CRM + eKYC solution. Onboard customers faster
Eliminate lengthy verification processes, reduce costs & fight fraud. Simple biometric eKYC add-on for LeadSquared CRM
Fast
Onboard your customers faster with reduced verification time
Economical
Reduce the total cost of verification with paperless and automated processing
Secure
Security + privacy is assured as the information is shared through UIDAI’s encrypted software.
Paperless
Eliminate the need for physical document collection for verification
Uberized
Improve turnaround time with uberisation of lead assignment
Connected
The eKYC verification process is seamlessly connected to your sales CRM
Fit biometric eKYC into your complete customer onboarding process
From lead capture to verification, manage end-to-end customer acquisition in one platform
Lead capture and distribution
Lead is captured through APIs or through website/landing pages etc. It is then automatically passed on to the tele-sales team based on pre-set logic, who will then call and qualify the lead. Once the lead is qualified an appointment date and time is scheduled.
Appointment scheduling and task creation
Once a lead has been qualified, it is then passed onto the agency or the organisation’s field team. This lead can be auto-assigned to the right field rep based on zip code, number of tasks etc. The rep can see his pending tasks as they are assigned to him.
Field rep visit and uberisation of lead assignment
The field rep receives the lead on his mobile app with all the details and proceeds to visit the lead. This process can be ‘uberised’ by assigning lead to the field rep who’s closest at the same time enabling same day vist and verification. This massively brings down time for KYC verification and enhances the overall customer experience
Biometric eKYC verification
A customer OTP is generated at the point of verification which is then entered into the WPSCRM system. Once the OTP is confirmed, fingerprint biometrics are captured. The data is sent to the bank which will be sent further to UIDAI server. Once the data gets validated from the UIDAI servers, the same will be sent back to the Bank and the bank will return the result as “verified” or ”not verified”.
Update lead status and seamlessly connect with various teams
Once the KYC verification is done, the rep can update the status on his mobile app, which then reflects back in the WPSCRM system. Once the lead is verified it can be automatically assigned to the next team for next steps.
Track field force
As a manager you can track all field force activities and ensure productivity. Your field rep too can track all his current pending tasks on his mobile app. With the day planner and ‘nearby leads’ feature, he can optimise his time on the field.
Get complete reports for your eKYC verification teams & processes
Get in-depth insights into your funnel, team performance and more
Our field agents are 55% more efficient than before
Try WPSCRM CRM + eKYC now
Reduce costs drastically and improve turnaround time for verification