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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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 customer banking laws


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

customer banking laws  latest technological advances. E-banking, customer portals, and mobile banking are just some of the new services customers use and software vendors need to integrate into their CRM offering. CRM Vendors’ Response to These Challenges More and more CRM vendors are adapting their products to the needs of companies in different industries, and finance and banking is one of them. Oracle offers its CRM On Demand Financial Services Edition ; and Ciber , a major Microsoft value-added reseller (VAR), adapted

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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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Business Intelligence and Identity Recognition-IBM's Entity Analytics


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The IBM Predictive Customer Intelligence solution is designed to help your company create personalized, relevant experiences with a focus on driving new revenue. It enables you to deliver optimized and relevant actions at the point of impact to enhance customer experiences and grow revenue.

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Four Ways to Win Customer Raves With Your Speech-Enabled IVR


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Download this tip sheet to learn four ways an enterprise can work towards an IVR system that customers see as a help and not a hindrance.

The considerations to keep in mind include knowing your customers, avoiding an overly complicated and overstuffed system, involving customer service employees in the design process, and paying attention to every valuable detail.

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Five Steps to Manage the Customer Journey for B2B Success


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