Introduction

Discover how Cinode, available at cinode.com, can transform your consultancy operations with robust sales, resourcing, and skills management. Cinode’s mission is to empower consultancies to thrive by providing seamless tools to manage their workflows effortlessly. When integrated with IdentityCheck, these capabilities are further enhanced, providing streamlined identity verification solutions that bolster client onboarding processes and regulatory compliance.

Why Connect IdentityCheck to Cinode

Connecting IdentityCheck to Cinode enables consultancies to perform rapid and accurate ID verification, essential for maintaining compliance and ensuring effective client onboarding. This integration enhances your consultancy’s credibility and operational performance by streamlining compliance and reducing administrative burden. For instance, see how Fullstack Advisory achieved TPB compliance with just one-click using IdentityCheck: Read the case study.

Setting Up the Integration

1. Log in to your Cinode account and navigate to the integrations section.
2. Choose IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to initiate the connection.
4. Enter your IdentityCheck API credentials to authorize the integration.
5. Configure your default ID verification settings and save changes.
6. Test the integration to verify the setup and begin usage.

How It Works in Cinode

Once integrated, IdentityCheck operates seamlessly within Cinode. For example, when a new client is added, Cinode will automatically initiate a KYC check, verifying identity quickly and efficiently. This automation ensures that your team can focus on higher-level client engagement, leaving the complexities of identity checks behind.

Frequently Asked Questions

• Where is the verification data stored? All identity verification data is stored securely within Cinode, ensuring compliance with data protection regulations.
• Can I customize the verification settings? Yes, IdentityCheck allows customization to suit your consultancy’s specific needs including configuring the requirements for identity verification.
• What happens if an ID check is incomplete? Incomplete ID checks trigger an alert in Cinode, allowing manual intervention or follow-up actions to ensure compliance.

Final Thoughts

Integrating IdentityCheck with Cinode takes your consultancy’s compliance and client onboarding to new heights. By ensuring efficient ID verification processes, you empower your team to focus on growth and client satisfaction.