- Direct Sales Agent App for Win 8 & Win 10
- Corporate RM: 360° Corporate Customer View in Finance World
- Wealth Management Application
- 360 Single View of Customer
- Sales Force Automation and Lead Management
- Marketing and Campaign Management
- Service Request and Complaint Management
- Contact Center Automation
- Online Selling
- Social Media Integration
- Customer Retention
- Loyalty Management
- Account Origination
- Branch Automation
- Branch Teller
- Branch Advisor
- Resource Center
Our product, VeriTouch, is an operations oriented platform used to enhance a Customer Relationship Management solution for the finance environment. It is considered to be the leading vertical solution for the financial services industry, developed on the Microsoft Dynamics CRM Platform. Veritouch has earned this honor for many reasons. VeriTouch can truly transform Retail Banks , Corporate Banks or Insurance Companies into a "Customer Centric Organization".
- Strategic Customer Knowledge and Insight with "Single View of Customer"
- Increase profitability, revenue by providing cross-sell and up-sell products
- Have a centralized place for saving Customer Interaction History.
- Multiple Processes Customized for Different Departments in banks
- "Customer Tells Story Only Once"; Provide customers with a consistent and uniform experience across touch points
- Enabling operational efficiency and collaboration across multiple units for higher customer satisfaction and better customer retention.
- Configured to Boost Efficiency of Collections Operations
- Optimum time management with Microsoft Customer Care Framework and Interactive Voice Response/ Computer Telephony Integration Systems
With VeriTouch, customers can manage all their customer-related activities from multiple channels including internet, kiosk, mobile phones and at physical branches. Access to the customer is faster and any change is made relative to the customer's point of contact with the bank. These capabilities result in facilitating the development of Strategic Customer Knowledge and Insight over time with a broader scope of accessibility and higher speed. More extensive channels bring about easier and faster service provisions. In addition, the call center automation module in VeriTouch and transforms the lower-value customer approach and integrates this into the development of customer-centric branches.
Microsoft Dynamics CRM and VeriTouch is configurable, easy to customize, and quick to deploy and integrates with existing solutions. Financial institutions can bring finely tailored solutions to market that significantly improve their ability to manage marketing, sales, and service operations.
Extended Operational Efficiency
VeriTouch was developed to optimize the use of customer data. The software captures data to provide bank employees with a comprehensive view of each customer's life with the bank. It includes robust reporting tools that enable detailed, accurate analysis of marketing, sales, and service activities. Such data also contributes to meeting stringent regulatory requirements. The software was also designed to rapidly and economically extend to new branches so that banks realize time-to-value much faster than using alternative solutions.
Contact Center Productivity and High Service Ratings
The use of automated workflows and tasks, along with built-in forms and reports, Microsoft Dynamics CRM dramatically improves service representative output. A comprehensive customer view allows branch employees and agents to improve first-call resolution rates while reducing their per-instance time-to-resolution. This has improved customer experience and strengthened customer relationships with branch staffers.
Improved Cross Sell Ratio, Loan Production and Funds Acquisition
Employees can use a standardized sales process that better forecasts a loan's potential to close, cross product offerings, upsell opportunities and more. Consolidated Single View of Customer also runs as a sales engine with providing enhanced customer service.
Development Tools Cost-Effectively Support Other Banking Operations
Microsoft Dynamics CRM uses industry-standard development tools and languages to make it easy for banks to adapt the software to processes other than marketing, sales, and service.
Users can adapt to the system quickly because of its look and feel. The VeriTouch solution consolidates all your operations and information through a single user interface with Outlook and Web based user interfaces.