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Abstract:
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities,
increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects,
institutions, syndicate partners, and other contacts, the r (...)
Excerpt related to
customer relationship management consulting for finance and banking:
... White Paper Description: Client relationship management (CRM) technology
can help capital-markets firms streamline investment banking activities, increase ...
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
customer relationship management consulting for finance and banking:
... multidimensional analyses can help management determine the ... business
units, products, customer segments, and ... Download <strong>The Banking
Industry: Planning ...
Published:
2010-03-11
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Abstract:
With the acquisition of Vastera, JPMorgan Chase may be the first global financial institution to offer a complete integrated
cash, trade and logistics solution across the physical and financial supply chains in a way that would maximize benefits to
its clients. (...)
Excerpt related to
customer relationship management consulting for finance and banking:
... be able to build on that relationship as part ... offerings allowing
it to provide trade management BPO services ... Vastera gained a long-term customer
and the chance ...
Published:
2005-05-10
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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
customer relationship management consulting for finance and banking:
... And the customer intelligence behind the program? SAS. Read the full story now. Download
<strong>Mining Diamonds, Finding Gold</strong>. Comments: ...
Published:
2011-05-19
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Abstract:
Vastera has gradually migrated to become more of a services company than a mere enterprise software provider. Over the last
few years it has grown its global trade know-how, consulting practice, and managed services division. (...)
Excerpt related to
customer relationship management consulting for finance and banking:
Vastera has gradually migrated to become more of a services company than a mere enterprise software provider. Over the last
few years it has grown...
Published:
2005-05-11
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Abstract:
Just what you need about IT Vendor Management! During a recession, successful businesses change their approach to managing
information technology (IT) sourcing. The challenge is to become more efficient and invest in IT so the return on investment
(ROI) is realized quickly and business competitiveness is (...)
Excerpt related to
customer relationship management consulting for finance and banking:
Just what you need about IT Vendor Management! During a recession, successful businesses change their approach to managing
information technology (...
Published:
2010-03-11
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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
customer relationship management consulting 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
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Abstract:
The strategic imperative to streamline the entire lifecycle of global trade has prompted JPMorgan and TradeBeam to acquire
complementary companies. Logistics service providers also recognize that many customers want trade services, and are stepping
up to the challenge. (...)
Excerpt related to
customer relationship management consulting for finance and banking:
The strategic imperative to streamline the entire lifecycle of global trade has prompted JPMorgan and TradeBeam to acquire
complementary companies...
Published:
2005-06-17
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Abstract:
The acquisition of Vastera by JPMorgan Chase indicates that finance in GTM is just as important as the physical movement
of goods. However, there are still a number of issues that need to be reconciled or at least addressed (...)
Excerpt related to
customer relationship management consulting for finance and banking:
The acquisition of Vastera by JPMorgan Chase indicates that finance in GTM is just as important as the physical movement of
goods. However, there ...
Published:
2005-05-12
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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
customer relationship management consulting 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
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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
customer relationship management consulting 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:
Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without
limitation. (Of course your cell phone will not suddenly start spurting out cash….) (...)
Excerpt related to
customer relationship management consulting for finance and banking:
... packaged wireless solution aimed directly at e-finance. The package will allow a financial
institution's clients access to day to day banking transactions, as ...
Published:
2000-04-06
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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
customer relationship management consulting 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
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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
customer relationship management consulting 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:
Reducing Operational Risk of IT Service in Finance. Browse Free IT Guides on Reducing Operational Risk of IT Service in Finance.
An overview for CIOs of the provision and management of IT services at a level that addresses the risk management issues raised
by the Basel Committee's New Capital Accord expec (...)
Excerpt related to
customer relationship management consulting for finance and banking:
Reducing Operational Risk of IT Service in Finance. Browse Free IT Guides on Reducing Operational Risk of IT Service in Finance.
An overview for CI...
Published:
2010-03-11
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Abstract:
The Enterprise Marketing Management (EMM) RFP Template covers industry-standard functional criteria of EMM 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 refer (...)
Excerpt related to
customer relationship management consulting for finance and banking:
... Accounting; Legal; Management consulting; Advertising and ...
banking; Brokerage; Institutional finance; Insurance. ... Technical support
Customer relationship management ...
Published:
-
Excerpt related to
customer relationship management consulting for finance and banking:
... dozen renowned installation sites (customer references) and a ... consulted
on purchasing Energy Management Systems (EMS ... the only educated consulting
environment at ...
Published:
2008-01-04
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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
customer relationship management consulting for finance and banking:
... Accounting; Legal; Management consulting; Advertising and ...
banking; Brokerage; Institutional finance; Insurance. ... Technical support
Customer relationship management ...
Published:
-
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
customer relationship management consulting 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:
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
customer relationship management consulting 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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