Introduction

Visit the Relavate homepage at Relavate to explore how its Partner Relationship Management (PRM) platform transforms your partner management workflow. With Relavate’s mission to streamline partner interactions, its core features include automating partner communications, tracking performance metrics, and simplifying compliance management.

IdentityCheck integrates seamlessly with Relavate to enhance your ID verification processes, ensuring each new partner is easily verified while maintaining compliance and reducing manual efforts.

Why Connect IdentityCheck to Relavate

Integrating IdentityCheck with Relavate delivers numerous benefits, making partner management more efficient and secure. First, this integration provides robust KYC checks, allowing you to verify identity quickly and reduce onboarding time. Second, by simplifying compliance, it ensures all partners meet necessary legal requirements without additional steps. Third, automated identity verification minimizes manual labor, reducing costs and errors.

A relevant success story is Guardian Tax Solutions, which cut onboarding time by 90% with IdentityCheck. Read their full experience via the case study.

Setting Up the Integration

1. Log in to your Relavate dashboard and navigate to the integrations section.
2. Select “IdentityCheck” from the available integration options.
3. Follow the on-screen prompts to authorize access and sync your data.
4. Configure specific ID verification settings to match your partner program needs.
5. Test the integration with a sample partner profile to ensure everything is functioning correctly.

How It Works in Relavate

Once integrated, IdentityCheck operates within the Relavate platform, enabling seamless identity checks during partner onboarding. For instance, when a new partner signs up, IdentityCheck automatically initiates KYC checks, verifying their credentials in real-time and alerting you to any discrepancies, ensuring a streamlined and compliant partner addition.

Frequently Asked Questions

• How is my data stored? All data is securely stored in compliance with GDPR and other applicable regulations.
• Can the verification process be customized? Yes, settings can be tailored to align with specific compliance requirements or partner programs.
• What happens if a check isn’t completed? You will receive an alert to follow up manually to ensure compliance is maintained.

Final Thoughts

Integrating IdentityCheck with Relavate elevates your partner management process by enhancing security through comprehensive identity checks. By streamlining KYC processes, you ensure compliance and save valuable time, leading to more efficient and trusted partnerships.