IdentryX: The eKYC Solution for Salesforce
The digital transformation in the country is reshaping how businesses serve and acquire customers. In this scenario KYC processes have become both critical and complex. Manual KYCs are not feasible anymore and therefore eKYC solutions like IdentryX have become an inevitable part of the business.
This automated KYC solution helps the businesses complete the KYC processes faster, onboard customers with ease without much manual effort, and also reduces the operational costs by almost 70%. The application is seamlessly integrated within the salesforce CRM, data is extracted from documents automatically and verified as well using the OCR based technology, and most importantly, multiple IDs can be verified at the same time.
The data remains secure and safe in the salesforce CRM reducing the risk of fraud and identity theft by nearly 60% and with the help of AI enabled fraud detection, the companies detect frauds at early stages and are able to stop them at the beginning which is the major reason that customer data remains safe.
What is IdentryX and How Does This eKYC Solution Work?
IdentryX is an automated KYC solution built to be integrated within salesforce to streamline and automate the entire KYC process. Unlike other stand alone identity systems that require integration with multiple sources, IdentryX is a single solution that integrates within salesforce and is capable of verifying multiple IDs including PAN, Aadhaar, and GST at once.
This automated KYC solution works best for companies that handle large volumes of customer onboarding, need quick and accurate KYC verifications and must maintain rigorous compliance including finance, insurance, healthcare, and telecom.
Seamless Salesforce Integration
The eKYC solution integrates seamlessly within salesforce which means that the companies do not need to switch platforms and each and every customer data is logged into the unified communication system. This saves the time to juggle between platforms or export or import data across platforms.
Document and Identity Verification
The solution enables automated verification of key Indian identity documents such as Aadhaar, PAN, and GST. Aadhaar is verified through OTP-based authentication with UIDAI, while PAN details are validated by matching names and dates of birth against official records. For businesses, GST verification provides instant status checks through authorized GST directories and APIs.
OCR and AI-Powered Automation
Using optical character recognition (OCR) and artificial intelligence, IdentryX instantly extracts and validates data from submitted identity documents. This reduces manual effort, accelerates case velocity, and ensures higher accuracy, a stark improvement over traditional paper-based processes.
Workflow Organisation
IdentryX powers automation workflows that take action based on verification outcomes such as triggering notifications when documents are submitted, sending reminders to customers, or automatically updating customer onboarding status in Salesforce. This reduces manual intervention and improves process efficiency.
Digital Signatures and Compliance
The platform supports digital signatures such as Aadhaar-linked eSign which help finalize contracts and agreements securely without paper. Features like OTP-based approval, biometric confirmation, and face scan verification ensure signatures are authentic and traceable.
How Does an eKYC Solution Provider Enables Aadhaar, PAN and GST automated Verification?
An automated KYC solution like identryX, enables the businesses to verify documents via Aadhaar, PAN, and GST. Each verification process is a little distinct from the other and ensures customer safety at different levels.
Aadhaar Verification
Detects fraud early with secure, OTP-based Aadhaar verification directly within Salesforce. Identity details are fetched in real time, enabling instant Aadhaar authentication and Aadhaar–PAN linkage checks to ensure authenticity during onboarding.
PAN Verification
PAN verification validates customer identities by automatically matching the legal name and Date of Birth (DOB) against official PAN records. This ensures accurate KYC, reduces impersonation risks, and eliminates the need for manual verification.
GST Verification
GST verification enables instant validation of business identities by confirming registered GST details through authorized databases. It helps verify business legitimacy quickly, ensuring faster onboarding while maintaining compliance and accuracy.
How is the eKYC Solution Beneficial for the Businesses in the Long Run?
An eKYC solution has helped the businesses transform their KYC verification processes. The companies have automated their entire KYC process and the reliance on manual processes has been limited or eliminated in most cases.
