Video Personal Discussion

Building a relationship is based on the bricks of trust and comfort, in a similar manner while granting loans a personal discussion with the client is an important factor to understand the client better and mostly have all the information on the client in detail. Personal Discussion is a tool to increase accuracy, screening and monitoring the potential borrowers. Personal discussion before granting a loan is an intimate move to know the client better and understand their financials as well as needs better. Virtual form of personal discussion with the client, before granting them any financial product is Video Personal Discussion or known as Video PD, as a safety measure or precaution to understand the client better recommend him any financial product.

Features and Advantages

The highly flexible workflows integrated with rich internal ecosystems and third party service providers / aggregators enabled our customers to: