Introduction

Welcome to the seamless integration of IdentityCheck with UPilot, the CRM platform designed to accelerate growth through an intuitive interface and advanced tools. UPilot empowers your fast-growing company with features like role-based access control, email tracking, and reliable revenue forecasts—all within a single dynamic system. By integrating IdentityCheck, companies can also streamline their identity verification processes, transforming the way they handle KYC checks, boost operational efficiency, and secure important data.

Why Connect IdentityCheck to UPilot

Connecting IdentityCheck with UPilot allows businesses to enhance their existing CRM ecosystem with industry-leading ID verification. This integration simplifies KYC checks, improves data security, and enhances customer trust, vital for companies that require a rigorous compliance protocol. While UPilot already offers a user-friendly experience for teams, adding IdentityCheck boosts its capability to enforce compliance automatically, without disrupting your operational flow. For example, Ocho Tech Startup experienced a transformative shift in their shareholder voting system by incorporating our smart identity services.

Setting Up the Integration

1. Log into your UPilot account and navigate to the ‘Integrations’ section.
2. Select IdentityCheck from the list of available integrations.
3. Authorize the connection by signing into your IdentityCheck account when prompted.
4. Configure the KYC check settings to match your business requirements.
5. Test the integration with a dummy identity verification task to ensure everything is working correctly.
6. Once successful, apply the settings to go live with real data.

How It Works in UPilot

Once integrated, initiating an ID verification within UPilot is straightforward. For example, when onboarding a new client, simply access their profile and choose ‘Verify Identity’ from the options. UPilot will seamlessly connect to IdentityCheck, conducting a thorough KYC check. Results appear within the client’s profile page, ensuring you can make informed decisions quickly and confidently while adhering to compliance demands.

Frequently Asked Questions

Where is the data stored when using IdentityCheck?

All identity verification data is stored securely in compliance with GDPR regulations, ensuring your organization’s data privacy and security.

Is it possible to customize the ID verification settings?

Yes, you can customize the KYC check settings in IdentityCheck to align with your specific business requirements and compliance standards.

What happens if an identity verification is incomplete?

If a verification is incomplete, UPilot allows you to easily track and initiate follow-ups, ensuring no essential verifications are left unfinished.

Final Thoughts

Integrating IdentityCheck into UPilot will ensure that your CRM system is not only comprehensive but also secure and compliant. This seamless extension of features enables superior identity management, protecting both your business and customer data. Experience a smoother, more proactive approach to identity management today.