Customer-oriented Banking and Account Origination

  • Source: SAP
  • Written By:
  • Published:
  • (Originally Published On:) )
A decline in customer loyalty has put a great deal of pressure on financial institutions of late. Thus, as banks tailor products and services to meet customer demands, they must also boost revenue. That’s why it’s essential to target your most profitable customers with real-time insight that helps you drive revenue, increase profitability, and build long-term relationships with those customers.

Featured Software Research:

Selecting ERP for Engineer-to-order Manufacturing

  • Source: IFS
  • Written By:
  • Published:
Most enterprise resource planning (ERP) software was not designed for a project-oriented environment like engineer-to-order (ETO). How do the needs of ETO manufacturers differ from more traditional manufacturers? And how can an ETO manufacturer go about selecting ERP software that truly meets their needs for project visibility and control? Download this white paper to find out more. Read More

Using Chatter with FinancialForce Accounting for Better Credit and Collections Collaboration

Collaboration is a key part of credit and collections, both in avoiding disputes and resolving them. Effective information sharing can go a long way. This research paper presents two use cases that involve four main factors for enabling sell-side collaboration: recording, storing, sharing, and accessing of data. They have used Chatter on the Salesforce1 platform in an effort to support those collaborative processes by both providing full account visibility to all stakeholders and tracking conversations... Read More

Finance Is Changing Fast, Can Your Apps Keep Up?

The finance field undergoes rapid changes—and financial organizations must be able to adapt to those changes at lightning speed in order to stay one step ahead of the competition. They must also be able to foresee customer needs and address them before them the competitors do, otherwise they risk losing their fickle clients.

Additionally, customers expect their financial institutions to be readily accessible at all times and for them to be able to conduct their financial transactions reliably... Read More

You may also be interested in these related documents:

Insights to Accelerate Services Growth: Account Management, Service Metrics, and Customer Dashboards

  • Source: Oco, Inc
  • Written By:
  • Published:
A service business should be managed and measured based on the maturity of the business and the specific requirements of its customers. To take this approach, you need a framework for understanding how a services company and its customer engagement should be measured. Learn about the various ways to support strategic account management at each stage of your company’s evolution, which metrics are most relevant, and more. Read More

Case Study: Leading Online Bank Automates with Job Scheduling Solution

An online American bank, providing various financial services, needed to replace its legacy script-driven batch job processes with a job scheduling solution that could handle the bank’s growth. The bank’s IT team, however, faced two major hurdles affecting growth: both batch job processes and script-writing were manual and inefficient. A job management solution helped the bank achieve new levels of growth. Learn how. Read More

Customer Process Management: The Real-time Enterprise Depends On the Merging of CPM and BPM

Customer-facing processes are challenging to manage because they are always changing. Conventional workflow automation and stand-alone business process management (BPM) technologies lack many critical components found in customer relationship management (CRM). However, converging BPM and CRM provides the responsiveness, cost-effectiveness, and manageability to achieve optimal results. The converged approach helps align priorities enterprise-wide, reduce risks, and unblock revenue growth potential. Read More
 
comments powered by Disqus