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VeriTouch - Leading Customer Centric CRM / 360 Degree View of Customer

360 Degree View of Customer provides a consolidated, 360-degree view of the customer’s relationship with your organization and the history of customer’s interactions through different channels. It provides a unified front end to enable you to serve the customer, to solve your customer’s problems, and to sell to the customer, all in one place.

Features

  • ​​​​​The Single View displays the customer’s current product holdings as well as potential cross-sell and up-sell products and targeted offers.
  • Visual indicators display customer’s relationship status and an alerts engine provides insight into key areas that need attention.
  • Delinquency and collections history, as well as pending complaints and requests provide cues to the required follow-ups.
  • The Interaction Timeline provides a history of customer’s interactions with your organization through different channels.
  • Customer’s channel subscription and usage history support channel migration.

Benefits

  • ​Deepen customer  knowledge with consolidated data.
  • Improved servicing efficiency with unified front end.
  • Increased compliance and take proactive actions with alerts.
  • Increased cross-sell and up-sell with targeted and personalized offers.
  • Track and stay informed of customer interactions with your bank.​