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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 case study for finance and banking:
... Source: Salentica Inc. Document Type: Case Study Description: With
$1 billion in assets ... Learn how a new customer relationship management (CRM) system helped
the ...
Published:
2010-11-11
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Abstract:
Royal Bank of Canada (RBC) is Canada’s largest bank and one of North America’s leading diversified financial services companies.
To deliver regulatory-based courses and learning through a global, cost-effective channel, RBC replaced its homegrown learning
management system (LMS) with a cost-effective (...)
Excerpt related to
crm case study for finance and banking:
Case Study: Royal Bank of Canada. ... Find out how they did it. Download
<strong>Case Study: Royal Bank of Canada</strong>. Comments: ...
Published:
2010-08-17
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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 case study for finance and banking:
... Source: SAS. Document Type: Case Study Description: A man leaves his
farm in search of the richest diamond mine in the world only to die penniless when, all ...
Published:
2011-05-19
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Abstract:
Business Bank of California, a subsidiary of Business Bancorp (NasdaqNM: BZBC), has served California businesses since 1984.
With assets of more than $620 million, Business Bank of California is ranked fifth of 25 locally based banks in the Inland
of Southern California and offers retail banking, commerc (...)
Excerpt related to
crm case study for finance and banking:
... Source: Surado Solutions. Document Type: Case Study Description: Business
Bank of ... of Southern California and offers retail banking, commercial, construction ...
Published:
2010-03-11
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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 case study 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:
A proof of concept (POC) should be completed as part of the selection process when the risk of project failure is comparatively
high. Risk can be measured by two key variables. These variables are complexity of requirements and level of expertise of
the selection/implementation team. The more complex the (...)
Excerpt related to
crm case study for finance and banking:
A proof of concept (POC) should be completed as part of the selection process when the risk of project failure is comparatively
high. Risk can be ...
Published:
2004-07-13
-
Excerpt related to
crm case study for finance and banking:
... A recent blog post CRM for the Finance and Banking
... Recently at the Gartner Master Data Management Summit 2009, I learned from a case study
that prior to ...
Published:
2009-10-21
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Abstract:
This article explores how the proof of concept (POC) fits into the software selection process, when a POC should be undertaken,
structural variables, and the advantages and disadvantages of the POC from the client and value-added reseller point of view. (...)
Excerpt related to
crm case study for finance and banking:
This article explores how the proof of concept (POC) fits into the software selection process, when a POC should be undertaken,
structural variabl...
Published:
2004-07-12
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Abstract:
TradeStone recently announced the commercial availability of its Unified Buying Engine, a technology platform that should
enable user companies to streamline all purchasing into a single view and business process. (...)
Excerpt related to
crm case study for finance and banking:
TradeStone recently announced the commercial availability of its Unified Buying Engine, a technology platform that should
enable user companies to...
Published:
2006-08-02
-
Excerpt related to
crm case study for finance and banking:
... For that reason, the banking sector still uses domestic ... part of
the Serbian Ministry of Finance), there are ... hardly ever point to a proper selection
case study. ...
Published:
2008-01-04
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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 case study 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:
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 case study 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
-
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 case study 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:
Once we cross the border of the enterprise, traditional enterprise-centric systems fail to provide visibility or a way to
understand and act, all in sync with our supply chain partners. This is why the delivery architecture of an application is
critical, especially for addressing multi-enterprise intera (...)
Excerpt related to
crm case study for finance and banking:
Once we cross the border of the enterprise, traditional enterprise-centric systems fail to provide visibility or a way to
understand and act, all ...
Published:
2005-06-28
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Abstract:
By recently acquiring ACCPAC International and Softline, the Sage Group continues to round out by annexation. It currently
still has the largest geographic coverage in the lower-end of the mid-market. (...)
Excerpt related to
crm case study for finance and banking:
... Respective product lines would hence include ACCPAC CRM, ACCPAC CRM
SalesTeam, ACCPAC ... Into SSA GT's Sanctuary) and its former line of banking applications.
...
Published:
2004-06-02
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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 case study 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:
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 case study 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:
The combined company's possibly biggest challenge remains a lack of awareness of the need for sourcing/spend management.
While many people have realized the power of e-commerce on the consumer side, there is still plenty of education to be conducted
by all the SRM vendors to prove how much leverage their (...)
Excerpt related to
crm case study for finance and banking:
The combined company's possibly biggest challenge remains a lack of awareness of the need for sourcing/spend management.
While many people have re...
Published:
2003-11-20
-
Abstract:
ERP Functionality Delivered: The delivery differences between products and vendors explained. Find IT Solutions and Other
Information Related to the ERP Functionality. Today, global trade management issues affect small and midsized businesses (SMBs)
and large multinationals alike. While enterprise resourc (...)
Excerpt related to
crm case study for finance and banking:
... methodologies. Case Study. Goss ... 45 standard country
versions, 8 add-on versions, and two partner solutions of Finance and Operations. The sheer ...
Published:
2010-03-11
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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 case study 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