-
Abstract:
Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency
and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and
to minimize error and risk. (...)
Excerpt related to
crm article for financial services:
Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency
and accuracy. Organi...
Published:
2006-01-03
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Excerpt related to
crm article for financial services:
... diverse range of industries, including financial services, manufacturing,
the ... important to carefully select your CRM partner ... This blog article
“Don’t Make a ...
Published:
2010-02-15
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Abstract:
Two recent moves by Lawson Software have stunned the market: 1) it discontinued its in-house CRM development in favor for
partnering with Siebel Systems, and 2) it announced the intention to deliver its product also via 3rd-party Application Service
Providers (ASPs). We express our views in this regard. (...)
Excerpt related to
crm article for financial services:
Two recent moves by Lawson Software have stunned the market: 1) it discontinued its in-house CRM development in favor for
partnering with Siebel S...
Published:
2000-05-18
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Abstract:
Despite the logic behind combining customer relationship management (CRM) and business intelligence (BI) elements, the implementation
of marketing automation (MA) has been stunted by slow markets, and pessimistic investors. Vendors in CRM and BI are building
alliances in order to gain market share and il (...)
Excerpt related to
crm article for financial services:
Despite the logic behind combining customer relationship management (CRM) and business intelligence (BI) elements, the implementation
of marketing...
Published:
2005-08-17
-
Abstract:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank,
one of Canada's largest financial organizations with (...)
Excerpt related to
crm article for financial services:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relatio...
Published:
2010-03-11
-
Abstract:
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the
management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success
and failure to emerge from the same initiative. Clearly de (...)
Excerpt related to
crm article for financial services:
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the
management strategy use...
Published:
2004-10-21
-
Excerpt related to
crm article for financial services:
... As for the verticalization theme, Kronos already has industry solutions for Dining, Federal Government,
Financial Services, Gaming, Healthcare, Higher Education ...
Published:
2010-12-07
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Abstract:
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility
implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to
assess results and declare success. (...)
Excerpt related to
crm article for financial services:
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility
implies that t...
Published:
2004-11-09
-
Abstract:
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the
management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success
and failure to emerge from the same initiative. Clearly de (...)
Excerpt related to
crm article for financial services:
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the
management strategy use...
Published:
2004-10-21
-
Abstract:
Microsoft Business Solutions (MBS) announced the availability of Microsoft Business Solutions Solomon 5.5, which includes
several new features and enhancements in the product's Foundation Series, Financial Series, Project Series and Service Series
of modules. This part covers the vendor’s challenges an (...)
Excerpt related to
crm article for financial services:
Microsoft Business Solutions (MBS) announced the availability of Microsoft Business Solutions Solomon 5.5, which includes
several new features and...
Published:
2003-09-06
-
Abstract:
The typical mid-market company that has roughly $350 million in annual revenue, has not fully automated its business processes,
and would gladly give up its legacy systems if everything could work from one server, and give the executives the information
they need in the process. Another opinion in the di (...)
Excerpt related to
crm article for financial services:
The typical mid-market company that has roughly $350 million in annual revenue, has not fully automated its business processes,
and would gladly g...
Published:
2003-08-27
-
Abstract:
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should
be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a
culture consistent with CRM can lead to a deployment strategy (...)
Excerpt related to
crm article for financial services:
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be
used. A point-based sy...
Published:
2004-10-22
-
Abstract:
Two recent moves by Lawson Software have stunned the market: 1) it discontinued its in-house CRM development in favor for
partnering with Siebel Systems, and 2) it announced the intention to deliver its product also via 3rd-party Application Service
Providers (ASPs). We express our views in this regard. (...)
Excerpt related to
crm article for financial services:
Two recent moves by Lawson Software have stunned the market: 1) it discontinued its in-house CRM development in favor for
partnering with Siebel S...
Published:
2000-05-18
-
Excerpt related to
crm article for financial services:
... certification and licensing requirements in the insurance services); ...
the ability to audit your financial integrity, should ... Article is very
good and it is vival ...
Published:
2008-06-05
-
Abstract:
C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide
explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, is the Lexicon of CRM. (...)
Excerpt related to
crm article for financial services:
CRM itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide
explanation and mea...
Published:
2001-10-12
-
Abstract:
Cincom joins a slew of vendors that are aiming at providing a business process improving middleware layer, which will route
requests and interventions across the loosely integrated applications, mitigating the need for complex point-to-point integration.
Cincom Environ, an 'event-enabled environment' is (...)
Excerpt related to
crm article for financial services:
Cincom joins a slew of vendors that are aiming at providing a business process improving middleware layer, which will route
requests and intervent...
Published:
2003-04-22
-
Abstract:
J.D. Edwards believes in the possibilities (both in terms of technology and sell-ability) of Collaborative Commerce. How
far have they gotten in that vision? Are they a good bet if you also have visions of C-Commerce dancing in your head? (...)
Excerpt related to
crm article for financial services:
JD Edwards believes in the possibilities (both in terms of technology and sell-ability) of Collaborative Commerce. How far
have they gotten in ...
Published:
2001-09-18
-
Excerpt related to
crm article for financial services:
... of sizes and within the financial services, healthcare, government
... However, the ERP and CRM units have recently ... in depth in forthcoming
research article on our ...
Published:
2007-12-11
-
Abstract:
Finding out the true facts about what makes CRM tick and how fast it circles the ROI clock—if it indeed reaches ROI-has long
frustrated potential CRM implementers looking for answers. And getting good answers really matters, because their only alternative
to being forewarned may be leaping into enterpr (...)
Excerpt related to
crm article for financial services:
Finding out the true facts about what makes CRM tick and how fast it circles the ROI clock—if it indeed reaches ROI-has long
frustrated potential ...
Published:
2003-02-15
-
Abstract:
Connecting your Executives to the CRM Effort: Becoming (and Remaining) a Data-driven Organization. Read White Papers and Other
Software for Your Diagnosis Related to the CRM Effort in a Data-driven Organization. When businesses commit to implementing
customer relationship management (CRM), they commit to (...)
Excerpt related to
crm article for financial services:
Connecting your Executives to the CRM Effort: Becoming (and Remaining) a Data-driven Organization. Read White Papers and Other
Software for Your Di...
Published:
2010-03-11