video kyc process

Video KYC Process – Onboard customers & partners remotely

KYC solution: Employ our CRM-integrated Video KYC solutions to gain momentum on your verification process and minimize the overall onboarding cost-factor.

Video KYC – Future of Digital World

With the RBI finally giving the nod to this newly developed technology, a service like this has already started to revolutionise thanking activities and services that can occur.

Such a service firstly provides a seamless and trouble-free experience to carry out important activities efficiently. It is a step towards one of the main business goals- to reduce the number of intricate procedures required to do one simple task.

This development is a way for us to keep up with the dynamic environment by adopting newer and better practices.

Employ our CRM-integrated Video KYC solutions to gain momentum on your verification process and minimize the overall onboarding cost-factor.

Task creation and call initiation

Fast verification without the need for physical document collection.

Integrates with video KYC solution of your choice

Secure real-time customer data verification using OCR.

Verification completion

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

Video KYC verification

Live face detection using a robust face recognition algorithm.

Verification by agent and reviewer

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

Advance Forensic Check

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

video kyc process

KYC solution: Employ our CRM-integrated Video KYC solutions to gain momentum on your verification process and minimize the overall onboarding cost-factor.

Application capture and distribution

Applications are taken in through websites, landing pages, APIs, field sales teams, and banking relations and forwarded to the verification on a round-robin basis or based on regions, rep performance, agent availability, etc.

Task creation and call initiation

After the applications are assigned, and the date and time fixed, the client receives a video-call link. The client is free to choose the time for this meeting at their convenience.

Video KYC verification

This video meeting allows users to verify the client’s name, face, date of birth, and such details – against any of the approved documents they provide – through OCR, document verification, and user authentication

Integrates with video KYC solution of your choice

We make your customer acquisition seamless – be it application, verification, onboarding, or closure – by integrating your KYC process with our CRM that connects you with several video KYC solution providers.

Verification by agent and reviewer

The agent approves/rejects the application through face-match, OCR results, and own judgment. A manager/reviewer oversees the meeting, then accepts/rejects the application or asks to repeat the process.

Verification completion

Following the reviewer assessment, we mark the Video KYC status as either verified or not verified and update it in the CRM. Then, the application moves on for subsequent stages.