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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
selection of customer relationship management 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:
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
selection 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
selection 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:
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
selection of customer relationship management 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:
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
selection of customer relationship management for financial services:
... to be available 24/7, increased demands for customer service, and ...
the ongoing challenges of regulatory compliance, firms need financial services software
that ...
Published:
2010-03-11
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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
selection of customer relationship management for financial services:
... Centers. Description: Swiss financial services company Global ...
to replace its antiquated customer relationship management (CRM) system.
... off the selection process ...
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
selection of customer relationship management for financial services:
... Study Description: Swiss financial services company Global ...
replace its antiquated customer relationship management (CRM) system ...
months off the selection process ...
Published:
2010-03-11
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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
selection 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:
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
selection 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:
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
selection 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:
This report aims to establish the areas of product functionality required by service industries such as advertising agencies
and identify a strategy vendors might take to improve the fit of their solutions to this market. Enterprise resource planning
(ERP) systems that address the needs of service industr (...)
Excerpt related to
selection of customer relationship management for financial services:
Market Landscape Report: Enterprise Software for Advertising and Marketing Services. Source: Technology Evaluation
Centers. Document ...
Published:
2011-08-02
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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
selection 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
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Abstract:
No company today can afford to ignore the value of its customers' natural social networking behavior. The advantages that
these social networks can bring to a company's customer relationship management platform are powerful tools that can ultimately
improve its products. (...)
Excerpt related to
selection of customer relationship management for financial services:
No company today can afford to ignore the value of its customers' natural social networking behavior. The advantages that
these social networks ca...
Published:
2007-05-28
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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
selection 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
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Abstract:
On April 20, Infinium Software, a provider of Web-based enterprise solutions and services, announced that it introduced many
significant new offerings at Infinium World 2000, held at the MGM Grand Resort in Las Vegas. (...)
Excerpt related to
selection of customer relationship management for financial services:
On April 20, Infinium Software, a provider of Web-based enterprise solutions and services, announced that it introduced many
significant new offer...
Published:
2000-05-10
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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
selection of customer relationship management 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
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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
selection of customer relationship management 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:
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
selection 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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Excerpt related to
selection of customer relationship management for financial services:
... to business software and customer relationship management
(CRM) software ... Financial institutions are facing major changes in ...
E-banking, customer portals, and ...
Published:
2009-10-08
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Excerpt related to
selection of customer relationship management for financial services:
... and it has a strong presence in the financial services, insurance,
and ... Pega’s BPM and customer relationship management
(CRM) customers gladly talk about ...
Published:
2009-09-03
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