eKYC (Online Account Opening)

eKYC is a paperless way to verify a customer’s identity and address through Aadhaar and KRA. It replaces the old, traditional KYC process that involves physical copies of ID and address proof.

Key Features of the Proposed Solution:

  1. A registration screen where users enter their mobile number and email. This acts as the login key and can be used for follow-up if the user doesn’t complete all details.
  2. OTP verification is sent to the client’s mobile number as well as email address.
  3. PAN validation and verification through NSDL or other APIs provided by the organization.
  4. Automatic retrieval of KYC details from CVL KRA or other KRA agencies. Data fetched cannot be edited.
  5. e-KYC document (Client Registration Form) signed using Aadhaar via NSDL or other providers’ API
  6. Manual entry options for non-KRA and DigiLocker leads
  7. Manual entry options for existing details like DP ID, BO ID, bank details (IFSC, account number), etc.
  8. Option to upload scanned images of documents like PAN card, address proof, bank proof, etc.
  9. PDF generation for entered data

  10. IPV (In-Person Verification) included as a feature.

  11. Live photo capture with geo-tagging

  12. DigiLocker integration

  13. Penny drop verification via API

  14. Integration with back-office systems

  15. API-based support for KRA, UCC (NSE and BSE), NSDL DP, CDSL DP, and CKYC files

Key Features of the eKYC by XtremSoft:

  1. Delivery within 4-5 weeks.
  2. Responsive design for desktop, tablets, and phones.
  3. Images saved on both physical media and in the database.
  4. MIS reports showing the number of leads generated, and how many completed the full form, and many more.
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