WHAT IS VIDEO PD
A Modern Tool for Dynamic
Conversations
Video Personal Discussion (Video PD) is a virtual platform for businesses to engage clients, assess relationships, manage risks, prevent revenue loss, and avoid legal issues.
Improved data quality
Deduplication software improves data quality, enabling better insights and decisions.
Video recording
capabilities
Every interaction is documented for audit purposesÂ
Channel &
document support
Safeguard revenue and avoid potential legal complications by addressing risks upfront.
HOW IT WORKS
Working of Video PD
01
Schedule
The agent arranges a virtual meeting with customers and sends the invitation through email or SMS.
02
Verify
Customers participate in the conversation and authenticate their identity through OTP or facial recognition.
03
Validate
The agent confirms the customer's geo-location and poses a predefined set of questions.
04
Upload
The customer submits or displays the required documents in the course of the call.
05
Capture
The agent collects necessary images and videos.
06
Finalize
The agent concludes the customer's status.
WHY CHOOSE US
Benefits of using our Video PD
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 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 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 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
Personalized customer experience
Lower operational costs
Remove location-based restrictions
Save time and meet targets
Increase Remote Onboarding
Increase workplace productivity
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
Remote training for
agents
Enhance agents' expertise and capabilities remotely
Review calls and exit
interviews
Performance assessments and departure discussions
facilitated via Video PD
Customer Support
In-person meetings
transformed into convenient
home assistance
NRI/NRE
Onboarding
Onboard without geographical constraints
FEATURES OF VIDEO PD
Get enterprise-grade identity verification!
Save your time and enhance security — let us streamline
your onboarding process with advanced AI-powered
features.
FAQS
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.