Wealthbox CRM Overview

Wealthbox CRM is a modern, user-friendly Customer Relationship Management system designed specifically for financial advisors. The platform offers features such as contact management, task management, pipeline tracking, and collaborative tools to streamline client interactions and enhance productivity.

Why Use IdentityCheck for Wealthbox CRM

For users of Wealthbox CRM, conducting ID verification becomes crucial to ensure security and compliance. Integrating IdentityCheck allows financial advisors to efficiently verify client identities, reducing the risk of fraud and enhancing trust. This integration can be especially useful for onboarding new clients and maintaining accurate records.

Possible Uses for Wealthbox CRM Users

• Onboarding new clients with verified identities
• Updating existing client information with secure ID checks
• Ensuring regulatory compliance in financial advisories
• Minimizing risks associated with unauthorized access

How to Set Up IdentityCheck with Wealthbox CRM

1. Create an account on both IdentityCheck and Zapier.
2. In Zapier, start a new Zap and select Wealthbox CRM as the trigger app.
3. Choose the trigger event, such as “New Contact” or “Updated Contact”.
4. Connect your Wealthbox CRM account to Zapier by following the authentication steps.
5. Select IdentityCheck as the action app in Zapier.
6. Choose the action event, e.g., “Verify ID” or “Create Verification Task”.
7. Map the necessary fields from Wealthbox CRM to IdentityCheck in Zapier.
8. Test the Zap to ensure it works correctly and then activate it.

How to Use ID Verification in Wealthbox CRM

Once the integration is set up, using IdentityCheck within Wealthbox CRM is straightforward:

1. When a new contact is added or an existing one is updated in Wealthbox CRM, the set Zap will trigger the ID verification process in IdentityCheck.
2. IdentityCheck will conduct the verification automatically and log the results back into Wealthbox CRM.
3. Navigate to the client's profile in Wealthbox CRM to review the verification status and details.
4. If any issues arise during the ID check, you will be notified directly within Wealthbox CRM, allowing for quick resolution.

This seamless integration enhances the security and efficiency of your client management processes, ensuring you can focus on delivering superior financial advisory services.