Introduction

Discover seamless business management with the integration of IdentityCheck and PicallEx. PicallEx, with its mission to streamline your CRM processes, offers exceptional service automation and order management via API integration. By integrating IdentityCheck, businesses can enhance PicallEx’s capabilities to perform efficient ID verification, ensuring a reliable and smooth CRM experience.

Why Connect IdentityCheck to PicallEx

By integrating IdentityCheck with PicallEx, organizations can leverage advanced identity verification processes to improve client interactions and secure KYC checks with ease. This connection ensures faster user onboarding and minimizes risk, fulfilling compliance needs effectively. For instance, companies like Guardian Tax Solutions have cut onboarding time by 90%, showcasing the dual benefit of speed and security.

Setting Up the Integration

1. Log in to your PicallEx account and navigate to the ‘Integrations’ section.
2. Search for IdentityCheck among available integrations and click ‘Connect’.
3. Follow the on-screen instructions to authorize the connection between the two platforms.
4. Configure your ID verification settings within PicallEx to match your business requirements.
5. Test the integration by performing a test KYC check to verify identity capability.
6. Finalize setup by ensuring all compliance requirements meet your industry standards.

How It Works in PicallEx

Once integrated, IdentityCheck operates within PicallEx to automate the identity verification process. For example, when creating a new order through the CRM, IdentityCheck triggers an automatic KYC check, allowing users to verify identity before processing. This seamless operation assures businesses of enhanced security without added complexity.

Frequently Asked Questions

• How is data stored in this integration? Both PicallEx and IdentityCheck ensure data is encrypted and stored securely, complying with industry standards.
• Can we customize the identity check process? Yes, PicallEx allows customization to align the identity verification process with specific business requirements.
• What happens if an identity check is incomplete? If an ID verification remains incomplete, PicallEx alerts users with options to retry or escalate the process.

In Summary

Combining IdentityCheck with PicallEx introduces a robust solution for seamless and secure CRM management. This integration not only simplifies the KYC check process but also elevates your business operations by ensuring comprehensive compliance and customer data safety.