Introduction

Welcome to the integration of IdentityCheck with Fundstack—a cloud-based software for complete pipeline and contact management—streamlining data enrichment and communication analysis. Find out more on the official Fundstack homepage. With the mission to supercharge deal flow and simplify the fundraising journey, Fundstack offers a seamless platform designed for enhanced team collaboration. By integrating IdentityCheck, you add an advanced layer of ID verification, dramatically improving the accuracy and security of your contact data management.

Why Connect IdentityCheck to Fundstack

Integrating IdentityCheck with Fundstack delivers unparalleled benefits:

• Enhanced Data Security: Bolster your pipeline security by ensuring all contact identities are verified, protecting against fraud and identity theft.
• Seamless Enrollment: Swiftly onboard new contacts with automated KYC checks, ensuring compliance without increasing workload.
• Cost Efficiency: Leverage identity verification to streamline processes and reduce operational expenses.

Discover how IdentityCheck transformed the onboarding process for Guardian Tax Solutions, reducing onboarding time by 90%, enhancing their efficiency and client satisfaction.

Setting Up the Integration

1. Log into your Fundstack account and navigate to the settings page.
2. Locate the “Integrations” tab and select “IdentityCheck” from the list of available integrations.
3. Follow the prompt to authorize the connection, entering your IdentityCheck API credentials.
4. Customize your ID verification preferences for seamless checks within Fundstack.
5. Save your settings and test the integration with a sample contact.
6. Once testing is complete, the integration is live.

How It Works in Fundstack

Imagine you just acquired a new lead in Fundstack. As you add them to your pipeline, IdentityCheck automatically performs an identity check directly within Fundstack. You can monitor the verification status in real-time, ensuring that every new contact is authenticated before proceeding with any deals. Simplify compliance by integrating these KYC checks into your daily workflow without additional manual input.

Frequently Asked Questions

Is the identity verification data stored securely?

Yes, all data is encrypted and stored in compliance with industry standards, ensuring utmost security.

Can I customize what identity checks entail?

Absolutely, you can customize the scope and criteria of identity checks to align with your specific needs.

What happens if an identity check is incomplete?

You’ll be notified immediately, allowing you to follow up and resolve any verification issues promptly.

Final Thoughts

Integrating IdentityCheck with Fundstack not only streamlines your contact verification process but also enhances security and efficiency across your pipeline management system. Elevate your organization’s capability in identity verification effortlessly by leveraging these powerful tools together.