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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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 credit insurance scoring


Take Revenue Assurance to the Next Level
At a time when many companies are concerned about operational expenditure, a business assurance system with consultancy can help. Instead of randomly entering a

credit insurance scoring  costs. Therefore, decisions regarding credit limits, terms of payment and collections are paramount to bring risk into acceptable levels. To accomplish these, it’s required to run efficient collections and maintenance of DSO (Days Sales Outstanding) , monitor accounts receivables and customer behavior warnings, enforce exception listings and preventive services blocks. Supply Chain Management Supply chain management seeks to integrate a network of key business processes involved in the provision of

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » credit insurance scoring

Business.com Guide to Credit Card Processing


Consumers are so used to the convenience of credit and debit cards that it’s no longer an option for a merchant to take plastic—it’s a necessity. This overview of credit card processing takes a look at the equipment you need to read cards and transmit data, reviews the types of fees credit card processing companies charge merchants, and offers a few tips for purchasing a credit card processing plan.

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Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

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SAP Expands Its Insurance Solution via Camilion Acquisition


It appears that SAP HANA’s launch has been the catalyst for not only in-house innovation, but also SAP’s onslaught of tuck-in acquisitions of its close partners. After the recent SmartOps acquisition in the supply chain management (SCM) space, SAP today announced plans to acquire Camilion, a provider of insurance product development, product lifecycle, and underwriting solutions that help

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AnyDoc Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR


PSCU Financial Services mediates disputes between its customers and their credit card companies. Many of these disputes require multiple pages of documentation as evidence—which need to be scanned. Its scanning process was draining its resources and PSCU knew it was time to get automated. Since deploying OCR for AnyDoc (an optical character recognition solution), PSCU has realized an annual savings of $125,000 (USD).

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HIPAA-Watch for Security Speeds Up Compliance Part One: Vendor and Product Information


HIPAA-Watch for Security is a tool designed to guide organizations through the risk analysis required by the Health Insurance Portability and Accountability Act (HIPAA) compliance process (US). Relevant Technologies, a leading security research and advisory firm, evaluated HIPAA-Watch for Security to verify how well it performed in guiding organizations through the HIPAA security risk analysis process.

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Methods of Linux Bare-metal Restore and Disaster Recovery


When it comes to disaster recovery (DR) software, companies should think of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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Financial Mobility-Balancing Security and Success


No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Credit Accounting Firm with E-procurement Initiative


Top accountant and auditor PricewaterhouseCoopers creates an E-purchasing marketplace and portal.

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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 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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Westminster Savings Credit Union Makes a Smart Investment


Westminster Saving Credit Union (WSCU) is one of Canada’s largest credit unions, with 12 branches, 50,000 members and more than $2.1 billion in assets. To meet its rigorous accounting and financial reporting needs, WSCU migrated from Sage PFW ERP to Sage ERP MAS 500 based on the advice of business partner The Answer Company. Download this case study to learn about the benefits WSCU realized after the transition.

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Case Study: OnDemand Gives BECU Online Training Success


BECU, a credit union with more than 500,000 members, found its existing learning management system (LMS) was leading to employee frustration and not producing the needed training results. The company realized it needed a solution that would scale with the company’s rapid growth and provide functionality for employee performance management. Find out why the company chose Cornerstone’s OnDemand LMS to address its needs.

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