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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 customer satisfaction survey sample templates financial adviser


Financial Executives Research Foundation
Financial Executives Research Foundation (FERF) is the non-profit research affiliate of Financial Executives International (FEI). FERF conducts research

customer satisfaction survey sample templates financial adviser  

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » customer satisfaction survey sample templates financial adviser

Is Your Customer Strategy Aligned with Customer Experience


As product differentiations blur, companies are increasingly turning to create customer-centric organizational behavior to establish experience-based differentiation (EBD) and remain competitive. This creates unique challenges while implementing a customer relationship management (CRM) strategy in multidepartment organizations with numerous customer touch points. This white paper aims to enable CRM strategy.

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FAXCOM in Financial Services: Optimizing Business Workflow


Fax servers are essential for the financial services industry. Their reliability and security help transmit financial information quickly and safely. Financial institutions, however, also have workflow and document needs due to lots of back-office paperwork. Luckily, there are fax servers on the market that help financial institutions optimize workflow and business processes—organizing and reducing paperwork backlog.

customer satisfaction survey sample templates financial adviser   Read More

Building a Customer-centric Enterprise Knowledge Base for Improved Customer Support


Within an organization, knowledge bases (KBs) of known product issues and their resolutions are typically created and managed by customer support teams. Their obvious use is to maintain different types of methods for addressing various client issues. KBs thus become an important tool in an organization’s armamentarium used for supporting its customers. But clients are unable to access these

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Customer-centric CRM


Companies implement a customer relationship management (CRM) system to balance increasing revenue, decreasing costs, while enhancing the customer experience. However, many implementations fail to do this. Companies, however, can meet these goals by implementing a customer-centric CRM. In this system, all business processes throughout the extended enterprise are optimized around customer life cycle care, which builds stronger relationships.

customer satisfaction survey sample templates financial adviser   Read More

Financial Packages


Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

customer satisfaction survey sample templates financial adviser   Read More

11Ants Customer Response Analyzer


11Ants Customer Response Analyzer is software that allows marketers to target those customers statistically most likely to respond to a marketing offer.  

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The Power of Customer Context Beyond Campaigns: Build a Contextual Marketing Engine


Campaigns are far less effective at winning and retaining customers than they once were—now companies must deliver real-time, two-way, insight-driven interactions with individual customers. Learn how to build and use proprietary digital platforms called contextual marketing engines in this Forrester report, and get results that translate into unprecedented levels of customer engagement, increased revenue, and better product experiences.

customer satisfaction survey sample templates financial adviser   Read More

Financial Mobility-Balancing Security and Success


No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more.

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Financial ISV Partnership


Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product.

customer satisfaction survey sample templates financial adviser   Read More

Delivering Superior Customer Value in Insurance


Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

customer satisfaction survey sample templates financial adviser   Read More