Introduction

Welcome to an era where business meets efficiency. Mylance, the leading Lead Generation tool for your fractional Business, empowers professionals to discover opportunities and manage connections easily. With unique features tailored for freelancers, such as integrated CRM, personal website, and a network of vetted experts, Mylance provides the tools to elevate your consulting business.

Integrating IdentityCheck into Mylance adds a robust layer of ID verification, enhancing security and trust. This partnership seamlessly synchronizes identity verification within Mylance, streamlining new client onboarding and ensuring compliance with Know Your Customer (KYC) standards.

Why Connect IdentityCheck to Mylance

Integrating IdentityCheck with your Mylance platform offers numerous advantages:

• Seamless Onboarding: Automate client onboarding by integrating identity checks directly into your workflow, saving you time and reducing manual processes.
• Enhanced Security: Protect your business by ensuring that every new client is properly verified, minimizing risks associated with identity fraud.
• Cost Efficiency: Save resources by combining two powerful tools, optimizing both client acquisition and identity verification processes.

Explore how others have benefited from IdentityCheck in our Fullstack Advisory case study, where TPB compliance was achieved effortlessly with one-click identity verification.

Setting Up the Integration

1. Log into your Mylance account.
2. Navigate to the Integrations tab.
3. Search for IdentityCheck and click “Connect.”
4. Authorize the integration by following the prompts to connect your IdentityCheck account.
5. Customize settings to align with your business needs.
6. Start using integrated ID verification for new client onboarding.

How It Works in Mylance

Once integrated, IdentityCheck allows consultants within Mylance to verify identity of potential clients during the initial onboarding phase. For example, when a new client signs up on your portal, the system automatically triggers a KYC check, confirming their details without additional action needed from you. This seamless integration ensures every client is vetted before proceeding with further business interactions.

Frequently Asked Questions

What data does IdentityCheck store?
IdentityCheck only stores information necessary for identity verification. All data is encrypted and complies with privacy regulations.

Can I customize the verification process?
Yes, IdentityCheck offers customizable verification settings to align with your specific business requirements in Mylance.

What if a check is incomplete?
For incomplete checks, the system will notify you, allowing you to take further action to ensure accurate identity verification.

Final Thoughts

The smart integration of IdentityCheck with Mylance empowers your fractional business by streamlining client acquisition and reinforcing trust with secure identity verification processes. Embrace the enhanced efficiency and reliability of these powerful tools combined.