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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 banking customer retention


I-Impact Predicts Your Customer Retention!
More and more, the market is requesting that a CRM or an ERP application include analytics which can be used in a myriad of businesses to predict customer

banking customer retention  I-Impact has targeted the banking and the wireless telecommunication industries where customer retention and churn are a key concern. Predictive modeling is a statistical calculation that allows companies to identify their profitable customers and their long term behavior. The objective is to make sure everything is done to keep those customers for a long period. The I-Impact Retention Management System is comprised of the MarketDrive platform and the I-Impact Retention Manager application. The system is

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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 » banking customer retention

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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Customer Relationship Management: Evolution, Not Revolution


Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows evolution without the upset of revolution.

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Five Ways to Positively Impact Customer Retention and Business Operations


Maintaining strong business performance and retaining loyal customers requires continual vigilance and assessment. Establishing metrics that focus on value-added and customer- centric performance allows manufacturers to stay close to the pulse of market changes and dynamics. Learn how performance tools such as dashboards and reporting can help your company monitor performance and enable better and faster decision making.

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Sizing the Enterprise Incentive Management Opportunity-And the Challenges Ahead


Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex compensation systems will be well positioned to take advantage of the major growth projected in the EIM market.

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Infor Finds Its Customer Engagement Rhythm


Infor recently unveiled Infor Rhythm for Commerce, a global, scalable, and secure cloud-based e-commerce and customer engagement platform, now complemented with compelling designs from Infor’s own Hook & Loop creative agency. Read more about the platform and how it came to be in this blogpost.

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Improving Customer Engagement with Social CRM


In a previous post I discussed how the social revolution impacted customer relationship management (CRM) and underlined that while processes designed to derive value in CRM remain valid, they are far from being sufficient in the context of social CRM (SCRM). Yet most organizations need structure to conduct their activities. As far as CRM is concerned, the social aspect has brought to the

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The Intelligent Customer Experience Life Cycle


Whether you’re a manufacturer, vendor, or customer service company, the increasing pressure to make sales and decrease service costs affects you. The key to its success is to look at your customer experiences as repeatable life cycles. Instead of viewing sales and service as independent challenges—solved by using disconnected software packages—an integrated solution that accelerates the total life cycle may be the answer.

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Customer-oriented Banking and Account Origination


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.

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A Product Note: Attensity and the Voice of the Customer


Attensity has found a way to truly capture the voice of the customer with its new breed of customer experience management (CEM) solutions. TEC analyst Jorge García looks at how Attensity’s CEM products can help organizations analyze customer conversations across multiple channels, extract actionable data and insights, and route conversations for rapid and effective response, improving their customers’ experience and loyalty.

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Customer Data Integration: A Primer


Customer data integration (CDI) involves consolidation of customer information for a centralized view of the customer experience. Implementing CDI within a customer relationship management initiative can help provide organizations with a successful framework to manage data on a continuous basis.

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