VeriTouch Apps for Microsoft Cloud for Financial Services

Extending Microsoft Cloud for Financial Services

Microsoft Cloud for Financial Services integrates cloud services across Microsoft Azure, Microsoft 365, Microsoft Dynamics 365, and Microsoft Power Platform, underpinned by an industry data model, with new capabilities and customizations unique to the financial services industry. 

VeriPark has created an offering on top of Microsoft Cloud for Financial Services to provide additional insight into the customer’s relationship with the bank to drive proactive actions in different areas from cross-sell to servicing to compliance. 

VeriPark has created the following apps

based on the data model and capabilities provided by Microsoft Cloud for Financial Services:

  • Veritouch app for Microsoft cloud for Financial services - customer 360

    CUSTOMER 360 APP

    This app is an extension to Unified Customer Profile (UCP). A visual representation of key financial indicators provides insight into where the customer stands against the bank’s policies and thresholds:

    • Real Time Balances
    • Real Time Transactions 
    • Visual Indicators
    • Utilized Products
    • Customer 720 
    • Customer Alerts
    • Customer Complaints & Service Requests
    • Customer Opportunities
    • Interaction Timeline
  • Veritouch app for Microsoft cloud for Financial services - complaint & service request

    COMPLAINT & SERVICE REQUEST APP

    This app is used to capture the customer’s inquiries, suggestions, complaints, and requests. It provides an efficient way for staff to capture request details in a structured way, providing guidance on all the details required upfront.  This is to ensure that the customer tells the story only once and to increase operational efficiency.

    • Case Capture Form 
    • Subject Catalog
    • Dynamic Subject Details
    • Supporting Documents
    • SLAs & Escalations
    • Process & Tasks Orchestration 
  • Veritouch app for Microsoft cloud for Financial services - Financial Transactions

    TRANSACTIONS APP

    This app is an extension to Unified Customer Profile (UCP).  While UCP provides a consolidated view of the customer’s relationship with the bank, the Transactions app provides the ability to perform banking transactions requested by the customer within the same view.

    Users can pay bills, make payments, transfer funds, enable subscriptions and perform many other transactions on behalf of the customer, all within the same app and without the need to navigate to another system or application. 

VeriTouch Apps on Microsoft Cloud for Financial Services - screenshots