Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Identifee is an innovative, AI-driven platform designed specifically for financial institutions, integrating a wide array of functionalities such as CRM+, GenAI support, prospecting insights, automated workflows, business intelligence, learning management, sales support, and secure digital sales environments into a single cohesive toolset. The CRM+ feature enhances the management of customer relationships by overseeing accounts, notes, activities, and sales pipelines, while the GenAI assistant, known as “Ask IDA,” swiftly responds to inquiries, aids in meeting preparations, and evaluates competitor communications in mere seconds. With its prospecting tools, users gain valuable insights into target technology configurations, while the workflow functionalities provide up-to-the-minute visibility into both team and client interactions. Additionally, the business intelligence segment converts intricate datasets into practical insights through user-friendly dashboards and reports, and the sales enablement component facilitates the rapid production of client-ready documents complete with industry comparisons and informative videos, ensuring that financial professionals are equipped with the necessary resources to succeed. This powerful, all-in-one platform not only streamlines tasks but also enhances strategic decision-making across various facets of the financial sector.
Description
VeriTouch helps you to serve, solve and sell. VeriTouch, a vertical Customer Engagement solution built on top of Microsoft Dynamics 365 and optimized with industry best practice, allows financial institutions to put customer relationship management (CRM) at the heart of their digital transformation journey. VeriTouch consolidates information from the organization's digital channels and back-end systems. It provides a unified interface with standardized processes for serving customers efficiently. It also offers streamlined and tailored solutions that address customer concerns and needs. It also provides recommendations and guided sales tools to deliver relevant and differentiating offers to customers. VeriTouch Benefits; Improve Data Quality, Reduce TAT and Cost of Servicing. Improve Cross-sell Rate, Provide Single View Of Customer, Improve Sales Team Efficient, Reduce Cost of Client Acquiring, Improve Marketing Efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Identifee
Founded
2019
Country
United States
Website
identifee.com/platform
Vendor Details
Company Name
VeriPark
Founded
1998
Country
United Kingdom
Website
www.veripark.com
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No