www.veripark.com

1

VeriPark Dynamics CRM

Banking Add-on360 / Sales & Marketing / Service

© VeriPark

Agenda

2

• VeriPark Introduction

- Single Customer View

- Complaints And Service Requests

- Sales & Marketing Module

- Contact Center Automation

- Retention & Loyalty Management

- Master Data Management

• New customer enrollment

• Customer info update

• Suggested Implementation Plan

© VeriPark

3

Solutions provider

specialized in

finance

Established

18 yearsa g o

500+Employees

Offices inLondon, Dubai,

Istanbul

BankingK n o wH o w

44

VeriBranchBranch Automation

• Teller

• Seller

• Advisor

• Digital Branch

• Branch Open/Close

• Vault Open/Close

• Cash Recycler integration

• Signature Verification

• Biometric palm verification

• Unified Front End

VeriTouchAcquisition, Retention, Cross-sell

• 360 Degree Customer View

• Know Your Customer

• New Customer Enrollment

• Next Best Action

• Contact Center

• Service Requests &

Complaints Management

• Sales and Prospect Mngmnt

• Marketing Campaigns

• Loyalty Management

• Cross-sell & Up-sell

VeriLoanLoan Origination and Servicing

• Personal Loans

• Auto Loans

• Mortgage

• Credit Cards

• Direct Sales Tablet App

• Credit Bureau Integration

• Scoring

• Product credit policy

• Deviations & approvals

VeriLinkIntegration

Connectors

• Temenos / T24

• Oracle / FlexCubE

• Infosys / Finacle

• VISA / CMS

• Misys / Equation

• TCS / Bancs

• AFS / Vision+

• FIS / Cortex

VeriChannelOmni-Channel Delivery

• Retail Internet Banking

• Corporate Internet Banking

• Mobile Banking

• Kiosk Banking

• ATM Screen

• Contact Center Banking

• Branchless Banking

• Digital Banking

Products

© VeriPark

Global ISV (Independent Software Vendor)

Benefits of Global ISV

• Easy access to Microsoft and their quality assurance practices

• Access to Microsoft R&D team in US for product roadmap

• Banking, Insurance & Financial domain expertise –Necessity for becoming an ISV

200,000 Plus Partners

30,000 MBS Partners (For

ERP/CRM)

Only 16 Global ISV

Only 1 Global ISV

for BFSI

Microsoft Partner Eco-system CSP Relationship

• CSP ( Cloud Solution Provider): Veripark is also a CSP partner with Microsoft• entitles VeriPark to

offer all cloud based offering from MS –CRM Online, Azure and O365

• Can act as DPOR (Digital Partner of Record) for clients –Already a DPOR for Barclays & Deutsche Bank

5

© VeriPark

100,000Traffic policies

sold with remote

advisors

BNP Paribas

in Turkey

25,000SME loans

booked in 3

years

Customer Acquisition Cases Retention Cases

Customer care

accelerator

17%Decrease in call

center call

durations

Private banking

saved

900KEuros in one year

Cross-Sell / Up-Sell Cases

Online Selling

200,000products sold

online in one

year!

Increased sales

team efficiency by

25%

VeriPark references

160,000Orange accounts

acquired in

3 months

Wealth management

conducted

5,000 meetings with

clients

Sold

€4.5 mİnsurance at

inbound calls

© VeriPark

VeriTouch Overview

7

© VeriPark

Single view of

Customer

• Accounts and Cards, Policies

• Alerts & offers

• Interaction history

• Retail, SME, Corporate, Private

Sales Management

• Prospect management

• Product wise pipeline

• Lead capture at the branch

and call center

• Performance scorecard

Segmentation

• Client migration

• Value proposition

Customer Master Data

Management

• KYC capture & profiling

• Static data updates

Complaints and Service

Requests

• Complaint capture &

assignment

• SLAs and escalations

• Service fulfillment

Retention & Loyalty

• Call reports

• Retention offers

• Surveys,

• Loyalty Programs & Tiers

• Gift Catalogue

Marketing and Campaign

Management

• Targeted lists based offers

• Lead distribution to branches

Contact Center

• IVR / CTI integration

• 360 pop-up &

• unified agent desktop

Branch Front Office

• Teller

• Seller

• Customer on-boarding

• Advisor

VeriTouch Features

8

© VeriPark

Rapid Deployment

• A ready made data model for retail & corporate

banking

• Over 500 custom entities for banking

• More than 1700 pages of ready made functional specs

ROI

• With the same project effort size more processes can

be delivered to the customer due to existing IP:

• Customer acquisition – retail, corporate, payroll

• Over 70 Banking transactions built in MS CRM such as

account and card management, payments, transfers.

