KYC Integration Finder

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Velocify

Velocify, Inc. is a cloud computing company that provides cloud-based intelligent sales automation software designed for fast-paced sales environments.

How IdentityCheck works with Velocify

Introduction

Velocify is a renowned leader in cloud-based intelligent sales automation, empowering sales teams to thrive in fast-paced environments. With a mission to “accelerate sales performance through intelligent automation,” Velocify streamlines workflows, enhances lead management, and boosts productivity. Visit Velocify to learn more. When integrated with IdentityCheck, Velocify users can seamlessly incorporate powerful ID verification processes into their sales cycle, ensuring streamlined KYC checks and reduced compliance risks.

Why Connect IdentityCheck to Velocify

Integrating IdentityCheck with Velocify enriches your sales automation platform with comprehensive identity verification capabilities. By ensuring the authenticity of contacts through rigorous ID verification, sales teams can prioritize genuine leads, thereby making every interaction meaningful. Learn how IdentityCheck revolutionized Lexidy’s online legal services by providing seamless verification solutions: IdentityCheck and Lexidy Case Study.

Setting Up the Integration

  1. Log into your Velocify account and navigate to the integrations dashboard.
  2. Select IdentityCheck from the list of available integrations.
  3. Authenticate your IdentityCheck account by entering the required API key.
  4. Configure your default ID verification settings to align with your compliance needs.
  5. Test the integration on a sample client to ensure functionality.
  6. Set automation rules within Velocify to trigger ID verification during specific sales stages.

How It Works in Velocify

Once integrated, IdentityCheck operates seamlessly within Velocify’s interface. For example, when a new lead is added, Velocify can automatically initiate an identity verification process, ensuring all leads in your pipeline have been authenticated. This not only enhances security but boosts confidence in your sales processes.

Frequently Asked Questions

  • How is the data stored? All identity verification data is securely stored following industry standards, ensuring compliance and data protection.
  • Can we customize the verification process? Yes, IdentityCheck offers customization options to tailor the ID verification process to your business needs.
  • What happens if a check is incomplete? Incomplete verifications are flagged, allowing your team to follow up and resolve any discrepancies manually.

Final Thoughts

Integrating IdentityCheck with Velocify not only enhances sales automation but also fortifies your lead management with robust identity checks. Experience streamlined compliance and improved efficiency by bringing ID verification directly into your sales workflow.

About Velocify
Velocify, Inc. is a cloud computing company that provides cloud-based intelligent sales automation software designed for fast-paced sales environments.