VeriTouchVeriPark
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Related Products
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About
Use our Personal CRM to find who you're losing touch with Let our AI do the work and stop losing touch with people who matter. Nat A.I. We've built a smart algorithm that analyses your data to figure out how in touch you are with your contacts. By looking at the frequency and type of interactions, Nat gets a good idea of how in touch you are with your contacts. Relationship To-do List. We create your own custom relationship To-do list. A list of the people you need to reach back out to. Powered by AI. Our AI will analyse your data to understand who you're losing touch with. One look You only need one look to understand who you're losing touch with. No complex dashboard. Simple Todo system. Instead of checking off boxes, reach out to your contacts. Quick to set up. Unlike other relationship management apps, setting up a fully working CRM takes less than 5 minutes thanks to our automations. Easy to use. No manual data entry, no time spent logging meetings or emails. No reminder
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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
Marketing agencies, independent consultants or accountants looking for a Personal CRM that analyzes their email interactions, provides insights and helps them stay in touch with their key contacts
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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
Not Supported
24/7 Live Support
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
$25 per month
Free Version
Supported
Free Trial
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
Supported
Webinars
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 InformationNat
Founded: 2019
Switzerland
nat.app
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Company InformationVeriPark
Founded: 1998
United Kingdom
www.veripark.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Task Management
Not Supported
Territory Management
Not Supported
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