VeriTouch for Banking
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.
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Sales & Prospect Management
Sales Management provides standardized and configurable sales processes that are...
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Customer Enrollment
Customer Enrollment provides a guided process for onboarding a new customer on...
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Single View of Customer
Single Customer View brings together all of a customer's data across every...
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Direct Sales Agent Tablet Application - Retail
Direct Sales Agent Tablet App brings banking to the customer’s doorstep by...
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Corporate RM Tablet Application
This solution is designed to provide full client visibility when an employee is...
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Cross-sell & Up-sell
Cross-sell & Up-sell provides product cross-sell and up-sell recommendations...
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Next Best Action
NBA is focused on using sophisticated rules, analytics, algorithms to better...
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Marketing & Campaign Management
Manage the entire marketing campaign lifecycle starting from campaign creation...
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Contact Center Solution
The solution empowers financial institutions to reduce call handling time...
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Complaints & Service Requests
The customer needs to tell the story only once. This solution optimizes the...
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Loyalty Management
Loyalty Management Solution built on top of Dynamics 365 offers financial...
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Customer Insights
VeriPark Customer Insights helps to better optimize resources, understand...
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Know Your Customer (KYC)
Know Your Customer provides standardized KYC capturing processes along with...
Why VeriTouch for Banking ?
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Improve Data Quality
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Reduce TAT & Cost of Servicing
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Improve Cross-sell Ratio
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Provide Single View of Customer
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Improve Sales Team Efficiency
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Reduce Cost of Client Acquisition
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Improve Marketing Efficiency
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Improve Customer Experience
Key Features - VeriTouch for Banking
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Single View of Customer
- Products & Channels
- Complaints & Requests
- Interaction History
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Sales Management
- Prospect Management
- Sales Pipeline Management
- Cross-sell & Up-sell Journeys
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Marketing & Campaigns
- Targeted List-based Offers
- Lead Distribution
- Distribution of Offers on Digital Channels
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Retention & Loyalty
- Call Reports
- Retention Offers
- Loyalty Programs & Gift Catalogue
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Master Data Management
- Static Info Update
- Data Quality APIs
- Propagation of changes to core systems
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Complaints & Service Requests
- STP & Non-STP Service Requests
- Capture Across Channels
- Routing & Assignment
- SLAs and Escalations
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Contact Center
- IVR / CTI Integration
- 360 pop-up / STP Transactions
- Unified Agent Desktop
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Enrollment & Account Opening
- Document Packages & Capture
- Client Needs Assessment
- Blacklisting & AML Checks
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Corporate Banking
- Customer Enrollment
- Account Planning & Call Reports
- Corp RM Tablet Application
E-book
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
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