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Abstract:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than
around products. This makes a perfect case for (...)
Excerpt related to
crm in banks:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firm...
Published:
2000-11-02
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Excerpt related to
crm in banks:
... While you are compiling a list of CRM specifically for Investment Banks,
you may want to look at Spyder CRM a product of Geodesic Ltd. www.engagespyder.com. ...
Published:
2009-10-08
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Abstract:
Learn how communication-enabled business processes (CEBPs)—processes enabled by communication systems that are tightly integrated
with business applications—can help resolve customer relationship management (CRM) issues by reducing latency, providing recording
of and visibility into interactions, and (...)
Excerpt related to
crm in banks:
Creating Business Value with Communication-Enabled CRM Processes: Enhancing Marketing, Sales, and Service.
Source: SAP. Document Type ...
Published:
2011-03-14
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Abstract:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are
seeking a more specialized and industry specific tool. From the larger organization to the smallest customers, CRM buyers
are expecting their applications to follow their business mode (...)
Excerpt related to
crm in banks:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking
a more specialize...
Published:
2003-05-28
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Abstract:
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 (...)
Excerpt related to
crm in banks:
Enhancing Constituent Perceptions with CRM for Public Sector. ... Download <strong>Enhancing
Constituent Perceptions with CRM for Public Sector</strong>. Comments: ...
Published:
2010-09-01
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Abstract:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are
seeking a more specialized and industry specific tool. From the larger organization to the smallest customers, CRM buyers
are expecting their applications to follow their business mode (...)
Excerpt related to
crm in banks:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking
a more specialize...
Published:
2003-05-28
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Abstract:
8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative. Download Free Technology
Analysis Reports Linked to the Must-have Elements of Every Successful CRM Initiative. It’s no secret that winning and retaining
customers is the key to growth and success. But that (...)
Excerpt related to
crm in banks:
8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative. Download Free Technology
Analysis Reports Linked...
Published:
2010-03-11
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Abstract:
Salesforce.com is now an almost unstoppable force in the world of on-demand customer relationship management. However, it
may be the architect of its own downfall—and Microsoft is poised to take advantage. But will you profit from the Salesforce.com-versus-Microsoft
war? (...)
Excerpt related to
crm in banks:
Salesforce.com is now an almost unstoppable force in the world of on-demand customer relationship management. However, it
may be the architect of ...
Published:
2008-10-13
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Abstract:
A decline in customer loyalty has put a great deal of pressure on financial institutions of late. Thus, as banks tailor products
and services to meet customer demands, they must also boost revenue. That’s why it’s essential to target your most profitable
customers with real-time insight that helps yo (...)
Excerpt related to
crm in banks:
... institutions of late. Thus, as banks tailor products and services to meet customer demands,
they must also boost revenue. That’s ...
Published:
2010-03-11
-
Abstract:
Salesforce.com is now an almost unstoppable force in the world of on-demand customer relationship management. However, it
may be the architect of its own downfall—and Microsoft is poised to take advantage. But will you profit from the Salesforce.com-versus-Microsoft
war? (...)
Excerpt related to
crm in banks:
Salesforce.com is now an almost unstoppable force in the world of on-demand customer relationship management. However, it
may be the architect of ...
Published:
2008-10-13
-
Excerpt related to
crm in banks:
... These worldwide problems are on the slippery slope downward, and the consequences affect all banks.
... Banks are facing major unrecoverable losses. ...
Published:
2009-01-07
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Abstract:
The Customer Relationship Management (CRM) RFP Template covers industry-standard functional criteria of CRM that can help
you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template,
it is a working document that serves as a knowledge base refe (...)
Excerpt related to
crm in banks:
... Insurance, Customer Relationship Management CRM RFP Template. Insurances; Brokers; Banks.
Pharmacology, Customer Relationship Management CRM RFP Template. ...
Published:
-
Abstract:
This complete rating detail report covers the vendor or provider's responses to TEC's comprehensive research model. The report
answers your concerns about how your chosen vendors will support your requirements. (...)
Excerpt related to
crm in banks:
Customer Relationship Management (CRM) Software Evaluation Report. ... Sales Force Automation
, Customer Relationship Management (CRM) Software Evaluation Report. ...
Published:
-
Abstract:
This complete rating detail report covers the vendor or provider's responses to TEC's comprehensive research model. The report
answers your concerns about how your chosen vendors will support your requirements. (...)
Excerpt related to
crm in banks:
CRM for Financial and Insurance Markets Software Evaluation Report. ... Securities , CRM
for Financial and Insurance Markets Software Evaluation Report. ...
Published:
-
Abstract:
The Customer Relationship Management (CRM) RFP Template for Financial and Insurance Markets covers industry-standard functional
criteria of CRM for Financial and Insurance Markets that can help you easily gather and prioritize your business needs in
a simple and categorized excel document. More than a RFP (...)
Excerpt related to
crm in banks:
Customer Relationship Management CRM RFP Template for Financial and Insurance Markets. ...
Options Major functional usage and features for CRM analytic systems. ...
Published:
-
Abstract:
In the current regulatory environment, banks are facing two levels of challenges. While they are under pressure to expand
beyond home territories, they also face stifling regulatory constraints. These restrictions are forcing banks to maximize
on every capital expenditure they make. Such financial and re (...)
Excerpt related to
crm in banks:
... Source: Wipro Technologies. Document Type: White Paper Description: In the current regulatory environment,
banks are facing two levels of challenges. ...
Published:
2011-11-14
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Abstract:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success
and full potential from their CRM system. (...)
Excerpt related to
crm in banks:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensiv...
Published:
2005-02-14
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Abstract:
Sagent has recently announced a strategic agreement with the SAS Institute, a market leader in analytics and CRM software,
to integrate and license select SAS software within its business intelligence solutions. Through a partnership with SAS,
Sagent gains additional creditability in the market and SAS (...)
Excerpt related to
crm in banks:
Sagent has recently announced a strategic agreement with the SAS Institute, a market leader in analytics and CRM software,
to integrate and licens...
Published:
2001-04-12
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Abstract:
Banks need robust risk analysis and reporting solutions to improve reporting accuracy and efficiency, while reducing the
costs and burdens of compliance. Yet many forces hamper efficient enterprise risk reporting, including regulatory and stakeholder
pressures, process inefficiencies, and disparate data. (...)
Excerpt related to
crm in banks:
... Source: SAP. Document Type: White Paper Description: Banks need robust risk analysis
and reporting solutions to improve reporting accuracy and efficiency, while ...
Published:
2011-07-25
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Abstract:
The best CRM choice for Global Refund. Read TEC's whitepaper here! Swiss financial services company Global Refund needed to
replace its antiquated customer relationship management (CRM) system. To find a mobile-enabled, user-friendly solution that
could handle the company’s 15 million yearly transaction (...)
Excerpt related to
crm in banks:
... Evaluation Centers. Description: Swiss financial services company Global Refund needed to replace its
antiquated customer relationship management (CRM) system. ...
Published:
2010-03-11