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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.
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 bank crm


Case Study: Deutsche Bank Gets Closer to Customers with CRM Web Portal
With more than 5,000 global employees serving as touch points for sales and customer service, Deutsche Bank could no longer afford to rely on its outdated

bank crm  Study: Deutsche Bank Gets Closer to Customers with CRM Web Portal With more than 5,000 global employees serving as touch points for sales and customer service, Deutsche Bank could no longer afford to rely on its outdated customer relationship management (CRM) systems. The financial services powerhouse now has a system that serves 5,500 Deutsche Bank employees, and includes information on over 10,000 customers. Find out how Deutsche Bank saved up to 40 percent in development costs.

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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.  

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Documents related to » bank crm

CRM for the Finance and Banking Industry - Part 1


How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not

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CRM Analytics Brings More Profitability


Targeting your best customers and personalizing your relationship with them, implies an in-depth understanding of their behavior.

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Marquee Vendors Partner for Deepening Inherent CRM and BI Links


Despite the logic behind combining customer relationship management (CRM) and business intelligence (BI) elements, the implementation of marketing automation (MA) has been stunted by slow markets, and pessimistic investors. Vendors in CRM and BI are building alliances in order to gain market share and illustrate the value of MA.

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Microsoft Dynamics CRM Blitzes Banks at Sibos


At the recently held premier global financial services event Sibos in Boston, Microsoft Dynamics’ customer relationship management (CRM) team shared the benefits it is delivering for banking customers such as RBS-NatWest, The Saudi Investment Bank, and others with Microsoft Dynamics CRM, which enables these companies to personalize their customer experiences and improve their operational efficiency.

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CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

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Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

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Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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