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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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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

compare financial products  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

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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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Enterprise Asset Management Strategies: Creating Social and Financial Value by Going Green


Progressive companies are discovering that they can optimize processes and assets to make the best use of resources, reduce negative impact on the environment, and strengthen business results—all at the same time. Improving enterprise asset management (EAM) processes provides opportunities for you to create less waste, reduce resource use, and decrease emissions. Find out how you can take advantage of EAM’s benefits.

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Enterprise Financial Application Software: How Some of the Big ERP Vendors Stack Up


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Throw Away Your Financial Statements: Managing by Metrics


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FAXCOM in Financial Services: Optimizing Business Workflow


Fax servers are essential for the financial services industry. Their reliability and security help transmit financial information quickly and safely. Financial institutions, however, also have workflow and document needs due to lots of back-office paperwork. Luckily, there are fax servers on the market that help financial institutions optimize workflow and business processes—organizing and reducing paperwork backlog.

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