Introduction

Macanta empowers businesses to create custom CRM solutions that align with their unique needs, eliminating the necessity for expensive and risky custom development. With a vision to make CRM as customizable as websites, Macanta stands as an innovative service to shape your business processes. By integrating IdentityCheck, a robust ID verification solution, Macanta enhances its existing capabilities, adding a vital layer of security and compliance without complex implementations.

Why Connect IdentityCheck to Macanta

Integrating IdentityCheck into Macanta offers businesses several compelling benefits. For one, IdentityCheck seamlessly automates the KYC check process, greatly reducing the manual effort required in verifying customer identities. This integration helps businesses maintain regulatory compliance effortlessly while saving time and reducing costs. A striking example is Wardle Partners, an accounting firm that achieved a 5-10x ROI by integrating IdentityCheck, saving 30 minutes per client and cutting costs by 50%. You can explore their story in detail here.

Setting Up the Integration

1. Log into your Macanta account and navigate to the Integrations section.
2. Locate and select IdentityCheck from the available integrations list.
3. Follow the on-screen instructions to authorize IdentityCheck to access your Macanta data securely.
4. Configure the specific ID verification settings based on your business compliance needs.
5. Test the integration with a few dummy profiles to ensure everything is functioning as expected.
6. Begin using the integration to conduct efficient identity checks within Macanta.

How It Works in Macanta

Once integrated, IdentityCheck can be accessed directly from within Macanta CRM. For example, during client onboarding, you can initiate an identity verification with just a click. The system automatically retrieves and verifies the necessary client documents, updating the client’s record with the verification status instantly. This seamless process ensures that businesses adhere to compliance requirements without interrupting workflow.

Frequently Asked Questions

• How is my data stored during the ID verification process?
  IdentityCheck employs end-to-end encryption, ensuring all data is stored securely and in compliance with data protection regulations.
• Can I customize the verification process?
  Yes, IdentityCheck allows you to tailor the verification steps to suit your specific KYC and compliance needs.
• What happens if a check is incomplete?
  Macanta enables you to follow up instantly within the CRM, ensuring no business process interruptions.

Final Thoughts

Integrating IdentityCheck with Macanta not only streamlines your ID verification efforts but significantly enhances the overall client onboarding experience. By ensuring compliance with minimal effort, this integration sets your business up for success, saving time and resources. Leverage the full capabilities of Macanta with IdentityCheck today.