Dynamic Works - Identify ME

Dynamic Works' Syntellicore Apps are extensions of the Syntellicore CRM and Traders Room, offering additional features and functionality. Among these apps is Identify.ME, an innovative verification tool designed to simplify and secure the client onboarding process.

Identify.ME: Streamlined Verification for Syntellicore CRM

• Default Verification Engine: Identify.ME allows system administrators to set a default verification engine, ensuring that all client documents undergo a consistent and thorough verification process. This automation guarantees a uniform standard of security across all client interactions.
• Country-Specific Verification Mapping: Understanding the diverse regulatory requirements across different countries, Identify.ME offers the unique ability to map verification systems to clients' countries. This means clients are verified not just by standard procedures but also through systems tailored to their local compliance regulations.
• Enhanced Client Trust and Brokerage Reputation: With Identify.ME, brokerages can bolster their reputation by demonstrating a commitment to due diligence and client security. Clients gain peace of mind, knowing their sensitive information is handled with the utmost care and precision.
• Seamless Incorporation with Syntellicore CRM: Identify.ME seamlessly integrates into Syntellicore CRM, providing a cohesive and efficient experience for both brokers and clients. This integration ensures that the verification process is not a standalone hurdle but a harmonious part of the client journey.

Empower your brokerage with Identify.ME. Embrace the power of automation and propel your brokerage to new heights of productivity and client satisfaction. Discover the difference it can make for your business today.

Keep an eye out for more enlightening 'Did You Know...?' posts and articles!