what works when you’re processing thousands of transactions during month-end close and what falls apart when compliance comes calling. My job is making sure the technology actually fits how the institution operates, not the other way around.”
Technical Guidance from Evaluation to Planning
As Sales Engineer, Michael works with financial institutions during evaluation and planning, helping them understand how Identifi’s platform integrates with their existing systems and workflows. He partners with IT teams, operations managers, and compliance officers to address specific needs—whether that’s automating loan file assembly, streamlining audit preparation, or managing document retention.
His involvement extends from initial conversations through implementation planning, helping institutions set realistic expectations and identify potential integration challenges.
“Michael understands the questions institutions should be asking before they commit to new technology,” said Kyle Donovan, COO of Identifi. “He knows what challenges to anticipate, what integrations matter most, and how to translate operational requirements into technical solutions. That expertise helps customers make informed decisions.”
