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What is Wealth Reader?

Every financial institution utilizes the same API framework. Wealth Reader stands out as the premier data provider globally, assisting you in lowering expenses, increasing customer conversion rates, and streamlining the onboarding process efficiently.

What is VeriTouch?

VeriTouch enables organizations to effectively serve, resolve issues, and enhance sales processes. This vertical Customer Engagement platform, designed for Microsoft Dynamics 365 and refined with industry-leading practices, empowers financial institutions to prioritize customer relationship management (CRM) during their digital transformation endeavors. By integrating data from various digital channels and internal systems, VeriTouch creates a cohesive interface that standardizes processes for efficient customer service. It also delivers customized solutions that cater to specific customer needs and concerns, along with tools for guided selling and tailored recommendations that present unique offerings to clients. The advantages of using VeriTouch include enhanced data quality, reduced turnaround time and servicing costs, improved cross-selling opportunities, a comprehensive view of customer interactions, increased sales team productivity, lower client acquisition costs, and greater marketing effectiveness. Overall, adopting VeriTouch can significantly transform customer engagement strategies by providing a more holistic approach to customer relationship management.

Media

Media

Integrations Supported

Java
Odoo
Postman
Swagger

Integrations Supported

Microsoft Dynamics 365

API Availability

API Availability

Pricing Information

$2000/month
For very low or very high volumes, consult the business team.

Pricing Information

Pricing not provided

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Wealth Reader

Date Founded

2023

Company Location

Spain

Company Website

www.wealthreader.com/en/

Company Facts

Organization Name

VeriPark

Date Founded

1998

Company Location

United Kingdom

Company Website

www.veripark.com

Categories and Features

Banking

Corporate Banking
Private Banking
Retail Banking
Transaction Monitoring

Financial Data APIs

Not specified

Categories and Features

Banking

Not specified

CRM

Not specified

Financial CRM

Not specified

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