Audience

Financial institutions interested in a powerful CRM built on top of Dynamics 365

About VeriTouch

VeriTouch is a vertical Customer Engagement (CRM) solution built o​n top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey.​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. ​​VeriPark’s Copilots for financial services seamlessly integrate GenAI capabilities into our VeriTouch Banking CRM. Applicable industries: Retail, SME & Corporate Banking, Insurance, Private Banking & Wealth Management

Integrations

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Company Information

VeriPark
Founded: 1998
United Kingdom
www.veripark.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

VeriTouch Frequently Asked Questions

Q: What kinds of users and organization types does VeriTouch work with?
Q: What languages does VeriTouch support in their product?
Q: What kind of support options does VeriTouch offer?
Q: What other applications or services does VeriTouch integrate with?
Q: What type of training does VeriTouch provide?

VeriTouch Product Features

Banking

Transaction Monitoring Not Supported
Private Banking Not Supported
Multi-Branch Not Supported
Online Banking Not Supported
Risk Management Not Supported
Investment Banking Not Supported
Retail Banking Not Supported
Credit Card Management Not Supported
Securities Management Not Supported
ATM Management Not Supported
Credit Union Not Supported
Corporate Banking Not Supported
Compliance Tracking Not Supported

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported

Financial CRM

Household Tracking Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported

VeriTouch Additional Categories