Introduction

Discover how integrating Forecast, an AI-powered business platform designed to streamline operations for professional service organizations, with IdentityCheck can revolutionize your organization’s workflow. Forecast’s mission is to enable businesses to achieve efficiency and predictability through features such as project management, resource planning, and business intelligence. By enhancing these capabilities with IdentityCheck, add seamless ID verification to your processes, ensuring compliance and security without sacrificing speed or user experience.

Why Connect IdentityCheck to Forecast

Connecting IdentityCheck to Forecast brings several strategic advantages:

• Enhanced Compliance: The integration ensures your business remains compliant with industry standards by streamlining Know Your Customer (KYC) checks within the Forecast environment.
• Improved Efficiency: Automatic identity verification within Forecast reduces manual workloads and minimizes the risk of human error.
• Seamless Integration: IdentityCheck works invisibly in the background of Forecast, allowing teams to focus on strategic tasks.

Interested in a real-world example? Wardle Partners achieved significant cost reductions and efficiency improvements by integrating IdentityCheck to automate their client verification process.

Setting Up the Integration

1. Log in to your Forecast account.
2. Navigate to the App Marketplace and select IdentityCheck.
3. Click on “Connect” and authenticate your IdentityCheck account.
4. Configure ID verification settings to match your business requirements.
5. Test the integration by executing a sample identity verification process.
6. Begin using Forecast with IdentityCheck seamlessly integrated into your workflow.

How It Works in Forecast

Once integrated, using IdentityCheck in Forecast is straightforward. For instance, when onboarding a new project, Forecast will automatically trigger an ID verification task. The application verifies the identity with IdentityCheck, providing instant results. Project managers can easily view and confirm KYC checks in the project dashboard, allowing for quick decision-making and project advancement.

Frequently Asked Questions

Where is user data stored? All data is securely stored within IdentityCheck’s encrypted infrastructure, ensuring privacy and compliance with data protection standards.

Can I customize the ID verification process? Yes, IdentityCheck allows customization to meet specific compliance and operational needs, easily configured within Forecast.

What happens if an identity verification is incomplete? IdentityCheck alerts the user and provides options to resolve discrepancies or retry the verification process.

Wrap-Up

In summary, integrating IdentityCheck with Forecast transforms how service organizations manage identity verification, yielding higher compliance, efficiency, and security. Get started today and experience the benefits of streamlined operations powered by AI.