Integrating IdentityCheck with Summit

Discover the power of seamless integration between Summit – the fastest, easiest-to-adopt, and most flexible lead scoring engine – and IdentityCheck, a leader in ID verification. Summit’s core capabilities, including advanced lead scoring and analytics, position it as a crucial tool for the modern marketing machine. By layering IdentityCheck’s robust identity verification services, businesses can enhance their security and compliance, ensuring that each lead meets rigorous KYC checks before proceeding through the funnel.

Why Connect IdentityCheck to Summit

Integrating IdentityCheck with Summit enables businesses to leverage the full potential of both platforms. Here are a few key benefits:

• Enhanced Security: Perform ID verification seamlessly within the Summit platform, ensuring that every lead is genuine and compliant with industry standards.
• Streamlined Workflow: Automated identity checks help speed up the lead processing pipeline, allowing your team to focus on converting qualified leads.
• Improved ROI: Achieve a stronger return on investment by reducing onboarding times and associated costs. For instance, Guardian Tax Solutions cut their onboarding time by 90%, showcasing the efficiency of integrating IdentityCheck.

Setting Up the Integration

1. Log into your Summit account and navigate to the ‘Integrations’ section.
2. Select ‘IdentityCheck’ from the list of available integrations.
3. Follow the on-screen instructions to authenticate and grant necessary permissions.
4. Configure the ID verification settings to align with your business needs.
5. Test the integration with a sample lead to ensure seamless functionality.
6. Launch and monitor your integrated operations within Summit.

How It Works in Summit

Once integrated, IdentityCheck operates seamlessly within Summit. As leads enter the Summit platform, IdentityCheck automatically conducts KYC checks using the information provided. For example, if a lead signs up for a webinar, IdentityCheck verifies their identity against secure databases, ensuring the lead is legitimate and compliant. This process enriches the effectiveness of your lead scoring by adding an indispensable layer of security.

Frequently Asked Questions

• How is data stored? Data is securely stored and encrypted in compliance with GDPR and other relevant regulations.
• Can I customize verification settings? Yes, the integration allows customization to fit your specific compliance and business needs.
• What happens if a check is incomplete? Incomplete checks will notify your team to review and complete manually, ensuring no lead is left unchecked.

Final Thoughts

Integrating IdentityCheck with Summit empowers your business to perform rigorous ID verifications directly within the lead scoring engine. This partnership not only improves lead quality but also enhances security protocols, delivering a more streamlined and compliant user experience.