Veritouch - 2026 Pricing, Features, Reviews & Alternatives

VeriTouch is a vertical Customer Engagement CRM solution built on top of Microsoft Dynamics 365. It is optimized with industry best practices to 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 customers' concerns and address their needs, and recommendations and guided selling tools to deliver relevant and differentiated offers to customers.

The key benefits of VeriTouch include improved data quality, reduced turnaround time and cost of servicing, improved cross-sell ratio, a single view of the customer, improved sales team efficiency, reduced cost of client acquisition, improved marketing efficiency, and enhanced customer experience. The VeriTouch solution comprises modules for sales and prospect management, customer enrollment, single view of the customer, role-based tablet applications, cross-selling, next best action, marketing and campaign management, contact center solutions, and more. It enables financial institutions to consolidate data, provide a unified front end, deliver tailored solutions, and leverage guided selling tools to drive customer engagement and business growth.