use video meetings for your business workflows · 2019-08-06 · video meetings between rms &...

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Use Video Meetings for your Business Workflows

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Page 1: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Use Video Meetings for your Business Workflows

Page 2: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Sales & Customer Support Video Meetings between RMs & Customers

Dedicated Virtual RM Team

Customer Support over Text, Audio & Video

Insurance Health Assessment in Medical Insurance

Claim Settlement in Life Insurance

Asset / Vehicle Inspection for General Insurance

One Product – Multiple Use Cases

Loans Personal Discussion (PD) for Loan Underwriting

Property Inspection for Loan against Property

Compliance Video KYC and Document Verification

In Person Verification (IPV) for Mutual Funds & Securities

Video Signatures / Non Assisted Video Recording

Others Video Interviews & Appraisals

Internal Video Meetings

Live Video Tracking

Page 3: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

What is the Product?

1. Web Browser based Text & Video Chat – Desktop, Mobile and Pad

2. No Registration, Plugin, or App Download required for Customer

3. Customer just needs to open a link (BestBank.com/KYC) in the browser

4. Enter name and get connected to the Bank’s Employee on Text Chat

5. Connect to a selected Employee, or go through a Round Robin System

6. Employee can connect from a Mobile App or a Desktop

7. Employee gets the option of initiating a Video Call

Page 4: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Customer Opens the link

BestBank.com/KYC in a browser

from Mobile or Desktop

Hi… Please enter your name

Enters Name & gets connected to a

pre-decided Employee, or goes

through a Round Robin Employee gets a Notification on

the Mobile App or Web Login

Employee can Initiate a Video Call

with the Customer from Desktop

Customer just has to accept the call

and get connected instantly

What is the Workflow?

Both get connected on Text Chat

and can share files

Page 5: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

What else can be done?

Save Live Screenshots Video Recording Get Customer Location

Document Validation & Verification Face Match with Documents Share Files and Photos

Page 6: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Video Recording & Screenshots

1. Video Record Calls at the click of a button

2. Start and Stop Recording anytime between the Video Call

3. One side or Both side Video Recording

4. Record multiple snippets during one call

5. Customer can be on Web or on Mobile

6. Customer can use Front or Back Camera of the Mobile

7. Download the Video File, or View it Online

8. Save Screenshots while the Customer holds a Document

9. Customer can Upload Photos live in the Text Chat

10. Customer can upload previously taken photos

11. Files stored with naming as ‘Customer Name – DDMMYY – MMSS’

12. Video and Screenshots will be available in Chat forever

Page 7: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Document Validation & Verification

1. Document Classification during Upload

2. Optical Character Reading and Text Conversion

3. Real Time Database Search

4. Digilocker Integration (Extract digitally signed document by authority through consent driven platform)

5. Tampering Detection – Machine Learnt Algorithms check for forgery or tampering on ID cards

6. FaceMatch APIs compare picture with the picture on ID to make sure both are of the same person

7. Liveness APIs detect if the picture is of a person or a picture-of-a-picture ensuring that the person was present

Documents

1. Aadhaar

2. Pan Card

3. Voter ID

4. Passport

5. MGNREGA Card

6. Driving License

7. Bank Statement

8. Cheque Scan

9. Electricity Bill

10. Phone Bill Validation

Database Search

1. NSDL

2. MCA

3. GSTIN

4. Passport Database

5. Saarthi

6. Electoral

7. GSTIN Check

8. Bank Account Verification with NPCI

9. Vehicle RC Report

10. LPG Verification

Page 8: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Employee side screen

Page 9: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Mute

Video Off

Record

On Side

Record

Both Sides

Take

Screenshot

Page 10: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Virtual RM on Chat & Video

1. Customer Service on Video

2. Dedicated Portal for Customers to connect with Virtual Teams

3. Conventional Round Robin System for handshake

4. Connect Customers to Branches, Sales Managers or Support Teams

5. Previous Chat History available to both, for faster resolution

6. Link it to internal systems, and map to Account No, Customer ID etc

Page 11: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Non Assisted Video Recording (In Development)

1. Customer can record directly and save

2. Pre-Configure Instructions and Multiple Steps

3. Name, DOB, Consent for Purchase etc

4. Upload Attachments

5. Customer can take Self Screenshots

6. Attach Video to your Backoffice System

7. Use it as Video Signatures

Page 12: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Integrate it with your Workflow

1. Host service on your own Sub Domain

2. Initiate Text Chat from any of your existing Web Pages

3. Add your own messaging, branding, terms etc

4. Auto Login customers by passing parameters from your System

5. Pass additional info like Customer ID, Account No, Policy ID

6. Option of OTP based Mobile Number Authentication

7. Store Documents and Video in your own Storage Device (S3 on AWS)

8. Add a Link of the complete Chat page to your Core Banking Systems

9. Store Data by tagging it with additional information

www.BestBank.com/VideoKYC

Only one component (iFrame) of our

system will need to be integrated on

your Web Page to initiate the Text Chat

Page 13: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

Other Details

1. Chat History remains with the Company & Employee forever

2. Chat History remains with the Customer till device not changed

3. Completely Cloud Hosted Service – No Tech work at your end

4. Servers Hosted in India – Amazon Web Services Mumbai

5. Store Videos & Files in your own Amazon S3 Device

6. Private Cloud deployment available for Large Enterprise Customers

7. Employee access controlled by Company System Admin

8. Coming soon… Screen sharing, Tri Party Video, 8 Party Audio

Page 14: Use Video Meetings for your Business Workflows · 2019-08-06 · Video Meetings between RMs & Customers Dedicated Virtual RM Team Customer Support over Text, Audio & Video Insurance

thank you…

Kaizad Shroff

[email protected]

+91-98909 88498

www.VideoApps.io

Click here to see a Demo Link and Chat with me