KYC Integration Finder

3d5f3920cc65319a759df3c5c81d0c98 2.png

PhoneTrack

PhoneTrack is a call tracking platform that assists sales teams, service management and marketing.

How IdentityCheck works with PhoneTrack

Introduction

Discover the power of combining IdentityCheck with PhoneTrack, a leading call tracking platform designed to empower sales, service management, and marketing teams with actionable insights. Visit their homepage at phonetrack.com to learn more about its ethos: “Maximize Efficiency, Optimize Performance.” Core offerings include seamless call tracking, analytics, and integration capabilities. When layered with IdentityCheck, these features transform into a robust system that enhances security and compliance through efficient ID verification processes.

Why Connect IdentityCheck to PhoneTrack

Integrating IdentityCheck with PhoneTrack amplifies the platform’s capacity to secure calls and transactions, ensuring every customer interaction is verified responsibly. This coupling enhances customer trust while simplifying Know Your Customer (KYC) checks, particularly valuable for industries like legal and regulatory sectors. For example, Guardian Tax Solutions experienced a 90% reduction in onboarding time by streamlining their identity check process.

Setting Up the Integration

  1. Log in to your PhoneTrack account.
  2. Navigate to the Integrations tab.
  3. Select IdentityCheck from the available options.
  4. Follow the on-screen instructions to connect your IdentityCheck API.
  5. Configure your desired ID verification settings.
  6. Save the integration settings and test with a sample call.

How It Works in PhoneTrack

Once integrated, IdentityCheck enhances PhoneTrack by automatically initiating ID verification during call interactions. For example, when a call is received, agents can instantly verify the caller’s identity, granting them access to call details only upon a successful KYC check. This ensures that every call is compliant with regulatory standards, boosting security and trust.

Frequently Asked Questions

What happens to my data during the verification process?

IdentityCheck prioritizes data privacy and security, ensuring all personal information is encrypted and stored securely, accessible only during the verification process.

Can I customize the identity verification process?

Yes, the integration allows customization of the identity verification workflow to align with your company’s unique requirements and compliance standards.

What if an identity check is incomplete?

If a check remains incomplete, the system will notify the user and the verification process can be retried or escalated as necessary.

Final Thoughts

Integrating IdentityCheck with PhoneTrack not only bolsters security protocols but also enhances customer experience by streamlining KYC checks. The result is a seamless, efficient interaction that builds trust and ensures regulatory compliance, cementing PhoneTrack as a dynamic solution for today’s compliance-conscious businesses.

About PhoneTrack
PhoneTrack is a call tracking platform that assists sales teams, service management and marketing.