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Excerpt related to
crm applications for finance and banking:
... Hello,. I was wondering about the list that you were compiling of different offerings of CRM
vendors for finance and banking. Also ...
Published:
2009-10-08
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Abstract:
As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets
have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance,
firms need financial services software that can reduce (...)
Excerpt related to
crm applications for finance and banking:
... Source: Oracle. Document Type: White Paper Description: As the banking industry goes
global, the need to be available 24/7, increased demands for customer ...
Published:
2010-03-11
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Abstract:
A man leaves his farm in search of the richest diamond mine in the world only to die penniless when, all along, unknown to
him, his own land was rich with the jewels he longed to find. That’s the fable at the heart of AXA Equitable’s ongoing successful
marketing program called Mining Diamonds. And th (...)
Excerpt related to
crm applications for finance and banking:
Mining Diamonds, Finding Gold. Source: SAS. Document Type: Case Study Description: A man leaves his farm in search of the
richest ...
Published:
2011-05-19
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Abstract:
As security breaches become increasingly more frequent, minimizing user access to back-end systems and web applications without
impacting legitimate usage is more important than ever before. (...)
Excerpt related to
crm applications for finance and banking:
... As more web-based applications are deployed, enterprise single sign-on (SSO) solutions
... be all things to all people (news, weather, entertainment, finance, etc ...
Published:
2001-12-22
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Abstract:
With so much frenzy surrounding e-business and CRM applications, ERP may be a far cry from its halcyon days. However, ERP
implementation skills are still in demand, particularly as a foundation and a facilitator to other sexier applications. (...)
Excerpt related to
crm applications for finance and banking:
With so much frenzy surrounding e-business and CRM applications, ERP may be a far cry from its halcyon days. However, ERP
implementation skills ar...
Published:
2001-02-02
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Abstract:
With $1 billion in assets under management, Hillview Capital Advisors, LLC had to pull data from a dozen different sources
to gain a complete client view. The firm had been relying on a mix of applications that now seemed inadequate for its growing
needs. Learn how a new customer relationship management (...)
Excerpt related to
crm applications for finance and banking:
... been relying on a mix of applications that now seemed inadequate for its growing needs.
Learn how a new customer relationship management (CRM) system helped ...
Published:
2010-11-11
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Abstract:
Whether this is a temporary stint, a true long-term alliance, or just a prelude to nuptials down the track, Microsoft should
turn out as a beneficiary in every way. (...)
Excerpt related to
crm applications for finance and banking:
Whether this is a temporary stint, a true long-term alliance, or just a prelude to nuptials down the track, Microsoft should
turn out as a benefic...
Published:
2003-08-30
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Abstract:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the
perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado
solution. (...)
Excerpt related to
crm applications for finance and banking:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from
the perspectives of core fun...
Published:
2006-08-17
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Abstract:
A growing measure of business performance is financial performance management. Leveraging business intelligence (BI) to map
business performance goals requires integrating and consolidating information. Systems Union is embarking on a strategy to
triumph in this market. (...)
Excerpt related to
crm applications for finance and banking:
A growing measure of business performance is financial performance management. Leveraging business intelligence (BI) to map
business performance g...
Published:
2005-07-18
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Excerpt related to
crm applications for finance and banking:
... Banks are the gods and goddesses of the finance industries ... As a
consequence, many banking executives are cringing with worry about their institutions’ fiscal ...
Published:
2009-01-07
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Abstract:
A recent survey of chief executive officers has found that growth is again the number one priority, overtaking cost-cutting
as their previous top concern. Can enterprise application providers to take advantage of this new focus? (...)
Excerpt related to
crm applications for finance and banking:
A recent survey of chief executive officers has found that growth is again the number one priority, overtaking cost-cutting
as their previous top ...
Published:
2005-04-21
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Abstract:
To meet tough government compliance, more vendors are offering compliance solutions. CODA's collaborative task modeling tool
takes an enterprise's best practices model, audits business processes, automates data collection, and creates a secure collaborative
space to offer checks and balances to simplify (...)
