Manage your entire lead lifecycle from lead capture to onboarding in one single CRM
Fast verification without the need for physical document collection.
Live face detection using a robust face recognition algorithm.
Secure real-time customer data verification using OCR.
The location is authenticated with latitude, longitude + IP capture.
Done on the displayed ID proof using AI/ML-based algorithms.
Video forensics for pre-recorded risk and spoof detection is done.
Timestamp & audit trail captured for every application & video.
UIDAI compliant verification with LeadSquared Video KYC.
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.
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.
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.
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.
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 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.
VP - Product
Take a demo of LeadSquared video KYC add-on