V-Board for Banking
Complete more customer-facing transactions without a branch visit.
Enable secure, guided and auditable banking workflows remotely, with video assistance when human interaction is required.
- Customer starts request
- Digital checks & documents
- Video assistance if needed
- Approval & system update
- Confirmation & audit record
Scroll to watch each step.
Where it fits in banking
Remote onboarding
Guide applicants through identity, documentation and account-opening steps.
Assisted service requests
Handle complex customer requests through structured digital interactions.
Document and consent workflows
Collect, review and track required information and approvals.
Remote relationship servicing
Support customers across locations without repeated branch visits.
Customer starts request
A customer asks for an account, a loan or a change of service from their phone or a branch tablet. The request opens a case that carries everything that follows.
Digital checks & documents
Identity, address and consent are collected and checked on screen. Anything missing is requested straight away instead of by letter.
Video assistance if needed
Straight-through cases skip this step. When a person adds value, a banker joins by video inside the same case, with the documents in front of them.
Approval & system update
A reviewer approves against the rules set for the product. The decision writes to the core systems without anyone re-keying it.
Confirmation & audit record
The customer receives confirmation, and every step, document and decision is kept as a record an auditor can follow.
Final workflow, automation levels and integrations are defined through requirements mapping with the customer.
What to baseline before a pilot
Fewer branch-dependent interactions
Less manual follow-up and rework
Faster service turnaround
Consistent process and traceability
These are potential benefits, not quantified or guaranteed results. Baselines and targets should be established in a pilot.
Smaller workflows that reuse the same building blocks
Specific, low-effort workflows that save time and cost without replacing the systems you already run.
Pensioner proof of life
Pensioners confirm each year, by video with a face match, that they are alive, without travelling to a branch or office.
Secured-loan asset checks
Guide the borrower to capture a vehicle or a gold item on video, with the details a reviewer needs.
Field-visit proof
Record collection and loan-verification visits with location, time and photos, so field activity is evidenced.
Your servers, or Teams
Video assistance runs in a private session hosted on your own servers. If your staff already work in Microsoft Teams, it can run there instead. The workflow is the same either way.
The same platform, configured differently
One V-Board platform, configured for your organization
We map your current process, identify automation opportunities, configure V-Board services, validate the solution and deploy it with your team.