Introduction

Welcome to the seamless fusion of identity verification and customer relationship management. Explore how Cogmento CRM, a versatile platform designed to grow with your business needs, partners with IdentityCheck for a comprehensive identity verification experience. With Cogmento’s mission to streamline business operations through an intuitive interface and robust automation, integrating with IdentityCheck enhances functionality by ensuring quicker, more secure onboarding and KYC compliance.

Why Connect IdentityCheck to Cogmento CRM

Integrating IdentityCheck with Cogmento CRM unlocks numerous benefits. First, it provides comprehensive KYC checks, enabling you to verify identity swiftly and efficiently. Second, it automates identity verification processes, reducing the time spent on manual checks and cutting operational costs. See how others have leveraged this integration: Guardian Tax Solutions reduced onboarding time by an astounding 90%, ramping up efficiency.

Setting Up the Integration

1. Log into your Cogmento CRM account and navigate to the integrations section.
2. Select IdentityCheck from the available integrations list.
3. Follow the on-screen instructions to authorize IdentityCheck access.
4. Configure IdentityCheck settings to tailor the identity check process to your business needs.
5. Test the integration with a sample ID verification to ensure proper setup.
6. Save your configuration, and you are ready to go!

How It Works in Cogmento CRM

Once integrated, IdentityCheck activates a seamless identity verification workflow within Cogmento CRM. For example, when a new client is added, an automatic KYC check commences, ensuring compliance and security. The verified data seamlessly populates the client’s profile, allowing your team to focus on building relationships rather than manual verification.

Frequently Asked Questions

• Where is the identity data stored? IdentityCheck adheres to strict data privacy regulations, storing information securely on its encrypted server infrastructure.
• Can the identity verification process be customized? Yes, customize verification tiers to meet your unique compliance requirements within Cogmento CRM settings.
• What happens if an identity check is incomplete? Incomplete checks trigger an alert, allowing team members to investigate and resolve the issue promptly.

Final Thoughts

Uniting IdentityCheck with Cogmento CRM represents a leap forward in efficiency and compliance. By embedding secure ID verification directly into your CRM, you’re not only safeguarding your business operations but also creating a frictionless experience for your clients. Take advantage of this powerful integration to transform your client management and verification processes today.