CRM + eKYC solution.
Onboard customers faster

Eliminate lengthy verification processes, reduce costs & fight fraud. Simple biometric eKYC add-on for LeadSquared CRM

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ekyc verification solution

Simplify verification with LeadSquared’s eKYC solution

marketplace CRM - connect all teams

  • Fast

    Onboard your customers faster with reduced verification time

  • Paperless

    Eliminate the need for physical document collection for verification

  • Economical

    Reduce the total cost of verification with paperless and automated processing

  • Uberized

    Improve turnaround time with uberisation of lead assignment

  • Secure

    Security + privacy is assured as the information is shared through UIDAI’s encrypted software.

  • 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.

eKYC verification solution - application distribution

eKYC verification solution - appointment setting

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

Uberization of lead assignment - eKYC verification solution

Onboard customers faster with eKYC verification solution

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 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 Leadsquared system. Once the lead is verified it can be automatically assigned to the next team for next steps.

biometric ekyc verification solution - status update

biometric ekyc verification solution - field agent tracking

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 Leadsquared CRM + eKYC now

Reduce costs drastically and improve turnaround time for verification

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