About PreciseFP

PreciseFP is a fully customizable client engagement and data-gathering platform designed specifically for financial advisors. It enhances advisor-client interactions by facilitating the collection, storage, and analysis of essential client information. PreciseFP allows financial advisors to create personalized client experiences and manage data in a centralized, secure environment.

Uses for ID Verification with PreciseFP

Integrating IdentityCheck with PreciseFP opens up numerous possibilities for financial advisors. Here are some key use cases:

• Client Onboarding: Automate the ID verification process to save time during new client onboarding.
• Compliance: Ensure compliance with regulatory requirements by integrating accurate and reliable ID verification.
• Account Authentication: Add an extra layer of security to verify client identities before granting access to sensitive financial information.
• Document Verification: Verify the authenticity of identification documents submitted by clients.

Setting Up IdentityCheck with PreciseFP

Here’s how you can set up IdentityCheck with PreciseFP using Zapier:

1. Sign Up/Log In: Ensure you have active accounts on IdentityCheck and PreciseFP platforms.
2. Zapier Account: Visit Zapier’s website and either sign up for a new account or log in if you already have one.
3. Create a New Zap: On Zapier, click on ‘Make a Zap’ to start creating a new workflow.
4. Select PreciseFP Trigger: Search for and select ‘PreciseFP’ as the trigger app. Choose a specific trigger event such as ‘New Form Response’.
5. Connect PreciseFP Account: Follow the prompts to connect your PreciseFP account to Zapier and test the connection.
6. Select IdentityCheck Action: In the ‘Action’ step, search for and choose ‘IdentityCheck’ as the action app. Select an action event like ‘Verify Identity’.
7. Configure Action: Specify the parameters required for IdentityCheck to verify identities, mapping data fields from PreciseFP form responses.
8. Test and Activate: Test the Zap to ensure it works correctly. If successful, activate the Zap to enable the automation.

Using IdentityCheck through PreciseFP Integration

After setting up the integration, here’s how you can use IdentityCheck for ID verification with PreciseFP:

1. Form Completion: Clients fill out their information in a PreciseFP form as usual.
2. Automatic Verification: Once a form is submitted, the Zap triggers an automatic ID verification process through IdentityCheck.
3. Receive Verification Status: IdentityCheck processes the submitted information and provides a verification status, which can be viewed within PreciseFP.
4. Take Action: Based on the verification outcome, you can proceed with client onboarding, request additional information, or take necessary compliance steps.

This integration ensures a seamless and efficient ID verification process, enhancing both your workflow and client experience.