Introduction

Welcome to the seamless integration of IdentityCheck with XintelWeb, a leading CRM platform designed to keep track of contacts across diverse media. XintelWeb prides itself on its mission to empower businesses with advanced contact management tools and insights for customer interaction and engagement. By integrating IdentityCheck, you elevate your CRM capabilities with robust ID verification, ensuring secure and efficient customer processing.

Why Connect IdentityCheck to XintelWeb

By connecting IdentityCheck with XintelWeb, you inject a layer of security and compliance into your CRM operations. Enhance your contact management by seamlessly performing ID checks to confidently verify identity and ensure effective Know Your Customer (KYC) procedures. Businesses in various industries experience transformative outcomes, such as Guardian Tax Solutions, which cut onboarding time by 90% using IdentityCheck, ensuring smooth and quick customer onboarding.

Setting Up the Integration

1. Log in to your XintelWeb account and navigate to the integrations section.
2. Search for IdentityCheck in the available integrations list.
3. Click on “Connect” to start the integration setup.
4. Enter your IdentityCheck API credentials and authorize the connection.
5. Customize your ID verification settings according to your KYC requirements.
6. Save the integration settings and activate the service.

How It Works in XintelWeb

Once integrated, IdentityCheck works seamlessly within XintelWeb. For instance, when a new contact enters the CRM, you can initiate an identity check directly from their profile. The system automatically verifies identity documents and updates your CRM with the verified status, ensuring each contact has passed the necessary KYC check. This streamlines processes and maintains a high level of data security.

Frequently Asked Questions

• Where is my data stored? IdentityCheck securely stores data in compliance with international data protection regulations.
• Can I customize verification settings? Yes, the integration allows for tailored KYC check settings to fit industry-specific needs.
• What if an identity check is incomplete? You will receive notifications within XintelWeb to review and resolve any pending checks.

Final Thoughts

Integrating IdentityCheck into XintelWeb not only enhances your CRM’s capability to manage contacts efficiently but also ensures a stringent identity verification process. By leveraging this robust integration, you efficiently conduct KYC checks while maintaining seamless customer interactions. Empower your business with confidence and compliance today.