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Description
Over 50 organizations conduct 1.8 million video calls with customers each month, utilizing a comprehensive enterprise-grade platform for video banking and KYC procedures. Thirteen banks leverage our video contact center specifically for customer onboarding and Video KYC processes, while 24 lenders rely on our system for credit verification needs. Additionally, three businesses use our services to conduct motor accident claim inspections via video, and another three life insurance companies utilize our platform for policy servicing tasks. Furthermore, three organizations engage our system for employee verification purposes, making it the most extensive Video Banking solution available. Each month, we facilitate the onboarding of 1.5 million customers through Video KYC, offering features such as text chat, video recording, screen sharing, file sharing, photo capture, document tagging, location sharing, face matching, a data-sharing API, audit trails, customizable workflows, and conversation continuity. Our platform also includes a personalized page for initiating customer journeys, with authentication options through any API or mobile OTP, and the capability to retrieve customer details from external systems via API. Users can easily add selections such as product type, request categories, and preferred languages to enhance their experience.
Description
Digital Sales and Onboarding Platform is tailored for Banks and Insurance Companies.
Our new Digital Sales and Onboarding platform makes it easy to sell. Customers can access banking and insurance products with just a click.
There would be no loss of a single sale. Customers can start the buying process on one channel, including a branch, and finish it on another channel. The system keeps reminding/alerting customers with unclosed deals to help them close them.
Digital Sales & Onboarding Platform Modules:
- Product Comparisons and Browsing.
- Learn about and customize product variants.
- Apply for/Buy Product
Upload the Documents You Need
- Transfer or Pay Required Amount
- Bank Verification.
- Internal Workflow/API
- Chat/Discussion on a Two-Way Deal
- Single Branch Visit by appointment
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$4.95/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
VideoCX.io
Website
www.videocx.io
Vendor Details
Company Name
eBSEG
Founded
2000
Country
Canada
Website
ebseg.com/Digital-Sales-and-Onboarding-Platform.html
Product Features
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring