Veritouch
CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.
What is 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
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FAQ
The official website of Veritouch is https://www.veripark.com/
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
Veritouch belongs to the CRM, Customer Engagement, Financial CRM, Insurance CRM category.
Veritouch offers features such as Contact Management, Data Import/Export, Email Management, Lead Capture, Lead Management, Reporting/Analytics, Sales Pipeline Management, Task Management, Workflow Management, Activity Dashboard, Alerts/Notifications, Communication Management, Customer History, Multi-Channel Communication, Third-Party Integrations, Campaign Management, Client Management, Document Management, Email Marketing, Pipeline Management, Quotes/Estimates.
No, Veritouch does not offer a free trial.
Pricing
Starting at:
USD 1/per month
Free Trial Available
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