Introduction

Classy empowers users to streamline their fundraising initiatives by creating data-driven automations. Integrating IdentityCheck with Classy elevates this experience by providing robust ID verification capabilities. The seamless combination enhances security and aids in efficient donor management.

Why Connect IdentityCheck to Classy

Linking IdentityCheck to Classy streamlines onboarding processes, ensuring that each user is verified instantly and accurately. This is particularly beneficial for organizations seeking to fulfill Know Your Customer (KYC) obligations while minimizing manual intervention.

Automating identity verification within Classy can dramatically reduce the risk of fraud and enhance compliance. In one example, Guardian Tax Solutions achieved a 90% reduction in onboarding time by adopting IdentityCheck, showcasing the tool’s efficiency and reliability.

Setting Up the Integration

1. Log in to your Classy account and navigate to the integrations section.
2. Search for IdentityCheck in the available integrations list.
3. Click “Connect” and enter your IdentityCheck credentials to enable access.
4. Configure the integration preferences to match your organization’s security policies.
5. Test the integration by initiating a mock ID verification to ensure all settings are correct.
6. Save the configuration and start verifying identities within Classy.

How It Works in Classy

Once integrated, IdentityCheck provides real-time identity verification within the Classy platform. For example, a fundraiser could verify a donor’s identity before processing a high-value donation, ensuring each transaction is legitimate. The automated KYC check runs silently in the background, making the process smooth and efficient.

Frequently Asked Questions

Where is my data stored?
Your data is securely stored in IdentityCheck’s encrypted servers, compliant with global data protection standards.

Can I customize the verification message?
Yes, IdentityCheck allows for personalization of messages to maintain your organization’s brand identity.

What if someone doesn’t complete the ID check?
You will receive a notification, allowing you to follow up or trigger alternative verification methods.

The Smart Way to Verify in Classy

Incorporating IdentityCheck into Classy offers a smarter, more robust way to manage ID verification. This integration not only enhances security but also optimizes operational efficiency, allowing you to focus on what truly matters—your fundraising success.