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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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 banking flowcharts samples


UNIT4 Partners with EVRY for Nordic Financial Sector
UNIT4 has entered into a new partnership agreement with Norwegian IT company EVRY, targeting the banking and finance sector.

banking flowcharts samples  EVRY will target the banking and finance sector, initially in Scandinavia. Under the agreement, EVRY will offer Agresso ERP, UNIT4’s flagship enterprise resource planning (ERP) software, to new and existing customers within the banking and financial sectors.   UNIT4 has well over a half billion dollars in revenue, coming mostly from the European markets, barely at all via partners. But the partner ecosystem is of growing significance for the vendor. Lately UNIT4 is more aggressively recruiting

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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 flowcharts samples

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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Building Relationship Capital: Client Relationship Management for the Capital Markets


Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an integrated body of corporate knowledge and relationships.

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Extending Quality's Reach to Manage Quality in the Supply Chain


Quality does not start at the receiving dock and end at the shipping dock. The focus on the supply chain demands that the quality department be involved from the beginning to the end of the supply chain.

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T-Plan


Since 1990, T-Plan, has supplied best-of-breed solutions for testing needs—from its Test Process Management tool to its functional and load testing products. The T-Plan method and tools enable management when implementing projects in almost any industry to manage costs and business risks, and to regulate the process. The T-Plan product suite is currently installed in one hundred blue chip sites predominantly in banking and finance, insurance, utilities, and telecommunications. T-Plan is based in Cornwall, the UK.

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They do it like that in the Balkans-Select and deploy ERP, I mean (Part II)


The Part I of this blog topic concluded with SAP's supremacy in the upper-end of the regional market. What also helps SAP ERP [evaluate this product] is a number of well-established value added resellers (VARs) that cover the entire former Yugoslavia region, some of which have a few dozen renowned installation sites (customer references) and a roster of experienced consultants. Some of these are

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Reducing Operational Risk of IT Service in Finance


An overview for CIOs of the provision and management of IT services at a level that addresses the risk management issues raised by the Basel Committee's New Capital Accord expected to become effective during 2006. Because of the dependence financial institutions have on IT services, the accord requires adequate provision to assure the availability of these services. Centauri Business Service Manager is presented as the solution: one that allows a CIO to assess current risk levels, measure ongoing risk and support a process of ongoing improvement to reduce this risk. Furthermore, Centauri provides the financial institution with a cost-effective balanced scorecard to improve decision-making.

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Delta 21


The Delta21 system has nineteen modules, which include customer control, security, checking account, savings account, long term savings, cashier and teller control, credit management, loan control and management, banking account, general ledger, cost accounting, asset control, manager information system, credit card management, debit card management, project management, automatic teller machine interface, inventory and procurement, sales control, and tax management.

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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. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact

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Can Brick & Mortar Leaders Be Brick & Click Leaders?


Merger mania, deregulation, and new technology are having far ranging impacts on organization, process, and technology integration in the financial services arena. But are leaders ready for the speed, innovation and risk management challenge brought on by e-commerce?

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Initechs


INITECHS provides supply chain solutions to small and medium-sized businesses. The company's founders and core management have years of combined experience in logistics and distribution systems, information technology, and telecommunications. This includes expertise in supply chain management (SCM), manufacturing resource planning (MRP), warehouse management systems (WMSs), inventory, transportation management systems (TMSs), banking, insurance, and telecom applications. INITECHS is headquartered in Marietta, Georgia (US), and has offices in Singapore.

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