Meet Customer Onboarding & Servicing Needs with Video PD

Engage in personalized, video-based discussions with customers. Enhance security, streamline discussions, and cut costs with 50+ configurations and multi-platform access.

Benefits with Video PD​

Dynamic Customer Allocation & Routing

Assign the right agent to the customer ensuring minimal wait time and accordingly, indicate queue position.

Verification & Fraud Mitigation

Authenticate customer identity, documents, and IP/geographic origination to ensure the intended individual joins the call and streamline verification.

Personalized Discussion

Tailor one-on-one conversations to meet the specific needs and preferences of the participants to create a more engaging and relevant communication experience.

Cutting-Edge Features that Win Big

Real-Time Media Capture

Instantaneous recording or acquisition of audio, video, or images as they occur.

Accurate Geo-Tagging

Precise identification and embedding of geographic coordinates to media files for location tracking.

Image and Video Vapture

Process of capturing still images or moving video footage using a device such as a camera or smartphone.

Real-Time Face Match

Automated, instantaneous comparison of faces against a verified image or POI of the customer, typically for identification or authentication purposes.

On-Demand Document Verification

Using the uploaded proof of identity/address, an agent can review the OCR-fetched data and then cross-check with issuing authorities.

Meaningful Customer Interactions

Configurable questionnaire and document list ensures a meaningful remote interaction with customers, raising satisfaction levels.

Real-Time Applications of Video PD

Personal Discussions for Loans

Real-time creditworthiness evaluation.

Account Opening

Remote verification for simplified onboarding.

Customer Support

Face-to-face interactions, convenient assistance.

NRI/NRE Onboarding

Geographical boundaries become irrelevant.

Remote Training for Agents

Skill enhancement from home.

Review Calls and Exit Interviews

Conducted through Video PD

Insurance Claims Service

Discussions and evidence gathering via video.

Pre-Issuance Verification

Ensure consent on proposal before policy issuance

Life Certificate Issuance

Acquire proof of life to eliminate visit to branch

How VideoPD Works?

Schedule Meeting

Bank/NBFC agent schedules a meeting with the customer.

Receive Invitation

Customer initiates a discussion using the unique link received on the email or SMS.

Join Discussion

Agent reviews the customer's location & face match score of the live image with the pre-verified image

Verify Location

Agent requests for information & documents basis the pre-defined template

Finalise Status

Agent finalises the status for the customer.