Video KYC Solution. Onboard customers & partners remotely

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

Video KYC Solution - add-on

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

Video KYC solution - verification
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.

Time-Bound Verification

Timestamp & audit trail captured for every application & video.

Face Detection

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.

Video KYC Solution - application distribution
Video KYC solution - task creation

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.

Video KYC solution - verification
Video KYC solution - seamless connection

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.

Video KYC solution - call review
Video KYC Solution - verification dashboard

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.

Get Complete Reports for Your Video KYC Teams & Processes

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

Compliance to Regulatory Mandates

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

Onboard Customers & Partners Remotely

Take a demo of LeadSquared video KYC add-on