Insta V-KYC 

For entities in web banking, non-banking financial companies, insurance, and beyond, our solution offers fully compliant in-person Know Your Customer (KYC) processes in accordance with regulatory requirements from the Reserve Bank of India (RBI). Specifically designed for field agents, our platform expedites customer onboarding and reduces customer acquisition drop-offs.

Key Features of V-KYC:

1. RBI-Compliant In-Person KYC: Regulatory compliant KYC processes are conducted in-person through video and audio interactions between the entity’s employee and the customer.

2. Field Agent Empowerment: Equipped with smart devices, field agents can efficiently execute customer KYC procedures and onboard customers instantly, streamlining the onboarding process.

3. Built-in Chat Features: Integrated chat features facilitate real-time communication between field agents and customers, enhancing customer service and support.

4. Email & SMS Integration: Seamless integration with email and SMS services allows for efficient communication and notifications throughout the KYC process, keeping all parties informed.

5. Multi-way Call Capability: Multi-way calls enable field agents to engage in live collaboration with the entity’s executives, facilitating quick decision-making and resolving any issues in real-time.

Video e- KYC Capturing for On-Boarding-

1. Live Document Upload: Customers can conveniently upload required KYC documents during the video-enabled onboarding process.

2. Image Capture by Video Executives: Our platform allows video executives to capture and save images from the video for record-keeping or biometric authentication purposes.

3. Screen Sharing: Both customers and executives benefit from screen sharing functionality, reducing turnaround time (TAT) and facilitating collaboration during the KYC process.

4. On-Demand Co-Browsing: Customers have access to on-demand co-browsing of pre-defined forms, ensuring seamless completion of necessary documentation with real-time assistance from our team.

By leveraging these features, entities can ensure compliance with RBI regulations while streamlining and enhancing the customer onboarding experience, ultimately driving efficiency and reducing drop-offs in customer acquisition.