Customer story

Lexidy

LegalTech · Europe

Conversion 50% → 80%
50% → 80% Onboarding conversion
15 min Saved per client
Days To go live on HubSpot
The challenge

Lexidy encountered several challenges:

  • Manual KYC was costly, inconsistent and prone to errors.
  • No system to track completed identity checks.
  • Separate PEP, sanctions and adverse-media processes increased cost and compliance risk.
  • A positive KYC status was mandatory before service, but an efficient process was lacking.
  • The variety of ID documents and languages across Europe complicated verification.
  • Previous attempts to integrate a KYC provider with HubSpot had been unsuccessful.
The solution

Lexidy found IdentityCheck on the HubSpot App Marketplace and implemented it:

  • Seamless HubSpot integration — quick and easy to set up.
  • Comprehensive tracking — verification status recorded in HubSpot for centralised tracking.
  • Mandatory KYC enforcement — consistent compliance with a strict policy.
  • Improved accuracy — advanced biometrics and multi-region identity handling.
  • Automated workflow — less manual effort and fewer errors.
  • Enhanced screening — PEP, sanctions and adverse-media checks integrated.
The results
15 minutes saved per client onboarded, reducing operational costs
Automated checks — better accuracy and regulatory compliance
Onboarding conversion lifted from 50% to 80%
HubSpot integration live in a few days, where previous attempts had failed for months
The IdentityCheck team was fantastic to work with. They implemented the HubSpot integration in just a few days, succeeding where previous attempts had failed for months.
Sarah Schnetzer Digital Growth Manager, Lexidy

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