Connect onboarding seamlessly to your customer acquisition process
Manage your entire lead lifecycle from lead capture to onboarding in one single CRM
Empower your producers with automation
Paperless and Instant
Fast verification without the need for physical document collection.
Real-time Pan Verification
Secure real-time customer data verification using OCR.
Digital Forgery Check
Done on the displayed ID proof using AI/ML-based algorithms.
Timestamp & audit trail captured for every application & video.
Live face detection using a robust face recognition algorithm.
Geo-Location Capture + IP Check
The location is authenticated with latitude, longitude + IP capture.
Advance Forensic Check
Video forensics for pre-recorded risk and spoof detection is done.
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.
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
LeadSquared 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.
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.
Get complete reports for your video KYC teams & processes
Get in-depth insights into your funnel, team performance and more
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