Save Time and Cost Incurred for In-Person Meeting and Verification
Video PD
Perfios’ Video PD is designed to provide a personalized and user-friendly experience for customers of Banks, Insurance, and other NBFCs. With its 50+ configurations and multi-platform accessibility, Video PD enables the entities to easily interact with customers, eliminating the need for cost & time-consuming traditional verification processes.
Packed with real-time image and video capture features during calls, it enables entities to reduce customer effort and increase engagement, ultimately leading to higher satisfaction and retention rates
Video PD Customer Journey
1
ScheduleAgent schedules a virtual meeting with customers & shares the invitation via mail/sms
VerifyCustomers joins the discussion and verifies identity using OTP or facial recognition
2
3
ValidateAgent verifies geo-location of customer and asks pre-definied set of questions
UploadCustomer uploads or presents requested documents during the call
4
5
CaptureAgent captures required images and videos
FinalizeAgent finalises the status for customer
6
Video PD Customer Journey
1
ScheduleAgent schedules a virtual meeting with customers & shares the invitation via mail/sms
VerifyCustomers joins the discussion and verifies identity using OTP or facial recognition
2
3
ValidateAgent verifies geo-location of customer and asks pre-definied set of questions
UploadCustomer uploads or presents requested documents during the call
4
5
CaptureAgent captures required images and videos
FinalizeAgent finalises the status for customer
6
Use Case of Video PD - Banking
Loan Underwriting and Advisory
Personalized Interaction
Virtual Relationship Management
NRI/NRE Onboarding
KYC and AML Compliance
Remote Training for Agents
Video Interviews by HR Professionals
Review Calls and Exit Interviews
Use Case of Video PD - Insurance
Streamlined Interaction During Policy Issuance
Easy Claim Settlement with KYC Verification & Fraud Check
Personalised Sales of Insurance
Accelerated Underwriting
Video- Based Medical Examination
Video- Based Vehicle & Property Inspection
