Introduction

Explore the seamless integration of IdentityCheck with 4Degrees, the CRM platform that empowers relationship-driven teams to leverage their networks for sourcing and closing deals. Known for its mission to enhance relationship intelligence and collaboration, 4Degrees offers features like automated relationship tracking and smart reminders.

By integrating IdentityCheck, teams can amplify these capabilities with robust ID verification solutions that streamline compliance processes, providing secure and efficient onboarding experiences.

Why Connect IdentityCheck to 4Degrees

Integrating IdentityCheck with 4Degrees brings several advantages tailored to relationship-focused teams:

• Enhanced Compliance: Simplify KYC checks with automated identity verification processes embedded within 4Degrees.
• Faster Onboarding: Reduce the time spent on verifying identity, ensuring quicker client onboarding without manual hassles.
• Cost Efficiency: Lower operational costs related to identity checks, allowing teams to focus more on deal closures.

For example, in the advisory sector, Fullstack Advisory achieved seamless TPB compliance by using IdentityCheck, showcasing the potential impact within your 4Degrees workflow.

Setting Up the Integration

1. Log in to your 4Degrees account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the prompts to authorize and authenticate your IdentityCheck account.
4. Configure your desired ID verification settings within 4Degrees.
5. Test the integration with a sample data set to ensure everything works smoothly.

How It Works in 4Degrees

Once integrated, IdentityCheck operates seamlessly within 4Degrees as part of your workflow. For instance, upon adding a new contact, the system automatically initiates a KYC check. It verifies identity through comprehensive data analytics, notifying you when checks are complete and ready for review, ensuring compliance is maintained without interrupting your workflow.

Frequently Asked Questions

Where is my data stored?

Your data is securely stored and protected in compliance with relevant data protection regulations.

Can I customize the ID verification process?

Yes, settings can be tailored to meet specific compliance requirements and business needs.

What happens if an ID check is incomplete?

The system will notify you immediately, and you can initiate a re-check or reach out to the contact for additional documents.

In Summary

Integrating IdentityCheck with 4Degrees elevates your relationship management capabilities by adding a secure layer of identity verification. This integration simplifies compliance, enabling teams to focus on building stronger relationships and closing more deals.