Introduction

Discover the perfect blend of efficiency and security by integrating IdentityCheck with Storied. As per Storied’s homepage, the platform is designed for interactive marketing, sales enablement, and sales engagement, tailored to meet the demands of today’s multi-device work-life. By harnessing IdentityCheck, you can enhance Storied’s capabilities, providing seamless identity verification (ID verification) and improving overall security in your marketing and sales interactions.

Why Connect IdentityCheck to Storied

Integrating IdentityCheck with Storied ensures robust KYC checks, enabling smoother client onboarding and reducing risk of fraud. It enhances Storied’s core features by embedding automated identity verification processes, vital for successful marketing and engagements in a diverse digital ecosystem. Interested in real-world results? Read our case study here to see how Fullstack Advisory achieved impressive compliance results through a one-click integration.

Setting Up the Integration

1. Login to your Storied account and navigate to the Integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click ‘Connect’ and authorize the integration to access necessary account permissions.
4. Customize your ID verification settings to match your team’s specific requirements.
5. Save changes and test the integration to ensure seamless operation.

How It Works in Storied

Once integrated, IdentityCheck operates within the Storied interface, enabling simultaneous identity checks during customer interactions. For example, as you engage with a new lead through Storied’s sales engagement tools, the integrated identity verification system runs in the background, ensuring the person’s credentials are verified in real-time, thus streamlining and securing each interaction.

Frequently Asked Questions

Where is my client data stored?

All client data verified through IdentityCheck is securely stored with encrypted protocols, conforming to industry standards.

Can I customize the identity checks?

Yes, the integration allows you to tailor identity checks according to your business needs, ensuring you capture the most relevant data.

What happens if a check is incomplete?

In the event of an incomplete check, the system will notify you, enabling necessary follow-ups to resolve the issue promptly.

Final Thoughts

Integrating IdentityCheck with Storied provides a comprehensive solution that enhances security and streamlines engagement processes. Elevate your marketing and sales strategies with this robust integration, ensuring every client interaction is trustworthy and effective.