Excerpt related to
crm applications for finance and banking:
To meet tough government compliance, more vendors are offering compliance solutions. CODA's collaborative task modeling
tool takes an enterprise's...
Published:
2005-11-15
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Abstract:
More and more, the market is requesting that a CRM or an ERP application include analytics which can be used in a myriad
of businesses to predict customer behavior and help businesses increase the effectiveness of their customer acquisition, retention,
and cross-sell programs. It is a costly operation to (...)
Excerpt related to
crm applications for finance and banking:
More and more, the market is requesting that a CRM or an ERP application include analytics which can be used in a myriad of
businesses to predict ...
Published:
2004-01-30
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Abstract:
Collaboration between Amdocs and SAS, if truly committed to by both, should make it possible to collect and analyze information
stored in these Amdocs' systems, and deliver the conclusions and recommendations to the operator's decision-makers in the
form of graphs and practical reports. (...)
Excerpt related to
crm applications for finance and banking:
Collaboration between Amdocs and SAS, if truly committed to by both, should make it possible to collect and analyze information
stored in these Am...
Published:
2005-08-05
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Abstract:
While customers may be bemused if not concerned about the Oracle/PeopleSoft merger, they are from a traditionally risk-adverse
market. Despite the lush deals offered by the competition, realistically, the only way Oracle will lose customers is through
self-inflicted wounds. (...)
Excerpt related to
crm applications for finance and banking:
While customers may be bemused if not concerned about the Oracle/PeopleSoft merger, they are from a traditionally risk-adverse
market. Despite the...
Published:
2005-05-25
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Abstract:
Through the PeopleSoft acquisition, Oracle hereby gains a new customer base, increased market share, expertise, immediate
recurring revenue sources, and new and overlapping products. However, keeping PeopleSoft's customers will take a great deal
of diplomatic customer management and savvy engineering. (...)
Excerpt related to
crm applications for finance and banking:
Through the PeopleSoft acquisition, Oracle hereby gains a new customer base, increased market share, expertise, immediate
recurring revenue source...
Published:
2005-05-30
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Abstract:
This complete rating detail report covers the vendor or provider's responses to TEC's comprehensive research model. The report
answers your concerns about how your chosen vendors will support your requirements. (...)
Excerpt related to
crm applications for finance and banking:
... to other groups for completion (network engineering, inventory, finance). ...
Service & Support Customer relationship management (CRM) applications are front-end
...
Published:
-
Abstract:
The Customer Relationship Management (CRM) RFP Template for Financial and Insurance Markets covers industry-standard functional
criteria of CRM for Financial and Insurance Markets that can help you easily gather and prioritize your business needs in
a simple and categorized excel document. More than a RFP (...)
Excerpt related to
crm applications for finance and banking:
... to other groups for completion (network engineering, inventory, finance). ...
Service & Support Customer relationship management (CRM) applications are front-end
...
Published:
-
Abstract:
Microsoft announced plans to increase resources and provide new tools and offerings for MBS independent software vendors
(ISV) and value-added resellers (VAR). These efforts are designed to accelerate the MBS Group's partner-driven vertical strategy,
providing stronger opportunities for partners to align (...)
Excerpt related to
crm applications for finance and banking:
Microsoft announced plans to increase resources and provide new tools and offerings for MBS independent software vendors (ISV)
and value-added res...
Published:
2005-08-24
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Abstract:
There has been noise in the US public sector about a strong federal (Feds) interest in ERP applications. This, coupled with
the Feds customary huge purchasing appetite for goods and services ranging from consulting to purchasing military devices
and components, building, many businesses that have previou (...)
Excerpt related to
crm applications for finance and banking:
There has been noise in the US public sector about a strong federal (Feds) interest in ERP applications. This, coupled with
the Feds customary hug...
Published:
2004-09-21