-
Abstract:
A decline in customer loyalty has put a great deal of pressure on financial institutions of late. Thus, as banks tailor products
and services to meet customer demands, they must also boost revenue. That’s why it’s essential to target your most profitable
customers with real-time insight that helps yo (...)
Excerpt related to
crm guide for banking:
Customer-oriented Banking and Account Origination. ... Download <strong>Customer-
oriented Banking and Account Origination</strong>. Comments: ...
Published:
2010-03-11
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Abstract:
Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s
objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional
analyses can help management determine the feas (...)
Excerpt related to
crm guide for banking:
The Banking Industry: Planning the Road Ahead. ... Download <strong>The Banking
Industry: Planning the Road Ahead</strong>. Comments: ...
Published:
2010-03-11
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Abstract:
Six Key Elements to Delivering a Consistent Outstanding Customer Experience in the Contact Centre and Beyond. Read Online
White Paper about Six Key Elements to Delivering a Consistent Outstanding Customer Experience. Customers are the lifeblood
of any business, and receiving quality customer service is a (...)
Excerpt related to
crm guide for banking:
Six Key Elements to Delivering a Consistent Outstanding Customer Experience in the Contact Centre and Beyond. Read Online
White Paper about Six Key...
Published:
2010-03-11
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Abstract:
In the current regulatory environment, banks are facing two levels of challenges. While they are under pressure to expand
beyond home territories, they also face stifling regulatory constraints. These restrictions are forcing banks to maximize
on every capital expenditure they make. Such financial and re (...)
Excerpt related to
crm guide for banking:
IT Infrastructure Trends in Banking. Source: Wipro ... for growth. Download <strong>IT
Infrastructure Trends in Banking</strong>. Comments: ...
Published:
2011-11-14
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Abstract:
Banks need robust risk analysis and reporting solutions to improve reporting accuracy and efficiency, while reducing the
costs and burdens of compliance. Yet many forces hamper efficient enterprise risk reporting, including regulatory and stakeholder
pressures, process inefficiencies, and disparate data. (...)
Excerpt related to
crm guide for banking:
Balancing Profitability and Risk in Banking: Overcoming Common Risk Analysis and Reporting Challenges. Source:
SAP. Document Type: White ...
Published:
2011-07-25
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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 guide for banking:
... Learn how a new customer relationship management (CRM) system helped the firm increase
productivity and get instant access to know-your-client information. ...
Published:
2010-11-11
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Abstract:
Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit
analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security
system, you can maintain the data’s original properties (...)
Excerpt related to
crm guide for banking:
Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms. Source: Camouflage
Software Inc. Document ...
Published:
2010-03-11
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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 guide for banking:
Case Study: Deutsche Bank Gets Closer to Customers with CRM Web Portal. Source: Luxoft. Document Type: Case
Study Description: With ...
Published:
2010-03-11
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Abstract:
Take a tip from the professionals about sales force automation.You'll wonder how you ever managed without it.Free download!
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about
doing so may be a point of contention. Sales force aut (...)
Excerpt related to
crm guide for banking:
Take a tip from the professionals about sales force automation.You'll wonder how you ever managed without it.Free download!
No matter how effective...
Published:
2010-03-11
-
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 guide for 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:
North American wealth management clients, recovering from the market downturn of 2008 and current market conditions have
new expectations of their wealth management firms. Market changes present a tremendous business opportunity for wealth management
firms that can adapt to the changing needs of investor (...)
Excerpt related to
crm guide for banking:
... of investors. Learn about customer relationship management (CRM) solutions that address
the demands of today’s market. Download ...
Published:
2010-11-11
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Abstract:
Cloud computing is allowing small to medium businesses (SMBs) to gain access to premium enterprise solutions without the
traditional price tag of hardware and software licenses. This third and final part of a guide to cloud assets for SMBs reviews
various types of cloud configurations and the ramificatio (...)
Excerpt related to
crm guide for banking:
Cloud computing is allowing small to medium businesses (SMBs) to gain access to premium enterprise solutions without the traditional
price tag of ...
Published:
2011-04-21
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Abstract:
Bank chief financial officers (CFOs) are being forced to reexamine their roles and responsibilities. Simply closing the books
no longer works. Finance departments are being asked to perform strategic budgeting and planning, monitor risk and compliance,
and improve overall performance. To meet these deman (...)
Excerpt related to
crm guide for banking:
Improving Bank performance: Overcoming Common Planning-related Obstacles. Source: SAP. Document Type: White Paper Description:
Bank ...
Published:
2011-08-08
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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 guide for 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:
In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM)
software will function on the equipment and at the site, and with staff, customers, and third-party applications. Acceptance
testing involves three basic flavors: user acceptance, o (...)
Excerpt related to
crm guide for banking:
... work with high rates of change (eg, banking or telecoms ... There is
more to implementing a CRM system than ... to testers, see my previous article: A Guide
to Software ...
Published:
2004-10-13
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Abstract:
Whether in a business-to-consumer (B2C) or business-to-business (B2B) context, customers demand multiple channels through
which they can find information, purchase goods, view and pay their bills, request services, or get support based on their
specific needs and preferences. Discover solutions that can (...)
Excerpt related to
crm guide for banking:
How to Deliver a Great Customer Experience and Lower Costs: Achieving Interaction Excellence Across Multiple Touch Points.
Source ...
Published:
2010-09-01
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Abstract:
The emerging class of digitally savvy bank customers, including small and midsized businesses, increasingly wants to use
bank branches for sophisticated financial advice, support, and products--as opposed to conventional transactions such as cashing
pay checks. This white paper, produced jointly by Knowl (...)
Excerpt related to
crm guide for banking:
New Contours for Bank Branches as Customers Get Digitally Savvy. Source: Wipro Technologies. Document Type: White Paper Description
...
Published:
2011-11-14
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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 guide for banking:
... Business Bank of California is ranked fifth of 25 locally based banks in the Inland of Southern California
and offers retail banking, commercial, construction ...
Published:
2010-03-11
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Abstract:
The Customer Relationship Management (CRM) RFP Template covers industry-standard functional criteria of CRM that can help
you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template,
it is a working document that serves as a knowledge base refe (...)
Excerpt related to
crm guide for banking:
... framework, CRM grid, CRM guide, CRM
guidebook, CRM ... Customer Relationship Management CRM RFP Template. Retail
banking; Brokerage; Institutional finance; Insurance ...
Published:
-
Abstract:
CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know. Get Solutions and Other Documents
to Delineate Your Tender In Relation To CRM Success for Fast Growing Companies. When creating a seamless value chain, it is
essential to focus on the customer. However, informati (...)
Excerpt related to
crm guide for banking:
CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know. Get Solutions and Other Documents
to Delineate Your T...
Published:
2010-03-11