Yoti Identity Verification now available in Smartr365
We’re pleased to announce the launch of Yoti Identity Verification (IDV) within Smartr365. Yoti provides a seamless, secure way to verify client identities, helping you save time, reduce risk, and stay compliant.
With Yoti in Smartr365, you can:
Invite your client to a fast, reliable ID check powered by the UK's leading Identity Verification platform.
Obtain your clients' Passport or Driver's License and save it directly to their case Document Store.
Stay ahead of compliance requirements with trusted, industry standard verification.
To enable Yoti for your firm, please contact your Customer Success representative, who will guide you through the setup, cost and activation
Export case records from Smartr Search
You can now export case records directly from the Smart Search results screen. This update makes it faster and easier to work with your data inside of Smartr365.
Whether you need to run a campaign or extract data to analyse, you can generate an export of your search results in just a few clicks.
You will find the export option available in the kebab menu (⋮) on the Smart Search result screen.
What you don’t see
Alongside these two features, this release also includes a number of behind the scenes improvements. These lay the groundwork for exciting upcoming functionality. All while strengthening the product, making Smartr365 more performant and ready for the features we’ll be introducing in upcoming releases.