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

Connect Onboarding Seamlessly to Your Customer Acquisition Process

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

Paperless and Instant

Fast verification without the need for physical document collection.

Face Detection

Live face detection using a robust face recognition algorithm.

Real-time Pan Verification

Secure real-time customer data verification using OCR.

Geo-Location Capture + IP Check

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

Digital Forgery Check

Done on the displayed ID proof using AI/ML-based algorithms.

Advance Forensic Check

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

Time-Bound Verification

Timestamp & audit trail captured for every application & video.

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.

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.

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

Video KYC agent dashboard

Funnel

Team performance

Compliance to Regulatory Mandates

Regulatory Requirement		LeadSquared Video KYC Solution*
1	Video to be recorded; Live photograph of the customer	Recording of video interaction; Screenshot capability
2	Offline Aadhaar verification; XML file not older than 3 days	Aadhaar XML through UIDAl site. Generation date to be checked
3	Clear image of PAN card	Only clear and usable images will be accepted
4	PAN verification from database	Verification is done instantly at real time
5	Geo-tagging to ensure customer is in India	Geolocation captured using Latitude/Longitude
6	Photograph of customer to be matched with the one on IDs	In-built FaceMatch providing compare scores and band guidance
AND MORE

Saurabh Goenka

Founder

Read The Full Story

“We don’t need to check multiple tools to find out the progress we’ve made as a team. With dynamic dashboards on LeadSquared, we get to see all the quantifiable results at a glance. Since we have better visibility about the incoming flow of leads according to their source, we’re able to judge lead sources that make the most sense for the business and how we can pool in budgets and resources accordingly.”