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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 insurance industry services  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 integrate 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&n...
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Documents related to » crm for financial insurance industry services


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

crm for financial insurance industry services  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 Read More...
CRM for the Finance and Banking Industry - Part 1
How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank

crm for financial insurance industry services  CDC Software offers Pivotal CRM for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance and banking. Read More...
Insurance
Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants

crm for financial insurance industry services  Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”). Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business Read More...
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

crm for financial insurance industry services  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 Read More...
Use Financial Analytics Solutions for Bigger Profits
And you can learn about it in the executive brief financial analysis clears the profit haze.

crm for financial insurance industry services  Financial Analytics Solutions for Bigger Profits Does it ever seem like you're shooting in the dark when it comes to making business decisions? You may get that feeling if you have only limited visibility into your company's financial state. Or if you have to rely on spreadsheets that contain errors and inconsistencies. Or if you're getting too many versions of the truth when it comes to analyzing your company's performance. If factors like these are creating a haze that's obscuring the true state Read More...
2011 Customer Relationship Management Buyer's Guide: Innovations in CRM
Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software

crm for financial insurance industry services  Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More...
The Forrester Wave: CRM Suites for Large Organizations, Q2 2010
In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software

crm for financial insurance industry services  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More...
ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report
ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO

crm for financial insurance industry services  Rapid Response Manufacturing (v. 7.7.1) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download Read More...
Jobscope Enterprise Edition (JEE) (v. 16) for ERP for ETO Manufacturing Certification Report
Jobscope Enterprise Edition (JEE) (v. 16) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for engineer-to-order (ETO

crm for financial insurance industry services  Enterprise Edition (JEE) (v. 16) for ERP for ETO Manufacturing Certification Report Jobscope Enterprise Edition (JEE) (v. 16) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for engineer-to-order (ETO) manufacturing in the ERP Evaluation Center. 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 Read More...
Make 'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems
To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system

crm for financial insurance industry services  'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system (ERMS) project you need to know the pain points of all the departments in your organization. By asking the right questions of each department you’ll be able to develop your business case and create a persuasive analysis on Read More...
Financial Excellence: Closing Your Books Quickly
Find out in the white paper the financial close: optimizing performance and driving financial excellence.

crm for financial insurance industry services  Excellence: Closing Your Books Quickly Thanks to time-consuming and labor-intensive compliance regulations—such as Sarbanes-Oxley (SOX)— producing quality financial statements and closing your books quickly is more difficult than ever . And the stakes are high. A fast financial close offers you time and cost savings; better relations with shareholders, investors, and regulatory agencies; timely, better-informed management decisions; more time for value-added analysis; and improved control Read More...
The
During the course of product evaluations for a customer, the Technology Evaluation Center has uncovered a potential security hole in SAP R/3's three-tier

crm for financial insurance industry services  S in SAP Doesn't Stand for Security (that goes for PeopleSoft too) Event Summary During the course of product evaluations for a customer, the Technology Evaluation Center has uncovered a potential security hole in SAP R/3's three-tier architecture. SAP has revealed that it expects the database or third party products to handle security between the application server and the database server. If the client does not take these extra measures, the master password for the SAP database instance travels Read More...
Five BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment
Midsize businesses feel the most pressure to boost revenue and increase profits@and have smaller margins for error. Achieving your goals requires making smart

crm for financial insurance industry services  BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment Midsize businesses feel the most pressure to boost revenue and increase profits—and have smaller margins for error. Achieving your goals requires making smart, timely decisions that are backed by solid data. With a business intelligence (BI) solution, you can make timely informed decisions and improve productivity, while maximizing value and return. Find out about the five success factors for Read More...
ECi Software Solutions M1 for Enterprise Resource Planning for Discrete Manufacturing Certification Report
ECi Software Solutions M1 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the ERP

crm for financial insurance industry services  Software Solutions M1 for Enterprise Resource Planning for Discrete Manufacturing Certification Report ECi Software Solutions M1 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the ERP Evaluation Center. 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, Read More...

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