Secured Video Conferencing
FULLY INTEGRATED ONBOARDING DIGITAL TOOL FOR INSURANCE & BANKING SERVICES
Designed to meet the remote sales needs for financial services
Confidently close sales online. Keep safe during difficult times.
It is a modular virtual sales engagement tool designed to support financial services sales for insurance, loans,
investment and other products that require face-to-face advisory. Engage with your prospect and customers virtually via encrypted video and audio. Perform eKYC using OCR and facial recognition technology and allow your customers to electronically sign application and acknowledgement documents online.
Benefits
For Agents and sales force to meet customer remotely
- Schedule meeting invites
- Real-time video face to face with screen sharing and consent recording
- Document Upload
- Location checking
- Capture eKYC following regulatory requirements
- Digital eSigning of application forms and documents
- Customer makes ePayment online
- Easy interaction via browser for customers
Web + Mobile
Work smarter. Use any devices to connect anytime, anywhere, nothing to install.
Invite anyone
Connect to your client with hassle free setup minus the needless commute and traffic.
Engage
Meet virtually with high voice and video quality. Share and present your materials in real time.
Close the deal
Provides seamless submission of your sales contract with digital signing capability.
Features
Detailed Key Features
- Customers easily interact using mobile browsers
- Invite customers via email and access PIN
- Stand alone implementation or integrate with ready APIs from your existing sales platform or app
- Interfaces and modules are modular and can be customised to meet your sales process
- Conduct video sales session similar to popular online meeting apps with additional advantage or using own branded tool and secured recording and chat features
- eKYC process includes facial recognition and consent video capture - Location detection services
- Option for electronic signing to bind with digital PKI certificates
- Integration to payment gateway for customer payment
- Administrative back office to view completed onboarding cases with reporting and eKYC statistics
- On premise and SaaS model
Secured Video Conferencing
What Do We Provide
Video Conferencing:
- High quality multi-session conferencing with screen share
- Chat function
- Customer access via browser with PIN protection
- Encrypted video and voice interaction
- Consent video recording feature
- Document upload integrated to folder and document management
- Recorded videos accessible via back office for sales review
E-Document Signing:
- Present documents and forms for customers to view via web browser
- Customers can preview documents
- Supports multiple signing parties and approval workflow
- Configurable document and process flow
- Customised signing requirements with text input
- Supports multiple document signing
- Optional integration with PKI Digital Certificate signing
- Signed documents can be previewed by all signing parties
- Signed documents sent back to main sales platform
- Support additional document upload
- Time stamping and session verification
E-Know Your Customer:
- Perform customer identity verification using officially issued identification card
- Onboard customers by verifying original identification document and live face detection
- OCR of identification card information and facial recognition comparison
- Comply with local regulatory requirements for landmark checking and other compliance checks
- Integrated with business and company verification for corporate onboarding
- Supports international passport standards
- eKYC statistics accessible from back office for analysis
Secured Video Conferencing
Suitable For Financial Services Industry As Well As General Business Requirements
