Introduction

Gainsight™ is a powerful CRM that empowers businesses to cultivate meaningful and enduring relationships with their customers. By integrating IdentityCheck into Gainsight, users can enhance their customer interactions with seamless and secure identity verification processes. This integration is particularly beneficial for industries requiring robust KYC checks and fraud prevention.

Why Connect IdentityCheck to Gainsight

Integrating IdentityCheck with Gainsight elevates the customer onboarding experience by streamlining identity verification. This ensures compliance with KYC regulations and significantly reduces the risk of fraud. By deploying IdentityCheck, businesses can efficiently manage identity checks within the Gainsight environment, thus enhancing security and trust.

In one example, Guardian Tax Solutions leveraged IdentityCheck to drastically cut their onboarding time by 90%, showcasing the profound efficiency gains possible. Read the full story here.

Setting Up the Integration

1. Log into your Gainsight account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click ‘Connect’ and follow the on-screen instructions to authorize the integration.
4. Configure your identity verification preferences to tailor the user experience.
5. Test the setup with a sample customer ID check to ensure everything works smoothly.
6. Start using IdentityCheck for secure customer onboarding!

How It Works in Gainsight

Once integrated, IdentityCheck operates seamlessly within Gainsight’s interface. Users can initiate an identity verification process directly from the customer profile page. For example, a sales team member can verify a client’s identity with just a few clicks, ensuring compliance before proceeding to sensitive discussions.

Frequently Asked Questions

• Where is my data stored? All data is securely stored in compliance with GDPR and other relevant legal regulations.
• Can I customize the verification message? Yes, IdentityCheck allows for complete customization of verification messages to fit your brand’s voice.
• What if someone doesn’t complete the ID check? You can easily set up reminders or follow-up actions within Gainsight to ensure completion.

Secure, Simple ID Checks Built In

Integrating IdentityCheck with Gainsight empowers businesses to carry out secure and efficient identity checks, streamlining onboarding and improving customer trust. With easy setup and a user-friendly interface, this integration is the smart way to enhance identity verification within your CRM.