Faster Adoption Rate

• CRM is prone to the risk of not being used. VeriPark is

battling with this issue for ten years. The existing

package has countermeasures for this risk

• Single View – Queuing system integration

• Unified Front End

Industry Best Practices

• Banks are looking for built-in processes, proven

Solutions in the application they acquire

• VeriPark provides many proven processes for CRM

• New customer enrollment

VeriTouch Benefits

9

© VeriPark© VeriPark

The Single View

© VeriPark

Servicing efficiency

• Loads up fast

• Consolidates many screens into one screen

Cross Sell / Up Sell Tool

• Provides targeted campaigns information

• Eligible products information

Alerting Tool

• Increased compliance

• Pro-active actions management

Interaction History Display Tool

Business needs for Single View

11

© VeriPark

Single view of a retail banking client

© VeriPark© VeriPark

Contact Center

© VeriPark

Service Requests• Balance and account inquiries

• Card activation, de-activation,

• Stop lost card, other maintenance requests

• Payments by card

• User profile maintenance, address change, mobile no change, etc

Contact Center as a Profit Center - Inbound

Single View

360 Implementation

Lead Capture Product /

Campaign Inquiry

Complaints

Capture

14

© VeriPark

Sales campaigns• Target List based campaigns

• Scripting support

• Queue based call distribution

• Auto-dialer enabled

• Inbound calls re-sysnc

Contact Center as a Profit Center - Outbound

Collection calls

Satisfaction surveys Customer callbacks Information calls

15

© VeriPark

Incoming call at call center

© VeriPark© VeriPark

Complaints & Service Requests

© VeriPark

Built in set of complaints

18

Built in set of complaints from ATM, Credit card, loans etc

© VeriPark

Complaints Dashboard

19

Complaints dashboard to give the current view

© VeriPark© VeriPark

The Sales Machinery

© VeriPark

Campaign Management

• Campaign channels, offers, duration, cost

• Targeting, filtering, uploading

Activity Management

• Daily tasks assigned to RM

• Escalation of unfinished tasks

Opportunity Capturing

• From prospects or existing customers

• Lead assignment based on rule engine logic

Sales Process

• Embedded application origination

• Eligibility calculations

Campaign Activity Opportunity Sale

Sales and marketing concepts

21

© VeriPark

RM dashboard

22

© VeriPark© VeriPark

Retention & Loyalty Management

© VeriPark 24

VeriTouch Loyalty Module

360 0 Loyalty

Deposits / Loans

Cards spends / payments

Channel activities

Transactions

Referrals and social activities

Awarding

Next day / real time

Single / Multi-step / Cumulative

Event based

Gamification support

Targeting

Merchant based

Targeted day / hour

Target list based

Participation enabled

Spending

Gift catalog based

Draw entitlements, raffles

Self-service channels

POS based

Partner Integration

Loyalty Campaign Partners

Redemption partners

Fulfilment partners

Accounting

Cost of points

Life cycle management

Debiting merchant accounts

Refunds management

© VeriPark 25

Credit card loyalty programme with gamificationand event based campaigns

Awarding Deposits, Card Spends, Channel Usage and Referrals

Savings accounts and term deposits give the account owner points for draws

360 awarding of customer activities, channel usage, deposits awarding

Savings certificates ownership entitles you to monthly draws

VeriTouch Loyalty References

Credit card social rewarding Facebook referrals are converted to points, points can be used as money in transactions

© VeriPark© VeriPark

Master Data Management

© VeriPark 27

27

New customer enrolment in CRM

Customer onboardingTablet based

Customer onboarding

Customer Details Capture

• ID Card integration

• e-KYC database

• ID scanning

Systems Check

• AML

• Blacklist

• Central Bank

Document Printing

• Retail banking contract

• Appendixes

Scanning

• Scanning from CRM

• Auto-saving to EDM

Instant Issuing

• Cards

• Cheque book

Product Selection Details

• Multi-product

• Standing orders

• Future needs

Direct Sales Agent App

• Touch optimized

• Photos of IDs

• Instant Eligibility Check

© VeriPark 30

30

© VeriPark© VeriPark

Suggested Implementation Plan

© VeriPark

Single view / Call Center

Customer experience

management

The salesmachinery

Portfolio management

New customer enrolment

Service Requests In Parallel

Suggested Implementation Plan

32

Questions & Answers

Website: www.veripark.com

Email: info@veripark.com 33