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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 investment banking flowchart


Flexible Customer Data Integration Solution Adapts to Your Business Needs
Siperian's master data management and customer data integration (CDI) solutions allow organizations to consolidate, manage, and customize customer-related data.

customer investment banking flowchart  Customer Data Integration Solution Adapts to Your Business Needs Customer data integration (CDI) has become one of the buzzwords within the master data management (MDM) industry. Although the concept of creating a single organizational view of the customer is noble and desirable, its value should also be justified by organizations. To implement a customer data hub that only creates a centralized view of an organization's customer-related data does not affect a company's bottom line, unless

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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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