About Veritouch
VeriTouch is a customer engagement CRM software from VeriPark that boosts customer engagement through personalized sales and service journeys. It provides features such as enabling AI-first customer engagement, management team insights, and awards and recognition so banks can improve their customer interactions. This solution combines advanced analytics and AI technology to personalize customer experiences and increase satisfaction. With a focus on using data-driven insights, VeriTouch enables financial institutions to improve their service offerings effectively. Key capabilities: AI-driven analytics Personalized engagement strategies Customer journey mapping Comprehensive management tools Recognition and awards tracking Best for: banks and financial institutions that need effective customer engagement solutions.
VeriTouch by VeriPark is a robust, industry-specific CRM solution that sets itself apart through its deep specialization in the financial services sector. Built on Microsoft Dynamics 365, VeriTouch harnesses the reliability and flexibility of Microsoft’s ecosystem to provide a powerful customer engagement tool tailored for banks, insurers, and other financial institutions. It addresses the evolving digital needs of financial services providers by consolidating customer information across disparate systems into a unified interface that streamlines operations and enhances customer service. With its core emphasis on customer-centricity, VeriTouch offers a “Single View of the Customer,” enabling institutions to manage customer relationships holistically, which is particularly crucial in complex financial environments where customer interactions span multiple departments and product lines. One of VeriTouch’s most notable strengths lies in its user interface, which, thanks to its Dynamics 365 foundation, feels familiar and intuitive to many enterprise users. The platform is designed to offer a “unified front end” with standardized processes for customer servicing, complaint resolution, and sales generation.
Pros & Cons
- Industry-focused CRM solution: Tailored for financial institutions, ensuring relevant features for banking, insurance, and wealth management.
- Integration with Microsoft Dynamics 365: Leverages a powerful platform optimized with industry best practices.
- Unified customer data: Provides a single view of the customer, improving relationship management and personalization.
- Enhanced operational efficiency: Reduces turnaround time (TAT), cost of servicing, and client acquisition expenses.
- Cross-selling and marketing improvements: Helps boost engagement and revenue through guided selling tools and AI-driven recommendations.
- Proven success stories: Case studies demonstrate real-world effectiveness for banks and financial institutions.
- Industry limitation: Primarily serves financial institutions, potentially excluding businesses in other sectors.
- Platform dependency: Built on Microsoft Dynamics 365, which may require organizations to be within the Microsoft ecosystem.
- Complex implementation: Requires integration with backend systems, which could be resource-intensive.
- Customization effort: Businesses may need additional configuration to fully tailor the solution to their needs.
Features
Key features
VeriTouch is specifically built on Microsoft Dynamics 365 and optimized with industry best practices for financial institutions, making it highly relevant and tailored for banks and insurers. This specialization ensures that it addresses the unique complexities and regulatory requirements of the financial sector.
The software consolidates data from various back-end systems and digital channels to provide a single, consistent interface for customer interactions. This centralization improves efficiency by providing a holistic view of the customer and streamlining service delivery.
VeriTouch leverages advanced analytics to suggest the most appropriate action for banking agents to take with a customer at a given moment. This proactive guidance helps improve cross-selling, customer satisfaction, and overall sales efficiency.
It offers specialized functionalities and interfaces tailored to the specific roles and needs of relationship managers in both retail and corporate banking. This ensures that agents have access to relevant tools and information, enhancing their productivity and effectiveness.
Being built on and extending Microsoft's robust platforms means VeriTouch benefits from their scalability, security, and familiar ecosystem, offering a strong foundation for digital transformation in financial services. This also implies potential for seamless integration with other Microsoft products.
Beyond basic CRM, VeriTouch includes a wide array of modules covering the entire customer lifecycle, from Sales & Prospect Management to Loyalty Management and AI Agents. This breadth of functionality provides a holistic solution for managing customer engagement.
Additional features
The core purpose of the software is to manage and improve customer relationships.
