Introduction

Strive, found at strive.co, is an innovative AI-powered sales coach designed to propel entrepreneurs and sales leaders to success with real-time analytics and personalized coaching. Its mission is to help you uncover hidden opportunities and close more deals. By integrating IdentityCheck with Strive, you can seamlessly enhance your sales process with efficient identity verification, ensuring secure and accurate client interactions.

Why Connect IdentityCheck to Strive

Integrating IdentityCheck with Strive brings multi-layered benefits to your sales operations. First, it automates the ID verification process, allowing you to focus more on strategy and less on manual checks. Additionally, it strengthens client trust by providing a robust KYC check right within Strive’s environment, ensuring compliance and security without hindrance.

For professionals in high-stakes industries, this integration can be transformative. For example, the case study of Guardian Tax Solutions showcases how IdentityCheck has drastically improved onboarding, slashing time by 90% and simplifying identity checks.

Setting Up the Integration

1. Navigate to the Settings section in your Strive account.
2. Locate the Integrations tab.
3. Search for IdentityCheck and click ‘Connect’.
4. Authenticate using your IdentityCheck credentials.
5. Customize the ID verification parameters to suit your business needs.
6. Save and activate the integration.

How It Works in Strive

Once configured, IdentityCheck operates seamlessly within Strive. For instance, during a client onboarding session, Strive insights drive smarter conversations, while IdentityCheck independently runs background identity checks. This combines real-time coaching with assurance that each client’s identity is verified securely and promptly, reducing the risk of fraudulent interactions.

Frequently Asked Questions

• Where is data stored? Data collected is securely stored in compliance with industry standards, ensuring client privacy and protection.
• Can I customize the KYC checks? Yes, you can tailor the identity verification process to match your organization’s compliance requirements.
• What happens if an identity check is incomplete? You will receive a notification to review and resolve any pending checks promptly.

Final Thoughts

Connecting IdentityCheck to Strive equips your sales process with a formidable edge by ensuring secure and efficient client engagements. The integration streamlines identity verification and enhances client trust, allowing you to focus on reaching your sales potential without compromise. Embrace this integration to safeguard your business practices while unlocking greater sales possibilities.