AI-First Customer Relationship Management for High-Net-Worth Clients
Provide exceptional customer experiences to your high-net-worth clients and increase retention and cross-sell
VeriTouch Private Banking CRM is purpose-built for the Financial Services Industry to help banks strengthen relationships with affluent and ultra-high-net-worth clients. Powered by Microsoft Dynamics 365 and enhanced with Agentic AI, it provides Relationship Managers with a single source of truth by consolidating data, insights, and workflows across every channel and back-office system.
With these capabilities, banks can anticipate client needs, deliver tailored wealth strategies, and ensure every interaction creates measurable value. The result: smarter engagement, higher productivity, and long-term loyalty — while staying fully aligned with the regulatory and operational requirements of the financial services industry.
Private Banking 360° & 720° View
Strong client relationships start with a holistic view. VeriTouch consolidates data into one platform so Relationship Managers can see the complete picture: banking and investment products, portfolios, interaction timelines, offers, entitlements, call reports, and even household structures.
This empowers advisors to move from reactive servicing to proactive advisory, with AI-driven insights such as Next Best Action, financial health checks, and client profitability indexes.
Investor Profiling, Sales & Prospect Management
Understanding objectives, risk appetite, and household structures is the foundation of tailored wealth strategies. With VeriTouch, Relationship Managers can use configurable profiling surveys, manage prospects, and create opportunities — all while embedding KYC and regulatory checks directly into workflows.
The Household & Investor 720° View extends the relationship beyond individuals, opening opportunities with family members and ensuring multi-generational loyalty.
Contact Plans & Call Reporting
Every private banking call — from preparation to follow-up — should be structured, data-driven, and value-focused. VeriTouch’s Contact Plans & Call Reporting provide Relationship Managers with smart tools to plan meetings, log outcomes, track opportunities, and schedule follow-ups.
The system supports automated call lists for margin calls, corporate action notifications, and reminders, helping advisors stay proactive and consistent in their engagement
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AI-Based Segmentation & Value Proposition
Client expectations differ — and segmentation is key to delivering the right experience. VeriTouch uses AI-powered segmentation models to classify clients by AUM, products, income, and behavior, and track how these change over time.
With these insights, banks can refine value propositions, design targeted campaigns, and deliver hyper-personalized research, events, and offers — ensuring advisors reach the right clients at the right moments.
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Service Requests & Complaints Management
In private banking, clients should never need to repeat themselves. VeriTouch ensures complaints and service requests are captured once, then routed automatically to the right back-office team. Relationship Managers retain full visibility with SLA monitoring, sentiment analysis, and escalation handling.
By combining automation with analytics, banks not only resolve issues quickly but also improve processes and client satisfaction over time.
Front-to-Back Office Collaboration with Microsoft Teams
Advisors rarely work alone. Complex client relationships require seamless collaboration across teams and experts. VeriTouch integrates Microsoft Teams with Dynamics 365, allowing advisors to create client-specific Teams channels, share notes, sync opportunities, and chat with colleagues in real time.
This integration breaks silos, speeds up decisions, and ensures every client interaction benefits from the collective expertise of the entire bank.
Unlock the Advantages
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Deepen Client Relationships
Deliver 360° visibility and AI insights for more personalized advisory.
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Boost Advisor Productivity
Automate tasks and empower Relationship Managers with Next Best Action and call planning tools.
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Enhance Client Satisfaction
Ensure seamless, SLA-driven service resolution where clients only tell their story once.
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Drive Growth
Unlock new revenue streams through AI-based segmentation, targeted propositions, and cross-sell opportunities.
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Stay Compliant
Embed KYC, AML, and regulatory checks into every workflow to reduce risk.
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Be Future-Ready
Built on Microsoft Dynamics 365, Copilot, and Teams for agility, scalability, and innovation.
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