-
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
customer relationship in banking:
Customer-oriented Banking and Account Origination. ... Download <strong>Customer-
oriented Banking and Account Origination</strong>. Comments: ...
Published:
2010-03-11
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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
customer relationship in banking:
... Discover how using software solutions to enhance customer relationship
management (CRM) processes enables governments to deliver levels of performance ...
Published:
2010-09-01
-
Excerpt related to
customer relationship in banking:
... to business software and customer relationship management (CRM ...
facing major changes in customer behavior and ... E-banking, customer
portals, and mobile banking are ...
Published:
2009-10-08
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Abstract:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows
evolution without the upset of revolution. (...)
Excerpt related to
customer relationship in banking:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of pro...
Published:
2007-09-24
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Abstract:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the
perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado
solution. (...)
Excerpt related to
customer relationship in banking:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from
the perspectives of core fun...
Published:
2006-08-17
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Abstract:
Whether in a business-to-consumer (B2C) or business-to-business (B2B) context, customers demand multiple channels through
which they can find information, purchase goods, view and pay their bills, request services, or get support based on their
specific needs and preferences. Discover solutions that can (...)
Excerpt related to
customer relationship in banking:
How to Deliver a Great Customer Experience and Lower Costs: Achieving Interaction Excellence Across Multiple
Touch Points. Source ...
Published:
2010-09-01
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Abstract:
Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s
objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional
analyses can help management determine the feas (...)
Excerpt related to
customer relationship in banking:
... and forecasting environment that reaches business units, products, customer segments,
and ... Download <strong>The Banking Industry: Planning the Road Ahead</strong
...
Published:
2010-03-11
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Abstract:
Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit
analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security
system, you can maintain the data’s original properties (...)
Excerpt related to
customer relationship in banking:
... Minimizing Risk for Banking and Insurance Firms. Source: Camouflage Software Inc. Document
Type: White Paper Description: Do you use real customer profiles and ...
Published:
2010-03-11
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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
customer relationship in banking:
... Financial Institutions, Customer Relationship Management CRM RFP Template.
Retail banking; Brokerage; Institutional finance; Insurance. ...
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
customer relationship in banking:
Customer Relationship Management (CRM) Software Evaluation Report. ...
Sales Force Automation , Customer Relationship Management (CRM) Software Evaluation Report.
...
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
customer relationship in banking:
IT Infrastructure Trends in Banking. Source: Wipro ... for growth. Download <strong>IT
Infrastructure Trends in Banking</strong>. Comments: ...
Published:
2011-11-14
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Abstract:
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities,
increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects,
institutions, syndicate partners, and other contacts, the r (...)
Excerpt related to
customer relationship in banking:
... White Paper Description: Client relationship management (CRM) technology can help capital-markets
firms streamline investment banking activities, increase ...
Published:
2010-03-11
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Abstract:
Collaboration between Amdocs and SAS, if truly committed to by both, should make it possible to collect and analyze information
stored in these Amdocs' systems, and deliver the conclusions and recommendations to the operator's decision-makers in the
form of graphs and practical reports. (...)
Excerpt related to
customer relationship in banking:
Collaboration between Amdocs and SAS, if truly committed to by both, should make it possible to collect and analyze information
stored in these Am...
Published:
2005-08-05
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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
customer relationship in banking:
Balancing Profitability and Risk in Banking: Overcoming Common Risk Analysis and Reporting Challenges. Source:
SAP. Document Type: White ...
Published:
2011-07-25
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Abstract:
As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets
have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance,
firms need financial services software that can reduce (...)
Excerpt related to
customer relationship in banking:
... the need to be available 24/7, increased demands for customer service, and reduced budgets
have introduced new pressures to small to medium banking firms. ...
Published:
2010-03-11
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Abstract:
On May 2, SAP AG, the leading provider of enterprise software applications, announced a strategic alliance with Nortel Networks
to develop and integrate industry-specific CRM solutions. (...)
Excerpt related to
customer relationship in banking:
On May 2, SAP AG, the leading provider of enterprise software applications, announced a strategic alliance with Nortel Networks
to develop and int...
Published:
2000-05-31
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Abstract:
"EMERYVILLE, Calif., Nov. 1 /PRNewswire/ -- Sybase«, Inc. (Nasdaq: SYBS) today announced a comprehensive, multi-year licensing,
technology and service agreement with MicroStrategy Incorporated (Nasdaq: MSTR). The alliance offers customers MicroStrategy's
Intelligent E-Business software coupled with cust (...)
Excerpt related to
customer relationship in banking:
"EMERYVILLE, Calif., Nov. 1 /PRNewswire/ -- Sybase«, Inc. (Nasdaq: SYBS) today announced a comprehensive, multi-year
licensing, technology and ser...
Published:
1999-11-10
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Abstract:
With more than 5,000 global employees serving as touch points for sales and customer service, Deutsche Bank could no longer
afford to rely on its outdated customer relationship management (CRM) systems. The financial services powerhouse now has a
system that serves 5,500 Deutsche Bank employees, and incl (...)
Excerpt related to
customer relationship in banking:
... serving as touch points for sales and customer service, Deutsche Bank could no longer
afford to rely on its outdated customer relationship management (CRM ...
Published:
2010-03-11
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Abstract:
Profitable customer experience (CE) strategies are holistic, sustainable, and focused on creating competitive differentiation.
If you can deliver highly valuable experiences to your customers, in a sustainable way, the reward will be loyal, engaged
advocates who help you grow your business. Read more to (...)
Excerpt related to
customer relationship in banking:
How to Achieve a Great—and Profitable— Customer Experience. ... Download <strong>How
to Achieve a Great—and Profitable— Customer Experience</strong>. ...
Published:
2011-03-14
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Abstract:
North American wealth management clients, recovering from the market downturn of 2008 and current market conditions have
new expectations of their wealth management firms. Market changes present a tremendous business opportunity for wealth management
firms that can adapt to the changing needs of investor (...)
Excerpt related to
customer relationship in banking:
... investors. Learn about customer relationship management (CRM) solutions
that address the demands of today’s market. Download <strong ...
Published:
2010-11-11