Intelligent Sales Advisor for banking and capital markets

The Intelligent Sales Advisor scenario enables banks to transform their customer’s experience and deliver more personalized service resulting in less customer churn and higher cross-sell/up-sell, a winning scenario for both customer and bank. Intelligent Sales Advisor integrates and streamlines core CRM capabilities with AI and productivity tools to enrich client relationships at scale. Unifying these capabilities empowers advisors to deliver exceptional client value with timely, personalized interactions, create stronger connections, reach more customers, and drive sales. 


Intelligent Sales Advisor benefits

Engage customers

Engage customers with timely offers and personalized interactions.

Empower relationship managers

Empower relationship managers with a holistic, 360-degree view of customers and deliver actionable insights.

Enhance the client experience

Enhance the client experience with seamless, 24/7 interactions in the customer’s preferred method.



Microsoft Dynamics 365 for Sales Microsoft Office 365 LinkedIn Sales Navigator VeriPark VeriTouch & VeriChannel VeriPark Next Best Action VeriPark Customer Insights Hearsay Dynamics 365 Connector

Customer stories


Try or buy an app

See all apps

Products supporting this solution