Identity Verification

Instant Identity Verification with Plaid & CLEAR

Our Identity Verification app connects Plaid and Thomson Reuters CLEAR data directly to Salesforce, allowing you to instantly confirm customer identities in one place. Now you can verify personal details like name, address, and SSN, match ID documents and selfies, and check for sanctions or adverse media without leaving your CRM.

The app helps your team onboard customers faster, prevent fraud, and stay compliant with KYC and AML regulations. Automated updates and case tracking ensure every verification is accurate, transparent, and easy to manage.