Efficiency in Customer Onboarding
Manual KYC processes are slow and often result in long wait times and high drop-off rates. By automating identity verification and document validation, IdentryX enables customer onboarding in minutes instead of days improving activation rates and user satisfaction.
Reduced Operational Costs
Automated verification eliminates the need for large compliance teams and reduces overhead costs related to manual checks, documentation storage, and paper handling. Many businesses have seen operational costs drop significantly after adopting Salesforce-powered KYC automation.
Stronger Compliance and Auditability
With all verification steps logged in Salesforce, businesses enjoy a clean audit trail that supports regulatory reporting and compliance. Automated workflows enforce consistent rule-based checks, minimizing human error and compliance risks.
Enhanced Security and Fraud Prevention
IdentryX incorporates AI-driven fraud detection that identifies inconsistencies between submitted data and official records. This significantly reduces identity theft, forgery, and impersonation risks that are prevalent in manual KYC systems.
Unified Customer Profiles
By keeping customer identity data, verification status, and all KYC artifacts in Salesforce, organizations gain a single source of truth. This unified view improves analytics, customer segmentation, and compliance oversight.
How are Different Industries Using the eKYC Solution for Salesforce?
The salesforce eKYC solution is used by businesses across the industries to make the verification via Aadhaar, PAN, and GST more reliable and automated. Some of the industry use cases have been explained below.
Banking and Financial Services
Banks and NBFCs require KYC to meet stringent Know Your Customer regulations. IdentryX accelerates account opening, loan processing, and investment onboarding while ensuring AML compliance is met seamlessly.
Telecom and Digital Services
Telecom providers can verify subscriber identities digitally, minimizing fraud and reducing churn. Digital services such as mobile wallets and payment platforms can onboard users securely and quickly.
Insurance and Healthcare
Insurance providers benefit from fast digital verification during policy issuance, claims handling, and beneficiary onboarding, improving customer experience without sacrificing regulatory adherence.
Fintech and Lending Platforms
Fintech startups often compete on onboarding speed. With IdentryX, they can deliver fast, compliant KYC checks, enabling them to approve credit, open accounts, and serve customers better than competitors stuck with manual systems.
Conclusion
The digital verification landscape in India is changing at a rapid rate and businesses have now moved from manual KYCs to eKYC solutions within the salesforce CRM. This helps the businesses with improved customer data security, reduced operational costs by almost 70% and 80% faster onboarding.
The businesses can verify multiple IDs at once within Salesforce which reduces the manual hassle of the agents and companies can generate more leads as well.By automating complex KYC checks, bringing verification inside Salesforce, and empowering businesses with secure, real-time data, IdentryX stands out as a compelling solution for organisations seeking to modernise their onboarding journeys.
FAQs
What is the e KYC solution?
This is a simple and quick method where you provide your Aadhaar number, and an OTP is sent to your registered mobile number. The OTP is used to complete the verification process. This method is convenient as it requires no physical interaction or biometric data.
What is the eKYC process?
e-KYC (Know Your Customer) is a mechanism to verify the identity of an Aadhaar number holder through an online electronic KYC service. The e-KYC service provides authenticated instant identity verification.
How long does eKYC verification take?
Verification is typically completed within a few minutes but can take up to 24 hours. To ensure fast approval, please submit high-quality photos of your selfie and documents in good lighting condition.
What is IdentryX?
IdentryX is a Salesforce-integrated eKYC solution that automates identity verification using Aadhaar, PAN, and GST. It helps businesses complete KYC faster, reduce manual effort, and stay compliant within the Salesforce CRM.
Does IdentryX support digital signatures?
Yes, IdentryX supports Aadhaar-linked eSign and other digital signature methods, allowing businesses to securely complete agreements without paperwork.
Is customer data secure in IdentryX?
Yes, all customer data remains securely stored within Salesforce. With AI-enabled fraud detection and encrypted verification processes, IdentryX significantly reduces the risk of identity theft and fraud.
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