Introduction

Explore the synergy between Bowimi and IdentityCheck to influence significant business growth. Bowimi, renowned for its simple and powerful tools, transforms field sales management through prospecting, route planning, data capture, and team management. Integrating IdentityCheck adds an invaluable layer by seamlessly automating ID verification processes, enabling Bowimi users to focus more on strategic decision-making and customer engagement.

Why Connect IdentityCheck to Bowimi

Connecting IdentityCheck to Bowimi translates to streamlined operations. Bowimi’s core features enhance field sales efficiency, and with IdentityCheck, you can ensure secure customer experiences through automatic KYC checks. This integration provides instant, verified identity checks, reducing manual entry errors and increasing overall data integrity.

For businesses looking to optimize client onboarding, IdentityCheck has proven results. For example, Guardian Tax Solutions achieved impressive efficiency gains, reducing onboarding time by 90% with IdentityCheck. Read the full case study here.

Setting Up the Integration

1. Log in to your Bowimi account and navigate to the integrations tab.
2. Locate and select IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to authorize IdentityCheck access to Bowimi.
4. Configure the synchronization settings based on your sales process needs.
5. Perform a test identity check to ensure successful integration.
6. Begin using automated ID verification in your Bowimi workflow.

How It Works in Bowimi

Once integrated, IdentityCheck operates seamlessly within Bowimi’s interface. For example, when a new lead is added to Bowimi’s system, IdentityCheck can automatically trigger a KYC check in the background. This automation ensures that your field sales team receives real-time updates about the lead‚Äôs verified status, minimizing manual follow-ups and enhancing customer trust.

Frequently Asked Questions

• How is data stored? Rest assured, all identity verification data is encrypted and securely stored, conforming to international data protection standards.
• Can I customize ID verification workflows? Yes, the integration allows customization of KYC checks to fit your specific operational requirements.
• What happens if an identity check is incomplete? You‚Äôll receive an alert in Bowimi, prompting you to follow up with the client for necessary information.

Final Thoughts

Integrating IdentityCheck with Bowimi amplifies your capability to manage field sales efficiently while enhancing security through seamless identity verification. This perfect blend not only optimizes business processes but also drives significant growth by ensuring comprehensive data authenticity.