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How Can Insurance Carriers Retain and Reward True Producers?
The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the
data such as sales credit, compensation, quota, and organizational changes, and compensation issues can be resolved quickly compared to doing so using manual-, e-mail-, and telephone-based systems. The huge volume of sales and incentive data and transactions must be integrated bidirectionally with such systems as sales order management, human resources (HR) and payroll, general ledger (G/L), accounts payable (A/P), sales force automation (SFA), and so on. In industries that rely heavily on indirect
CRM for Financial and Insurance Markets RFI/RFP Template
Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons...
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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&n...
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A.M. Best Company
Founded in 1899, global credit rating agency A.M. Best Company focuses on the insurance industry. Its news source, Best@s Insurance News @ Analysis, includes
Founded in 1899, global credit rating agency A.M. Best Company focuses on the insurance industry. Its news source, Best’s Insurance News & Analysis, includes special reports, a monthly magazine, and a daily digest.
Critical Business Functions: Misunderstood, Underutilized, and Undervalued Part One: Credit and A/R Management
The credit and collection function is the most misunderstood, underutilized, and undervalued area of business. When allied with the sales function, controlled A
and Undervalued Part One: Credit and A/R Management Critical Business Functions: Misunderstood, Underutilized, and Undervalued Part One: Credit and A/R Management Featured Authors - Charles Chewning Jr.and Abe WalkingBear Sanchez - February 2, 2005 Introduction In every age and time there is a turning point, a new way of seeing and asserting the coherence of the world. Jacob Bronowski, The Ascent of Man What is the best value proposition for the credit function in business? If we consider the most
Case Study: Financial Services Industry
The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card
the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excelbased tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.
SAP Users Speak Out on Credit and Collections Shortcomings
A recent survey of companies which have implemented SAP Accounts Receivable reveal more than a few areas where the system failed to deliver. Although nearly all
Users Speak Out on Credit and Collections Shortcomings SAP Users Speak Out on Credit and Collections Shortcomings S. McVey - February 7th, 2000 Overview A recent survey of companies who have implemented SAP Accounts Receivable revealed more than a few areas where the system failed to deliver. We undertook the survey in response to a client inquiry regarding SAP A/R module implementations and possible effects on Days Sales Outstanding (DSO) metrics. DSO, a measure of a company's ability to collect its
CRM Vendors Cash In On The Financial Services Industry
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this
Vendors Cash In On The Financial Services Industry CRM Vendors Cash In On The Financial Services Industry L. Talarico - November 2, 2000 Event Summary The 1933 Glass-Steagal Act that prohibited the alliance of banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their
Credit versus Collections... Who Do You Trust?
Learn how receivable dashboards allow you to keep track of your customers’ payment more efficiently and improve your agribusiness cash flow. Find out how a good
versus Collections... Who Do You Trust? Learn how receivable dashboards allow you to keep track of your customers’ payment more efficiently and improve your agribusiness cash flow. Find out how a good collections management system could significantly increase your return on investment (ROI).
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
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.
Building Your Sender Reputation In Four Steps
Having trouble reaching your customers’ inboxes? You might have a poor sender reputation. Similar to a credit score, sender reputations reflect how good or bad
reputation. Similar to a credit score, sender reputations reflect how good or bad your sending habits are. If your reputation is lower than you’d like just follow these 4 easy steps to start hitting the inbox.
Wipro Spearheads a Global HR Transformation Program for Credit Suisse
Credit Suisse, a global banking and financial services company, embarked on a global HR transformation program in early 2008 to create a number of shared
HR Transformation Program for Credit Suisse Credit Suisse, a global banking and financial services company, embarked on a global HR transformation program in early 2008 to create a number of shared service centers primarily focused on back-office HR operations. After evaluating a number of vendors for delivery capabilities, cost effectiveness, and a host of other factors, Wipro was awarded the contract. This case study by Everest Group provides a 360-degree view of this engagement.
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
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.
Comprehensive ERP and Financial Management for a Manufacturing Competitive Advantage
Manufacturers face a challenging environment with scarce credit, pricing pressures, and increasing costs. Critical to success is an enterprise resource planning
of accounts receivable, customer credit management, receipts and other activities. It's a strong disadvantage if the organization uses stand-alone spreadsheet systems to track purchasing, receiving, shipping, accounts payable, collections and other areas. With stand-alone and manually intensive systems, the challenges include tedious tracking and maintenance of physical documents like invoices; lack of visibility into financial record-keeping such as tracking payables and receivables; a high likelihood
Facilitating Compliance and Intelligent Information Management with Effective Database Management
Data breach is a very real problem in business today. Every day, organizations store massive amounts of data inside database tables—data ranging from credit
database tables—data ranging from credit card transactions to product inventories. This valuable information is what runs the business. In order to protect this data and stay on top of compliance, an enterprise data management solution that respects information privacy regulations should be considered.
PCI Compliance Cost Analysis
The Payment Card Industry Data Security Standard (PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service
(PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service providers maintain the highest degree of information security. However, many retailers are still questioning its effectiveness and necessity in light of the high cost of compliance. Read this white paper to find out what this cost really means for your organization.
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