Overview
VeriTouch simplifies CRM for financial institutions by consolidating client data and improving engagement across channels. It’s optimized for institutions already using Microsoft tools, which limits its usability. Overall, if your business needs deeper integration and proven results, this solution is definitely worth a try.
Overall Rating
Based on 3 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
VeriTouch Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is VeriTouch?
VeriTouch by VeriPark is a specialized customer relationship management (CRM) solution designed exclusively for the financial services industry. Built on the Microsoft Dynamics 365 platform, it helps banks, insurance companies, and wealth management firms centralize their digital transformation efforts.
By consolidating data from disparate back-end systems, VeriTouch provides a unified front-end to streamline customer service, enhance sales processes, and deliver personalized engagement, ultimately improving client acquisition and retention.
VeriTouch Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
VeriTouch Integrations
VeriTouch integrates with numerous third-party apps and systems, including:
- Adobe
- DocuSign
- KingswaySoft
- Appcircle
- DataVisor
Who Is VeriTouch For?
VeriTouch mainly caters to financial institutes and insurance companies.
Is VeriTouch Right For You?
VeriTouch is an ideal solution for large-scale financial institutions that are standardized on the Microsoft technology stack and require a CRM with deep, out-of-the-box industry functionality. It offers a preconfigured framework tailored for financial services, which helps reduce implementation time and cost while ensuring regulatory alignment and operational efficiency.
Still doubtful if VeriTouch is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
VeriTouch Features
This module automates the entire sales cycle with configurable processes tailored to specific financial products. It provides management with complete visibility into the sales pipeline through real-time dashboards and reports, helping to monitor performance and optimize sales team efficiency.
T VeriTouch streamlines the client onboarding process with guided, paperless workflows. The system manages identity verification, performs compliance checks such as AML and KYC, captures all necessary documentation, and integrates with back-end systems for straight-through processing and account origination.
The platform provides specialized tablet applications for mobile financial professionals, including retail direct sales agents, corporate relationship managers, and insurance agents. These apps offer full client visibility and transactional capabilities, empowering staff to serve customers and close deals anywhere.
This feature allows financial institutions to manage the complete marketing lifecycle. Users can create segmented target lists, manage budgets, and launch personalized offers across multiple channels. Its monitoring dashboards help track campaign effectiveness and optimize marketing ROI.
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