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Abstract:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than
around products. This makes a perfect case for (...)
Excerpt related to
customer relationship management consulting for financial services:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firm...
Published:
2000-11-02
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Abstract:
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a
series of conversations and commitments that have been met. (...)
Excerpt related to
customer relationship management consulting for financial services:
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a
series of conversations ...
Published:
2001-01-17
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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
customer relationship management consulting 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:
The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has
caused many organizations with reservations about hosted solutions to think twice. So what exactly are its advantages and
disadvantages? (...)
Excerpt related to
customer relationship management consulting for financial services:
The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has
caused many organizatio...
Published:
2006-07-07
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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
customer relationship management consulting 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:
Your Challenge: Get Decision Makers' Approval for Deploying Customer Relationship Management Effectively: Beyond Implementation.Specific,
Measurable, Achievable, Relevant and Time-Bound. A customer relationship management (CRM) solution is now a standard business
requirement. With origins as a system for (...)
Excerpt related to
customer relationship management consulting for financial services:
Your Challenge: Get Decision Makers' Approval for Deploying Customer Relationship Management Effectively: Beyond Implementation.Specific,
Measurabl...
Published:
2010-03-11
-
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
customer relationship management consulting 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
-
Abstract:
The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has
caused many organizations with reservations about hosted solutions to think twice. So what exactly are its advantages and
disadvantages? (...)
Excerpt related to
customer relationship management consulting for financial services:
The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has
caused many organizatio...
Published:
2006-07-07
-
Abstract:
Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both
domestically and internationally, as well as the full range of federal contractors and project-focused enterprises. (...)
Excerpt related to
customer relationship management consulting for financial services:
Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both
domestically and inte...
Published:
2006-07-13
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Abstract:
CRM system can increase your profits and build customer loyalty by streamlining your processes and provide better quality
products and services. However, you first must be prepared to overcome lack of requirements, combat scope creep, and compensate
for lack of skills. (...)
Excerpt related to
customer relationship management consulting for financial services:
CRM system can increase your profits and build customer loyalty by streamlining your processes and provide better quality
products and services. H...
Published:
2005-02-15
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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
customer relationship management consulting for financial services:
... In 2004, Microsoft offered a midwestern-US-based financial services
corporation a ... The company engaged an independent consulting firm, and in less than three
...
Published:
2010-03-11
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Abstract:
With tight budgets and spending restrictions affecting education, there has been increased interest in using a tool that
has achieved significant success in the business world—customer relationship management (CRM) for schools. This approach involves
taking a "customer-concentric" view to develop strat (...)
Excerpt related to
customer relationship management consulting for financial services:
... Source: Elite Management Consulting Corporation. Document Type: White
Paper ... success in the business world—customer relationship management
(CRM) for schools. ...
Published:
2010-03-11
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Abstract:
Customer Relationship Management: Putting Customers at the Center of the Business.IT Reports and Other Package to Use In Your
Complex System of Customer Relationship Management. No longer are customers simply sideline participants. Organizations are
empowering them with a wealth of knowledge to engage in (...)
Excerpt related to
customer relationship management consulting for financial services:
Customer Relationship Management: Putting Customers at the Center of the Business.IT Reports and Other Package to Use In Your
Complex System of Cus...
Published:
2010-03-11
-
Abstract:
To better understand record management (RM) challenges related to regulatory compliance in the financial services and health
care industries, it is important to know why the laws and acts were written and codified. This knowledge will help organizations
understand why the RM team is creating and maintain (...)
Excerpt related to
customer relationship management consulting for financial services:
... Type: White Paper Description: To better understand record management (RM) challenges
related to regulatory compliance in the financial services and health ...
Published:
2010-03-11
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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 financial services:
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:
SAS Institute has been successful, moving beyond a business intelligence. Lately, it has lately focused on sustaining its
technology leadership, expanding in some vertical markets, and becoming more attentive to the low-end market. (...)
Excerpt related to
customer relationship management consulting for financial services:
SAS Institute has been successful, moving beyond a business intelligence. Lately, it has lately focused on sustaining its
technology leadership, e...
Published:
2005-08-10
-
Abstract:
Your Challenge: Get Decision Makers' Approval for Rules of the Road for CRM. Specific, Measurable, Achievable, Relevant and
Time-Bound. Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes
to CRM systems, it’s important to understand all th (...)
Excerpt related to
customer relationship management consulting for financial services:
Your Challenge: Get Decision Makers' Approval for Rules of the Road for CRM. Specific, Measurable, Achievable, Relevant
and Time-Bound. Customer re...
Published:
2010-03-11
-
Abstract:
Outsourcing is a very diverse market, and there are many different outsourcing options and outsourcing service providers
to choose from. This part examines the four broad outsourcing categories: application software, information technology infrastructure,
business process outsourcing (BPO), and manufactu (...)
Excerpt related to
customer relationship management consulting for financial services:
... Finance and accounting billing: Receivables management (AR); Payment services
(AP); Creditors management; Financial accounting. Customer relationship:
Call centers ...
Published:
2004-01-17
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Abstract:
The market for enterprise incentive management (EIM) products is in its early stages and is rapidly evolving. Callidus Software
is the EIM vendor of choice for some of the largest companies in the world. (...)
Excerpt related to
customer relationship management consulting for financial services:
The market for enterprise incentive management (EIM) products is in its early stages and is rapidly evolving. Callidus Software
is the EIM vendor ...
Published:
2006-12-11
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Excerpt related to
customer relationship management consulting for financial services:
... as front-office customer relationship management (CRM)
applications ... accounting and customer service. ... services,
professional services and management consulting. ...
Published:
2008-01-24
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