VeriTouch Customer 360 on Microsoft Cloud for Financial Services

by VeriPark

What's Test Drive?

Test Drive duration: 1 hour

Providing a consolidated, 360-degree view of the customer’s relationship with your bank.

Microsoft Cloud for Financial Services integrates cloud services across Microsoft Azure, Microsoft 365, Microsoft Dynamics 365, and Microsoft Power Platform underpinned by an industry data model, with new capabilities and customizations unique to the financial services industry.

VeriPark has created offerings on top of Microsoft Cloud for Financial Services to provide additional insight into the customer’s relationship with the bank to drive proactive actions in different areas from cross-selling to servicing to compliance.

Banking Customer 360 App is an extension to Unified Customer Profile (UCP - part of Microsoft Cloud for Financial Services). A visual representation of key financial indicators provides insight into where the customer stands against the bank’s policies and thresholds:

  • Real-Time Balances
  • Real-Time Transactions
  • Visual Indicators
  • Utilized Products
  • Customer 720
  • Customer Alerts
  • Customer Complaints & Service Requests
  • Customer Opportunities
  • Interaction Timeline

Key Benefits

  • Deepen customer knowledge with consolidated data
  • Take proactive actions with alerts
  • Increase cross-sell and up-sell with targeted and personalized offers
  • Track and stay informed of customer interactions with your bank
  • Increase compliance

At a glance