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Financial Institutions CRM


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CRM
Customer Relationship Management. Also known as Client Relationship Management (CRM)


Looking for content related to Financial Institutions CRM
TEC Products
Financial Software Evaluation Center
http://financial.technologyevaluation.com/
Customer Relationship Management (CRM) RFP Templates
http://rfp.technologyevaluation.com/store.asp?catid=2
CRM for Financial and Insurance Markets Software Evaluation Reports
http://rfp.technologyevaluation.com/rfi.asp?modelid=124&catid=CRM

CRM for the Finance and Banking Industry – Part 1 » The TEC ...
... Let’s take a look at some of these challenges: • Financial institutions began
using software that did not include CRM functionality. ...
blog.technologyevaluation.com/blog/2009/10/08/crm-for-the-finance-and-banking-industry-–-part-1/ - 41k - 2009-10-08

PeopleSoft Completes Acquisition of Vantive; Vantive CRM ...
by P.J. Jakovljevic
... utilities, service providers, financial institutions, public sector ... where HRMS system
and financial modules are ... incorporation of new CRM applications components ...
http:/.../Research/ResearchHighlights/BusinessApplications/2000/01/news_analysis/NA_BA_PJ_01_21_00_1.asp - 8k - 2000-01-21
Summary: On January 3, 2000 PeopleSoft Inc. announced it had completed its acquisition of The Vantive Corporation, the world's second-largest independent supplier of customer relationship management (CRM) solutions. The transaction was completed December 31, 1999 with the issuance of approximately 28 million shar

Should PeopleSoft be Overly Happy?
by P.J. Jakovljevic
... with its human resources, financial, and now CRM and e ... within the following industries:
utilities, service providers, financial institutions, public sector ...
http:/.../Research/ResearchHighlights/BusinessApplications/2000/06/news_analysis/NA_BA_PJ_06_01_00_1.asp - 9k - 2000-06-01
Summary: PeopleSoft announced financial results and major highlights for the quarter ended March 31.

PeopleSoft Recuperating Slowly, Hoping to Sink 1999 into Oblivion ...
by P.J. Jakovljevic
... utilities, service providers, financial institutions, public sector ... where HRMS system
and financial modules are ... incorporation of new CRM applications components ...
http:/.../Research/ResearchHighlights/BusinessApplications/2000/02/news_analysis/NA_BA_PJ_02_23_00_1.asp - 7k - 2000-02-23
Summary: On February 1, PeopleSoft announced its financial results for 1999. PeopleSoft continues the slow recovery that a majority of ERP vendors across the board have experienced in the past few quarters.

Compare CRM (Financial/Insurance Market) Software
... outbound e-mail with hyperlinks back to the Web CRM platform; in ... check-in and
check-out File Financial Exposure Financial Institutions Financial management Fine ...
http://crm.technologyevaluation.com/financial-insurance/ - 101k - 2009-04-21
Summary: Compare CRM software: Discover the 10 key modules to base your selection on and tools you must use in order to save up to 85% of time and money you'd spend gathering information on your own : Insurance and Investment , Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Cu

PeopleSoft - Catching Its Second Wind From The Internet Part 3 ...
by P.J. Jakovljevic
... applications beyond traditional ERP solutions (CRM, EPM, SCM, E ... industries: utilities,
healthcare, service providers, financial institutions, public sector ...
http:/.../ResearchHighlights/BusinessApplications/2001/06/research_notes/VN_BA_PJ_06_07_01_1.asp - 19k - 2001-06-07
Summary: Now that PeopleSoft has a pure Internet platform, a new set of products and a new assertive attitude, it faces strong retaliatory actions from the competition. Can it achieve number two in the ERP space?

PeopleSoft - Are Business Intelligence and e-Commerce Enough?
by P.J. Jakovljevic
... mid-market ERP vendors (SSA, QAD, etc.) or CRM vendors (Vantive ... within following
industries: utilities, service providers, financial institutions, public sector ...
http:/.../Research/ResearchHighlights/BusinessApplications/1999/08/research_notes/VN_BA_PJ_9_99_4.asp - 12k - 1999-09-01
Summary: PeopleSoft is currently developing the PeopleSoft Business Network (PSBN), which should incorporate business transactions, knowledge and analytical tools within and beyond enterprise boundaries. PSBN and EPM initiatives have the potential to increase revenues, however the coveted 50%+ annual growth is no

PeopleSoft Manufacturing - This Time For Sure?!
by P.J. Jakovljevic
... functionality is for real, bundled with CRM capabilities from its ... the following
industries: utilities, service providers, financial institutions, public sector ...
http:/.../Research/ResearchHighlights/BusinessApplications/2000/07/news_analysis/NA_BA_PJ_07_17_00_1.asp - 8k - 2000-07-17
Summary: PeopleSoft claims that its next major release, PeopleSoft 8, which is due in a few weeks time, will allay persistent perceptions that PeopleSoft is still not a full-fledged player in manufacturing.

Oracle Flying High on Q3 Report: Is Gold All That Glitters?
by P.J. Jakovljevic
... industries: telecommunications, utilities, service providers, financial institutions,
public sector ... evaluating Oracle products, particularly its CRM suite of ...
http:/.../Research/ResearchHighlights/BusinessApplications/2000/04/news_analysis/NA_BA_PJ_04_24_00_1.asp - 13k - 2000-04-24
Summary: On March 15, shares of Oracle surged after the company plowed past Wall Street estimates and reported strong database software sales fueling a solid third-quarter profit. However, Oracle has also confirmed that it is refocusing its European applications division and has hinted that it may reduce the unit

PeopleSoft Building Muscles To Overcome The Rough Patch Part 4 ...
by P.J. Jakovljevic
... industries: utilities, healthcare, service providers, financial institutions, public
sector ... any selection where HRMS system, financial modules, CRM, and e ...
http:/.../Research/ResearchHighlights/Erp/2002/06/research_notes/EN_ER_PJ_06_25_02_1.asp - 15k - 2002-06-25
Summary: It appears that a real magic bullet to attract smaller enterprises is yet to be produced, although the company has successfully addressed marketing and selling to both large and smaller enterprises. All in all, although on the right track, PeopleSoft has to be careful that it does not overstretch itself




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