CRM
Authenticate your customers during service with FaceSign Facial Biometrics.
What is FaceSign's Biometric CRM?
Biometric CRM is a powerful tool designed to integrate FaceSign's facial biometric security into your Customer Relationship Management (CRM) and support processes. It enables your agents to verify a customer's identity quickly and unequivocally before proceeding with sensitive requests or providing confidential information, whether in a physical store, by phone, or during a WhatsApp conversation.
Authentication flow
The process is designed to be agile and minimize friction for the customer while providing maximum security:
Start of Verification: During service (in-person or remote), the agent identifies the need to confirm the customer's identity.
Sending the Secure Link: Using the integrated platform (CRM, support system), the agent triggers the sending of a unique, targeted and secure link to the customer through the most convenient channel (WhatsApp, SMS, Email or QR Code).
Biometric Capture by the Customer: The customer clicks the received link, which opens a simple and secure FaceSign web interface on their own device (smartphone, tablet, computer with camera).
Liveness Proof (3D Liveness): The customer performs the facial biometric capture. FaceSign's 3D Liveness technology kicks in, ensuring it is a real, present person and thwarting fraud attempts with photos or videos.
Instant Validation: The captured biometrics are compared with FaceSign's database (assuming prior registration or a combined flow with document validation, if necessary).
Return to the Agent: The verification result (Identity Confirmed / Not Confirmed) is sent immediately back to the agent's screen, within the system they already use.
This whole process, on the customer's side, takes on average only 6 seconds!
Immediate Benefits
Effective Fraud Prevention: Blocks attempts at false representation in support channels, protecting the company and its customers.
Fast and Smooth Experience: The verification is extremely fast, minimizing impact on service time.
Unquestionable Security: Uses facial biometrics with 3D Liveness, one of the most secure authentication methods available.
Channel Flexibility: Works seamlessly in both in-person and remote support (Phone, WhatsApp, Email, Chat).
Simplified Integration: Designed to integrate with existing CRM systems and support platforms.
Increased Trust: Demonstrates your company's commitment to customer security, strengthening the relationship.
Use Cases
Biometric CRM is ideal for:
Call Centers: Identity confirmation before changing registration data, providing financial information, executing transactions or handling sensitive matters.
In-Person Service: Quick identity verification at service counters, stores, branches.
Technical Support: Ensure that support is being provided to the account holder.
Remote Sales Processes: Confirm the buyer's identity before finalizing a transaction.
WhatsApp API Configuration
Customer type: Select the customer type to define the categorization of the API that will be created (Meta API or Third-Party API).
Endpoint: Configure the Endpoint for sending information by filling in the URL according to the documentation provided by the WhatsApp API provider.
Parameters: Fill in the necessary parameters to ensure correct operation of the integration with the API, being able to add Header Parameters and Body Parameters (key-value).
Message: Possibility to configure a personalized message to be sent along with the authentication link.
Conclusion
Do not expose your support operation to unnecessary risks any longer. FaceSign's Biometric CRM offers the peace of mind of knowing who you are speaking with, combining cutting-edge security with an agile and modern user experience. Protect your customers, your company and your reputation with FaceSign's instant identity confirmation.
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