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ID-Pal Identity Verification, KYC & AML for Salesforce

By ID-Pal

Identity Verification. Made Simple.

Paid  
Try It
Industries
Financial Services
Government
Professional Services
Business Need
Agent Productivity
Audit & Compliance
Payments Processing
Requires
Service Cloud
Experience Cloud
Financial Services Cloud
Agentforce
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Verify customers and businesses directly within Salesforce using real-time KYC and AML screening. ID-Pal supports Agentforce-powered onboarding workflows with trusted identity and compliance automation.

Highlights

NATIVE DEPLOYMENT: Deploy in minutes with a Salesforce-certified AppExchange package. Launch branded identity verification, KYC and onboarding journeys directly inside Salesforce with minimal technical effort and no external portals required.

AUTOMATE ONBOARDING: Accelerate onboarding and improve conversion rates with seamless identity verification workflows powered by biometric, document and database checks. Trigger verification automatically across Salesforce and Agentforce-driven journey

DIGITAL TRANSFORMATION: Support compliant digital onboarding with automated AML and KYC workflows, complete audit trails, and trusted identity verification signals that enable safer AI-driven customer operations inside Salesforce.

AGENTFORCE-READY IDENTITY VERIFICATION: Provide trusted identity and compliance signals to Agentforce AI agents before onboarding, customer servicing, or automated workflow actions are completed.

SINGLE SYSTEM OF RECORD: Keep customer identity, onboarding status, KYC outcomes and compliance records directly inside Salesforce for greater operational visibility and governance.

AUTOMATED AML & KYC WORKFLOWS: Trigger identity and business verification, sanctions screening, ownership insight, risk screening and customer due diligence checks automatically at key Salesforce workflow stages.

BRANDED CUSTOMER EXPERIENCES: Deliver seamless, mobile-friendly onboarding journeys fully branded to your organisation across web, app and Salesforce-powered experiences.

ENTERPRISE-GRADE SCALABILITY: Support onboarding requirements with configurable identity and business verification workflows across complex jurisdictions and regulatory environments.

RAPID APPEXCHANGE INTEGRATION: Deploy quickly through Salesforce AppExchange with a managed package designed for low-code implementation and rapid operational rollout.

Provider Details

ID-Pal
Dublin

ID-Pal offers Salesforce-native identity verification built for the Agentforce era. Trusted by leading global enterprises across industries including financial and professional services, payments, fintech, insurance, and more. Deploy via Salesforce AppExchange and support Agentforce-powered onboarding workflows with trusted identity verification. Built on privacy-preserving technology that protects sensitive customer data while enabling seamless onboarding journeys that delight users and reduce abandonment. ID-Pal combines biometric verification, document authentication, global database checks and comprehensive AML and sanctions screening into a single, simple case management platform. This gives firms confidence in every onboarding and compliance risk assessment decision. With coverage of over 16,000 identity documents and 400+ data sources across 250+ countries and jurisdictions, ID-Pal provides technology that delivers the depth, accuracy, and scale organisations need to reduce fraud and financial crime, operate with certainty, and help build a safer, more secure digital world for everyone. For more information visit: www.id-pal.com

Pricing Details

Minimum monthly commitment subscription for 24 month period. The higher the monthly commitment the lower the unit cost.