Automate Customer KYC in Just 10 Minutes | IdentryX
Paperless Customer Verification within Salesforce
In this webinar, Aartie Saxena, Head of Consulting at Manras Technologies, will reveal How to Simplify and Automate KYC Processes within Salesforce, helping organizations ensure faster onboarding, improved compliance, and reduced operational risk.
Join us to discover powerful Salesforce based KYC and identity verification and understand their direct impact on efficiency, compliance, and business growth.
- Thursday, January 22, 2026
- 11:30 AM (IST) Onwards
Register Now
See you next time!
Hear From the Expert Driving Salesforce-Powered KYC Innovation
Aartie Saxena
Head of Consulting at Manras Technologies
Aartie brings over 14 years of experience in solution consulting, specializing in designing and delivering scalable Salesforce solutions. At Manras Technologies, she leads the consulting team, partnering closely with clients to understand their compliance, onboarding, and operational needs, and implementing Salesforce-based KYC and identity verification solutions that drive efficiency and growth.
With a strong understanding of industry-specific regulatory and business challenges, Aartie helps organizations streamline customer onboarding, ensure compliance, and optimize end-to-end operations. Her proven ability to manage complex implementations ensures every KYC integration aligns with business goals and delivers measurable value.
Why Choose IndentryX
A Salesforce KYC solution empowers businesses across industries to simplify onboarding workflows, ensure regulatory compliance, and enhance customer trust. By automating identity verification within Salesforce, organizations can accelerate approvals, reduce manual effort, and improve overall operational efficiency.
Integrated within Salesforce
Seamlessly manage KYC workflows directly inside Salesforce without switching platforms.
Paperless Verification
Enables faster onboarding, secure verification and improved customer experience.
Verify from multiple Identities
Support for multiple government-issued IDs like Aadhaar Card, PAN Card and GST certificate.
70% Cheaper
Reduce KYC processing costs significantly while maintaining accuracy and compliance.
Frequently Asked Questions
IdentryX is a digital customer verification solution designed to automate the KYC process within Salesforce. It helps businesses verify customers quickly and efficiently without relying on manual paperwork. The solution simplifies onboarding while maintaining accuracy and consistency.
The essential KYC workflow involves four main steps, including Customer Identification (CIP), which uses digital means to collect and verify identity documents, Customer Due Diligence (CDD) to assess initial risk, Automated Screening against PEP and sanctions lists, and finally, Ongoing Monitoring to ensure the client’s profile safety and readiness.
IdentryX helps businesses automate customer KYC in minutes instead of days that even without leaving Salesforce. It removes paperwork, speeds up onboarding, and improves operational efficiency. This allows teams to focus more on growth and customer engagement.
Yes, IdentryX enables a fully paperless KYC process. All customer verification steps are handled digitally without physical documents. This improves efficiency and reduces administrative overhead.
Yes, IdentryX supports automated workflows within Salesforce that allow businesses to manage multiple KYC requests efficiently. This makes it suitable for scaling onboarding operations. Teams can process more customers without increasing manual workload.
Yes. IdentryX is easy to use for the business teams and can be seamlessly integrated with Salesforce CRM. This does not require much technical knowledge and the teams can value quickly with minimal training.
Using IdentryX the businesses can verify the 3 most valuable ID proofs – Aadhar, PAN, and GST. The verification processes are faster and reduce the time taken to verify by almost 80%. The businesses are able to generate a verified customer base with complete data security.