Introduction

Discover how integrating IdentityCheck with Hoist can transform your sales operations. Hoist is your go-to sales app for winning more jobs in less time, empowering professionals with features like streamlined project management, client tracking, and seamless scheduling. By integrating IdentityCheck, a leading solution in ID verification, you enhance the security and efficiency of your operations, ensuring compliant and speedy identity checks right within the comfort of Hoist’s interface.

Why Connect IdentityCheck to Hoist

Embrace the synergy of IdentityCheck and Hoist to unlock unparalleled efficiencies in your sales workflow. With Hoist’s commitment to simplifying job acquisitions, IdentityCheck adds a layer of secure identity verification, automated KYC checks, and effortless compliance management. For accounting and bookkeeping professionals, see how Wardle Partners achieved up to a 10x ROI by saving time and cutting costs with IdentityCheck integration.

Setting Up the Integration

• Log into your Hoist account and navigate to the integrations section.
• Select IdentityCheck from the available integration options.
• Click “Connect” and follow the on-screen instructions to authorize access.
• Set up your identity verification parameters according to your business needs.
• Review the integration settings and save the changes.

How It Works in Hoist

Once integrated, IdentityCheck operates seamlessly within Hoist. For example, when onboarding a new client, simply initiate an identity check in Hoist by selecting the client’s profile and choosing “Verify Identity.” The system automatically performs a thorough KYC check, storing the results alongside client records, enabling you to track and manage identity verifications effortlessly.

Frequently Asked Questions

Where is the identity data stored?

All identity data is stored securely in compliance with global data protection standards. IdentityCheck takes significant measures to ensure information security.

Can I customize the verification process?

Yes, the integration allows you to tailor the identity checks to suit your specific compliance requirements and business processes.

What happens if an identity check is incomplete?

In the event of an incomplete check, Hoist notifies you to take action, ensuring no client onboarding falls through the cracks.

Final Thoughts

Integrating IdentityCheck with Hoist offers a revolutionary approach to client onboarding by streamlining identity verification without compromising compliance or security. Transform your sales operations today with this seamless integration to win more jobs faster and more efficiently.