Integrating IdentityCheck with FastGem: Elevate Your CRM

Introduction

FastGem (https://fastgem.com) is a comprehensive CRM solution tailored for third-party utility providers, boasting features that streamline customer interactions with efficient project management. FastGem strives to “empower utility providers with unmatched CRM capabilities,” focusing on creating seamless workflows. IdentityCheck enhances this ecosystem by incorporating robust ID verification within the FastGem interface, ensuring secure and efficient verification processes that complement the CRM’s functionalities.

Why Connect IdentityCheck to FastGem

Integrating IdentityCheck with FastGem offers numerous benefits that amplify its powerful CRM capabilities:

• Streamlined Compliance: Ensure that every customer interaction adheres to the strictest compliance standards with automated identity checks, minimizing the risk of non-compliance.
• Enhanced Security: FastGem’s robust communication features are complemented by IdentityCheck’s KYC checks, providing an extra layer of security to protect sensitive customer information.
• Improved Efficiency: Reduce onboarding time with quick and reliable identity verification steps embedded directly within FastGem, as demonstrated by Guardian Tax Solutions’ success in cutting onboarding time by 90% through IdentityCheck.

Setting Up the Integration

1. Log into your FastGem account and navigate to the Integrations section.
2. Search for IdentityCheck and select ‘Connect.’
3. Authorize the integration by inputting your IdentityCheck API key.
4. Configure your identity verification settings per your compliance needs.
5. Test the integration with a sample client to ensure setup accuracy.
6. Enable the integration for all desired user accounts within FastGem.

How It Works in FastGem

Once integrated, IdentityCheck becomes a powerful extension of FastGem’s client management process. For example, when adding a new customer, FastGem will prompt an ID verification process, ensuring that your team completes a KYC check seamlessly within the same platform, maintaining data integrity and workflow continuity.

Frequently Asked Questions

How is customer data stored during the verification process?

IdentityCheck uses encrypted storage and complies with global data protection standards to ensure data security throughout the ID verification process.

Can the identity verification process be customized?

Yes, you can customize verification parameters to fit specific compliance requirements directly within the FastGem integration settings.

What happens if a verification check is incomplete?

If a verification check is incomplete, FastGem will alert the user to resolve any issues, ensuring that all client records are duly verified before finalization.

Final Reflections

Integrating IdentityCheck with FastGem not only reinforces your commitment to secure and compliant operations but also maximizes the efficiency and reliability of your CRM. This powerful synergy guarantees a smooth and secure client management experience that both you and your customers can trust.