Introduction

Zoomifier is an all-encompassing sales enablement and engagement platform committed to simplifying digital selling. Its mission to empower sales teams through interactive content and analytics is realized via features like personalized presentations, AI-driven insights, and customer engagement tools. Integrating IdentityCheck with Zoomifier amplifies these capabilities by adding robust ID verification, streamlining processes such as Know Your Customer (KYC) compliance and authentication, ensuring seamless customer interactions.

Why Connect IdentityCheck to Zoomifier

The integration of IdentityCheck with Zoomifier brings in multiple advantages:

• Streamlined Onboarding: Automatically verify identity during customer onboarding, enhancing efficiency and security.
• Enhanced Security: Fortify your digital selling processes with reliable ID verification, protecting your systems from fraudulent activities.
• Improved Engagement: Tailor customer interactions using accurate identity checks, ensuring personalized and smooth communication.

Explore how Guardian Tax Solutions reduced onboarding time by 90% with IdentityCheck. Read the full case study.

Setting Up the Integration

1. Log into your Zoomifier account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Enter your IdentityCheck API key and configure settings.
4. Test the integration with a sample ID verification process.
5. Verify the integration through customer feedback and system logs.
6. Start using IdentityCheck features seamlessly within Zoomifier.

How It Works in Zoomifier

Within Zoomifier, initiate an identity verification check by selecting a contact and choosing the IdentityCheck option under actions. The system will automatically process the information and provide real-time verification results. For instance, during a virtual sales meeting, immediately verify a new prospect’s identity, enriching the interaction and building trust instantly.

Frequently Asked Questions

Where is the identity check data stored?

All data processed through IdentityCheck is stored securely in compliance with standard data protection regulations.

Can I customize the ID verification workflow in Zoomifier?

Yes, you can tailor identity verification steps to fit your organization’s unique requirements.

What happens if an ID verification check is incomplete?

You will be notified of incomplete checks, allowing for quick re-initiation or follow-up actions to verify identity promptly.

In Summary

Leveraging IdentityCheck within Zoomifier enables businesses to enhance the integrity of their digital interactions with secure, efficient ID verification. This integration supports your sales processes with quick access to identity checks, fostering trust and security at every step.