-
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
implementation of customer relationship management 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:
The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing
puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide
better customer service—while at the same time im (...)
Excerpt related to
implementation of customer relationship management for financial services:
... In order to provide better customer service—while at the same time improving ...
Download <strong>Operations Management in the UK Financial Services</strong>.
...
Published:
2010-03-11
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Abstract:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows
evolution without the upset of revolution. (...)
Excerpt related to
implementation of customer relationship management for financial services:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of pro...
Published:
2007-09-24
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Abstract:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success
and full potential from their CRM system. (...)
Excerpt related to
implementation of customer relationship management for financial services:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensiv...
Published:
2005-02-14
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Abstract:
Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS).
Vendors such as WebEx, Webcom, MCA Solutions, and Ariba are delivering applications as SaaS. (...)
Excerpt related to
implementation of customer relationship management for financial services:
Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS).
Vendors such as We...
Published:
2006-03-17
-
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
implementation of customer relationship management 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:
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
implementation of customer relationship management 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:
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
implementation of customer relationship management 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
-
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
implementation of customer relationship management 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:
Customer relationship management (CRM) functionality can fall into four categories: core functionality; non-core functionality;
vertical, industry-specific features; and accounting-related features. When evaluating and selecting a CRM solution, enterprises
must be aware of the potential issues associated (...)
Excerpt related to
implementation of customer relationship management for financial services:
Customer relationship management (CRM) functionality can fall into four categories: core functionality; non-core functionality;
vertical, industry...
Published:
2005-12-05
-
Abstract:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical framework, sales and marketing strategies, including Internet strategies, and customer satisfaction metrics
will create a smooth running CRM machine in your compan (...)
Excerpt related to
implementation of customer relationship management for financial services:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical fram...
Published:
2005-02-17
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Abstract:
Developing the competitive edge involves information gathering and communicating. Using a continuous feedback loop that incorporates
sales, service, and customer satisfaction, will help you realize the benefits of a CRM system. (...)
Excerpt related to
implementation of customer relationship management for financial services:
Developing the competitive edge involves information gathering and communicating. Using a continuous feedback loop that incorporates
sales, servic...
Published:
2005-02-16
-
Abstract:
For a successful customer relationship management (CRM) implementation, the chief executive officer (CEO) must have an ongoing
role in the process. The project implementer must be aware of common CRM misconceptions, and communicate the nature of CRM
to c-level management. (...)
Excerpt related to
implementation of customer relationship management for financial services:
For a successful customer relationship management (CRM) implementation, the chief executive officer (CEO) must have an ongoing
role in the process...
Published:
2006-11-23
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Abstract:
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer
service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these
three modules in our CRM Evaluation Center were given (...)
Excerpt related to
implementation of customer relationship management for financial services:
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer
service and support....
Published:
2008-09-29
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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
implementation of customer relationship management 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
-
Abstract:
Despite the logic behind combining customer relationship management (CRM) and business intelligence (BI) elements, the implementation
of marketing automation (MA) has been stunted by slow markets, and pessimistic investors. Vendors in CRM and BI are building
alliances in order to gain market share and il (...)
Excerpt related to
implementation of customer relationship management for financial services:
Despite the logic behind combining customer relationship management (CRM) and business intelligence (BI) elements, the implementation
of marketing...
Published:
2005-08-17
-
Abstract:
The business ecosystem has shifted focus from corporation to customer, and the location of value has changed with it. Where
value had historically been located in products and services, it is now located in the value produced by the customer. (...)
Excerpt related to
implementation of customer relationship management for financial services:
The business ecosystem has shifted focus from corporation to customer, and the location of value has changed with it. Where
value had historically...
Published:
2006-09-21
-
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
implementation of customer relationship management 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:
Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating
a cost-benefit analysis, determining the tangible and intangible benefits, and the risks involved with CRM implementation. (...)
Excerpt related to
implementation of customer relationship management for financial services:
Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating
a cost-benefit analys...
Published:
2004-07-23
-
Abstract:
Siperian's master data management and customer data integration (CDI) solutions allow organizations to consolidate, manage,
and customize customer-related data. The type of CDI hub implemented depends on the CDI environment's maturity, requirements,
and alignment with an organization's internal processes (...)
Excerpt related to
implementation of customer relationship management for financial services:
Siperian's master data management and customer data integration (CDI) solutions allow organizations to consolidate, manage,
and customize customer...
Published:
2007-03-23
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