{"id":6971,"date":"2022-07-18T11:36:30","date_gmt":"2022-07-18T11:36:30","guid":{"rendered":"https:\/\/signdesk.com\/in\/?p=6971"},"modified":"2025-09-17T07:25:45","modified_gmt":"2025-09-17T12:55:45","slug":"video-personal-discussion-vpd","status":"publish","type":"post","link":"https:\/\/melento.ai\/en-in\/blog\/video-personal-discussion-vpd","title":{"rendered":"Video PD: Personalized &#038; Secure Customer Onboarding For Businesses"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6987\" src=\"https:\/\/melento.ai\/en-in\/blog\/wp-content\/uploads\/2022\/07\/video-PD-01-1.jpg\" alt=\"Customer Verification Using Video PD\" width=\"1604\" height=\"750\" \/><\/p>\n<h2><span style=\"text-align: justify; font-size: 24px; font-family: 'open sans'; color: #008000;\"><b>What is Video PD?<\/b><\/span><\/h2>\n<p style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><strong>Video Personal Discussion<\/strong>, commonly known as video PD, is a virtual customer connect mechanism businesses use to become acquainted with their potential clients or customers. The process is essential for companies to analyze a new business relationship, the outcome, &amp; any potential risks it may carry.<\/p>\n<p style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Online PDs help companies avert potential risks that may arise when carrying out business with the said customer, thus helping them steer clear of revenue losses &amp; legal implications.<\/p>\n<p style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Live PD video platforms offer an array of smart features that facilitate a smooth &amp; effective customer interaction process for organizations. Integrations like liveness detection, geotagging,<span style=\"color: #333333;\"> <a style=\"color: #333333;\" href=\"https:\/\/melento.ai\/en-in\/blog\/ocr-based-insurance-claims-verification\" target=\"_blank\" rel=\"noopener\"><strong>Optical Character Recognition<\/strong><\/a><\/span> (<span style=\"color: #333333;\"><a style=\"color: #333333;\" href=\"https:\/\/itechdata.ai\/ocr-use-cases\/\">OCR<\/a><\/span><span style=\"font-weight: 400;\">), and many others enable businesses to make their customer verification process seamless.\u00a0<\/span><\/p>\n<h3><span style=\"text-align: justify; font-size: 22px; font-family: 'open sans'; color: #008000;\"><b>Why Should Businesses Implement Video PD In Their Customer Onboarding Process?\u00a0<\/b><\/span><\/h3>\n<p style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Video personal discussion is integral to getting new customers to the business while steering clear of any risk that may come up with the association.<\/p>\n<p style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Firms can strategize future business growth plans by analyzing several important factors through virtual personal discussions:<\/p>\n<ul>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Assessing the worthiness of the potential business relationship<\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Estimating the customer\u2019s income prior to lending loans<\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Recognizing how the allocated fund will be utilized<\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Eliminating the possibility of incurring losses due to risks<\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Projecting future business expansion possibilities<\/li>\n<\/ul>\n<h2><span style=\"text-align: justify; font-size: 24px; font-family: 'open sans'; color: #008000;\"><b>Features Offered By Video PD Solutions<\/b><\/span><\/h2>\n<p style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Online <strong>video PD<\/strong> <span style=\"color: #333333;\"><span style=\"font-weight: 400;\">platforms<\/span><\/span><span style=\"font-weight: 400;\"> offer businesses a variety of beneficial features that can help them expedite customer\/client onboarding and eliminate any chance of risk that may come with the client association. Some of the features that <span style=\"color: #333333;\"><a style=\"color: #333333;\" href=\"https:\/\/melento.ai\/en-in\/blog\/kyc-compliance-for-businesses\" target=\"_blank\" rel=\"noopener\">online PD platforms<\/a><\/span> offer to businesses are:<\/span><\/p>\n<ul>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Easy scheduling\u00a0<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">&#8211; Executives can schedule calls for Video PD on the go. The customer will be notified when a call is scheduled.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Client chatbox<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">\u00a0 &#8211; Officials interact with customers via chat to ensure a smooth process flow\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Direct document sharing<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"> &#8211; Customers share all required documents directly via chatbox. Integrations for <span style=\"color: #000000;\"><a style=\"color: #000000;\" href=\"https:\/\/melento.ai\/en-in\/blog\/why-document-verification-is-the-future-of-kyc\" target=\"_blank\" rel=\"noopener\">document transfer<\/a> <\/span>are offered on-call.