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Yoti IDV & KYC | AI Agent for Salesforce

Use AI to Streamline Identity Verification and KYC Checks using Agentforce

Overview

Ask Agentforce to create an identity verification or KYC check for your customers in Salesforce. Check results will be securely sent directly to your Salesforce account. Create your own custom workflows and keep customer information where you need it.

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  • Simple integration within Salesforce : Yoti customer support is available for any help required on integration. Use Agentforce to streamline your processes and time to completion with AI generated IDV and KYC checks.

  • Accurate data extraction : Extract data from thousands of ID documents from 200+ countries using Optical Character Recognition (OCR), cross-matched between multiple providers for higher assurance.

  • Document authenticity check : Be sure it’s a genuine document with advanced AI-driven authenticity checks. We also offer a manual fallback option to our team of 200+ verification experts for additional confidence.

  • Liveness : Make sure it’s a real person in front of the camera with a combination of NIST-Level 2 anti-spoofing liveness technologies.

  • Biometric face match : Match the image of the user’s face to their ID document photo with cutting-edge biometric face match technology.

  • Secure : Yoti is certified to ISO/IEC 27001:2013 for ID Verification Services, SOC 2 Type 2 certified for its technical and organisational security processes. For more information please visit www.yoti.com.

Use AI to Streamline Identity Verification and KYC Checks using Agentforce. Integrate Yoti’s Identity Verification app into your Salesforce platform and use Agentforce to create IDV or KYC checks for your customers. Easily configure your app for differing checks according to your use case. Use Agentforce to create the required checks for each customer. Your customer verification report will be returned into the relevant Salesforce account for secure storage and reference, keeping your inbox clear. Yoti is available in English, Spanish, French, German, Portuguese and Polish. Yoti is certified to ISO/IEC 27001:2013 for ID Verification Services, ISAE 3000 (SOC 2) Type 2 certified for its technical and organisational security processes. For more information please visit www.yoti.com.

Categories

Business Needs
Productivity
Customer Service
Finance
Industries
Financial Services
Professional Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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