Video PD : Customized Onboarding Experience
Video PD solutions accelerate conversion rates by evaluating customers from essential business view points. We ensure a secure, personalized, and beneficial customer onboarding experience
Video PD solutions accelerate conversion rates by evaluating customers from essential business view points. We ensure a secure, personalized, and beneficial customer onboarding experience
Video Personal Discussion, often referred to as video PD, serves as a virtual platform for businesses to engage with prospective clients or customers. This crucial process allows companies to understand the dynamics of a new business relationship, assess potential outcomes, and identify any associated risks. Engaging in online PDs enables companies to proactively reduce potential risks that could emerge in the course of doing business with the aforementioned customer. This proactive approach not only helps in avoiding revenue losses but also safeguards against potential legal implications.
Deduplication software can help to improve the quality of data by removing duplicate data. This can lead to more accurate insights, better decision-making, and improved business performance.
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Every interaction is documented for audit purposes
Video PD accommodates various national photo IDs and can seamlessly integrate with desktop and mobile web applications or through APIs
We value them since we believe they are the foundation and adds success to our business.
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The agent arranges a virtual meeting with customers and sends the invitation through email or SMS
Customers participate in the conversation and authenticate their identity through OTP or facial recognition.
The agent confirms the customer's geo-location and poses a predefined set of questions
The customer submits or displays the required documents in the course of the call
The agent collects necessary images and videos
The agent concludes the customer's status
Video-based customer interaction paves the way for a Know Your Customer (KYC) experience. It facilitates the customer's onboarding procedure and offers a personal touch to the entire approach
Virtual in-person discussions with customers help businesses eliminate geographic barriers while onboarding. With the need for physical verification gone, companies no longer need to bring customers on-premises to complete the in-person negotiation process
Another beneficial feature of video PD is that it saves businesses considerable time. With the barriers of travel and office space removed, video in-person discussion makes customer communication much easier compared to its physical counterpart. By offering a simple and effective solution to interact with customers, it enables the business to exceed its goals
Virtual personal interaction with customers and clients helps businesses streamline and accelerate their onboarding process. Live PD video eliminates the need for companies to send employees or agents to their customers to carry out onboarding procedures. This reduces the total operating cost that the company has to fund
Virtual customer interactions are designed to be fast, efficient, and convenient not only for the customer, but also for the negotiating staff. Being fast and efficient, Video PD increases productivity in the workplace
Businesses can significantly increase the onboarding of clients or customers remotely as geographic barriers are no longer an issue when it comes to online in-person discussions
Let's explore some real-world use cases that demonstrate the practical applications
Immediate assessment of the borrower's creditworthiness and the intended use of the loan
Streamlined onboarding for both customers and institutions through remote verification
In-person meetings transformed into convenient home assistance
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Onboard without geographical constraints
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Enhance agents' expertise and capabilities remotely
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Performance assessments and departure discussions facilitated via Video PD
