Whether you’re a financial institution verifying loan applicants, an HR team conducting interviews, or a healthcare provider offering remote consultations, a robust video PD solution brings efficiency, trust, and compliance to your workflows.
This blog will walk you through what is Video PD, key entities in the video PD ecosystem, key features of the best video PD services, and highlight how video PD software, video PD API integrations, and complete onboarding solutions are reshaping customer engagement across industries.
What is a Video PD Solution?
At its core, Video PD (short for Video Personal Discussion) is a virtual face-to-face conversation conducted via secure video conferencing tools, accessible through web or mobile browsers no downloads required. Unlike basic video calling tools, video PD services are designed with enterprise-grade features that cater specifically to customer onboarding, identity verification, and service consultations.
Core Entities & What They Do?
Before we dive into features, let’s identify the key entities in the video PD ecosystem:
1. Video PD Services
These are end-to-end solutions offering secure, real-time video conversations with features like document upload, live verification, and audit-ready recordings. Ideal for onboarding, KYC, telemedicine, mainly for NBFC and fintech
2. Video-Based Personal Discussions
The interaction model where a customer or applicant speaks directly with a business representative over video — building trust, enabling clarification, and ensuring compliance.
3. Video PD Software
This refers to the platform (web/mobile-based) that powers video PD sessions. It combines video conferencing, data capture, identity verification, and workflow automation in one place.
4. Video PD API
APIs that allow businesses to integrate video PD features into their own applications or portals, ensuring a seamless user experience without switching platforms.
Key Features of the Best Video PD Solutions
To be effective and enterprise-ready, a video PD solution for customer onboarding must offer the following essential features:
1. Real-Time Video Communication
- Instant face-to-face interaction between customers and agents.
- Supports contextual onboarding, troubleshooting, or guidance.
2. Secure & Encrypted Sessions
- All data transmitted during the video call is encrypted (end-to-end).
- Ensures compliance with regulations like RBI, SEBI, and GDPR.
3. No Downloads Required
- Browser-based or mobile-friendly access.
- Eliminates app friction and enhances user adoption.
4. Identity Verification Support
- AI-powered facial recognition and liveness detection.
- Helps businesses combat identity fraud during onboarding .
5. Document Upload & OCR
- Customers can upload identity or supporting documents in-session.
- Smart OCR extracts data for automated form filling or background checks.
6. Recording & Timestamping
- Every interaction is recorded and time-stamped.
- Provides audit trails and proof of compliance for regulatory authorities.
7. Multi-Device Compatibility
- Whether on mobile, tablet, or desktop, the experience remains consistent.
- Important for reaching users in remote or low-tech regions.
8. Custom Workflow Integration
- Ability to tailor onboarding journeys based on user profiles or services.
- Dynamic KYC flows (e.g., for BFSI, healthcare, or education sectors).
9. CRM & Backend Integration
- Integrates with your existing CRM, KYC systems, or ERPs.
- Ensures seamless data flow and reduces agent workload.
10. Gen-AI Powered Assistance
- AI-guided prompts for agents during live calls.
- Sentiment and emotion analysis to personalize user interaction.
- Intelligent classification of customer intent.
- Post-call summaries and smart decision-making tools.
Use Cases Across Industries
Banking & Financial Services
- KYC, loan disbursals, and account opening.
- Reduced fraud and faster onboarding cycles.
Healthcare
- Virtual consultations with private, secure video channels.
- Document uploads for prescriptions or reports.
Human Resources
- Candidate interviews with interview recording.
- Remote hiring made efficient and collaborative.
E-commerce & Consumer Services
- Face-to-face support, onboarding vendors or service providers.
- Improve trust and satisfaction for high-touch services.
Why Video PD APIs Matter?
Buissness implement Video PD solution for thier on boarding due to these:
- Launching VPD sessions from your platform
- Pushing customer data directly to CRM
- Triggering automated flows post-call (e.g., approvals, SMS)
Future-Proofing with Gen-AI Powered Platforms
A modern video PD platform for smarter onboarding should also include:
- Smart risk scoring based on real-time call behavior
- Multi-language support for global accessibility
- Dynamic document collection based on onboarding stage
- Workflow automation that adapts based on customer data and interaction context
These are the features to consider for a best video pd solution for customer on boarding
Final Thoughts
Choosing the right video PD software is about more than just video quality. It’s about enabling secure, efficient, and human-centric onboarding that scales with your business.Video PD helps businesses build customized onboarding software without starting from scratch.
Look for a solution that offers:
- Complete API access for integration
- Compliance-ready architecture
- AI-powered workflows and smart automation
- Personalized UI and adaptable customer journeys
Ready to Get Started?
If your organization is looking to adopt video PD services or embed video PD API into your existing infrastructure, now is the time. A complete onboarding solution with video-based personal discussions can drastically reduce onboarding time, improve security, and elevate customer trust.
Explore how Pixl.ai’s advanced gen-AI powered video PD platform for smarter onboarding can transform your customer experience today.
