Single View of Customer

Single view of customer

Empower your bank with unified customer intelligence and real-time, AI-driven insights for personalized engagement across 360°-720° relationship views

VeriTouch brings all lines of business together through a unified Single Customer View, equipping your teams with real-time, accurate data to deliver faster service, stronger engagement, and smarter decisions. With a 360° view for retail customers and an advanced 720° view for complex corporate relationships, your staff gains the clarity and context needed to serve every customer with confidence and precision.

Features That Set You Apart

  • Goal management

    Unified View across Verticals

    Retail Banking 360, Corporate &SME 360 and 720, Private Banking, and Insurance.

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    Real-Time View of Customer Data

    Displays product holdings, transaction history, financial standing, and open service items in a single interface.

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    AI-Powered Intelligence

    AI-powered Next Best Actions to assist staff in identifying product offers, service follow-ups, or retention actions.

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    Interaction Timeline Across Channels

    Provides full engagement history, enabling informed, proactive conversations at every touchpoint.

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    Compliance, Risk Visibility & Alerts

    Highlights compliance risks, fraud indicators, churn probability, and service SLAs for timely action.

Unlock the Advantages

  • Prepare your business for the future with intelligent, AI-driven insights and personalized engagement on a scale.
  • Deepen customer knowledge with consolidated, real-time data across all touchpoints
  • Improve servicing efficiency with a unified, role-based front end
  • Increase compliance with built-in alerts, KYC, and risk indicators
  • Take proactive actions with contextual alerts and next best action suggestions
  • Increase cross-sell and up-sell with targeted, personalized offers based on customer profile and behavior
  • Track and stay informed of all customer interactions, product holdings, and service activity
  • Uncover relationship opportunities with Customer 720 views in Corporate Banking
     

All VeriTouch Modules

See it in action!

Book a demo to see how VeriTouch’s Single View of Customer can help your institution deliver smarter, more connected customer experiences on your journey to becoming an AI-first bank.

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