-
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
resource 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
-
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
resource 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 to ... SCM), not to mention enterprise resource
planning (ERP ...
Published:
2005-05-10
-
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
resource customer relationship management for finance and banking:
... to as marketing resource management or MRM). ... banking;
Brokerage; Institutional finance; Insurance. Healthcare, Customer Relationship
Management CRM RFP Template. ...
Published:
-
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
resource customer relationship management for finance and banking:
... Data quality control. Marketing Resource Management , Customer
Relationship Management (CRM) Software Evaluation Report. Strategic ...
Published:
-
Excerpt related to
resource customer relationship management for finance and banking:
... prior to the master data management (MDM) initiative ... solutions
such as enterprise resource planning (ERP), customer relationship management
(CRM), and ...
Published:
2009-10-21
-
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
resource 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
-
Abstract:
A growing measure of business performance is financial performance management. Leveraging business intelligence (BI) to map
business performance goals requires integrating and consolidating information. Systems Union is embarking on a strategy to
triumph in this market. (...)
Excerpt related to
resource customer relationship management for finance and banking:
A growing measure of business performance is financial performance management. Leveraging business intelligence (BI) to map
business performance g...
Published:
2005-07-18
-
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
resource 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
-
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
resource 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
-
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
resource 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
-
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
resource 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
-
Abstract:
As security breaches become increasingly more frequent, minimizing user access to back-end systems and web applications without
impacting legitimate usage is more important than ever before. (...)
Excerpt related to
resource customer relationship management for finance and banking:
... solutions that have the capabilities to provide authentication, management, access control
... all things to all people (news, weather, entertainment, finance, etc ...
Published:
2001-12-22
-
Abstract:
Through the PeopleSoft acquisition, Oracle hereby gains a new customer base, increased market share, expertise, immediate
recurring revenue sources, and new and overlapping products. However, keeping PeopleSoft's customers will take a great deal
of diplomatic customer management and savvy engineering. (...)
Excerpt related to
resource customer relationship management for finance and banking:
Through the PeopleSoft acquisition, Oracle hereby gains a new customer base, increased market share, expertise, immediate
recurring revenue source...
Published:
2005-05-30
-
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
resource customer relationship management 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
-
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
resource customer relationship management 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
-
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
resource 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
-
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
resource 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
-
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
resource customer relationship management for finance and banking:
... assignments from resource allocation view; ... banking;
Brokerage; Institutional finance; Insurance. ... Technical support Customer
relationship management (CRM) focuses ...
Published:
-
Abstract:
Whether this is a temporary stint, a true long-term alliance, or just a prelude to nuptials down the track, Microsoft should
turn out as a beneficiary in every way. (...)
Excerpt related to
resource customer relationship management for finance and banking:
Whether this is a temporary stint, a true long-term alliance, or just a prelude to nuptials down the track, Microsoft should
turn out as a benefic...
Published:
2003-08-30
-
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
resource customer relationship management 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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