PXL Vision enables identity verification directly from Salesforce

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PXL Vision October 01, 2024
Reading-Time: 2 min Tags: Case Study, Partnership, Technology, Digital Verification

Secure, fast and user-friendly identity verification of end customers for onboarding


PXL Vision, the Swiss premium provider of high-converting digital identity verification solutions, and Salesforce, the world leader in cloud-based customer relationship management (CRM) systems, are collaborating on technology integration. The direct integration of the SaaS solution PXL Ident into Salesforce allows Salesforce client companies to verify the identity of their end customers securely and efficiently, thereby enhancing the reliability of customer information in the CRM system. The product PXL Ident enables identity verification to be carried out directly on the Salesforce platform, eliminating the need for customers to switch between different systems. The initial success story from customer SwiPay demonstrates that the integration saves time and reduces complexity for the payment network's client companies. SwiPay was able to reduce the usual duration of the Know Your Business (KYB) process by 97 per cent, representing a significant time saving for their client companies. Our objective was to streamline the Know Your Business process. "With PXL Vision, we have achieved this – our customers are delighted with the time they save by being able to verify their identity fully automatically," comments Stefan Bechtloff, CEO of SwiPay. KYB is just one example of how the integration partnership has been put into practice. Identity verification, together with integration into the Salesforce CRM system, can also be used by end customers for KYC (Know Your Customer) or customer onboarding. 

Salesforce customers have the option of customizing the implementation of PXL Ident through an internal administrator, developer or implementation partner. In the case of SwiPay, for example, Techforce Development, another PXL Vision partner, assumed this responsibility. PXL Ident boasts extensive configuration options, including white-labeling possibilities, offering customers a highly flexible solution. Typical use cases include accelerated customer onboarding processes, where verification results are stored directly in Salesforce thanks to the integration. For businesses that are required to comply with KYC regulations, integrating PXL Ident into Salesforce provides a seamless customer identity monitoring and documentation solution, which is essential for audits and compliance purposes. Online platforms and e-commerce sites utilizing Salesforce also benefit from PXL Vision identity verification. This guarantees that transactions are conducted by genuine customers, minimizing fraud and fostering customer confidence in the platform.

 

About PXL Vision:

PXL Vision is a Swiss premium provider of digital identity verification. The Zurich-based company helps companies automate customer onboarding, increase conversions, reduce onboarding and compliance costs, and prevent identity fraud. Based on artificial intelligence, PXL Vision offers fully automated, browser-based ID verification solutions that can be seamlessly integrated into existing processes.

PXL Vision's solutions are characterised by a high degree of usability for end users and maximum customisation options for client organisations. Both FINMA and ZertES compliance can be achieved with PXL Vision.

PXL Vision is trusted by industry leaders such as Swisscom, Sunrise, SwissID, Swiss Life, Groupe Mutuel, BCV, SBB, Mobility, Unisys, VIAC, Stiftung Auffangeinrichtung BVG and Cembra Money Bank. The company operates throughout Europe with a focus on the DACH region.

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