Capture any ID or document on the call and tag it as needed
Real time OCR to capture and store all the data
Integrate with any 3rd party database services for real time check
Detect if the document is fake or original
Populate customer info at call assignment for a smooth conversation
Pass any amount of customer info to video bankers at case assignment
Pass customer photo and documents for additional checks
Show customer call history and links to view previous calls
Show custom links to view customer case in other CRM applications
Verify customer details on the call for authentication
Pre-populated questions from customer profile can be shown to video bankers with Match / Mismatch or Responded / Not responded options.
Ask additional question to customers
Populate pre-configured set of questions to the video banker and note their answers in a module and save them with the call.
Answers available in reports and through an API.
Contact point verification on call
Additional workflow to verify businesses and premises
Select nature of business
Select industry
Take photos of company docs
Business verification questions
Have CPV recorded in the same video or separately
Separate disposition for CPV success
Take payment over video calls
Video bankers can initiate the specific amount transaction from their side, and customers can make the payment while being on the call. You can use your own integrated payment gateways.