Introduction

Experience a transformative approach to digital proposals with pxmo, known for its ability to elevate brands and drive sales. Discover more about pxmo’s core features at pxmo.com. With its mission to streamline the digital proposal process, pxmo integrates effortlessly with IdentityCheck to enhance your customer onboarding with seamless identity verification services, ensuring your proposals are not only compelling but also secure.

Why Connect IdentityCheck to pxmo

Integrating IdentityCheck with pxmo brings a host of benefits, making your KYC checks faster and more reliable. With IdentityCheck, you can verify identity within the pxmo platform, ensuring compliance and boosting client trust effortlessly. By layering IdentityCheck onto pxmo’s robust proposal capabilities, firms can mitigate risk and enhance client onboarding experiences. For example, Wardle Partners have realized a 5-10x ROI by cutting time and costs significantly with IdentityCheck.

Setting Up the Integration

1. Log in to your pxmo account and navigate to the Integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the prompts to authorize the connection using your IdentityCheck credentials.
4. Configure your identity verification preferences within the integration settings.
5. Test the integration by sending a sample ID verification request.
6. Save your settings to complete the integration process.

How It Works in pxmo

Upon integration, initiating an ID verification within pxmo is as easy as selecting the verify identity option in a client’s proposal draft. The IdentityCheck system runs a comprehensive background check, confirming client details swiftly. Once the identity check in pxmo is complete, a confirmation status is reflected within the proposal, streamlining your workflow and enhancing client interaction.

Frequently Asked Questions

How is my data stored? All sensitive information from IdentityCheck processes is securely encrypted and stored according to industry standards, ensuring data safety and compliance.

Can I customize the checks? Yes, you can adjust the scope of identity verification within the integration settings to suit your specific compliance needs.

What happens if a check is incomplete? Incomplete checks are flagged within the pxmo dashboard, allowing you to quickly address and resolve any issues with client identity verification.

Final Thoughts

Integrating IdentityCheck with pxmo is a strategic move for any business looking to streamline client proposals while ensuring robust identity verification. Discover the seamless compatibility and security enhancements this integration offers, transforming how you do business with ease and confidence.