Introduction

Visit Onboard.io, a platform dedicated to streamlining customer implementation through automated MAPS (Maximized Automated Process Systems). Its mission is to enhance team workflows, ensuring every customer enjoys transparency and efficiency during the implementation process. By integrating IdentityCheck with Onboard.io, businesses can leverage enhanced ID verification capabilities to streamline and secure customer onboarding.

Why Connect IdentityCheck to Onboard.io

Seamlessly connecting IdentityCheck with Onboard.io unlocks several strategic benefits. First, automatic identity verification reduces the time spent on manual KYC checks, increasing operational efficiency. Second, this integration enriches customer journeys by ensuring compliance and fraud prevention during onboarding. A case in point is Wardle Partners, which saw a 5-10x ROI and saved 30 minutes per client.

Setting Up the Integration

1. Log in to your Onboard.io account.
2. Navigate to the Integration settings and select “Add New Integration.”
3. Choose IdentityCheck from the list of available integrations.
4. Follow the prompts to authorize and configure the integration settings.
5. Test the integration with a sample identity check to ensure everything is working smoothly.
6. Begin incorporating identity verification into your actual onboarding processes.

How It Works in Onboard.io

Once integrated, IdentityCheck operates seamlessly within Onboard.io. For instance, during customer onboarding, the system prompts users for necessary identification documents as part of the automated MAPS workflow. The user submits their documents, and IdentityCheck verifies them instantaneously, ensuring fraud protection and compliance simultaneously.

Frequently Asked Questions

How is my data stored?

Your data is stored securely with both Onboard.io and IdentityCheck, adhering to industry standards for data protection and privacy.

Can I customize the identity check process?

Yes, Onboard.io allows customization of verification steps to match your business needs.

What happens if a check is incomplete?

If an identity verification check is incomplete, the system notifies the user to provide additional information or contact support for guidance.

Final Thoughts

Integrating IdentityCheck with Onboard.io not only enhances ID verification efficiency but also bolsters compliance and security in customer onboarding. It’s the perfect partnership for businesses seeking robust KYC processes and transparent client engagement.