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Video recording capabilities<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"> &#8211; All interactions are recorded for auditing purposes\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Image-based verification<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"> &#8211; OCR technology extracts key data from images &amp; verifies this information via real-time AI techniques<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Facial matching<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"> &#8211; Customer identity is verified instantly and the customer\u2019s presence is verified using liveness checks\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>All-purpose dashboard<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"> &#8211; Single dashboard with schedules, customer documents &amp; status<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Channel &amp; document support<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"> &#8211; Video PD supports all types of national photo IDs &amp; can be integrated for desktop and mobile web use or via<span style=\"color: #000000;\"> <a style=\"color: #000000;\" href=\"https:\/\/melento.ai\/en-in\/blog\/automate-workflow-with-signdesks-api\" target=\"_blank\" rel=\"noopener\">APIs<\/a><\/span><\/span><\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<div align=\"center\"><a href=\"https:\/\/melento.ai\/en-in\/talk-to-sales\"><button class=\"wpcf7-form-control wpcf7-submit envor-btn envor-btn-primary envor-btn-normal\" type=\"button\"><strong>Get Started Now<\/strong><\/button><\/a><\/div>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><span style=\"text-align: justify; font-size: 24px; font-family: 'open sans'; color: #008000;\"><b>Benefits of Video Personal Discussions\u00a0<\/b><\/span><\/h2>\n<p>Online video PD solutions help businesses speed up conversion rates by assessing the customer from all critical business perspectives. They offer several benefits that make the customer onboarding process secure, personalized, and beneficial to both parties.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6986\" src=\"https:\/\/melento.ai\/en-in\/blog\/wp-content\/uploads\/2022\/07\/video-PD-02.jpg\" alt=\"video PD - A New Way of Customer Verification\" width=\"1604\" height=\"750\" \/><\/p>\n<ul>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Personalized Customer Experience<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: Video-based customer interaction paves the way for a smoother <span style=\"color: #000000;\"><a style=\"color: #000000;\" href=\"https:\/\/melento.ai\/en-in\/blog\/blockchain-kyc-future-of-kyc-verification\" target=\"_blank\" rel=\"noopener\">Know Your Customer<\/a><\/span> (KYC) experience. This eases the customer&#8217;s onboarding procedure and offers a personalized touch to the entire approach.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Remove Restrictions Based on Location<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: Virtual personal discussions with customers help businesses eliminate geographical barriers when onboarding them. With the need for physical verification eliminated, companies do not need to bring customers over on-premise to complete the personal discussion procedure.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Save Time &amp; Exceed Targets<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: Another beneficial feature of video PD is that it saves businesses a considerable amount of time. With the hurdles of travel &amp; office space removed, video personal discussion facilitates a higher number of customer interactions as compared to its physical counterpart. It enables the business to exceed its targets by offering a simple &amp; effective solution to interact with customers.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Lower Operational Costs<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: Virtual personal interaction with customers\/clients helps businesses streamline &amp; accelerate their onboarding process. Live PD video eliminates the need for companies to send out employees or agents to their customers to carry out the onboarding procedure. This brings down the total operational cost to which the company needs to allocate funds.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Enhance Workplace Productivity<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: Virtual customer interactions are designed to be quick, efficient, &amp; convenient not just for the customer being onboarded but also for the employees conducting the discussion. Being fast &amp; efficient, video PD boosts workplace productivity.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Increase Remote Onboarding<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: As geographical barriers are not a concern when it comes to online personal discussions, businesses can significantly increase the onboarding of clients or customers remotely.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Enhance Audit Efficiency<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: As customer details are captured &amp; recorded through video PD, companies can make their audit trails more efficient. The recorded data will be stored for future reference, enabling the business to retrieve data of any particular personal discussion whenever the need arises.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<\/ul>\n<h2><span style=\"text-align: justify; font-size: 24px; font-family: 'open sans'; color: #008000;\"><b>Video Personal Discussion Process Flow<\/b><\/span><\/h2>\n<p><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><strong>Video PDs<\/strong> are designed to be seamless &amp; efficient, helping businesses easily onboard clients or customers. The process takes place as follows:\u00a0<\/span><\/p>\n<ul>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Schedule Virtual Meeting<\/b><span style=\"font-weight: 400;\">: The business schedules an online meeting with its potential customer through a video PD provider\u2019s virtual meeting platform.<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Invite Customer<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: The customer is sent an invite via SMS\/email to get on to the video meeting.<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Upload details<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: The customer fills in their details on the <\/span><span style=\"color: #333333;\"><a style=\"color: #333333;\" href=\"https:\/\/signdesk.com\/digital-kyc\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">video PD portal<\/span><\/a><\/span><span style=\"font-weight: 400;\"> and joins the virtual discussion.