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VeriTouch - A leading customer centric CRM solution for the Banking and Financial Services industry, serving Retail Banking, Corporate Banking, Private Banking, and Insurance lines of business.
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VeriTouch - ​customer centric CRM 

VeriTouch is a vertical solution built o​n top of Dynamics 365, optimized with industry best practices that enable banks and financial institutions to place customer relationship management at the core of their dig​​ital transformation journey.

​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. ​​

Benefits

 

 

Know Your Customer<img alt="" src="/en/PublishingImages/Pages/Know-Your-Customer/kyc1.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/Know-Your-Customer.aspxKnow Your CustomerKnow Your Customer provides standardized KYC capturing processes along with business rules to enforce the collection and capture of required customer information and documents.
360 Degree View of Customer<img alt="" src="/en/PublishingImages/Pages/360-Degree-View-of-Customer-/360-1.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/360-Degree-View-of-Customer-.aspx360 Degree View of Customer360-degree view of the customer’s relationship with your organization and the history of interactions through different channels provides a unified front end to enable you to serve to solve and to sell to the customer.
Customer Enrollment<img alt="" src="/en/PublishingImages/Pages/Customer-Enrolment/onboard1.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/Customer-Enrollment.aspxCustomer EnrollmentCustomer Enrollment provides a guided process for on boarding a new customer. It supports processes involved in carrying out background checks on the customer, capturing country-specific KYC information, and ensuring policy compliance...
Contact Center<img alt="" src="/en/PublishingImages/Pages/Contact-Center/callcenter-1.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/Contact-Center.aspxContact CenterContact Center module automates inbound and outbound call handling by integrating with your organization’s telephony system and back-end applications. It provides a unified agent desktop and empower agents with access to customer 360.
Marketing & Campaign Management<img alt="" src="/en/PublishingImages/Pages/Marketing-Campaign-Management/marketing1r.png" style="BORDER:0px solid;MARGIN:50px 50px;" />http://www.veripark.com/en/Pages/Marketing-Campaign-Management.aspxMarketing & Campaign ManagementFrom prospect management to needs assessment and qualification through to opportunity management, this module provides standardized and configurable sales processes that are specific to each and every product and line of business
Cross-sell & Up-sell<img alt="" src="/en/PublishingImages/Pages/Cross-sell-Up-sell/nba2.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/Cross-sell-Up-sell.aspxCross-sell & Up-sellCross-sell & Up-sell product cross-sell and up-sell recommendations based on customer segment, demographics, financials, and product holdings. It automatically suggests products than can be offered to the customer.
Service Request & Complaints Management<img alt="" src="/en/PublishingImages/Pages/Service-Request-Complaints-Management/service1.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/Service-Request-Complaints-Management.aspxService Request & Complaints Management“Customer need only tell the story only once!”. With this vision in mind, Service Request & Complaints Management module optimizes the service points to efficiently capture all the information required for resolution of a request.
Sales & Prospect Management<img alt="" src="/en/PublishingImages/Pages/Sales-Prospects-Management/sales1.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/Sales-Prospects-Management.aspxSales & Prospect ManagementFrom prospect management to needs assessment and qualification through to opportunity management, Sales & Prospect Management provides standardized and configurable sales processes that are specific to each and every product and line of business.
Loyalty Management<img alt="" src="/en/PublishingImages/Pages/Loyalty-Management/loyalty1.png" style="BORDER:0px solid;" />http://www.veripark.com/en/Pages/Loyalty-Management.aspxLoyalty ManagementThe Loyalty Management module provides a powerful engine that enables you to design multi-scheme, multi-tier, and multi-source loyalty and reward programs. The module provides a self-service portal for redemption, along with integrations.