AI-Powered Workflow Automation

for Credit Union Banks and Global Trading

Still searching for that elusive competitive edge?
VeroTX offers a simple, stress-free integration of AI-powered tools and plugins to improve your day-to-day operations.

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Credit Unions

Collaborative and
Efficient Tools

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Trading

Global Trading Simplified

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Insurance

Coming soon

Easy to Use
Simple to Integrate

VeroTX array of benefits including ease of use, AI-powered tools, plugin integration, and a host of additional features.

360 Dashboard

We offer a slate of workflow tools and services that can be monitored on our 360° dashboard. Communicate and collaborate with your team, in real time. When issues arise, drill into the details.

  • Maintain a comprehensive view of ongoing business transactions.
  • Monitor issues as they occur.
  • Keep abreast of time management issues for your team.

Document and Transaction Management

Layers of screens showing business contracts and documents. A row of icons below convey dynamic multi-page forms, data validation, file uploads and integration with third-party applications.

Overseeing the exchange of money and services without careful control and oversight can lead to misunderstandings. Track all business activities on the VeroTX dashboard and drill into the details when necessary.

Configurable Forms and Templates

Easy to use and intuitive.

  • Conditional Logic: Create dynamic forms that will adapt to a user’s responses.
  • Multi-page Forms: Create sections to improve a user’s engagement.
  • Automatic Calculations: Preconfigured arithmetic and logical expressions to generate automatic form field values.
  • Data Validation: Set input rules and validations to ensure accuracy and completeness.
  • File Uploads: Allow users to upload documents and images.
  • Integration with Third-Party Applications: Connect forms to seamlessly transfer data.
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Secure Archival Storage

A cloud, a screen with graphs and charts on it and a lock icon to convey safe, archival storage at VeroTX.

Securing your documents is a priority for safely conducting business and promoting trust.

  • Secured GDPR Compliant Vault
  • Secure access control
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Intelligent Workflow Orchestration

Configurable Workflows

Configurable workflows as a plugin as well as a complete slate of process task tools and services. Monitor all business processes on our 360° dashboard and drill into the details, when necessary. Collaboratively edit and manage your workflows and then archive them for later use.

  • Workflow Design and Visualization
  • Rule-Based Logic
  • Task Assignment and Management
  • Integration Capabilities

Artificial Intelligence
Public or Private?

AI-powered tools, such as KYB/KYC and data collection and modeling.


Conversational and Generative AI improves the efficiency, accuracy, and depth of your everyday business practices. All in the blink of an eye.

  • AI Generative Text
  • ChatBot
  • Accurate and Reliable KYC, KYB and AML
  • Impressive Analytics
  • Intuitive Search Engine

In business, Artificial Intelligence has proven to be a reliable workhorse as it handles complex tasks at lightning speed.

VeroTX offers a public AI as part of the Solutions+ package and a private AI plugin for those who handle sensitive data and require a higher level of security.

AI Verification KYB, KYC & AML


KYC, KYB and AML Services: It’s just one of our AI-enhanced plugins. We use Facial Biometrics to validate identities during registration and onboarding.

  • Driver’s License or Passport
  • Take a Live, Self-Portrait
  • Your live-image is verified

We use industry-standard services to provide KYB verification services.

  • OCR Compliance Verification
  • Background AML Screening
  • Ongoing AML risk profiling

A graphic depiction of how KYB/KYC works. A picture of a woman matches her identification. Her identity is verified.

Efficient Plugin Integration

Solutions+

A graph and lines of text with cogs behind it. One of them has a VeroTX "V" on it. This conveys the concept of plugging a VeroTX tool into an existing system.

Solutions+ is a no-fuss way to upgrade your day-to-day business by enhancing, not replacing, your existing systems. Plugins, such as AI-Enhanced tools and AI Verification (KYC, KYB & AML), interface seamlessly into your procedures.

VeroTX Plugins

Collaborative Team Tools

Forms & Templates

Forms and Templates are configurable and intuitive and included in the Solutions package.

  • Create dynamic forms that will adapt to users’ responses.
  • Create multi-page forms to improve users’ engagement.
  • Utilize preconfigured arithmetic and logical expressions to generate automatic form field values.
  • Set input rules and validations to ensure accuracy and completeness.
  • Allow users to upload documents and images.
  • Integration with Third-Party Applications and connect forms to seamlessly transfer data.
Layers of screens showing business contracts and documents. A row of icons below convey dynamic multi-page forms, data validation, file uploads and integration with third-party applications.

Omnichannel Communications

OmniChannel Communications allows you to converse with customers and your team from anywhere and at any time. We offer this as a plugin that integrates into your existing system and the Solutions+ package.

  • Email
  • Instant Online Video and Voice
  • Text Messaging
  • Archived in the Cloud for easy reference
a laptop with images of Omni communication options surrounding it

Basic (Free)

Begin your VeroTX journey with these features.

Configurable Workflows

Use prebuilt workflows to manage selected business processes.

360 Dashboard

Intuitive tools to track the progress of all your procedures.

Configurable Forms

Explore selected features of intelligent forms. Create and manage them seamlessly

Document Management

Explore selected VeroTX features to create living documents that are collaboratively edited, assessed, and shared.

Solutions

Our Solutions package offers a wider range of tools to help you accomplish your goals, quickly and easily.

Configurable Workflow

Create or reconfigure workflows and customize business rules to manage your day-to-day operations.

360 Dashboard

A simple, collaborative environment to track the progress of all your processes and procedures.

Configurable Forms

Configurable and ​intuitive
Our forms aren’t ours, they’re your solutions.

Document Management

Create living documents that are collaboratively edited, assessed, and shared.

Secure Archival Storage

Maintain long-term storage of sensitive information in the Cloud. Easily retrieve it at any time and from anywhere.

Solutions+

The right tool, at the right time, in the right place. Integrate a couple of useful tools into your existing systems and get right back to work.

Why upgrade?

Integrate just what you need into your existing system. It’s a no-fuss way to upgrade your processes. Plugins, such as AI-enhanced tools and AI Verification, interface seamlessly into your everyday procedures.

Premier

The Complete Package. Premier provides your business with a comprehensive package of AI-enhanced tools and features. All of the plugins above as well as the features included in the Solutions package.

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Questions?
We have answers

[email protected]
408 973 7800

19925 Stevens Creek Boulevard
Cupertino, California 95014

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