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A End to End KYC Management Solution

paytm
CASE STUDY

Reached more than 70,000+ users for upgrading payment wallets

SoftAge helped leading mobile e-commerce website to streamline the KYC processing through its inbuilt “Pehchaan” solution by providing – KYC collection, KYC scanning, KYC data entry and KYC warehousing solution. The requirement was integrated with clients for better maintenance of the KYC’s. Also, the solution required to seamlessly integrate with client’s core system. Client turned to SoftAge, the trusted Process partner, SoftAge’s Document Management Services as the solution.

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uidai

The Client

PayTM, is India’s leading mobile e-commerce website and one stop hassle free solution which helps you recharge instantly from anywhere & anytime with their online recharge and bill payment service for your mobile with best bonus and packs pertaining to internet & roaming within few minutes. Client has helped from hassle of queues, pay admission fee or registration fee for various Institutes, Schools, Colleges online along with recharge metro card and instantly pay insurance premium & gold loan. They provide convenient way to recharge prepaid mobile and DTH using payment method of your choice i.e. Debit/ Credit Card, Internet Banking or Wallet system with attractive cash back benefits.

TASK OVERVIEW

Challenges

Analyzing locations for initiating KYC process was a tenacious task for the team.

After location analysis, contacting the customers in remote geographical areas was a hard to manage thing.

Initiating the KYC process also raised a large requirement for portable tools and devices like bio-metric scanners etc.

Management of digitized as well as physical documents was a extreme sensitive matter that required full attention and data security.

Challenges
OUR PROCESS

Getting Started

Custom Solution
Major concern for our team was to lay out a blue print of a software solution that can help with adequate KYC management including digitization and warehousing of documents.

Initiating Pehchaan
Our team created a custom solution named "Pehchaan" for this project. It included raising requirement on basis of pin codes and assigning appointments accordingly. On the basis of these leads, our field executives visited the site for KYC collection and verification.

Data Entry
Data Entry was initiated from scanned images and other documents shared by clients. Also, proper storage of physical forms was done at secure warehouses of Softage.

paytm-process
Results

Some really amazing and unpredictable positive results were attained by our software program "Pehchaan" that helped the client to follow the new government guidelines hassle free for its wide business.

11%

Increase in number of wallets

180+

Cities reached for KYC