Integrating IdentityCheck with Exly: Streamline Your Identity Verification Process

Visit Exly’s homepage to explore its innovative solutions at Exly.com. Exly empowers enterprises to manage their business and engage with their community using a powerful sales and marketing suite combined with a robust CRM. This all-in-one platform is designed to optimize operations, making it a perfect companion for IdentityCheck, which enhances security by streamlining ID verification processes.

Why Connect IdentityCheck to Exly

Integrating IdentityCheck with Exly adds immense value by enhancing identity verification capabilities, crucial for businesses aiming to streamline operations and maintain compliance. This integration supports Exly’s mission of facilitating seamless business management by ensuring efficient client onboarding while tightening security measures.

Here are key benefits of this integration:

• Simplified Onboarding: Automate identity checks directly within Exly to reduce manual processes and speed up customer verification.
• Enhanced Security: Protect client data and ensure privacy compliance in line with global standards, maintaining trust and reliability.
• Cost Efficiency: By managing KYC checks within Exly, businesses can save time and resources as proven in this case study where Wardle Partners achieved significant ROI and cost reductions.

Setting Up the Integration

1. Log in to your Exly account and navigate to the ‘Integrations’ section.
2. Search for IdentityCheck in the integrations directory.
3. Click ‘Connect’ and follow the on-screen instructions to authorize access.
4. Configure your identity verification preferences within IdentityCheck.
5. Test the integration with a mock client record to ensure it’s working correctly.
6. Begin utilizing the streamlined ID verification process with your real client data.

How It Works in Exly

Once integrated, initiating a verify identity process in Exly is seamless. For example, when onboarding a new client, the system automatically triggers an identity check using IdentityCheck’s comprehensive algorithms. Clients receive an email requesting required documentation, and once verified, their status updates in real-time within Exly.

Frequently Asked Questions

Is my clients’ data secure during the identity check in Exly?

Yes, all data is encrypted and stored securely with access granted only to authorized personnel, ensuring privacy and compliance.

Can I customize the identity verification process?

Absolutely, IdentityCheck allows you to tailor verification parameters to meet your business needs within Exly’s settings.

What happens if an identity check is incomplete?

You’ll receive a notification alerting you of the incomplete status, allowing you to follow up with the client promptly to resolve any issues.

In Summary

By integrating IdentityCheck with Exly, businesses can enhance their operational efficiency and security measures. Simplify client onboarding with automated ID verification, while leveraging Exly’s suite to grow your business and manage client relationships effectively.