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Seamless Digital Onboarding for Financial Institutions

Video Banking

Eliminate Drop-Offs.
Close Customers in

the First Interaction

Deliver fully assisted banking journeys across onboarding, servicing, and lending — over secure, real-time video.

Video Banking

Eliminate Drop-Offs.
Close Customers in

the First Interaction

Deliver fully assisted banking journeys across onboarding, servicing, and lending — over secure, real-time video.

overview

Bring the Branch to Your Customer

Over Secure Video

Deliver real-time, face-to-face banking for servicing, advisory, onboarding, and lending — without requiring a branch visit.

85% reduction in branch footfall
60-sec average wait time with smart routing
3× agent productivity

Video Banking Journey

Resolve Customer Needs in a Single Interaction

Guide customers from first contact to completion in one assisted session — eliminating delays, drop-offs, and fragmented journeys.

Customer Initiates Request

Digital application Via mobile app / web / branch kiosk

Smart Scheduling / Queue

Agent Assignment

Live Interaction & Service

Customer Initiates Request

Digital Completion

Post-Session Actions

Customer Initiates Request

Digital application Via mobile app / web / branch kiosk

Smart Scheduling / Queue

Instant connect or appointment booking with language & skill preference

Agent Assignment

Intelligent routing based on availability, expertise, and priority

Live Interaction & Service

HD encrypted video with consent capture & session recording

Customer Initiates Request

- Account servicing / advisory / loan counselling

- Co-browsing, document sharing, assisted form filling

Digital Completion

eSign, document upload, request submission during session

Post-Session Actions

Follow-ups, application processing, notifications triggered automatically

Customer Initiates Request

Digital application Via mobile app / web / branch kiosk

Smart Scheduling / Queue

Agent Assignment

Live Interaction & Service

Customer Initiates Request

Digital Completion

Post-Session Actions

Customer Initiates Request

FEATURES

Turn Assisted Interactions into Completed Outcomes

Equip agents with real-time tools to guide, verify, and complete customer journeys - reducing friction and accelerating conversions.

Higher Conversions

Video-Based Assisted Onboarding

Live video support for KYC, form filling, and issue resolution. No physical branch visit required.

Builds trust through human interaction

Improves onboarding completion rates

Converts hesitant customers into applicants

Smart Agent Console

Intelligent Scheduling & Routing

Omnichannel Video Journey

Compliance & Identity Verification Layer

Post-Session Automation

Video-Based Assisted Onboarding

Smart Agent Console

Intelligent Scheduling & Routing

Omnichannel Video Journey

Compliance & Identity Verification Layer

Post-Session Automation

Video-Based Assisted Onboarding

Smart Agent Console

Intelligent Scheduling & Routing

Omnichannel Video Journey

Compliance & Identity Verification Layer

Post-Session Automation

Capabilities

Deliver Secure, Intelligent Video Banking at Scale

A complete capability stack designed for compliant, high-quality, and scalable assisted interactions across channels.

HD video & screen sharing

Co-browsing & assisted forms

In-session eSign

Recording & audit trail

AI transcription & summaries

Liveness & identity verification

Smart routing & handoff

Multi-language support

API & platform integration

Workflow automation triggers

Business ImpAct

Drive Conversion, Efficiency, and Customer Satisfaction - Together

Transform digital banking into a high-conversion, low-friction experience while reducing operational load.

80%+ reduction in branch dependency

Faster resolution

Higher conversion for loans & cards

Improved customer satisfaction

Explore More

Discover how other platform modules complement this capability.

AI Decisioning Engine

Digital Onboarding

Integration Hub

FAQ

Frequently Asked Questions

Answers to common questions about our solutions, capabilities, and how they fit into your business

Where does video banking create the most impact in the customer journey?

How does video banking improve conversion compared to standard digital journeys?

Can video banking integrate with our existing LOS, CRM, and onboarding systems?

How do you ensure compliance and security during video interactions?

Can this scale across geographies, languages, and customer segments?

What kind of ROI can banks expect from video banking?

Enterprise trust

Enterprise Security & Compliance

Bank-grade security, compliance certifications, and governance built into every layer of the platform.

SOC 2 Type II
Service organization controls for security, availability, and confidentiality — independently audited.
Cloud & Infra Security
Cloud-native deployment with network isolation, DDoS protection, and continuous vulnerability scanning.
ISO 27001
International standard for information security management systems certification.
Data Security
AES-256 encryption at rest and TLS 1.3 in transit for all data across the platform.
OWASP practices
Application security aligned with OWASP standards to prevent common vulnerabilities and threats.
Transaction Security
End-to-end secure transaction processing with real-time fraud detection, monitoring, and tamper-proof audit trails.

Insights & Resources

Latest from Our Blog

Stay ahead with insights on banking infrastructure, AI decisioning, digital lending, and fintech strategy.