eKYC & digital onboarding
Verify and onboard customers digitally, with every step recorded so you can prove what was checked and when.
If your business has to verify who a customer is before serving them, paper forms and WhatsApp photos are slow and leave you with nothing to show an auditor. Our eKYC platform moves onboarding online: the customer submits documents, your team or an automated check verifies them, and the whole trail is stored.
It is used alongside our research panel module by advisory and research businesses that need both verified clients and recorded consent.
What this solves
Onboarding takes days
Customers complete it on their own phone in minutes, instead of visiting or couriering documents.
Documents scattered across inboxes
Everything is stored on one customer record with the verification status attached.
Nothing to show in an audit
Every step is timestamped and logged, so you can produce the trail on request.
Manual checking errors
Configurable checks and risk rules flag the cases that need a human to look.
What's included
Document capture
Customer uploads or photographs documents from their phone, with quality checks.
Verification workflow
Your own approval steps, checker roles and rejection reasons.
Video KYC flow
Recorded video verification sessions where your process requires them.
Audit trail
Timestamped record of every action, visible per customer.
Risk rules
Configurable scoring to route risky cases for manual review.
API integration
Connect onboarding to your CRM, core system or payment flow.
Questions about ekyc & research panel
Does this make us compliant?
No software makes you compliant on its own. It gives you a consistent process and a complete audit trail, which is what compliance depends on. Your specific obligations should be confirmed with your compliance advisor, and we configure the workflow to match what they require.
Can it verify documents automatically?
The workflow supports automated checks as well as manual review. Which automated checks are available depends on the verification providers you are licensed to use — we discuss that during scoping.
Can it plug into our existing system?
Yes, through the API, so verified customers flow straight into your CRM or core platform.
Where is the data stored?
On servers in India, with role-based access so only authorised staff see customer documents.
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Read more →Get a quote for ekyc & research panel
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- Email priyank.jain@nxtvision.com
- Bangali Square, Indore, Madhya Pradesh 452016