IPBSInternational Private Banking Systems
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VeriTouchVeriPark
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Related Products
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About
International Private Banking Systems provides an innovative way of solving our client’s wealth management challenges by providing a solution that can be configured with an existing infrastructure or function as an integrated standalone package. IPBS/Banking enables operational functionality to manage the traditional banking functions of a private bank. Designed around a multi-currency general ledger accounting system it provides complete integration of traditional sub ledger account management within the general ledger. Banking transactions are processed in real time and supply updated accounting records across the enterprise. A fully scalable product that is invaluable when it comes to managing client relationships, decision-making and execution in a challenging financial world.
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About
VeriTouch is a vertical Customer Engagement (CRM) solution built on top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey.VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. VeriPark’s Copilots for financial services seamlessly integrate GenAI capabilities into our VeriTouch Banking CRM. Applicable industries: Retail, SME & Corporate Banking, Insurance, Private Banking & Wealth Management
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Banking platform for companies
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Audience
Financial institutions interested in a powerful CRM built on top of Dynamics 365
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationInternational Private Banking Systems
Founded: 1993
Bahamas
www.ipbs.com
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Company InformationVeriPark
Founded: 1998
United Kingdom
www.veripark.com
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Categories |
Categories |
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Banking Features
ATM Management
Not Supported
Compliance Tracking
Supported
Corporate Banking
Supported
Credit Card Management
Not Supported
Credit Union
Not Supported
Investment Banking
Supported
Multi-Branch
Not Supported
Online Banking
Supported
Private Banking
Supported
Retail Banking
Not Supported
Risk Management
Not Supported
Securities Management
Supported
Transaction Monitoring
Supported
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Integrations
Microsoft Dynamics 365
Not Supported
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