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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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 crm in banks


Microsoft Dynamics CRM Blitzes Banks at Sibos
At the recently held premier global financial services event Sibos in Boston, Microsoft Dynamics’ customer relationship management (CRM) team shared the

crm in banks  Dynamics CRM Blitzes Banks at Sibos At the recently held premier global financial services event Sibos in Boston, Microsoft Dynamics ’ customer relationship management (CRM) team shared the benefits it is delivering for banking customers such as RBS-NatWest, The Saudi Investment Bank, and others with Microsoft Dynamics CRM , which enables these companies to personalize their customer experiences and improve their operational efficiency . The financial services industry is changing and a renewed

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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 in banks

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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More Banks Turning to Microsoft Dynamics CRM


While the pundits’ assertions that Microsoft is losing its relevance and innovation mojo continue to swirl, especially with an impending CEO change, there are still some bright spots in the company’s product arsenal, at least when it comes to enterprise applications. At the SIBOS global financial services event in Dubai, Microsoft announced that several leading banks are using Microsoft Dynamics

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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 industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

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Professional Services Are Catching-up With CRM


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 model with limited need for customization. Interface Software, which is focused on the professional services market, is an example.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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Social Media in Your Supply Chain Keeps Everyone in the Loop


Social media is adding new value to cloud-based supply chain management for companies of all sizes. Internal social media (via Intranet) and external sites like Facebook and Twitter are being increasingly used in a new, flexible supply chain cycle. Read this article to learn how two very different companies are taking advantage of the unique contribution social media can make to the dynamic supply and demand loop.

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SAP In-memory Appliance (SAP HANA): The Next Wave of SAP In-memory Computing Technology


Download this datasheet to get a rundown of SAP HANA's functionality and the benefits it can provide for your business.

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Manufacturing Strategies that Win: IT’s New Role in the Cloud


With acceptance of cloud-based strategies growing among manufacturers of all types and sizes, it’s easier than ever to make the business case for transitioning to the cloud. But beyond the cost savings and responsiveness of cloud solutions, this transition also provides new opportunities for the IT department to grow into a key role as strategic business advisor. This report includes advice on how IT can help manufacturers realize the full benefits of cloud-based solutions.

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Mediacore CRM


Mediacore CRM provides a platform to support marketing, sales, and service activities. The software uses a consolidated customer database to obtain an overview of all business activity at any time.  

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Best-in-class Marketers Drive Enhanced Customer Loyalty


The path to a complete view of the customer lies not in eliminating data sources but in integrating them and providing access that is easy to navigate and always available. This report explores how top-performing companies are capturing, integrating, managing, measuring, and acting on valuable customer data throughout the entire customer lifecycle, to maximize customer loyalty and achieve best-in-class bottom-line results.

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