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Fast Track your Customer Conversions with Video Personal Discussion Solution

What is Personal Discussion?

The meeting or discussion between the lender and borrower prior to sanctioning the loan is referred to as personal discussion for loans. The process usually starts by the lender physically visiting the borrower’s place of business or residence to ascertain her/his creditworthiness and do a thorough background check to assess the repayment capacity of the borrower.

Why Lenders and Financial Institutions Need Personal Discussion?

Benefits of personal discussion for the loan process

Access Business Worthiness


Borrower Income


Understand Use of Loan Funds


Access Creditworthiness


Understand Future Business Expansions & Plans


Track Existing Loans or Obligations

Why Lenders and Financial Institutions Need Personal Discussion?

Benefits of personal discussion for the loan process

Document Upload
Photo Capture
On-call Document Verification
Location Verification
AI Face Match
Video Chat at 150 kbps
Video Chat at 150 kbps
Omnichannel Borrower Experience
Integration for Document Transfer
Configurable Question List
Video Call Recording
Video Encryption
Dashboard for Video Chat Metrics
Video Call Scheduling
Enterprise-grade Security
Enterprise-grade Security

Want to speed up your Loan Disbursement process?

Using Video Calls for Personal Discussion

Drive differentiated customer experience with Video Personal Discussion Solution

Meet your Loan Targets Faster

Meet your Loan Targets Faster

With in-person discussions not possible due to the pandemic, contactless interactions have become the new normal. Video as a channel is the best alternative to a physical meeting that boosts your loan coverage and help you roll out more loans while having a virtual personal discussion in a secure environment. Thus, improving your loan disbursement rate without compromising on borrower experience.

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Personalized Borrower Experience

Personalized Borrower Experience

Observe and understand the customers’ body language and pick up on non-verbal cues to tweak your tactics and make the customer feel comfortable. Have contextual conversations with easy access to all the relevant information using CTI and CRM integration to further improve conversation quality.

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Reduce Loan TAT & Operational Cost

Reduce Loan TAT & Operational Cost

Optimize your resources by eliminating the need for the agents to physically go to the customer’s place for personal discussion. Agents can now answer borrowers’ questions over a video call with increased efficiency and at a significantly lower operational cost.

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Overcome Geographical Limitations

Widen your customer base as agents do not have to travel to far off locations. They can conduct the personal discussion process remotely and authenticate all the documents online. This works well for the customers too, as they can now conveniently complete the process from their homes or workplace with video personal discussion software – without having to travel to the office or bank’s branch.

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Sankar Rao A.

Director - Products

Ameyo software is being used as a CTI for Ola customer and partner support. The software has met the expectation of Ola and we were able to extend it to meet Ola's unique requirements.
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Shivam M.

Sr Network Engineer

Our connectivity increased with retry time and campaign settings.Working with AMEYO has a great experience mostly in terms of Customer support on any issues identified. Ameyo is economical. Its flexibility with interating different CRM and it will keep stable.
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Ehab M.

Head of Electronic Banking

Easy to use and customize application with excellent support team
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Mitesh S.

System Support Engineer

I like this software because of the capability to handle large numbers of call flows. I like the efficiency of this software like how it works and gave us the option to supervise the agents activity on a real time basis and the proper reports which helps alot to conclude many things.

The Ameyo Advantage

Leader in Customer Experience & Contact Center Solutions

Work from Home Ready with Ameyo’s Unique Offerings

Honorable Mention in Gartner Magic Quadrant for 3 Years

Work from Home Ready with Ameyo’s Unique Offerings

Awarded Frost & Sullivan Asia Pacific CCI Leadership Award

Work from Home Ready with Ameyo’s Unique Offerings

Deloitte Technology Fast 500 ASIA PACIFIC, 2014


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