Union | platform

Union | platform

Union Financial Technologies
VeriTouch

VeriTouch

VeriPark
+
+

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About

Union | platform provides a digital core which supports smart automation, innovation and transformation. Modules including client records, messaging, deal management, payments, accounting and reporting allow you to manage critical business processes. Agile architecture which is open to API, customizable and Cloud hosted allows you to deliver effective operations. Union | platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core provides fully integrated front-to-back infrastructure upon which financial services can be delivered. Cutting-edge technology means that your business will be flexible, scalable and efficient without sacrificing reliability. Financial Services is changing fast, from client requirements to market forces and technology the speed and scale of change are huge. Providers with legacy systems struggle while the digitally advanced gain competitive edge by delivering immediate and long-term benefits.

About

VeriTouch is a vertical Customer Engagement (CRM) solution built o​n 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

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Financial companies and enterprises looking for a finance system solution to improve their management and decision analysis

Audience

Financial institutions interested in a powerful CRM built on top of Dynamics 365

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Union Financial Technologies
Founded: 2012
Estonia
www.unionfintech.com/union-platform/

Company Information

VeriPark
Founded: 1998
United Kingdom
www.veripark.com

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
Union | platform

Union | platform

Union Financial Technologies

Categories

Banking Supported
Currency Exchange Supported
Financial CRM Supported
Loan Origination Supported

Categories

Banking Supported
CRM Supported
Financial CRM Supported

Banking Features

ATM Management Not Supported
Compliance Tracking Supported
Corporate Banking Supported
Credit Card Management Not Supported
Credit Union Supported
Investment Banking Not Supported
Multi-Branch Supported
Online Banking Supported
Private Banking Supported
Retail Banking Supported
Risk Management Not Supported
Securities Management Not Supported
Transaction Monitoring Not Supported

Integrations

Microsoft Dynamics 365 Not Supported

Integrations

Microsoft Dynamics 365 Supported
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