Increase Policy Sales

Increase Policy Renewals

Video KYC Solutions to Onboard customers & partners remotely

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

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Connect onboarding seamlessly to your customer acquisition process

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

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Paperless and Instant

Fast verification without the need for physical document collection.

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Face Detection

Live face detection using a robust face recognition algorithm.

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Real-time Pan Verification

Secure real-time customer data verification using OCR.

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Geo-Location Capture + IP Check

The location is authenticated with latitude, longitude + IP capture.

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Advance Forensic Check

Video forensics for pre-recorded risk and spoof detection is done.

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Time-Bound Verification

Timestamp & audit trail captured for every application & video.

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Compliant

UIDAI compliant verification with LeadSquared Video KYC.

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.

Video KYC Solution application distribution

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.

Biometric eKYC verification

A customer OTP is generated at the point of verification which is then entered into the Leadsquared system. Once the OTP is confirmed, fingerprint biometrics are captured. The data is sent to your bank of choice for validation. Once the data is validated the bank will return the result as “verified” or ”not verified”.

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.

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.

Video KYC Solution verification dashboard

Get complete reports for your eKYC verification teams & processes

Get in-depth insights into your funnel, team performance and more

biometric ekyc solution smart views for sales agents

Video KYC Agent Dashboard

Funnel Team

Team Performance

30% faster loan disbursals

LeadSquared helps us manage our lending partnerships with banks & NBFCs, and our internal processes across the lending lifecycle (sales, credit, verification & operations) to disburse loans 30% faster than before. Our DSAs are 55% more efficient than before, and all their work is trackable.

Anuj Sachdev
VP – Product