VeriTouch Customer 360 on Microsoft Cloud for Financial Services

The customer 360 app helps banks understand their customers better, and serve them better. It takes the customer data and uses it to create a 360/720 degree view and an interaction timeline providing insight into the history of the customer’s interactions through different channels. This allows you to make personalized offers to your customers.

Visual indicators show the client’s status from various aspects, helping users to get a quick understanding of the customer’s relationship with the bank and their profitability. Alerts lists all the alerts that have been raised by the system against this customer. Clicking on each alert subject opens the alert details including the required action to be taken by the Relationship Manager. 

When a customer - let's call her Abigail - calls the contact center about a captured card, the agent sees a notification that Abigail’s ID is close to expiry. After completing the service request, the contact center agent reminds her about the expiration and offers her the ease of online ID verification. Abigail enters her information for e-KYC (Know Your Customer) online and her ID is verified in minutes. 

This helps improve the mandatory process of KYC and compliance with regulatory requirements and allows proactive actions by the bank for matters such as product maturity or missing documents and mandatory information.