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VeriTouch

VeriTouch streamlines customer relationship management for financial organizations by merging client information and enhancing interaction through various chann...

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VeriTouch streamlines customer relationship management for financial organizations by merging client information and enhancing interaction through various chann...

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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

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
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✘ deployment type
✘ email marketing
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✔ lead management
✘ market position
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✘ accounts payable
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✘ customer support
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✘ donor management
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✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
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✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
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✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
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✘ reporting analytics
✘ resource allocation
✔ workflow automation
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✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
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✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
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✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
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✔ analytics and reporting
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✔ customer servicesupport
✘ customizable dashboards
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✘ registration management
✘ reporting and analytics
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✘ social media management
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✘ crm for event management
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✘ customer service support
✔ deal pipeline management
✘ multi channel management
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✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
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✘ crm for political campaigns
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✘ small business crm software
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✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
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✔ customer communication tracking
✘ employee information management
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✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
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✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Efficiently manages and consolidates data
  • ✔ Highly customizable to fit business needs
  • ✔ Provides insightful reports for better decision-making

Cons

  • ✘ UI could be simplified for better usability
  • ✘ High dependency on Microsoft ecosystem

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.