Seamless Identity Verification with Refiner and IdentityCheck

Refiner is an advanced customer survey tool designed for data-driven SaaS teams that require in-depth customer insights. Integrating IdentityCheck with Refiner enhances user experience by offering secure and efficient identity verification (ID verification) for a range of applications. Combining these tools empowers teams to conduct more reliable surveys through seamless user verifications.

Why Connect IdentityCheck to Refiner

Streamlining identity verification is crucial for industries such as legal, finance, and technology. With IdentityCheck integrated into Refiner, your team can efficiently conduct KYC checks, reducing the risk of fraud during customer interactions. This integration ensures that identity checks are both secure and efficient, ultimately saving time and resources.

For instance, in one powerful use case, Guardian Tax Solutions achieved remarkable efficiency by reducing onboarding time by 90% with the help of IdentityCheck. You can explore more in this case study.

Setting Up the Integration

1. Log in to your Refiner account and navigate to the integrations section.
2. Select “Add Integration” and search for IdentityCheck in the directory.
3. Click on the IdentityCheck icon and follow the prompted instructions to authorize the connection.
4. Configure the integration settings by mapping survey triggers to specific identity checks.
5. Test the integration with a demo user to ensure seamless functionality.
6. Deploy the setup for your entire team to start enhanced verifying processes.

How It Works in Refiner

Once integrated, IdentityCheck operates seamlessly within Refiner’s environment. For example, when a tech firm is onboarding a new freelancer, the identity verification process is initiated directly from a survey sent through Refiner. This tool ensures that all freelancers’ identities are securely verified before granting them access to sensitive platforms like Notion.

Frequently Asked Questions

• Where is my data stored? IdentityCheck ensures that all data is securely stored in compliance with international privacy standards.
• Can I customize the verification message? Yes, messages can be tailored to reflect your brand’s tone and requirements.
• What if someone doesn’t complete the ID check? You will receive automated notifications highlighting any incomplete verifications, allowing you to follow up promptly.

Final Thoughts

Integrating IdentityCheck with Refiner fundamentally transforms how businesses manage identity verification. This seamless solution not only bolsters security but also enhances operational efficiency by automating KYC checks. Experience the synergy of secure, simple ID checks built into your survey workflows.