X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm for financial industry systems


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

crm for financial industry systems  product. Janna has developed CRM software for the financial services industry since its inception in 1990. Janna's strengths are in contact management and web-based self-service. Siebel's eFinance product currently provides strong call center and lead management functionality and the addition of Janna's web-based self-service in particular will broaden Siebel's operational CRM offerings for financial organizations. In a recent press release Siebel indicated that Janna technology would be a fully

Read More


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.  

Evaluate Now

Documents related to » crm for financial industry systems

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 Response Management, Industry Vertical Module Availability, Product Technology

crm for financial industry systems   Read More

Strategies for Profitable Growth: Chemical Industry


You may have survived the slowdown of the last few years, but you must still find new growth opportunities to stay competitive. However, you can only cut so much. Midsize businesses in particular need to ask new questions: What strategies and practices are right for the company? And what are the best solutions for facilitating—and even improving them?

crm for financial industry systems   Read More

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.

crm for financial industry systems   Read More

SAP Industry Solutions for Mid-market Companies


For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and public sector offerings have followed, highlighting SAP's lesser-known side as a market-oriented provider of industry-tailored solutions.

crm for financial industry systems   Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

crm for financial industry systems   Read More

New DoD Regulations for the Cybersecurity Age: Implementing and Paying for the DFARS UCTI Safeguarding Contract Clause


The Department of Defense (DoD)’s acquisition clause on safeguarding unclassified controlled technical information (UCTI) affects DoD contractors of all sizes. Failure to comply with the requirements or to report a cyber incident now constitutes a breach and could result in fines or contract termination. Aronson’s white paper addresses many of the issues surrounding the new clause, including its implications for your business and how to comply.

crm for financial industry systems   Read More

QR Systems


Located in Woodbridge, Ontario (Canada) QR Systems Inc. is a privately-owned company that was established in 1999. It implements tier one ERP solutions, such as PeopleSoft, Enterprise, Enterprise One and World, offers custom software solutions, and deploys enterprise solutions for internal supply chain management, product lifecycle management, billing and J2EE Framework.

crm for financial industry systems   Read More

Adeon Software House CXInsight for Electronics V5.2.0 for Product Lifecycle Management Certification Report


CXInsight for Electronics (v5.2.0) from Adeon Software House is now TEC Certified for online comparison of discrete product lifecycle management (PLM) software in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for financial industry systems   Read More

NDS Systems LC


NDS Systems provides resource planning (ERP) solutions for organizations in the discrete manufacturing, wholesale distribution and fulfillment industries. Using the Oracle database, the NDS ERP solution is a scalable application that grows with the needs of your business, while also allowing you to streamline operations and work more efficiently.

crm for financial industry systems   Read More