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.

Why VeriTouch for Banking ?

• Improve Data Quality
• Reduce TAT & Cost of Servicing
• Improve Cross-sell Ratio
• Provide Single View of Customer
• Improve Sales Team Efficiency
• Reduce Cost of Client Acquisition
• Improve Marketing Efficiency
• Improve Customer Experience

Key Features - VeriTouch for Banking

Single View of Customer

• Products & Channels
• Complaints & Requests
• Interaction History

Sales Management

• Prospect Management
• Sales Pipeline Management
• Cross-sell & Up-sell Journeys

Marketing & Campaigns

• Targeted List-based Offers
• Lead Distribution 
• Distribution of Offers on Digital Channels

Retention & Loyalty

• Call Reports
• Retention Offers
• Loyalty Programs & Gift Catalogue

Master Data Management

• Static Info Update 
• Data Quality APIs
• Propagation of changes to core systems

Complaints & Service Requests

• STP & Non-STP Service Requests
• Capture Across Channels
• Routing & Assignment
• SLAs and Escalations

Contact Center

• IVR / CTI Integration
• 360 pop-up / STP Transactions
• Unified Agent Desktop

Enrollment & Account Opening

• Document Packages & Capture
• Client Needs Assessment
• Blacklisting & AML Checks

Corporate Banking

• Customer Enrollment
• Account Planning & Call Reports
• Corp RM Tablet Application