Microsoft highlights VeriPark's AI-powered customer experience vision for financial services

A primary growth lever and competitive differentiator in banking, financial services, and insurance is consistently delivering an exceptional experience to customers. Historically, institutions have scaled this by adding headcount, operating on a simple premise: more advisors drive more coverage, faster service resolution, and greater opportunity to deepen customer relationships.

Today, that equation is changing.

AI agents are enabling institutions to scale customer experience in entirely new ways, combining always-on availability with intelligent insights to handle routine needs while freeing up advisors to focus on higher-value interactions. This isn’t about replacing human connections. It’s about augmenting it and helping teams respond faster, personalize at scale, and maintain the security and compliance required in highly regulated industries.

Microsoft Dynamics 365 Sales and Dynamics 365 Customer Service are agentic customer experience solutions that give organizations the agility and intelligence to deliver great customer experiences while also enabling sustainable growth. Equally important is the Microsoft partner ecosystem, which provides both the industry and technology expertise necessary to deploy and build solutions on the Dynamics 365 platform that solve real-world business challenges for financial businesses.

VeriPark is one of our software development partners using Microsoft AI-first business applications to digitally transform financial institutions. A Microsoft partner for more than 25 years, its solutions—including VeriTouch and VeriLoan built on Dynamics 365, along with VeriChannel and VeriBranch powered by Microsoft Power Platform and Microsoft Azure—are helping these companies create more connected, intelligent customer journeys. Today, VeriPark is building on this foundation to bring agentic experiences to its financial clients.

AI Transformation: Focusing on impact

The most successful AI initiatives start with business outcomes, not technology. VeriPark began its agentic journey with that strategy firmly in mind, working closely with customers to identify high-impact processes where intelligent agents could improve employee productivity, strengthen customer engagement, and accelerate service delivery.

These early customer collaborations helped gain important insights, validated business impact, and built momentum both internally and externally. The initial focus was on developing agents for roles that offered immediate, measurable value for both customer engagement and internal efficiency, such as an agent for automating Letter of Credit (LC)/Letter of Guarantee (LG) Amendments, an agent that executes Generic Process Configurator (GPC) processes to reduce manual effort, and an agent that provides intelligent collection pool management to guide workflows and deliver more consistent treatment for earlier cash realization.