Home
 > Research and Reports > White Papers > Customer Process Management Drives Profitability in F...

Customer Process Management Drives Profitability in Financial Services

Source: Aptean
As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge.


​

Featured publications:

Reflexis solutions help drive retail profitability
Source: Technology Evaluation Centers Published On: April 15 2014 Our analysts make sense of the enterprise software market
and offer guidance for your software selection. Read More...
CRM for Financial and Insurance Markets
Source: Technology Evaluation Centers 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. Read More...
Customer Care and Billing (CC&B)
Source: Technology Evaluation Centers Customer care and billing (CC&B) solutions typically support providers of utilities, telephony, cable, or other services providing companies. CC&B software includes functionality for mediation, provisioning, rating, reporting, financial systems, and billing for voice, data, content, and utility services. Read More...


You may also be interested in these related documents:

Case Study: Financial Services Industry
Source: Panorama Software The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers. Read More...
The Profitability Perspective: How Automated Reporting Drives Better Decisions
Source: SAP Driving sustainable growth requires profitability-focused planning and performance management. Most companies have some type of profitability reporting—but many are investing a lot of effort to produce this information. And the limitations to the information companies currently compile may have a significant impact on decision making. Learn how automating profitability reporting can help your company improve decisions. Read More...
A Clear-cut Approach to Collections Is Essential for Profitability
Source: SYSPRO In 2002, US suppliers wrote off more than $18 billion (USD) in bad checks. And the bankruptcy picture has certainly not improved since then. Companies that act quickly to secure overdue accounts are the companies that have the best chance of remaining in the black. The SYSPRO Collections Module automates debt collection, and can help address this acute need. Read More...

 
comments powered by Disqus



Recent Searches
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Others

©2014 Technology Evaluation Centers Inc. All rights reserved.