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Ratings and Reviews 0 Ratings
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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.
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