Introduction

Unbiased Pro is a comprehensive growth platform designed for financial advisers, mortgage brokers, and accountants in the UK, seamlessly integrating vital tools to enhance productivity. By connecting IdentityCheck, professionals can streamline processes like client onboarding and compliance checks, offering a robust identity verification solution tailored to their needs.

Why Connect IdentityCheck to Unbiased Pro

Linking IdentityCheck with Unbiased Pro delivers substantial advantages like reducing onboarding times and ensuring thorough KYC checks. This integration empowers professionals to maintain high standards of compliance and security, crucial for building client trust and minimizing risks.

In practice, IdentityCheck significantly enhances client onboarding, reducing manual processes and improving accuracy. In one example, Guardian Tax Solutions demonstrated a remarkable 90% reduction in onboarding time, highlighting the efficiency gains possible with IdentityCheck.

Setting Up the Integration

1. Log in to your Unbiased Pro account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click on ‘Connect’ and authorize IdentityCheck to access necessary Unbiased Pro functions.
4. Configure your ID verification settings to tailor it for your client interactions.
5. Perform a test ID verification to ensure everything is functioning correctly.
6. Begin using IdentityCheck for your client onboarding and KYC processes.

How It Works in Unbiased Pro

Once integrated, IdentityCheck operates seamlessly within Unbiased Pro. For example, financial advisers can use it for verifying the identity of new clients before proceeding with consultations or financial advice. The system automatically prompts new users to complete an identity check, ensuring compliance with regulatory requirements before progressing further.

Frequently Asked Questions

• Where is my data stored? Data is stored securely in compliance with UK data protection regulations, ensuring both safety and privacy.
• Can I customize the verification message? Yes, you can personalize the message clients receive during the identity verification process.
• What if someone doesn’t complete the ID check? If a client does not complete the ID check, the integration will alert you to follow up manually.

Wrapping Up

Integrating IdentityCheck with Unbiased Pro transforms the way financial professionals conduct ID verification, making it faster, more secure, and easier to manage. Whether you’re streamlining new client onboarding or enhancing KYC checks, IdentityCheck proves to be an essential tool within Unbiased Pro.