CRM + Video KYC Solution

Onboard customers & partners remotely.

Accelerate your verification process and reduce onboarding costs with seamless integration with third-party video KYC solutions.

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Seamlessly connect the customer onboarding process with the customer acquisition process.

  Paperless and Instant

Fast verification without the need for physical document collection.​

  Face Detection

Live face detection using a robust face recognition algorithm.

 Real-time Pan Verification

Secure real-time customer data verification using OCR.

  Geo-Location Capture + IP Check

The location is authenticated with latitude, longitude + IP capture.

 Digital Forgery Check

Done on the displayed ID proof using AI/ML-based algorithms.

  Advance Forensic Check

Video forensics for pre-recorded risk and spoof detection is done.

 Time-Bound Verification

Timestamp & audit trail captured for every application & video.

  Compliant

UIDAI-compliant verification with our video KYC.

Capturing and distribution of application

Capture applications through APIs, websites, landing pages, field sales teams, and banking relations. and assign them to the verification team automatically based on pre-set logic like regions, rep performance, agent availability, etc.

Scheduling of calls and creating tasks

Once the application is assigned, the call date and time are scheduled. At the scheduled time, the prospect will receive a call link, he initiates the video call by clicking on the link.

Video KYC verification

During the call, the prospect is asked to show their identity document in front of the camera. The agent takes a screenshot of the prospect as well as the document, followed by face matching. The person’s name and DOB are also captured from the document using OCR and matched with the details provided by them.

Integrates with the video KYC solution of your choice

Our CRM connects seamlessly with any video KYC solution provider to ensure that your customer acquisition process is completely connected – right from application to verification, onboarding, and closure.

Verification by agent and reviewer

Once the call is completed, the agent approves or rejects it using a combination of face-match results, the details captured by OCR, and his judgment. A reviewer reviews the call between the agent and the prospect and either accepts the verification, asks the agent to repeat the video KYC process, or rejects the prospect.

Verification completion

Once the reviewer has completed this, the lead status is updated as verified or not verified in our CRM, and the lead is then passed on to the next stage.

Reports and Dashboard

Evaluate processes and gain insights on your video KYC teams with the help of reports on the funnel, team performance, Video KYC agent dashboard, and more.