Introduction to Integrating IdentityCheck with CLOSEM

Welcome to the powerful integration of IdentityCheck with CLOSEM, an automated tool that puts your follow-up on autopilot. Known for streamlining communication processes with ease, CLOSEM helps businesses scale by ensuring timely and automated follow-ups. By integrating IdentityCheck, renowned for its robust ID verification features, you can amplify these efficiencies, bringing seamless identity verification into your follow-up workflows.

Why Connect IdentityCheck to CLOSEM

Connecting IdentityCheck to CLOSEM offers transformative benefits:

• Enhanced Customer Experience: Reduce onboarding friction and build trust with automated identity verification checks integrated directly into your follow-up sequences.
• Improved Efficiency: Identity verification becomes a seamless part of your communication workflow, reducing time spent on manual processes and accelerating customer interactions.
• Cost-Effective Compliance: Maintain regulatory compliance effortlessly with built-in KYC checks that save time and reduce costs.

Explore how Guardian Tax Solutions drastically cut onboarding time by 90% with IdentityCheck for an inspiring example.

Setting Up the Integration

1. Log in to your CLOSEM account.
2. Navigate to the integrations section within your account settings.
3. Search for IdentityCheck and select its integration option.
4. Follow the on-screen instructions to connect your IdentityCheck account.
5. Configure the identity verification settings as per your business requirements.
6. Test the integration to ensure everything is functioning as expected.

How ID Verification Works in CLOSEM

Once set up, IdentityCheck operates efficiently within CLOSEM. For instance, when a new lead is added, CLOSEM automatically initiates a KYC check using IdentityCheck. The results integrate back into the lead profile, enabling your team to quickly verify identity and proceed with confidence in automated follow-up sequences. This in-app flow not only saves time but elevates customer trust.

Frequently Asked Questions

How is my customers’ data stored? All data is securely encrypted and stored in compliance with global data protection regulations.

Can I customize the identity verification process? Yes, the integration allows for customizable verification processes tailored to your business needs.

What happens if a check is incomplete? Incomplete identity checks are flagged for review, allowing you to ensure compliance while managing customer onboarding effectively.

In Summary

Integrating IdentityCheck with CLOSEM not only automates your follow-up process but enhances it with seamless and secure identity verification. Embrace this powerful combination to streamline your workflows, reduce compliance overheads, and offer a superior customer experience.