VeriTouch

star star star star star 0.0 (0 reviews) | CRM Software · CRM For Financial Services

Transform client engagement with VeriTouch, the CRM that consolidates data for financial institutions and enhances Microsoft tool integration.

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Product Overview

VeriTouch streamlines customer relationship management for financial organizations by merging client information and enhancing interaction through various channels. This solution is particularly tailored for businesses that utilize Microsoft tools, which may restrict its broader applicability. In summary, if your organization seeks enhanced integration and reliable outcomes, this option is certainly worth considering.

Product Details

What Is VeriTouch?

VeriTouch, developed by VeriPark, is a tailored customer relationship management (CRM) tool specifically crafted for the financial services sector. Leveraging the Microsoft Dynamics 365 platform, it assists banks, insurance providers, and wealth management firms in unifying their digital transformation initiatives.

By aggregating information from various back-end systems, VeriTouch offers a cohesive front-end experience that simplifies customer service, boosts sales procedures, and fosters personalized interactions, ultimately enhancing client acquisition and retention rates.

VeriTouch Pricing

The provider offers flexible pricing options for VeriTouch, beginning at $1 per user per month. Request a customized quote for your organization today!

Note: The prices listed have been obtained from external sources and may vary.

VeriTouch Integrations

VeriTouch seamlessly connects with a variety of third-party applications and systems, including:

Adobe
DocuSign
KingswaySoft
Appcircle
DataVisor

Check out the VeriTouch demo to discover more about its integration capabilities.

Who Is VeriTouch For?

This solution primarily serves financial institutions and insurance companies.

Is VeriTouch Right For You?

VeriTouch stands out as a perfect choice for large financial organizations that utilize the Microsoft technology stack and seek a CRM solution rich in out-of-the-box industry features. It provides a preconfigured framework designed for financial services, helping to minimize both implementation time and costs while ensuring compliance with regulations and operational effectiveness.

If you're still uncertain about whether VeriTouch suits your needs, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

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Pros & Cons

Pros

checkEfficiently manages and consolidates data

checkHighly customizable to fit business needs

checkProvides insightful reports for better decision-making

Cons

closeUI could be simplified for better usability

closeHigh dependency on Microsoft ecosystem

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Frequently Asked Questions

VeriTouch offers role-based tablet applications designed for financial professionals like corporate relationship managers and insurance agents to use in the field, rather than a general-purpose smartphone app for all users.

Yes, VeriTouch offers a REST API that allows developers to customize the platform and integrate it with other enterprise systems and third-party applications.

VeriTouch is primarily available in English and German.

VeriTouch offers custom pricing plans, starting from $1/user/month. Get in touch for a personalized VeriTouch cost estimate.

VeriTouch software integrates with various third-party systems, including Appcircle, Adobe, DocuSign, and DataVisor.

VeriTouch offers support through ticket system.

Banks and insurance companies benefit from VeriTouch features.

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