SheerID Features
Visitor Behavior (1)
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Guided Selling
Adapt the selling process to each visitor, including content and pricing
Templates (3)
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Library
Provide a library of templates for various purposes such as website engagement or e-commerce
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Customization
Allows users to customize templates and use them on multiple channels easily
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Optimization
Track the performance of different versions of templates and suggest optimizations
Personalization (2)
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A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
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Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (3)
Web
Integrate personalized content and recommendations on websites
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Email
Define customized email templates which are sent automatically
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Mobile
Include personalization features that are mobile-friendly and responsive
Administration (4)
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Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
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Reports & Analytics
Easily digestible visual representations of data collected by the platform.
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User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
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Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Functionalities (6)
Authentication Methods
Offers age authentication via methods such as document or identification card verification, telephone number checks, matching against consumer records or other similar methods.
Online Age Verification
Is primarily used to verify a person's identity online for e-commerce purposes.
Age Estimation
Offers age estimation functionality.
Integrations and SDKs
Offers integrations or software development kits (SDKs) for websites, applications, mobile apps, point-of-sale (POS) solutions, and kiosks
In-person Age Verification
Is primarily used to verify a person's identity in-person, such as at a bar, restaurant, event venue, or other similar places.
Liveness Check
Has a liveness check using selfies or other photograph technology to ensure the person being verified is real.
Generative AI (1)
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Agentic AI - Personalization (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - E-Commerce Personalization (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Identity Verification Functions - Identity Verification (11)
Multi-Method Verification
Supports multi-method identity verification including documents, biometrics, and database cross-checks.
AI Document Check
Performs automated document authentication using OCR and AI/ML.
Biometric Face Match
Conducts biometric face matching (selfie-to-ID verification).
Integration Options
Offers identity verification functionality via API, SDK, or hosted interface.
Workflow Orchestration
Provides configurable identity verification workflows and logic-based orchestration.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Multiple Authentication Methods
Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Risk & Fraud Prevention - Identity Verification (6)
Liveness Detection
Offers liveness detection to prevent spoofing and presentation attacks.
AI Risk Scoring
Generates real-time identity risk scores using AI/ML or rule-based logic.
Document Forensics
Detects fraudulent or tampered documents through forensic analysis.
Fraud Detection
Identify and prevent suspicious activity
Language Detection
Identify different languages
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Compliance & Governance - Identity Verification (6)
Standards Compliance
Supports compliance with NIST Identity Assurance Levels (IAL2, IAL3).
AML/PEP Screening
Integrates AML, PEP, and sanctions list screening into the identity verification process.
Global Coverage
Supports global identity document verification across multiple countries and regions.
AML Compliance
Anti-money laundering compliance helps businesses uncover suspicious financial activity
KYC Compliance
Verify the identity, suitability, and risks involved with maintaining a business relationship
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Audience Data - Audience Data Providers (4)
Third-Party Data Access
Enables access to external audience data from multiple sources.
Audience Segmentation
Enables users to create audience segments based on demographic, behavioral, and intent data.
Audience Insights
Surfaces key audience attributes such as demographics, interests, and behaviors.
Custom Audience Creation
Allows users to build custom audience segments based on defined criteria.
Activation - Audience Data Providers (4)
Cross-Channel Targeting
Supports use of audience segments across channels such as display, CTV, and social.
DSP Integration
Enables activation of audience segments within demand-side platforms.
Data Enrichment
Enhances existing customer data with additional third-party attributes.
Audience Activation
Allows deployment of audience segments into campaigns for targeting.
AI Capabilities - Audience Data Providers (1)
Predictive Audience Modeling
Uses machine learning to predict user behavior and build audience segments.
AI Personalization - Personalization (3)
Predictive Recommendations
Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.
Audience Segmentation
Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.
Adaptive Content
Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data
Additional Functionality (80)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Website Personalization
Customize website features
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Real-Time Reporting
Active reporting of data and metrics
Content Analytics
Behavioral Targeting
Display advertising and marketing messages to users based on their browsing history and preferences
Account Based Marketing
Provide personalized marketing content
Website Analytics
Track and analyze information regarding website visitors
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Profiles
Record customer information, purchase history, and other notes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contextual Targeting
Experience Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Forms
Customize contracts and forms to collect specific information
Email Marketing
Create and send email blasts/campaigns
Behavioral Analytics
Track and analyse user behavior within a system or network
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Records Management
Ability to record, store, update, and retrieve information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
User Onboarding
Guide new users to understand and become proficient in using a product or service
Biometrics
Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.
Predictive Analytics
Predict future data based on historical data sets
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Real-Time Data
Receive data and information in real time
Secure Data Storage
Securely stores data to prevent data loss or breaches
Mobile Access
Access software remotely via mobile devices
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Video Conferencing
Connect with meeting participants remotely over video
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Address Validation
Verifies and confirms the accuracy of an address
ID Scanning
Scan and validate an ID barcode
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Consent Management
Manage user consent requests and documents
Customer Data Management
Searchable repository of information about clients
For Financial Institutions
Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Blockchain Support
Supports access to crypto blockchains
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Geolocation
Determines the location of a device using GPS or an IP address
Multi-Language
Manage and support multiple languages
Scheduling
Plan availability and assign specific time slots for tasks and resources
Authentication
Verify the identity of users/devices to enable secure access
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows


