Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

The nCino Cloud Banking Platform is a comprehensive, cloud-based solution that addresses challenges and promotes opportunities facing financial institutions (FIs) today. It's an end-to-end platform that connects commercial banking, mortgage, consumer banking, small business banking and treasury management. No matter what business your customers have with your institution, they will receive a seamless, intuitive, consistent, and personalized experience across all channels, which is key to driving satisfaction and retention.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ACCELQ No 
AutoRABIT No 
Bridger Insight XG No 
Continuous No 
Equifax Ignite for Financial Services No 
Factual Data No 
Glia No 
Microsoft Dynamics 365 Yes 
Onfido No 
Own Data No 
OwnBackup No 
Plaid No 
RDC Platform No 
Sandbox Banking No 

Integrations

ACCELQ Yes 
AutoRABIT Yes 
Bridger Insight XG Yes 
Continuous Yes 
Equifax Ignite for Financial Services Yes 
Factual Data Yes 
Glia Yes 
Microsoft Dynamics 365 No 
Onfido Yes 
Own Data Yes 
OwnBackup Yes 
Plaid Yes 
RDC Platform Yes 
Sandbox Banking Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Packages are customizable and priced accordingly.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

VeriPark

Founded

1998

Country

United Kingdom

Website

www.veripark.com

Vendor Details

Company Name

nCino

Founded

2012

Country

United States

Website

ncino.com

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 

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union Yes 
Investment Banking No 
Multi-Branch Yes 
Online Banking Yes 
Private Banking No 
Retail Banking Yes 
Risk Management Yes 
Securities Management No 
Transaction Monitoring No 

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents Yes 
Compliance Management Yes 
Customer Database No 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application Yes 

Alternatives

NexJ CRM Reviews

NexJ CRM

NexJ Systems Inc.

Alternatives

Axe Credit Portal Reviews

Axe Credit Portal

Axe Finance
Union | platform Reviews

Union | platform

Union Financial Technologies