Introduction

Welcome to the integration of IdentityCheck with Advantage Anywhere. Enhance your customer relationship management effortlessly by leveraging IdentityCheck’s seamless integration with Advantage Anywhere, your all-in-one CRM and marketing automation solution. With Advantage Anywhere, you can manage CRM, email campaigns, video, print, text, landing pages, social media, events, and your entire sales funnel (Advantage Anywhere).

IdentityCheck adds an essential layer of ID verification to your workflow, ensuring efficient and secure onboarding while complying with KYC regulations.

Why Connect IdentityCheck to Advantage Anywhere

• Streamlined Onboarding: IdentityCheck integrates with Advantage Anywhere’s comprehensive CRM system, simplifying identity verification during customer onboarding and reducing friction in the sales funnel.
• Enhanced Security: With IdentityCheck, secure and accurate ID verification ensures compliance with rigorous industry standards and reduces the risk of fraud.
• Increased Efficiency: Benefit from automated processes that save time and resources, allowing staff to focus on nurturing client relationships and enhancing customer experience.

Discover how Guardian Tax Solutions managed to cut onboarding time by 90% with IdentityCheck in our thoughtful case study.

Setting Up the Integration

1. Log into your Advantage Anywhere account.
2. Navigate to the integration settings dashboard.
3. Enable IdentityCheck from the list of available integrations.
4. Follow the onscreen instructions to configure API keys securely.
5. Set up your desired verification protocols and customize alerts for incomplete checks.
6. Test the integration with a trial ID check to ensure everything works seamlessly.

How It Works in Advantage Anywhere

Once integrated, IdentityCheck operates smoothly within Advantage Anywhere’s CRM environment. For example, when a new prospect enters the sales funnel, their identity can be automatically verified through IdentityCheck. Alerts notify your team of any discrepancies, allowing prompt attention and maintaining a streamlined process.

Frequently Asked Questions

• Where is customer data stored? All customer data, including sensitive ID information, is stored securely in compliance with data protection regulations.
• Can I customize the verification process? Absolutely, you can tailor the identity verification steps to meet your specific business needs and risk profile.
• What happens if a check is incomplete? Incomplete checks trigger alerts within Advantage Anywhere, enabling your team to follow up efficiently and maintain service quality.

Final Thoughts

By integrating IdentityCheck with Advantage Anywhere, organizations unlock the potential for a more secure, efficient, and smooth customer experience. With secure identity checks now automated, your team can focus more on delivering exceptional service and building lasting relationships.