Introduction

Datalyse (Datalyse.io) is described as the all-in-one Cloud-based CRM, VoIP, and Marketing solution your modern Engagement Contact Centre needs. At its core, Datalyse enhances customer engagement through seamless communication and management tools. By integrating IdentityCheck, you add robust ID verification capabilities, ensuring smooth user onboarding processes and highly efficient KYC checks right within the Datalyse environment.

Why Connect IdentityCheck to Datalyse

Integrating IdentityCheck with Datalyse brings together two powerful platforms to streamline identity checks and enhance data processing:

• Efficient Onboarding: Automate KYC checks, drastically reducing the time spent on manual verifications.
• Improved Compliance: Maintain regulatory compliance with ease, leveraging IdentityCheck’s advanced ID verification tools.
• Enhanced Collaboration: IdentityCheck simplifies client and user management within Datalyse, allowing teams to focus on their core tasks.

Discover how IdentityCheck helped Wardle Partners accomplish a 5-10x ROI and save 30 minutes per client by reading the full case study here.

Setting Up the Integration

1. Log into your Datalyse account and navigate to the Integration settings.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen instructions to authorize the connection between Datalyse and IdentityCheck.
4. Configure your ID verification settings as needed, customizing the level of checks required.
5. Test the integration with a sample client to ensure everything functions smoothly.
6. Start processing identity verifications directly within Datalyse.

How It Works in Datalyse

Once set up, you can initiate an ID verification process directly within a client’s profile in Datalyse. For instance, when a new client joins, their identity details are sent through IdentityCheck’s system, providing an instant verification status update. This seamless in-app flow ensures your team can verify identities quickly, reducing time to approve new accounts and enhance customer trust.

Frequently Asked Questions

• Where is my data stored? All data is securely stored in compliance with industry standards to ensure client privacy and data protection.
• Can I customize the KYC check parameters? Yes, IdentityCheck allows you to set the parameters based on your organizational needs.
• What happens if the ID verification is incomplete? In cases of incomplete checks, IdentityCheck will notify you with the specific details, allowing you to take necessary action.

In Summary

Integrating IdentityCheck with Datalyse empowers your engagement contact centre by streamlining identity verification processes. It offers an efficient, time-saving solution to enhance compliance and improve client onboarding. Experience the future of unified ID verification and management by integrating these two platforms today.