VeriTouch for Banking

universal banker

Place customer relationship management at the core of your bank's digital transformation journey

As a vertical solution built on top of Dynamics 365, VeriTouch enables banks - retail, corporate, SME - to serve, solve and sell in one place and put customer relationship management at the core of their digital transformation journey.

The solution consolidates data from the bank's back- end systems and digital channels to provide a unified front end with standardized processes. It provides acquisition, development, retention and loyalty capabilities in an omni-channel architecture.

VeriTouch offers many role-based dashboards such as Relationship Manager Dashboards, Branch Manager Dashboards and Contact Center Agent Dashboards to provide valuable insights to the various departments of the banks. It strongly influences executive decision making and enables banks to monitor operations effectively.

Why VeriTouch for Banking ?

  • data quality

    Improve Data Quality

  • call center agent icon

    Reduce TAT & Cost of Servicing

  • Connecting channels icon

    Improve Cross-sell Ratio

  • Digital Lending Key Features 2

    Provide Single View of Customer

  • icon

    Improve Sales Team Efficiency

  • decrease

    Reduce Cost of Client Acquisition

  • decrease

    Improve Marketing Efficiency

  • approval icon

    Improve Customer Experience

Key Features - VeriTouch for Banking

  • Single View

    Single View of Customer

    • Products & Channels
    • Complaints & Requests
    • Interaction History
  • VT-sales

    Sales Management

    • Prospect Management
    • Sales Pipeline Management
    • Cross-sell & Up-sell Journeys
  • VT-marketing

    Marketing & Campaigns

    • Targeted List-based Offers
    • Lead Distribution 
    • Distribution of Offers on Digital Channels
  • VT_loyalty

    Retention & Loyalty

    • Call Reports
    • Retention Offers
    • Loyalty Programs & Gift Catalogue
  • VT_MDM

    Master Data Management

    • Static Info Update 
    • Data Quality APIs
    • Propagation of changes to core systems
  • VT_complaints

    Complaints & Service Requests

    • STP & Non-STP Service Requests
    • Capture Across Channels
    • Routing & Assignment
    • SLAs and Escalations
  • VT_contact center

    Contact Center

    • IVR / CTI Integration
    • 360 pop-up / STP Transactions
    • Unified Agent Desktop
  • VT_enrollment

    Enrollment & Account Opening

    • Document Packages & Capture
    • Client Needs Assessment
    • Blacklisting & AML Checks
  • VT_Corporate

    Corporate Banking

    • Customer Enrollment
    • Account Planning & Call Reports
    • Corp RM Tablet Application
E-book: Your bank's digital journey starts with the customer


Your bank’s digital journey starts with the customer

In this e-book from VeriPark and Microsoft, you will learn how VeriPark’s CRM solution for FSI, VeriTouch, built on Microsoft Dynamics 365, can help your bank deliver better customer service and expand sales opportunities through digital interactions.  Also see how digital processes with intelligent automation can save time, reduce costs, and improve operational performance.

The e-book is available in English, French and German

Request a live demo

Request a live demo and let us show you how VeriPark helps banks to serve, solve and sell in one place