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WKYC

Automates client identity verification through an external provider.

Add-ons Por WISECP

Overview

Verify the clients who need it without collecting documents by hand: verification happens at the external provider and the result is written to the client record.

You decide which clients must verify, and service activation can be made to depend on the outcome.

How It Works

  1. 01

    Connect your provider

    Enter the credentials of your identity verification provider.

  2. 02

    Choose who must verify

    Decide which client types are asked to verify.

  3. 03

    The result is recorded

    When verification completes, the outcome is written to the client record automatically.

What It Does

  • Verification runs at the external provider
  • The result is written to the client record automatically
  • You decide which clients must verify

Setup & Scope

Versão do WISECP
5.0 ou posterior
Required edition
Starter and Pro (included with Business)
Billing
Monthly, annual or lifetime
Setup
Enabled automatically once added to your licence

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