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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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 crm for private banking


Enhancing Constituent Perceptions with CRM for Public Sector
The world is changing for public-sector organizations. To succeed, governments must go beyond basic cost savings and service effectiveness to shape constituent

crm for private banking  Constituent Perceptions with CRM for Public Sector The world is changing for public-sector organizations. To succeed, governments must go beyond basic cost savings and service effectiveness to shape constituent perceptions about the programs that serve them. Discover how using software solutions to enhance customer relationship management (CRM) processes enables governments to deliver levels of performance constituents are accustomed to receiving from the private sector.

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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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Documents related to » crm for private banking

Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

crm for private banking  fastest time for all CRM implementations according to the analyst firm Gartner . Similarly, the average payback period for a Sword Ciboodle implementation is 29 months, and Sword Ciboodle reduces the average handling time by an average of 23 percent, to within 3 months. Finally, Sword Ciboodle differs from other companies in that the flexibility and customizability of the implementations allows the company to easily integrate new channels, such as social media, into the customers’ offerings. TEC: Has Read More

Salesforce.com Unveils Service Cloud SOS Button for Mobile In-app Support


Salesforce.com recently launched the Salesforce1 Service Cloud SOS feature that aims to revolutionize customer service and support by putting an SOS button directly inside any mobile app. With new live interactive video support and on-screen guided assistance, companies will be able to deliver instant and personalized customer service within any mobile app.

crm for private banking  com Unveils Service Cloud SOS Button for Mobile In-app Support Salesforce.com recently launched the Salesforce1 Service Cloud SOS feature that aims to revolutionize customer service and support by putting an SOS button (similar to the Amazon Kindle Mayday button) directly inside any mobile app. With new live interactive video support and on-screen guided assistance, companies will be able to deliver instant and personalized customer service within any mobile app.   Last year, salesforce.com intr Read More

TEC Industry Watch: Enterprise Software News for the Week of July 9, 2012


SOFTWARE SELECTIONSInternational distributor of high-tech metals and alloys selects Epicor ERPIndustry tags: Manufacturing, Wholesale and Retail Trade, Warehousing "The relatively small but geographically extensive company Datum Alloys made its choice based on a few underlying premises: a need for multicurrency operations in conjunction with local accounting standards, high-quality analytical

crm for private banking  acquires Ciboodle Industry tags: CRM KANA Software is well known for its solutions for service experience management. They have acquired a few solutions, such as Lagan in 2010 to enhance its offering for governments, Overtone for social listening and analytics, and Trinicom for midmarket customer service. KANA and contact center service company Ciboodle share common functionality and will complement one another, but Ciboodle also announced a partnership this spring with BI firm SAS to create an Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

crm for private banking  In fact, Onyx pioneered CRM for the Microsoft platform. But, although it was created by former Microsoft personnel, Onyx CRM was really never a joint business venture. Also, Onyx developed an architecture that scales and performs well in the marketplace, built on the Microsoft platform. On the other hand, in the early 2000s, Onyx seized the opportunity to enter the upper-mid market by running Sun Solaris and IBM AIX platforms to support databases by Oracle. This was abandoned based on customer demand. Read More

Transition for Manhattan Associates Necessary for Long Term Growth


Based in Atlanta, Georgia, $78 million Manhattan Associates, Inc. develops, markets, and supports supply chain execution systems for distribution center management and Internet fulfillment. 1999 was a difficult year for the vendor, marked by reorganization and management turnover in the midst of rapid corporate expansion. Completing its transition to an Internet enabler will be important for Manhattan's long term future.

crm for private banking  for Manhattan Associates Necessary for Long Term Growth Transition for Manhattan Associates Necessary for Long Term Growth S. McVey - February 2nd, 2000 Vendor Genesis Based in Atlanta, Georgia, $78 million Manhattan Associates, Inc. develops, markets, and supports supply chain execution systems for distribution center management. Founded in 1990 by former KSA consultant Alan Dabbiere with Ponnambalam Muthiah, Deepak Raghavan, and Deepak Rao. Manhattan installed its first Pickticket Management Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

crm for private banking  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More

Dynacom ERP (v. 11.3) for ERP for SMB Certification Report


Dynacom Enterprise is now TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) 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 this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for private banking  ERP (v. 11.3) for ERP for SMB Certification Report Dynacom Enterprise is now TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) 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 this report for product highlights, competitive analysis, product analysis, and in-depth analyst Read More

Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm for private banking  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

crm for private banking  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More

The Service Equation: 4 Keys for IT to Create Value for the Business


IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services.

crm for private banking  Service Equation: 4 Keys for IT to Create Value for the Business IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services. Read More

Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) 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, product analysis, and in-depth analyst commentary.

crm for private banking  Project Workforce Management for PPM for PSA Certification Report Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) 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, comp Read More

Double Trouble for Cap Gemini: Integrator's Problems Suggest A Different Approach to Contracting for Technology Services


IT systems company Cap Gemini has been dropped from some large contracts and is being sued for allegedly refusing to perform on another.

crm for private banking  Trouble for Cap Gemini: Integrator's Problems Suggest A Different Approach to Contracting for Technology Services Event Summary An article in the New York Times states that Cap Gemini, an international provider of IT services, has recently been removed from a total of almost $150 million dollars worth of projects. The United States Chamber of Commerce, The United Way and the French Government have all expressed extreme dissatisfaction with Cap Gemini's performance; in at least one of these Read More

On-Demand Software for BPM: Now Ready for Enterprise Adoption


Planning, forecasting, and reporting are among the business processes that, if strengthened with analytic software, can help companies improve their performance. Due to time and expense of implementation, many mid-sized have been slow to aggressively adopt business performance management (BPM) solutions. See how on-demand BPM software is a low-cost, low-risk BPM solution that is likely to lead to an “early payback.”

crm for private banking  Demand Software for BPM: Now Ready for Enterprise Adoption Planning, forecasting, and reporting are among the business processes that, if strengthened with analytic software, can help companies improve their performance. Due to time and expense of implementation, many mid-sized have been slow to aggressively adopt business performance management (BPM) solutions. See how on-demand BPM software is a low-cost, low-risk BPM solution that is likely to lead to an “early payback.” Read More

Enterprise Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses?


In the past, enterprise resource planning (ERP) initiatives were far too costly for smaller organizations to consider. However, a trend has recently emerged where software vendors are now offering software-as-a-service business models for ERP implementation to even the smallest organizations.

crm for private banking  can integrate salesforce.com for CRM and Projector PSA for their project time and billing requirements, thereby delivering a seamless ERP offering. Although by no means will QuickBooks identify itself as an ERP solution, nevertheless, QuickBooks' SaaS model empowers small organizations to build a solution that can meet most of their business needs. The ubiquity of the Internet has opened the ERP door to many vendors that have not had access to this market before. By leveraging the Internet, the SaaS Read More