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Abstract:
With more than 5,000 global employees serving as touch points for sales and customer service, Deutsche Bank could no longer
afford to rely on its outdated customer relationship management (CRM) systems. The financial services powerhouse now has a
system that serves 5,500 Deutsche Bank employees, and incl (...)
Excerpt related to
crm case study for financial services:
... The financial services powerhouse now has a system that serves ...
Download <strong>Case Study: Deutsche Bank Gets Closer to Customers with CRM
Web Portal ...
Published:
2010-03-11
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Abstract:
Security Benefit is a financial services company based in Topeka, Kansas (US). The company’s outside sales team operates
from remote locations nationwide. For years, the company used an internally developed contact management system to support
its remote sales force. But, field sales staff couldn’t s (...)
Excerpt related to
crm case study for financial services:
... Source: Microsoft. Document Type: Case Study Description: Security
Benefit is a financial services company based in Topeka, Kansas (US). ...
Published:
2010-03-11
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Abstract:
In 2004, Microsoft offered a midwestern-US-based financial services corporation a range of options to renew and replace its
existing enterprise agreement. But without the right negotiating skills, how could it be certain Microsoft’s offer was the
most cost-saving approach? The company engaged an indepe (...)
Excerpt related to
crm case study for financial services:
... Source: Microsoft License Secrets. Document Type: Case Study Description:
In 2004, Microsoft offered a midwestern-US-based financial services corporation a ...
Published:
2010-03-11
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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 financial services:
... Type: Case Study Description: Royal Bank of Canada (RBC) is Canada’s
largest bank and one of North America’s leading diversified financial services ...
Published:
2010-08-17
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Abstract:
The best CRM choice for Global Refund. Read TEC's whitepaper here! Swiss financial services company Global Refund needed to
replace its antiquated customer relationship management (CRM) system. To find a mobile-enabled, user-friendly solution that
could handle the company’s 15 million yearly transaction (...)
Excerpt related to
crm case study for financial services:
... Type: Case Study Description: Swiss financial services
company Global Refund needed to replace its antiquated customer relationship management (CRM) system. ...
Published:
2010-03-11
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Abstract:
Interactive Data Corporation is a provider of securities pricing, financial information, and analytic tools to institutional
and individual investors. The company supplies time-sensitive pricing, dividend, corporate action, and descriptive information.
However, as a result of global growth, Interactive D (...)
Excerpt related to
crm case study for financial services:
... Source: OutlookSoft. Document Type: Case Study Description: Interactive
Data Corporation is a provider of securities pricing, financial information, and ...
Published:
2010-03-11
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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 case study 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
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Abstract:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are
seeking a more specialized and industry specific tool. From the larger organization to the smallest customers, CRM buyers
are expecting their applications to follow their business mode (...)
Excerpt related to
crm case study for financial services:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking
a more specialize...
Published:
2003-05-28
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Abstract:
LPEC, a large Polish energy distributor, found its financial and bookkeeping system was obsolete. New systems didn’t offer
the data integration the company needed, and so it implemented enterprise resource planning (ERP) software to address bookkeeping,
fixed assets, and materials management, as well a (...)
Excerpt related to
crm case study for financial services:
... Source: BPSC SA. Document Type: Case Study Description: LPEC, a large
Polish energy distributor, found its financial and bookkeeping system was obsolete. ...
Published:
2010-03-11
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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 case study 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
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Abstract:
SAP has a new marketing campaign. What does this mean for competitors, prospective buyers, and business-to-business marketing
professionals? This case study explains why it's important to dig deeper when a company of interest to you changes its marketing
campaign. (...)
Excerpt related to
crm case study for financial services:
SAP has a new marketing campaign. What does this mean for competitors, prospective buyers, and business-to-business marketing
professionals? This ...
Published:
2006-01-05
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Abstract:
The best CRM choice for Global Refund. Read TEC's whitepaper here! Swiss financial services company Global Refund needed to
replace its antiquated customer relationship management (CRM) system. To find a mobile-enabled, user-friendly solution that
could handle the company’s 15 million yearly transaction (...)
Excerpt related to
crm case study for financial services:
... Evaluation Centers. Description: Swiss financial services company Global
Refund needed to replace its antiquated customer relationship management (CRM) system. ...
Published:
2010-03-11
-
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 case study 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
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Abstract:
Credit Suisse, a global banking and financial services company, embarked on a global HR transformation program in early 2008
to create a number of shared service centers primarily focused on back-office HR operations. After evaluating a number of
vendors for delivery capabilities, cost effectiveness, and (...)
Excerpt related to
crm case study for financial services:
... Source: Wipro Technologies. Document Type: Case Study Description:
Credit Suisse, a global banking and financial services company, embarked on a global HR
...
Published:
2011-08-28
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Abstract:
Since its inception in 2005, digital services provider Acceller had been using the same system to manage accounts payable
(AP) and accounts receivable (AR). But when business began to increase, the lack of sophisticated financial reporting and
the need for improved financial controls became significant i (...)
Excerpt related to
crm case study for financial services:
... its inception in 2005, digital services provider Acceller ... and the
need for improved financial controls became ... Download <strong>Case
Study: Acceller</strong>. ...
Published:
2010-03-11
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Abstract:
Customer Success. Find Free IT Reports, Case Studies, and Other Resources Associated with the Customer Success. Old-world
quality is great for a chocolate manufacturer, but old-style business systems are not. Hauser Chocolatier learned this the
hard way, struggling for years with DOS-based accounting soft (...)
Excerpt related to
crm case study for financial services:
Customer Success. Find Free IT Reports, Case Studies, and Other Resources Associated with the Customer Success. Old-world
quality is great for a ch...
Published:
2010-03-11
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Abstract:
Brady Corporation is a world leader in identification solutions that help companies improve safety and security. Founded
in 1914, its divisions operate some twenty enterprise resource planning systems. However, even with Brady’s move to centralize
about half its financial information on SAP R/3, seriou (...)
Excerpt related to
crm case study for financial services:
... However, even with Brady’s move to centralize about half its financial information on
SAP R ... Download <strong>OutlookSoft Case Study: Brady Corporation</strong
...
Published:
2010-03-11
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Abstract:
Compliance with the market RFID mandate has unfortunately preceded the achievements of applied physics and computer science.
One of the main obstacles is the lack of integration, since there is a dearth of software tools from enterprise application
integration vendors to get data from RFID tags and reade (...)
Excerpt related to
crm case study for financial services:
Compliance with the market RFID mandate has unfortunately preceded the achievements of applied physics and computer science.
One of the main obsta...
Published:
2004-08-04
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Abstract:
Social networking has collided with customer relationship management, and it's turning the relationship between businesses
and their customers upside down. Today, businesses are using social networking sites like Facebook and MySpace or, as is the
case with Procter & Gamble, developing their own social n (...)
Excerpt related to
crm case study for financial services:
Social networking has collided with customer relationship management, and it's turning the relationship between businesses
and their customers ups...
Published:
2007-10-24
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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 case study 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