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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 resource customer relationship management for financial services


17 Rules of the Road for Customer Relationship Management
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 the

resource customer relationship management for financial services  contact management , crew resource management , creative retirement manitoba . Introduction When it comes to choosing the right customer relationship management (CRM) system for your business, it's important to understand all the benefits of an integrated CRM system before beginning your selection process. When you launch a CRM implementation, your choices can impact nearly everyone in your company. That's why we've created this booklet. These 17 rules of the road for CRM were collected from

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » resource customer relationship management for financial services

Customer Relationship Management: Evolution, Not Revolution


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.

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Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line?


Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the service industry. Simultaneously, professional services automation (PSA) became a viable software category. Consequently, deciphering the difference between ERP and PSA remains a challenge.

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How Is Business Process Management Applicable to Financial Services?


Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.

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Hosted versus On-premises Customer Relationship Management


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?

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Monetizing Services in the New Hyperconnected World: Shifting Business Models from Products to Services


In industries as diverse as high tech, financial services, and telecommunications, companies such as yours are rapidly changing their business models and launching new hyperconnected services via the Internet and wireless networks. This white paper examines the challenges of monetizing these new services in today’s economy—and proposes solutions that will help you achieve your goals.

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AIM Vision for Microsoft Dynamics GP: ERP for Discrete Manufacturing Certification Report


The AIM Computer Solutions product AIM Vision for Microsoft Dynamics GP is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Microsoft Dynamics GP 10.0 for ERP for Mixed-mode Manufacturing Certification Report


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Understanding SOA, Web Services, BPM, and BPEL Part Two: BPEL and User Recommendations


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New Realities of Retail Workforce Management: Myths versus Facts


With an economic recovery underway, retailers are leveraging workforce management (WFM) tools to help them address their most pressing needs—cost reduction, return on investment (ROI), and measurably improved performance—while instilling practices that will serve them tomorrow and beyond. Find out how market leaders are leveraging the considerable benefits of WFM systems to gain a significant competitive advantage.

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How to Achieve a Great--and Profitable--Customer Experience


Profitable customer experience (CE) strategies are holistic, sustainable, and focused on creating competitive differentiation. If you can deliver highly valuable experiences to your customers, in a sustainable way, the reward will be loyal, engaged advocates who help you grow your business. Read more to better understand how companies can provide a superlative customer experience and still make a profit.

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