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

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What is a Video PD?

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.

Improved data quality

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.

Video recording capabilities

Every interaction is documented for audit purposesĀ 

Channel & document support

Video PD accommodates various national photo IDs and can seamlessly integrate with desktop and mobile web applications or through APIs

Our Promising Clients

We value them since we believe they are the foundation and adds success to our business.

DhanLaxmi Bank
South Indian Bank
LuLu Forex
CSB Bank
Muthoot Finance
Indel Money
Canera Bank
Macom Innovate to exel
Muthoot Capital Services Limited
Omnex systems
Renault Nissan

Working of Video PD



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

Benefits of using our Video PD

Personalized customer experience

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

Remove location-based restrictions

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

Save time and meet targets

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

Lower operational costs

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

Increase workplace productivity

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

Increase Remote Onboarding

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

Use Cases of Video PD

Let's explore some real-world use cases that demonstrate the practical applications

Personal discussions for loans

Immediate assessment of the borrower's creditworthiness and the intended use of the loan

Account Opening

Streamlined onboarding for both customers and institutions through remote verification

Customer Support

In-person meetings transformed into convenient home assistance

NRI/NRE Onboarding

Onboard without geographical constraints

Remote training for agents

Enhance agents' expertise and capabilities remotely

Review calls and exit interviews

Performance assessments and departure discussions facilitated via Video PD

Features of Video PD

AI Face Match

On-call Document Verification

Location Verification

Enterprise-grade Security

Frequently Asked Questions

Video PD allows users to conduct personal discussions remotely through live video. Users can schedule, join, and participate in discussions with ease. The platform supports various features like document sharing, screen sharing, and real-time identity verification.

Yes, Video PD prioritizes security. It includes features like end-to-end encryption, secure data storage, and identity verification to ensure a safe and confidential environment for all interactions.

Absolutely! Video PD is designed to be flexible and can be customized to meet the specific requirements of your business. Whether it's branding or integration with existing systems, we offer tailored solutions.

Video PD is versatile and beneficial across various industries, including finance, healthcare, education, and customer service. It is particularly useful for processes that involve personal interactions and discussions.

Participants need a device with a camera and microphone, along with a stable internet connection. Video PD is accessible through web browsers, and mobile apps are available for on-the-go participation.

The system promotes sustainability by minimizing paper usage through digital check-ins and reducing energy consumption with efficient hardware. It aligns with eco-friendly practices for a greener workplace.