Supercharge Your
Finance Business
Streamline, Collaborate, and Maximize Growth!

instaVC helps finance businesses by facilitating secure communication and collaboration, streamlining workflows, and enhancing decision-making for improved efficiency and growth.
Supercharge Your

Unlock Growth and Efficiency for Your Finance Business
Unlock Efficiency, Ignite Your Finance Business

Undermining Growth in Financial Services

Financial institutions suffer from departmental isolation, slow decisions, and varied client interactions without a centralized communication platform. This absence leads to lost wealth management opportunities and inefficient insurance claims processing, costing time, trust, and revenue. Bridging this gap is crucial now.

Undermining Growth in Financial Services

Virtual Hub for Finance Collaboration

InstaVC empowers the legal industry with secure, scalable video collaboration tools. From remote client consultations and virtual hearings to internal meetings and legal training, InstaVC helps legal teams work smarter and serve clients better. Our all-in-one platform ensures seamless communication across locations, while protecting data integrity, maintaining compliance, and safeguarding confidentiality.

Virtual Hub for Finance Collaboration

A Smarter Path to Success in the Finance Sector
Scalable, Secure, and Collaborative Solutions for Accelerated Growth.

InstaVC helps financial institutions collaborate securely and efficiently. Our tailored communication tools enable real-time collaboration, centralized file sharing, and seamless system integration. InstaVC streamlines operations, breaks down silos, and ensures clear, consistent communication across teams and with clients—all while meeting industry standards.

Driving Efficiency in Banking Collaboration

Unified Communication Across Departments: Facilitates cross-team communication through secure chat, calls, and video meetings, promoting real-time collaboration across locations and time zones.

Accelerates Fast Decision-Making: Efficiently handle customer issues, approvals, evaluations, and discussions with secure video/audio calls, minimizing reliance on emails and multiple platforms.

Enhances Customer Engagement: Offers secure video consultations to high-net-worth clients, loan applicants, and claimants, with integrated appointment scheduling for consistent customer experience.

Centralizes Training & Onboarding: Delivers virtual training, webinars, and certifications for advisors, agents, and new hires. Ensures consistent updates on compliance and product knowledge.

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Powering Secure & Intelligent Collaboration for Modern Financial Enterprises
A secure, scalable communication that adds value.

Secure & Compliant Video Communication for Financial Consultations

InstaVC provides encrypted, high-definition video meetings across all its platforms, enabling secure client interactions and internal communications for banks, NBFCs, and investment firms.

  • AES 256-bit Encryption: Ensures end-to-end security of client consultations and sensitive internal meetings.
  • No Software Installation Needed: Browser-based architecture helps remote advisors and clients connect effortlessly.
  • Audit-Ready Meeting Records: Auto-recording, logs, and summaries aid in compliance and audit trails.
  • Multi-Camera & Screen Share Support: Share documents, screens, or dashboards during financial reviews or KYC verifications.
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Virtual Branch Services & Remote Advisory

Banks, NBFCs, and insurance companies can deploy virtual branch solutions that enable face-to-face client servicing, real-time advisory, and automated backend workflows, all from the comfort of home

  • Branded, Click-to-Join Video Rooms: Offer clients instant access to loan officers, advisors, or relationship managers via secure, white-labeled video rooms.
  • Smart Appointment Scheduling with APIs: Seamlessly connect your CRM with instaVC’s meeting APIs platform to allow scheduled or on-demand financial consultations.
  • Real-Time Document Sharing & Co-Browsing: Share statements, forms, or agreements during the call while guiding customers live.
  • Integrated eKYC & Workflow Automation: Use instaVC’s inAPI for automate document verification, form submission, and backend processing without manual intervention.
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Integrated Deal & Contract Management

Manage partnerships, loan agreements, and investor contracts from initiation to execution using the powerful deal registration and contract modules

  • Automated Deal Lifecycle Tracking: From registration to closure, monitor the status of each financial agreement.
  • Custom Approval Workflows: Define tiered approval levels for contracts and deals based on organizational hierarchy.
  • Secure Document Repository: Upload and access agreements, NDAs, MoUs with role-based access controls.
  • e-Signature Integration: Enables quick, authenticated deal closures without paperwork delays.
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Unified Document & Data Repository

InstaVC’s centralized document and media storage empowers financial organizations to manage client records, contracts, compliance files, and internal assets securely and collaboratively

  • Role-Based Access & Version Control: Ensure only authorized personnel can access or modify sensitive documents like contracts, audit reports, or policy files.
  • Centralized Storage for Meetings & Reports: Automatically store call recordings, summaries, and shared documents from client or internal meetings in one secure location.
  • Searchable Media & File Indexing: Quickly retrieve old loan agreements, investment plans, or KYC documents through powerful tagging and indexing features.
  • Collaborative Annotations & Comments: Teams can review, mark, and comment on documents in real time streamlining approval processes across branches or departments.
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Seamless Collaboration & Training

Enable continuous learning, internal collaboration, and knowledge sharing for finance professionals through integrated training and team tools.

  • Role-Based Learning Modules: Design targeted training for sales, compliance, audit, or IT teams in BFSI.
  • Internal Social Feed & Discussions: Share policy updates, circulars, or financial news in real time.
  • Certification & Assessment Engine: Track regulatory compliance training and performance of employees.
  • Task & Team Management Tools: Assign and track deliverables across branches or regional offices.
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