Integrating IdentityCheck with Cosential

Introduction

Cosential is a robust CRM and Proposal Database solution tailored for AEC firms, empowering them to access and act upon data relevant to their specific role. Known for its mission to “Build Better Business Development,” Cosential offers comprehensive features like opportunity management, contact management, and proposal automation. By integrating IdentityCheck, these capabilities are enhanced with seamless ID verification, ensuring secure and efficient client interactions.

Why Connect IdentityCheck to Cosential

Integrating IdentityCheck with Cosential allows AEC firms to streamline their client onboarding process by automating KYC checks directly within the CRM. This integration leverages the power of IdentityCheck to verify identity swiftly, reducing manual intervention and ensuring compliance. In-depth case studies, such as the Guardian Tax Solutions case study, highlight how cutting onboarding time by 90% is possible, emphasizing the tangible value for any data-driven business.

Setting Up the Integration

1. Log in to your Cosential account and navigate to the integrations section.
2. Search for “IdentityCheck” in the available integrations list.
3. Click “Connect” and authorize IdentityCheck to access your Cosential data.
4. Configure the identity check settings to suit your firm’s compliance needs.
5. Save and test the integration to ensure seamless operations.

How It Works in Cosential

Once integrated, Cosential users can initiate an ID verification process directly from the contact management section. Simply select a contact, and use the embedded IdentityCheck feature to perform a KYC check. Any match anomalies or successful verifications are logged directly into the contact’s profile, allowing for strategic follow-ups and data-driven decisions.

Frequently Asked Questions

• Where is the verified data stored? – All data is securely stored within Cosential, adhering to all privacy and data protection regulations.
• Can the integration be customized? – Yes, customization options are available to meet your firm’s specific compliance requirements.
• What happens if an identity check is incomplete? – Incomplete checks are flagged within the Cosential dashboard for manual review and follow-up.

In Summary

Integrating IdentityCheck with Cosential is a strategic move for AEC firms seeking to enhance their client management process with efficient ID verification. This integration not only simplifies compliance but also ensures your business operates safely and effectively in today’s fast-paced market.