Introduction

Zavitac is an intuitive yet powerful CRM platform designed to accelerate team collaboration and close deals faster. With features that engage teams seamlessly, Zavitac empowers businesses to streamline their operations. When integrated with IdentityCheck, this CRM suite gains an additional layer of security and compliance, ensuring that client interactions are backed by reliable identity verification.

Why Connect IdentityCheck to Zavitac

Integrating IdentityCheck with Zavitac offers several compelling benefits.

• Seamless Onboarding: Speed up customer onboarding by reducing time spent on identity verification processes. Automations help gather accurate information swiftly.
• Enhanced Security: Protect sensitive data and ensure compliance with stringent KYC checks, increasing trust and reliability in client interactions.
• Operational Efficiency: Minimize manual errors and save valuable time utilizing automated identity checks right within the CRM.

See how our solution transformed operations in the finance sector: Wardle Partners achieve a 5-10x ROI with IdentityCheck.

Setting Up the Integration

1. Log into your Zavitac dashboard.
2. Navigate to the “Integrations” tab.
3. Locate IdentityCheck and select “Enable Integration.”
4. Follow the on-screen instructions to authenticate and connect your IdentityCheck account.
5. Customize your settings to fit your ID verification needs.
6. Save your changes and begin using the integrated services.

How It Works in Zavitac

Once set up, initiating an ID verification is straightforward. During customer onboarding, select the “Start Identity Check” option within the CRM interface. For instance, while entering a new client profile, the system automatically prompts a KYC check, validating information in real-time and updating records instantly.

Frequently Asked Questions

Where is the data stored?

All verification data is securely stored using advanced encryption methods, ensuring compliance with data protection laws.

Can we customize the verification process?

Yes, you can tailor the identity verification stages to suit your business needs and compliance requirements.

What happens if a check is incomplete?

Incomplete checks can be revisited and corrected through the IdentityCheck dashboard, ensuring no disruptions in the client onboarding process.

In Summary

Integrating IdentityCheck with Zavitac provides an indispensable solution for quick and reliable ID verification processes. Improve security, enhance efficiency, and streamline your customer interactions. Begin your integration today and let IdentityCheck elevate your Zavitac experience.