The software leverages the robust platform and capabilities of Microsoft Dynamics 365.
It incorporates proven strategies and workflows specific to the financial industry.
Gathers information from various sources to create a unified view.
Offers a consistent interface for users to interact with customer data.
Implements consistent procedures for serving customers.
Offers efficient and customized ways to address customer concerns.
Provides suggestions for relevant offers to customers.
Tailors the interface and functionalities for different roles within banking (Retail, Corporate Banking Relationship Managers).
Suggests the most opportune actions for agents to take with customers.
Enhances the accuracy and completeness of customer information.
Speeds up service delivery and lowers associated expenses.
Increases the success rate of selling additional products or services to existing customers.
Presents a holistic and comprehensive understanding of each customer.
Enhances the productivity and effectiveness of the sales force.
Lowers the expenses involved in gaining new customers.
Optimizes the effectiveness of marketing campaigns.
Enhances overall customer satisfaction and perception.
A specific version tailored for Retail, SME & Corporate Banks.
A specific version designed for Insurers.
A dedicated CRM solution for the private banking and wealth management sectors.
Manages sales pipelines and potential customer interactions.
Handles the process of onboarding new customers.
Provides a comprehensive, consolidated view of each customer.
Offers applications designed for tablets, with functionalities adapted to different user roles.
Supports efforts to sell more products or higher-value products to customers.
Provides intelligent recommendations for customer interactions.
Manages and executes marketing initiatives.
Provides tools for managing customer interactions through a contact center.
Manages and tracks customer complaints and service inquiries.
Supports programs and initiatives to enhance customer loyalty.
Provides analytical capabilities to understand customer behavior and preferences.
Facilitates compliance with regulatory requirements for identifying and verifying customers.
Incorporates artificial intelligence capabilities to assist with customer interactions within the Dynamics 365 environment.
Provides applications that integrate with Microsoft Cloud for Financial Services Industry.
Pricing
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About Veritouch
VeriTouch is a customer engagement CRM software from VeriPark that boosts customer engagement through personalized sales and service journeys. It provides features such as enabling AI-first customer engagement, management team insights, and awards and recognition so banks can improve their customer interactions. This solution combines advanced analytics and AI technology to personalize customer experiences and increase satisfaction. With a focus on using data-driven insights, VeriTouch enables financial institutions to improve their service offerings effectively. Key capabilities: AI-driven analytics Personalized engagement strategies Customer journey mapping Comprehensive management tools Recognition and awards tracking Best for: banks and financial institutions that need effective customer engagement solutions.
Veritouch Details
Veritouch's In-App Market Place
Does Veritouch have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), INR (₹), CNY (¥), CHF (CHF), RUB (₽), MXN (Mex$), BRL (R$), KRW (₩), SEK (kr), NZD (NZ$), SGD (S$), HKD (HK$)
Pros & Cons
- Industry-focused CRM solution: Tailored for financial institutions, ensuring relevant features for banking, insurance, and wealth management.
- Integration with Microsoft Dynamics 365: Leverages a powerful platform optimized with industry best practices.
- Unified customer data: Provides a single view of the customer, improving relationship management and personalization.
- Enhanced operational efficiency: Reduces turnaround time (TAT), cost of servicing, and client acquisition expenses.
- Cross-selling and marketing improvements: Helps boost engagement and revenue through guided selling tools and AI-driven recommendations.
- Proven success stories: Case studies demonstrate real-world effectiveness for banks and financial institutions.
- Industry limitation: Primarily serves financial institutions, potentially excluding businesses in other sectors.
- Platform dependency: Built on Microsoft Dynamics 365, which may require organizations to be within the Microsoft ecosystem.
- Complex implementation: Requires integration with backend systems, which could be resource-intensive.
- Customization effort: Businesses may need additional configuration to fully tailor the solution to their needs.
Veritouch's Support Options
Email Address
marketing@veripark.comVeritouch's Alternatives
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