Name: Veritouch
Price: 1 USD
Author: VeriPark

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Veritouch is a customer relationship management (CRM) solution designed specifically for the banking and financial services industry. According to the vendor, it aims to provide improved customer experiences, enhance sales and marketing effectiveness, and promote customer retention and loyalty. Veritouch is suitable for banks and financial institutions of all sizes, including retail banks, corporate banks, SME banks, and private banks. Professionals in banking, such as relationship managers, sales and marketing teams, and customer service representatives, as well as industries such as retail banking, corporate banking, SME banking, and private banking and wealth management, can benefit from the features and functionalities offered by Veritouch.

## Key Features

**Customer 360 View**: Veritouch provides a consolidated, 360-degree view of the customer's relationship with the bank, allowing relationship managers and advisors to access client data from multiple sources on a single platform. According to the vendor, it facilitates successful relationship monitoring and management by displaying banking and investment products, current offers, and opportunities.

**Sales & Prospect Management**: Veritouch offers standardized and configurable sales processes specific to each product and line of business. According to the vendor, it automates the full sales cycle, from prospect stage to fulfillment, enabling prospect capturing, assignment, and conversion. It also provides prospect contact and qualification SLAs, facilitates opportunity capturing, cross-sell, and up-sell, and supports configuration-driven sales process steps for products. Additionally, it includes a sales pipeline dashboard for performance monitoring and reporting.

**Marketing & Campaign Management**: Veritouch manages the entire marketing campaign lifecycle, from creation to execution. According to the vendor, it enables campaign scheduling and target list generation based on customer segmentation, allocates budgets and captures expenses, launches offers through digital and assisted channels, captures customer responses, and monitors campaign progress and effectiveness. It also facilitates offer fulfillment.

**Next Best Action**: Veritouch utilizes sophisticated rules, analytics, and algorithms to determine the next best action to present to the customer. According to the vendor, it retrieves product propensities to provide targeted, event-based offers, captures customer responses to product offers and actions, and aims to improve conversion rates and enhance customer engagement.

**Contact Center Solution**: Veritouch automates inbound and outbound call handling, empowering agents with a unified agent desktop for inquiries and transactions. According to the vendor, it integrates IVR/CTI for 360° pop-up and customer search ID&V, captures product/campaign inquiries, leads, claims, renewals, coverage inquiries, and service requests, and provides call wrap-up, remote advisor, queue-based call distribution, and customer satisfaction surveys.

**Complaints & Service Requests**: Veritouch optimizes complaint and service request resolution processes. According to the vendor, it enables structured entry of complaint and request details, routes and assigns complaints and requests based on segment, priority, and channel, offers configuration-driven resolution process stages, integrates IVR/CTI for 360° pop-up and STP transactions, and provides a unified agent desktop for complaints and request handling.

**Loyalty Management**: Veritouch offers a loyalty management solution built on top of Dynamics 365. According to the vendor, it provides financial institutions with the ability to create and manage loyalty programs, offers retention offers and a loyalty gift catalog, supports call reports and monitoring of loyalty program effectiveness, and aims to improve customer retention and enhance loyalty.

**Customer Insights**: Veritouch helps financial institutions optimize resources and understand customer behavior. According to the vendor, it provides valuable insights into customer preferences, needs, and behaviors, facilitates better decision-making based on data-driven insights, enables personalized customer interactions and targeted marketing campaigns, and enhances customer experience and satisfaction.

**Know Your Customer (KYC)**: Veritouch provides standardized KYC capturing processes, facilitating compliance with regulatory requirements. According to the vendor, it includes blacklisting and AML checks, ensures accurate and up-to-date customer information, supports data quality APIs, and propagates changes to core systems.

**Single View of Customer**: Veritouch provides a single view of the customer, consolidating customer data from various sources into one unified view. According to the vendor, this allows financial institutions to have a comprehensive understanding of their customers' profiles, interactions, and preferences.

Basic

Starter

Team

Growth

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Veritouch

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

VeriPark

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Veritouch

Overview

What is Veritouch?