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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
help on customer relationship management for finance and 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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Excerpt related to
help on customer relationship management for finance and banking:
... her co-workers for help, and took ... to business software and customer
relationship management (CRM) software. ... E-banking,
customer portals, and mobile banking are ...
Published:
2009-10-08
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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
help on customer relationship management 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:
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
help on customer relationship management for finance and banking:
... Discover solutions that can help you deliver the channels customers demand, and provide
a consistently positive customer experience. ...
Published:
2010-09-01
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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
help on customer relationship management for finance and banking:
... and multidimensional analyses can help management determine the ...
reaches business units, products, customer segments, and ... financial targets and help
banks meet ...
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. (...)
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help on customer relationship management for finance and banking:
... will be able to build on that relationship as part ... Vastera gained
a long-term customer and the chance ... customers are increasingly asking for help
in researching ...
Published:
2005-05-10
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Abstract:
As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets
have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance,
firms need financial services software that can reduce (...)
Excerpt related to
help on customer relationship management for finance and banking:
... to be available 24/7, increased demands for customer service, and ...
new pressures to small to medium banking firms. ... Find out how an integrated solution
can help. ...
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
help on customer relationship management for finance and banking:
... all text and online help is immediately ... Retail banking;
Brokerage; Institutional finance; Insurance. Healthcare, Customer Relationship
Management CRM RFP Template ...
Published:
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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
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... Execution and Management , Customer Relationship Management
(CRM) Software Evaluation Report. A workflow engine is available to help manage collaborative ...
Published:
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Abstract:
On November 7, 2000, SPSS announced that they have signed an agreement to purchase ShowCase Corporation. The company sees
a large part of its future in the analytical CRM market, and will use ShowCase to bolster staff and expertise levels. (...)
Excerpt related to
help on customer relationship management for finance and banking:
On November 7, 2000, SPSS announced that they have signed an agreement to purchase ShowCase Corporation. The company sees
a large part of its fut...
Published:
2000-11-14
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Abstract:
Six Success Factors for Building a Best-run Marketing Organization. Reports and Other Software Package to Use In Your System
or Building a Best-run Marketing Organization. To address evolving market demands, companies must take new approaches to marketing
activities and integrate all company functions. Cu (...)
Excerpt related to
help on customer relationship management for finance and banking:
Six Success Factors for Building a Best-run Marketing Organization. Reports and Other Software Package to Use In Your System
or Building a Best-run...
Published:
2010-03-11
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Excerpt related to
help on customer relationship management for finance and banking:
... her co-workers for help, and took ... to the master data management
(MDM) initiative ... enterprise resource planning (ERP), customer relationship
management (CRM), and ...
Published:
2009-10-21
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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
help on customer relationship management 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:
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
help on customer relationship management 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
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Excerpt related to
help on customer relationship management for finance and banking:
... are the gods and goddesses of the finance industries ... As a consequence,
many banking executives are cringing with ... observe a set of guidelines to help
soften the ...
Published:
2009-01-07
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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
help on customer relationship management 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:
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
help on customer relationship management 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:
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
help on customer relationship management 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
help on customer relationship management for finance and banking:
... Retail banking; Brokerage; Institutional finance; Insurance. ...
based capabilities that help an enterprise ... Customer relationship
management applications are front-end ...
Published:
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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
help on customer relationship management 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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