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Single View of CustomerVeriPark

VeriPark's Single Customer View provides a consolidated, 360-degree view of the customer’s relationship with your financial organization and the history of the customer’s interactions through different channels. The unified front end enables you to serve the customer, to solve your customer’s problems, and to sell to the customer, all in one place.

Vendor

Vendor

VeriPark

Company Website

Company Website

Retail Banking 360.png
Product details

Bring together all customer/broker data into one single source of detailed customer insight

VeriPark's Single Customer View provides a consolidated, 360-degree view of the customer’s relationship with your financial organization and the history of the customer’s interactions through different channels. The unified front end enables you to serve the customer, to solve your customer’s problems, and to sell to the customer, all in one place.

Key Features

  • The Single View displays the customer’s current product holdings as well as potential cross-sell and up-sell products and targeted offers
  • Visual indicators display customer’s relationship status and an alerts engine provides insight into key areas that need attention
  • Delinquency and collections history, as well as pending complaints and requests provide cues to the required follow-ups.
  • The interaction timeline provides a history of customer’s interactions with your organization through different channels

Key Benefits

  • ​Deepen customer knowledge with consolidated data
  • Improve servicing efficiency with unified front end
  • Increase compliance
  • Take proactive actions with alerts
  • Increase cross-sell and up-sell with targeted and personalized offers
  • Track and stay informed of customer interactions with your bank

A single view for each industry

  • Retail Banking Single Customer View
  • SME/Corporate Banking Single Customer View
  • Private Banking 360 View
  • Insurance Single Views: Retail/Corporate/Broker
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