<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Initiate Video PD<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: Simultaneously, the executive carrying out the customer interaction also joins the meeting online.<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Interact Online<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: The executive interacts with the customer either directly via video or through a chatbox. The meeting is recorded and screenshots are optionally captured for audit purposes.\u00a0<\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Upload Documents<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: The customer provides documents for verification as requested by the employee by uploading them via the chatbox. These documents are then added to the customer\u2019s<span style=\"color: #000000;\"><a style=\"color: #000000;\" href=\"https:\/\/melento.ai\/en-in\/blog\/everything-you-need-to-know-about-video-kyc\" target=\"_blank\" rel=\"noopener\"> KYC<\/a><\/span> profile on the <span style=\"color: #333333;\"><a style=\"color: #333333;\" href=\"https:\/\/melento.ai\/en-in\/blog\/video-kyc\" target=\"_blank\" rel=\"noopener\">Video KYC platform<\/a>.\u00a0<\/span><\/span><\/li>\n<li style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\"><b>Finalize Customer Approval<\/b><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">: After the personal discussion is concluded, the employee approves\/rejects the data and documents the customer or shares the document details, screenshots &amp; call recording with the auditing team for approval from its end.\u00a0<\/span><\/li>\n<\/ul>\n<h2><span style=\"text-align: justify; font-size: 24px; font-family: 'open sans'; color: #008000;\"><b>Melento (Formerly SignDesk)\u2019s PD-Enabled <a style=\"color: #008000;\" href=\"https:\/\/melento.ai\/en-in\/blog\/everything-you-need-to-know-about-video-kyc\">Video KYC<\/a> For Businesses<\/b><\/span><\/h2>\n<p><span style=\"text-align: justify; font-size: 17px; font-family: 'open sans';\">Platforms like <span style=\"color: #333333;\"><a style=\"color: #333333;\" href=\"https:\/\/signdesk.com\/\" target=\"_blank\" rel=\"noopener\">Melento (Formerly SignDesk)<\/a> <\/span>offer businesses AI-enabled digital <span style=\"color: #333333;\"><a style=\"color: #333333;\" href=\"https:\/\/signdesk.com\/digital-kyc\" target=\"_blank\" rel=\"noopener\"><strong>customer onboarding solutions<\/strong><\/a><\/span>, complete with live video personal discussion features. Backed with cutting-edge technology &amp; a smooth business-customer interaction module, <a href=\"https:\/\/melento.ai\/en-in\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #000000;\"><strong>Melento (Formerly SignDesk)\u2019s <\/strong><\/span><\/a><\/span><span style=\"color: #000000;\">scan.it<\/span><span style=\"font-weight: 400;\"><span style=\"color: #333333;\"> o<\/span>ffers a seamless virtual customer onboarding tool businesses can benefit from, including <a style=\"color: #000000;\" href=\"https:\/\/melento.ai\/en-in\/blog\/face-detection-software\">face verification<\/a>. Experience the <span style=\"color: #333333;\"><a style=\"color: #333333;\" href=\"https:\/\/melento.ai\/en-in\/blog\/why-you-should-be-onboarding-customers-with-video-kyc\">video kyc benefits<\/a> with a free demo on how businesses can conveniently carry out video PD when onboarding new customers.<\/span><\/span><\/p>\n<div align=\"center\"><a href=\"https:\/\/melento.ai\/en-in\/talk-to-sales\"><button class=\"wpcf7-form-control wpcf7-submit envor-btn envor-btn-primary envor-btn-normal\" type=\"button\"><strong>Book a Demo<\/strong><\/button><\/a><\/div>\n<div id=\"download-ebook\" style=\"bottom: 0; width: 100%; position: fixed; z-index: 999; background-color: #7ee6cc; padding: 5px 10px; margin-left: -8%; font-family: 'Montserrat', sans-serif !important;\">\n<div style=\"display: flex; justify-content: center; align-items: center;\">\n<h5 style=\"margin: 0px !important; font-weight: 500 !important; color: #2c5363;\">Download Latest Ebook For Free!<\/h5>\n<p><a href=\"https:\/\/melento.ai\/en-in\/ebooks\/kyc\/business-guide-to-video-kyc-verification\/\"><button style=\"border-radius: 5px !important; margin-left: 15px; padding: 2px 13px; font-weight: 800; color: white; background-color: #2c5363;\">Click Here<\/button><\/a><\/p>\n<\/div>\n<\/div>\n<style>\n#download-ebook h5 {font-size: 22px !important;}#download-ebook p{margin-bottom:0px !important;}@media(max-width:767px) {#download-ebook {margin-left: -12% !important;}#download-ebook h5 {font-size: 15px !important;}#download-ebook button {padding: 8px 13px !important;}}<\/style>\n","protected":false},"excerpt":{"rendered":"<p>What is Video PD? Video Personal Discussion, commonly known as video PD, is a virtual customer connect mechanism businesses use to become acquainted with their potential clients or customers. The process is essential for companies to analyze a new business relationship, the outcome, &amp; any potential risks it may carry. Online PDs help companies avert [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":6987,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page_templates\/blog-new-3.php","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[14,21,22],"tags":[502,503,506,507,1521,1522,1523,2387,2388,2389,2390,2391,2392,2393,2493],"class_list":["post-6971","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekyc","category-v-cip","category-video-kyc","tag-customer-onboarding-using-video-pd","tag-customer-onboarding-with-video-pd","tag-customer-verification-using-video-pd","tag-customer-verification-with-video-pd","tag-live-pd-video","tag-live-pd-video-platform","tag-live-pd-video-platform-for-business","tag-video-pd","tag-video-pd-for-business","tag-video-pd-in-banking","tag-video-pd-meaning","tag-video-personal-discussion","tag-video-personal-discussion-for-business","tag-video-personal-discussion-process-flow","tag-what-is-video-pd"],"acf":[],"yoast_head":"<!-- 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