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It’s the Time to Master Your Master Data
A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments.

bank proposal  matter of fact, the bank that Gabriel mentioned is not the only one in this situation. Recently at the Gartner Master Data Management Summit 2009 , I learned from a case study that prior to the master data management (MDM) initiative, a large Canadian retailer had over 45 million domestic customers recorded in its various systems, even though the entire country has a population of less than 34 million. Nowadays, many companies are able to automate transactional activities thanks to solutions such as enter Read More...
HR System for Banks, Financial Institutions
A multinational bank turned to TEC for help selecting a fully integrated human resources (HR) solution. Find out how the selection project played out.
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Documents related to » bank proposal


Improving Human Performance by Identifying the Gaps
Mariano Bernárdez, expert in performance improvement, was interviewed in Buenos Aires (Argentina) by Learning Review's Verónica Inoue. Inoue asked Bernardez

bank proposal  this point, consider a bank that has a program to help cashier managers make cashiers improve their performance. These managers should provide the cashiers with some type of training, but the managers argue that they have no time because they have other tasks to do. Some of these tasks surely consist of answering the cashiers' repetitive questions. So, how many times a day do cashiers bother their managers with questions? Let's say five times. And how long does it take the manager to respond? At least fiv Read More...
SouthWare Excellence Series: Making Excellence Easier Part Four: Application Analysis & Development Environment
This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories

bank proposal  checks that cleared your bank to automatically mark them cleared in cash flow. Create A/R transactions from invoice data generated by a special customized billing system. Create A/P transactions from invoices stored in a database package. Change the product category code for a group of stock items. Create G/L journal transactions from data in a customized non-SouthWare package. Assign an A/R account number based on customer type. COBOL Development Environment There are many programming languages available Read More...
Segregation of Duties and Its Role in Sarbanes-Oxley Compliance Issues
The Sarbanes-Oxley Act (SOX) requires publicly traded firms to demonstrate that their accounting and reporting practices are in compliance with regulatory

bank proposal  checks, and reconciliation of bank statements. Within these activities a form of SOD is already in place—usually the issuing of checks requires different levels of authorization and more than one signature. In essence, more than one person validates a process or activity. In terms of IT, SOD issues are not as clearly defined, and in many instances, individuals in an SMB have multiple levels of responsibility, which can call into conflict the stated goals of SOX and SOD. Following are five circumstances Read More...
KronosWorks 2013: The World's Leading Workforce Information Exchange
This year’s Kronos user conference took place in Orlando, Florida, and confirmed that Kronos remains a very competitive vendor in the workforce management (WFM)

bank proposal  Bank explained that the bank chose Kronos in the cloud owing to the product’s great user experience, fast delivery model, and full support by the Kronos team. The opening keynote also included a guest speaker—Jeremy Gutsche, the founder of trendhunter.com. Jeremy’s talk— How to Create a Culture of Customer Obsession and Innovation —was a good refresher of well-known issues that we all encounter when we are confronted with change, as humans by nature have a tendency to resist change. During the E Read More...
Focus on Corporate Governance Requires a Business-Oriented Selling Approach
If you are selling products or services that are critical to your prospect’s success or for that matter, their very survival, your proposal will likely be

bank proposal  on Corporate Governance Requires a Business-Oriented Selling Approach Prepare To Sell At The Board Level Today, more than ever before, if you are selling products or services that are critical to your prospect's success or for that matter, their very survival, your proposal will likely be elevated to the board of directors level for final approval. Why is that? Government, shareholder and press focus on corporate governance has put boards on notice that they are being held accountable for their Read More...
Feds Buckle Down on Customer Information Security
In an effort to improve the state of consumer privacy, Federal Reserve Board, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of

bank proposal  online banking institutions Federal bank regulators will soon be able to prescribe specific safeguards which ensure the protection of customer records, should they determine that unauthorized access to customer information could result in substantial harm or inconvenience to the customer. All banks, including online banks, will be required to clearly disclose their privacy policy regarding the disclosure of non-public personal information with strategic partners and other third parties. Financial Read More...
Luxoft
Luxoft is an application outsourcing provider that currently provides services to over 2,000 medium-sized growth companies. It operates a network of delivery

bank proposal  clients include Boeing, Deutsche Bank, UBS, Dell, IBM, Sabre, Alcatel, Areva, and others. Read More...
How To Write a Winning Proposal
Your proposal should prove your case, and motivate the client to buy your services or applications. But all too often, reading a proposal is almost as painfully

bank proposal  To Write a Winning Proposal In today's economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don't you put that in writing for me? Why Do Customers Want Proposals? Writing proposals is about as much fun as having your teeth Read More...
Reconnecting with Cincom Systems
Cincom executives lay out some facts, and Technology Evaluation Centers (TEC) Principal Analyst P.J. Jakovljevic discovers that Cincom Acquire isn't the old

bank proposal  with Cincom Systems In my recent blog posts on two upbeat configure, price, quote (CPQ)/ quote-to-order (Q2O) players— BigMachines (see the TEC article for more information on BigMachines ) and Cameleon Software (see the TEC article for more information on Cameleon )—I will have hurt the feelings of veteran market incumbent Cincom Acquire by referring to it as an old-school client-server sales product configurator (SPC). Indeed, from about 2005, Cincom Acquire has been Web-enabled and Read More...
Japanese Decision-making Processes Can Influence Enterprise Content Management Functionality
Traditional Japanese Decision-making, or Ringi The decision-making process in North American companies operates within a centralized system, and generally

bank proposal  Decision-making Processes Can Influence Enterprise Content Management Functionality Traditional Japanese Decision-making, or Ringi The decision-making process in North American companies operates within a centralized system, and generally takes a top-down approach. In Japanese companies, however, the approach to making decisions is the opposite: it is bottom-up. This traditional and formal decision-making process, which is even now employed in Japanese governmental offices as well as companies, is Read More...
Financial and Management Accounting with SAP for Banking
Recent changes in accounting standards and compliance, along with greater emphasis on managing risk and value, have introduced new key measures of bank

bank proposal  new key measures of bank performance and made it more important to coordinate the internal and external reporting of financials and risk. To meet these challenges, banks must do their utmost to more fully integrate their accounting data and processes. Read More...
Rimini Street: The End of Full-price Software Maintenance Is Here!
In a recent press release, Rimini Street boldly declared the end of full-price software maintenance. The vocal and upbeat third-party software maintenance

bank proposal  Street: The End of Full-price Software Maintenance Is Here! In a  recent press release , Rimini Street boldly declared the end of full-price software maintenance. The vocal and upbeat third-party software maintenance provider for various popular SAP and Oracle enterprise systems believes that a tipping point has finally been reached in the market for annual maintenance (certainly, the public cloud enterprise software providers have long been preaching even the outright elimination of maintenance Read More...
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 proposal  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. Read More...

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