Contact Us / Information Request Form
This is a required field
This is a required field
Please enter valid email address

 VeriTouch - A leading customer centric CRM solution for the Banking and Financial Services industry, serving Retail Banking, Corporate Banking, Private Banking, and Insurance lines of business.

​ ​​

VeriTouch - ​customer centric CRM 

VeriTouch is a vertical solution built o​n top of Dynamics 365, optimized with industry best practices that enable banks and financial institutions to place customer relationship management at the core of their dig​​ital 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. ​​




<img alt="VeriPark Next Best Action" src="/en/PublishingImages/Pages/Next-Best-Action/nba1.png" style="BORDER:0px solid;" /> Best ActionNext Best Action (NBA) is focused on using sophisticated rules, analytics and algorithms to better predict customer needs and in turn offer more relevant actions and offers leading to improved wallet share and loyalty.
<img alt="360 Degree View of Customer banking crm" src="/en/PublishingImages/Pages/360-Degree-View-of-Customer-/360-1.png" style="BORDER:0px solid;" /> Degree View of Customer360-degree view of the customer’s relationship with your organization and the history of interactions through different channels provides a unified front end to enable you to serve to solve and to sell to the customer.
<img alt="Contact Center Banking crm Solution" src="/en/PublishingImages/products/contact-center/Contact%20center%20hub%20page.png" style="BORDER:0px solid;" /> CenterVeriTouch Contact Center Module empowers financial institutions to reduce call handling time, increase first call resolution and turn their contact center into a profit center.
<img alt="Cross-sell & Up-sell banking product crm" src="/en/PublishingImages/Pages/Cross-sell-Up-sell/nba2.png" style="BORDER:0px solid;" /> & Up-sellCross-sell & Up-sell product cross-sell and up-sell recommendations based on customer segment, demographics, financials, and product holdings. It automatically suggests products than can be offered to the customer.
<img alt="Customer Enrollment Banking Insurance" src="/en/PublishingImages/products/customer-enrollment/Customer%20Enrollment%20-%20hub%20page.png" style="BORDER:0px solid;" /> EnrollmentCustomer Enrollment provides a guided process for onboarding a new customer. It supports processes involved in carrying out background checks on the customer, capturing country-specific KYC information, and ensuring policy compliance.
<img alt="Know Your Customer KYC Banking CRM" src="/en/PublishingImages/Pages/Know-Your-Customer/kyc1.png" style="BORDER:0px solid;" /> Your CustomerKnow Your Customer provides standardized KYC capturing processes along with business rules to enforce the collection and capture of required customer information and documents.
<img alt="Loyalty Management banking CRM " src="/en/PublishingImages/products/loyalty-management/loyalty%20cover%20image.png" style="BORDER:0px solid;" /> ManagementVeriPark’s Loyalty Management Solution built on top of Dynamics 365 offers financial institutions an end-to-end loyalty management system which accelerates customer spending and retention.
<img alt="campaign management banking crm " src="/en/PublishingImages/Pages/Marketing-Campaign-Management/marketing1r.png" style="BORDER:0px solid;MARGIN:50px 50px;" /> & Campaign ManagementThis module enables fnancial institutions to manage the entire marketing campaign lifecycle starting from campaign creation to execution.
<img alt=" sales prospect management banking crm" src="/en/PublishingImages/Pages/Sales-Prospects-Management/sales1.png" style="BORDER:0px solid;" /> & Prospect ManagementFrom prospect management to needs assessment and qualification through to opportunity management, Sales & Prospect Management provides standardized and configurable sales processes that are specific to each and every product and line of business.
<img alt="Service Request and Complaints Management banking crm" src="/en/PublishingImages/Pages/Service-Request-Complaints-Management/service1.png" style="BORDER:0px solid;" /> Request & Complaints Management“Customer need only tell the story only once!”. With this vision in mind, Service Request & Complaints Management module optimizes the service points to efficiently capture all the information required for resolution of a request.
<img alt="Direct Sales Agent Tablet Application VeriPark" src="/en/PublishingImages/Pages/Direct-Sales-Agent-Tablet-Application/DSA%20Hub%20Page.png" style="BORDER:0px solid;" /> Sales Agent Tablet ApplicationVeriPark’s Direct Sales Agent Tablet Application brings banking to the customer’s doorstep. It provides the convenience of carrying out banking transactions wherever the customer is.