X
Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
Get free sample report

Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 application of crm in financial services industry


Enterprise Financial Application Software: How Some of the Big ERP Vendors Stack Up
Contrary to what vendors may contend, not all of them are able to supply a cost effective solution that satisfies the critical requirements of an organization

application of crm in financial services industry  Financial Application Software: How Some of the Big ERP Vendors Stack Up Enterprise Financial Application Software: How Some of the Big ERP Vendors Stack Up S. McVey - December 25, 2001 Overview The subject of this case study is a large series and single-title book publisher that needed to replace a decade-old, highly customized financials system. Though accounting personnel had grown adept at using the existing system, it was clearly unable to keep pace with the client's evolving business model

Read More


Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

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.  

Evaluate Now

Documents related to » application of crm in financial services industry

Get Closer to Your Best Customers: A Shift in Customer Strategies in a Time of Crisis


An unsettled economy needs a different approach to managing revenues. Companies must identify their most profitable customers and the most effective marketing and sales vehicle for reaching them—with a shrinking budget. And shifts in customer spending demand a fresh look at the value proposition of your current products and services. Find out how you can stay close to your customers as their needs change.

application of crm in financial services industry   Read More

New-world Value: The Strategic Impact of Business Application Suites in Today’s Corporate Environment


The concepts of return on investment (ROI) and total cost of ownership (TCO) have been used for decades in enterprise evaluations of IT investments, including enterprise resource planning (ERP) systems. However, with the emergence of important new technological advances, executives are now expanding these traditional formulas to account for new opportunities. Learn more about their new methods for measuring ERP value.

application of crm in financial services industry   Read More

Managed Hosting in Europe: A Review of the Managed Hosting Market and Suppliers in Europe


The increasing use of virtualization allowed managed hosting providers to reduce costs by sharing infrastructure between customers, creating the earliest versions of what is now known as cloud computing. Platforms managed by specialists provide higher service levels, greater ease of secure access, and more manageable costs than many companies can achieve internally. Discover more about Europe’s managed hosting market.

application of crm in financial services industry   Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

application of crm in financial services industry   Read More

Financial Forecasting and Planning Summit, London UK, June 2-3, 2011


Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you're interested in learning about the latest innovations in financial pl...

application of crm in financial services industry   Read More

Financial Excellence: Setting the Foundation for Business Success


To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this possible, and helps you eliminate departmental silos and streamline your business operations.

application of crm in financial services industry   Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

application of crm in financial services industry   Read More

Managing Financial Performance: Closing the Gap Between Strategy and Execution


In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

application of crm in financial services industry   Read More

Tata Consultancy Services


Tata Consultancy Services (TSC) is an IT services, business solutions, and outsourcing organization that caters to global businesses. TCS employs over 120,000 IT consultants in 42 countries. The Company is listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) in India. TCS is a part of the Tata Group, one of India's largest industrial conglomerates. TSC has offices in over 20 cities in India, and in countries around the world.

application of crm in financial services industry   Read More

In-Memory Databases/In-Memory Analytics


The appeal of in-memory technology is growing as organizations face the challenges of handling and utilizing big data. There are compelling technical advantages to having an in-memory database, but the business benefits can be far-reaching, as the knowledge gained from analytics means that a data-driven business can closely engage with and anticipate the needs of customers and markets. This paper provides a look at the benefits of in-memory technology for dealing with big data and short overviews of in-memory/analytics solutions by five of the major vendors in the space.

application of crm in financial services industry   Read More