Introduction

Discover how the seamless integration of IdentityCheck enhances the power of Umbrella–a platform dedicated to empowering digital marketing agencies with the tools, training, and support needed to succeed. Known for its mission of partnering with cutting-edge tech brands, Umbrella provides transformative solutions with its core features tailored for efficiency and scalability. By layering IdentityCheck onto Umbrella, agencies can effortlessly incorporate robust ID verification processes, ensuring compliance and security while focusing on growth and innovation.

Why Connect IdentityCheck to Umbrella

Integrating IdentityCheck with Umbrella offers several compelling benefits. Firstly, it simplifies the identity verification process, allowing agencies to streamline client onboarding without distractions from core marketing functions. Secondly, it enhances compliance and security, critical in today’s digital landscape. One illustrative example is the transformation seen at Wardle Partners, where IdentityCheck achieved a 5-10x ROI, saving 30 minutes per client and significantly reducing costs. Explore this success in detail here.

Setting Up the Integration

1. Log in to your Umbrella account and navigate to the integrations section.
2. Search for IdentityCheck and click on the “Integrate” button to begin.
3. Authenticate your IdentityCheck account using the provided credentials.
4. Customize your ID verification settings according to your agency’s requirements.
5. Conduct a test transaction to ensure the integration functions correctly.
6. Start utilizing IdentityCheck within Umbrella for all new and existing clients.

How It Works in Umbrella

Once integrated, IdentityCheck becomes a powerful tool within Umbrella’s intuitive dashboard. For example, during the client onboarding process, agencies can initiate a KYC check effortlessly. The system automatically prompts the new client to verify their identity through an email link, which directs them to a secure portal for document submission. Upon completion, the agency receives a notification, seamlessly closing the loop on client ID verification.

Frequently Asked Questions

Is my data secure with IdentityCheck?

Yes, IdentityCheck employs advanced encryption standards to ensure complete data protection throughout the verification process.

Can I customize the verification requirements?

Absolutely, IdentityCheck allows customization to meet specific regulatory and client needs, ensuring flexibility.

What happens if an identity check is incomplete?

The system automatically follows up with the client for any missing information, ensuring that the onboarding process stays on track.

Final Thoughts

Integrating IdentityCheck with Umbrella offers a streamlined, efficient approach to ID verification. It empowers digital marketing agencies to focus on growth and client acquisition, knowing they are backed by reliable and secure identity checks. Simplify and secure your onboarding processes today with this dynamic integration.