Friday October 9, 2009 | Spotlight on CRM | Vol.2 Issue 51
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CRM for Financial Institutions: Issues, Challenges, and Solutions
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How many employees does it take to change a customer's address? When it comes to banks and financial institutions, it might take a lot more than you can imagine. In today's feature blog post, learn about the special customer relationship management (CRM) challenges banks and financial institutions face—and how vendors are responding to these challenges with specialized software solutions.
Capital markets can turn on a dime, and investment banks and equity traders must be able to keep pace. In today's feature white paper, learn how CRM technology can help capital-markets firms streamline investment activities, increase brokerage trade volume, and meet compliance requirements.
Creating a successful customer experience is a fundamental goal of any CRM process. But how do you create the seamless value chain that serves as the foundation of that successful experience? Find out in today's second feature white paper.
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Read the blog post: CRM for the Finance and Banking Industry - Part 1
Read the white paper: Building Relationship Capital: Client Relationship Management for the Capital Markets
Read the white paper: CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know
Compare CRM Solutions
To compare CRM solutions based on your organization's needs and characteristics (size, industry, business model, geographical markets, IT platform and requirements, etc.), visit TEC's CRM Evaluation Center. It's fast and easy, and you'll get the results immediately
Compare CRM solutions now
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XONITEK Corporation Partners with Award-winning ERP Vendor
New York, NY – XONITEK Corporation, a leading management and technologies consulting firm, has signed a vendor partnership with world-class ERP provider Pronto Software. The agreement enhances XONITEK's market position by introducing a new award-winning, fully integrated ERP solution to the competitive business software market. |
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Oracle Launches New Capabilities for Midsize Organizations and Introduces New Portal for Oracle Accelerate Program
Redwood Shores, CA – Oracle Accelerate has launched a new portal, midsize.oracle.com, a resource focused on midsize companies for customers and partners to search for geographic- and industry-specific solutions, as well as a platform for collaboration.
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Introducing the First Virtual PLM Bootcamp for the Consumer Products Industry
New York, NY – WYSWYG Productions is proud to present the first virtual product lifecycle management (PLM) educational event for the consumer products industry: PLM Bootcamp 09', on October 8th and 9th. With two days of jam-packed educational webinars, this event--sponsored in part by Technology Evaluation Centers--is designed to help apparel, footwear, retail, and manufacturing organizations learn best PLM practices.
Click here to see full story |
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TDWI BI and Data Warehousing World Conference 
Attend the TDWI World Conference in Orlando, Florida (US), where you will gain business intelligence and data warehousing knowledge you can apply immediately. From November 1 to 6, interact with experienced instructors and network with hundreds of peers. Register now.
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