VeriTouch
VeriTouch is a specialized Customer Engagement (CRM) solution built on Microsoft Dynamics 365, uniquely tailored for financial institutions. It consolidates data across back-end systems and digital channels, offering a unified interface and standardized processes. This enables banks to efficiently address customer needs, deliver personalized solutions, and enhance engagement through guided selling tools.
Top VeriTouch Alternatives
bpm online financial services
Bpm'online financial services offers a robust Financial CRM software designed to enhance customer interactions throughout their journey.
Jobstream
Job Stream AI transforms the job search experience by leveraging advanced automation to enable candidates to apply for up to 2,000 positions monthly.
AtomInvest
This financial CRM software enhances investor management through an integrated portal that streamlines onboarding, subscriptions, and reporting.
Financial Cloud CRM
A unified Financial Cloud CRM enhances customer relationships by streamlining operations for businesses of all sizes.
Xpedition Private Equity CRM
The Xpedition Private Equity CRM Accelerator transforms data into a strategic asset through advanced analytics and seamless integration with existing systems.
B2Core
B2Core is an advanced financial CRM software designed specifically for brokers and exchanges.
Senta
With a unified client list and direct integration with Proposal Management, AML, and Practice Management...
BrokerIQ
It simplifies onboarding and KYC checks with native integrations from leading providers, ensuring efficient client...
TrustQuay
Their diverse consulting services adapt to organizational needs, providing tailored technical solutions and 24/7 global...
Dialllog
By integrating all essential features, it enhances operational efficiency and decision-making...
MissionKontrol
With robust full-text search capabilities, finding specific entries is quick and efficient...
enVisual360
Its unique licensing model allows firms to select and pay only for the modules they...
LXCRM
It features customizable dashboards for real-time performance tracking, affiliate management, and robust data protection...
Kushim
With integrated data and AI-driven insights, it allows users to automate tasks, improve communication with...
Equisoft/connect
By centralizing information, it minimizes time spent searching across platforms...
Top VeriTouch Features
- Unified data consolidation
- Industry best practices optimization
- Streamlined customer engagement
- Tailored solutions for clients
- AI-powered customer insights
- Guided selling tools
- Relevant offer recommendations
- Digital transformation support
- Multi-channel integration
- Standardized customer service processes
- Predictive analytics capabilities
- Customizable CRM workflows
- Enhanced compliance management
- Performance tracking dashboards
- Financial services vertical focus
- Client segmentation and targeting
- Real-time transaction monitoring
- Integrated communication tools
- Future-ready digital banking solutions
- Personalized customer journeys
Top VeriTouch Alternatives
- bpm online financial services
- Jobstream
- AtomInvest
- Financial Cloud CRM
- Xpedition Private Equity CRM
- B2Core
- Senta
- BrokerIQ
- TrustQuay
- Dialllog
- MissionKontrol
- enVisual360
- LXCRM
- Kushim
- Equisoft/connect
