- Direct Sales Agent App for Win 8 & Win 10
- Corporate RM: 360° Corporate Customer View in Finance World
- Wealth Management Application
- 360 Single View of Customer
- Sales Force Automation and Lead Management
- Marketing and Campaign Management
- Service Request and Complaint Management
- Contact Center Automation
- Online Selling
- Social Media Integration
- Customer Retention
- Loyalty Management
- Account Origination
- Branch Automation
- Branch Teller
- Branch Advisor
- Resource Center
Financial CRM Solution for Profitable and Long-lasting Customer Relations
VeriTouch is an operational CRM solution for financial institutions. It provides a diverse amount of features, such as:
- Customer interaction history
- Sales and service activity management
- Single view of customer
- Non-STP transactions
- Campaign management
- Sales force automation
- Complaint management
- Contact center automation
- Social media integration
- Customer centric branch automation
- Account origination inside Microsoft Dynamics CRM
- Ability to manage all activities related with your customer from all channels (internet, kiosk, mobile, branch, etc.) via VeriTouch.
Unlike other products which strengthen traditional banking, VeriTouch highlights customer-centric banking with the whole of its modules. Furthermore, it promotes a proactive approach rather than reactive.
VeriTouch, a CRM solution for financial institutions is a "Certified for Microsoft Dynamics CRM", which signifies that the solution has met the highest Microsoft standards for partner-developed software. By successfully meeting all certification requirements and successfully implemented projects at different regions around the world, VeriPark was honored as Winner of the 2011 and 2010 Microsoft Dynamics Financial Services Partner of the Year Award, globally by Microsoft.
VeriTouch is distinguished between vertical solutions developed on Microsoft Dynamics CRM Platform as the leading solution for financial services industry with a wide range of sub-verticals;
- Retail Banking
- Corporate Banking
- Wealth Management/ Private Banking/ Investment Banking
- Pension & Life Insurance
- Call Center Operations
- Credit Card Division
- Branch Operations
- Cash Management Division
- Lending Operations
Customer profiles that allow agents and relationship managers to capture client information at every contact point help them to build strategic customer knowledge and insight over time.
With Single View of Customer; all customer demographics, assets, liabilities, product usage, cross and up sell opportunities (eligible products), targeted campaigns, collection information, open cases and complaints are collected on a single page. With the customer interaction history module, all customer interaction history such as internet banking usage, branch visits, e-mail sent and received, and SMS messages are replicated to the Microsoft Dynamics CRM platform.
VeriTouch gives the bank a view of the client and client profitability without passing over client needs and requirements, while putting the customer at the center of attention. It improves the efficiency and quality of communication with customers through the use of easily accessible customer information.
The focal benefit of VeriTouch for retail banks is that it increases the efficiency and quality of communication with customers with easily accessible customer information. This will bring about higher customer satisfaction. VeriTouch stands out amongst its competitors by having effective and measurable campaign activities, increased service consistency and customer retention.
From the instant a prospect submits a request for information on lending products, VeriTouch routes it to the right agent based on territory or skill for immediate follow up. Qualify your borrowers early and streamline your lending process by making collaboration between loan specialists and loan officers easier than ever.
VeriTouch provides a complete view of customers' profiles, households, interactions, campaigns, financial accounts, and more, making it truly easy to segment clients for relationship banking services like investments, insurance, and private banking.
Your agents gain real-time access to customer history, accounts, activities, and interaction information, regardless of the customer's point of contact with the bank.
VeriTouch supports all your service operations: enterprise case management, call centers, customer portals, websites, and integration with social media channels. A knowledge base provides answers to your agents and your customers through all your channels, increasing deflection rates and reducing time spent per case, keeping your customers happy and loyal.