Video Kyc solution

Video KYC Solution. Onboard customers & partners remotely

Accelerate your verification process and reduce onboarding costs – Seamless Integration of WPSCRM with 3rd party Video KYC solutions

Connect onboarding seamlessly to your customer acquisition process

Manage your entire lead lifecycle from lead capture to onboarding in one single CRM

Application capture and distribution

Applications are captured through the website, landing pages, APIs, field sales teams, and banking relations, and distributed to the verification team based on pre-defined logic – regions, rep performance, agent availability, or on a round-robin basis.

Task creation and call initiation

Once the application is assigned and time and date are set, the prospect will receive a call link – the time for this is completely customizable according to your requirements. The prospect initiates the video call by clicking on the link.

Video KYC verification

During the call, the prospect holds up any of the approved documents in front of the camera. The agent takes a screenshot of the prospect as well as the document, followed by face matching. The person’s name and DOB are also captured from the document using OCR and matched with details provided by them.

Integrates with video KYC solution of your choice

WPSCRM CRM connects powerfully with any video KYC solution provider to ensure that your customer acquisition process is completely connected – right from application to verification, onboarding, and closure.

Verification by agent and reviewer

The call is completed once the agent approves or disapproves, using a mix of face match results, the details captured by OCR, and his own judgment. A manager or reviewer reviews the call between the agent and prospect. Post-review, he can either accept the verification, ask the agent to repeat the video KYC process, or reject the prospect.

Verification completion

Once the reviewer has completed this the lead status is updated as verified or not verified. This is updated in the LeadSquared CRM and the lead can then be passed on to the next stage.