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Human conversations. Digital financial journeys.

MyConCall enables secure video-led customer engagement for onboarding, advisory, assisted journeys, video KYC, service interactions and relationship-led financial conversations.

Schedule Discussion
VideoCustomer engagement
KYCAssisted onboarding
ServiceDigital interactions
Live Financial EngagementSecure assisted video interaction
LIVE
RM
Relationship ManagerAdvisor connected
C
CustomerJourney in progress
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ONBOARDAssisted Digital JourneyGuide customers through forms, documents, consent and next steps.
VERIFYVideo KYC & EvidenceCapture interaction notes, verification context and workflow status.
ENGAGEAdvisory & ServicingEnable high-touch financial conversations without branch dependency.

Video engagement designed for financial journeys.

MyConCall combines assisted interaction, workflow context and secure digital engagement for banks, NBFCs, wealth firms and financial institutions.

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Video Engagement

Connect customers, advisors, relationship managers and operations teams through secure video journeys.

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Assisted Onboarding

Guide customers through forms, documentation, consent capture and financial product journeys.

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Video KYC Support

Support identity, document and customer interaction workflows with video-led verification context.

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Document Guidance

Help users understand document requirements, pending items, uploads and next-step actions.

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Advisory Conversations

Enable high-trust wealth, lending, insurance or investment conversations with digital convenience.

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Service Interactions

Handle support calls, issue resolution, renewals, reminders and financial service touchpoints.

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Workflow Integration

Integrate engagement events into LOS, CRM, onboarding, KYC and servicing workflows.

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Audit & Traceability

Track call outcomes, interaction notes, status changes, evidence capture and operational history.

MyConCall engagement flow.

From customer invitation to assisted completion, every interaction is connected to a financial workflow.

STEP 01

Invite Customer

Trigger video engagement from onboarding, service, advisory or lending workflow.

STEP 02

Start Interaction

Connect customer with advisor, RM, operations user or assisted support team.

STEP 03

Guide Journey

Explain requirements, collect inputs, resolve doubts and support completion.

STEP 04

Capture Outcome

Record status, notes, next action, documents, consent or workflow events.

STEP 05

Move Forward

Push outcome into onboarding, KYC, LOS, CRM or servicing workflow.

Where it helps financial institutions

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Improves completion rates for assisted onboarding and document-heavy journeys.
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Reduces branch dependency while keeping human trust in complex financial conversations.
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Supports high-touch engagement for lending, wealth, investment and service workflows.
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Creates interaction traceability for operations, audit and customer experience teams.

What Novel Patterns adds

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Video engagement connected to onboarding, underwriting, CRM and service workflows.
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Financial-context aware journeys instead of generic video conferencing.
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Interaction outcomes that can feed downstream decision, KYC and servicing processes.
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Enterprise-ready design for banks, NBFCs, wealth firms and financial institutions.

Bring human trust into digital financial journeys.

Use MyConCall to create assisted, video-led customer engagement across onboarding, KYC, advisory and servicing workflows.

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