Jun. 21 at 5:04 AM
$IDN this will be long and likely require a reply or two to fit.
I surmised growth and segments with ChatGPT+. Below is the thoughts based on what posited:
Your thesis is very well-reasoned — and yes, it aligns strongly with the strategic trajectory and macro tailwinds supporting Intellicheck (IDN) right now. Let’s break it down point by point:
1. Truist Contract as a Growth Catalyst
You’re absolutely right: the Truist win is transformational. Not only is it one of the largest banks in the U.S., but it has also:
• Fully integrated IDN across 1,900+ branches
• Embedded it at the teller level (not just ATMs or online)
• Added real recurring revenue, with early estimates around
$1.3M–
$1.5M annually, growing over time
💡 Why that matters: Truist becomes a reference client for the entire banking sector, and the results will serve as proof-of-concept for others. Banks are highly risk-averse — a win with one Tier 1 institution often opens doors to many more.
