Introduction

Welcome to a seamless collaboration between Yoobi, the cutting-edge cloud software solution, and IdentityCheck, your go-to for comprehensive ID verification. Yoobi streamlines CRM, project management, time tracking, leave, expenses, planning, and invoicing, all in one cohesive tool, catering to businesses of every size. By integrating IdentityCheck, Yoobi enhances its proficiency in identity verification, providing an extra layer of security and efficiency to its suite of services.

Why Connect IdentityCheck to Yoobi

Connecting IdentityCheck with Yoobi not only solidifies security protocols but also streamlines processes, ensuring your operations are both compliant and efficient. With IdentityCheck, users can effortlessly verify client identities within the Yoobi environment. This integration will transform how you manage KYC checks, bringing enhanced efficiency without interrupting workflows. For example, Wardle Partners experienced a notable ROI gain through our solution, achieving a 5-10x ROI, saving 30 minutes per client, and reducing costs by 50%. See the full case study here.

Setting Up the Integration

1. Log into your Yoobi dashboard.
2. Navigate to the ‘Integrations’ section in the settings.
3. Select IdentityCheck from the list of available integrations.
4. Click ‘Connect’ and follow the prompts to authorize IdentityCheck access.
5. Configure the settings to tailor how identity verification will be conducted.
6. Save your settings and initiate a test ID verification to ensure everything is operational.

How It Works in Yoobi

Once set up, conducting an identity check in Yoobi is simple. When onboarding new clients, navigate to the client profile, click on ‘Verify Identity,’ and choose IdentityCheck. The system will run a thorough KYC check, confirming the identity of your clients against multiple data sources. This seamless process guarantees compliance while maintaining a high standard of client integrity.

Frequently Asked Questions

• Where is my verification data stored? All data is securely stored within IdentityCheck’s encrypted servers.
• Can I customize the identity check process? Yes, you can modify settings to suit your specific verification needs.
• What happens if only a partial verification occurs? IdentityCheck provides detailed reports to address and resolve any incomplete checks.

In Summary

Integrating IdentityCheck with Yoobi revolutionizes your approach to ID verification, adding robust security, compliance, and efficiency to your operations. Embrace the future of business identity checks and transform your client onboarding today.