Customer facing use cases for Video in various Business Workflows

Video use cases

  • Customer support on text & video
  • Video sales pitch for Wealth Managers & RMs
  • Virtual RM team
  • NRI & Global banking support
  • Loan advisory on video
  • PD or Credit Verification on video
  • Online assistance in Digital Onboarding
  • Direct customer document collection
  • Remote training for Agents
  • Medical Examination on Video
  • Vehicle & property inspection on video
  • Policy consent on video
  • Life certificate on video
  • Interviews on video
  • Reviews and exit interviews
Video use cases
Video calling on browsers

Video calling on browsers

  • Customer can connect over a browser
  • No plugin, app, registration, password etc needed
  • Just enter name and get connected
  • Or enter policy number, mobile number and OTP
  • Works on low bandwidth and speed also
how do i get started with e kyc enterprise solution

Customer opens the link MyBank.com/XYZ in a browser from mobile or desktop

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how do i get started with ipv solution enterprise solution

Enters name & gets connected to a pre-decided employee, or goes through a round robin

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how do i get started with virtual regional manager & customer support

Employee gets a notification in the mobile app or web login

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how do i get started with online verification software for enterprise

Customer just has to accept the call to start the video

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how do i get started with connecting customers to branches sales managers or support teams

Employee can initiate a video call with the customer from desktop

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how do i get started with virtual customer support solution

Both get connected on text chat and file sharing

Various ways for Customer – Employee handshake

  • Connected to a specific individual
  • Connect to a team with multiple users
  • Connect directly or through a round robin system
  • Connect by selecting product, branch or purpose
Various ways for Customer – Employee handshake
Document Collection Bank

Document Collection Bank

  • Universal link – www.MyBank.com/Documents
  • Customer validation using Mobile + OTP
  • Customer can upload documents or attach photos
  • Selected employees with access to the complete bank
  • Documents can be copied to other systems automatically
  • One mobile number – One page – All documents

Address Verification

  • Address verification by customer directly
  • Integrated with Google Maps API services
  • Attach property photos for verification
  • Can have assistance by call center if needed
  • Linked with internal customer database
Address Verification
Complete conversation on a single web page

Complete conversation on a single web page

  • View complete conversation on a single web page
  • Conversation over multiple sessions
  • Text chat, video recording, screenshots, files shared
  • Pass the link internally to others to view the conversation
  • Add link to any other CRM system