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Software Functionality Revealed in Detail
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 financial institutions crm


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

financial institutions crm  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 focus on the customer experience can be the key to

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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 » financial institutions crm

TEC Industry Watch: Enterprise Software News for the Week of May 21st, 2012


SOFTWARE SELECTED, IMPLEMENTED, AND PUT TO GOOD USEHorticultural tools distribution business goes live with Sage ERP X3 Industry tags: wholesale and retail trade "The 127-year-old company A.M. Leonard, which currently operates mostly via catalog and Internet commerce, selected Sage ERP X3 to replace its aged legacy system. The Sage product was chosen mainly because of its rich functionality and

financial institutions crm  TEC BI Analyst Top financial institutions in North America and Europe use QlikView Industry tags: business intelligence/business analytics, financial institutions According to QlikTech , the 20 top financial institutions in North America and Europe are actually using QlikView Discovery Platform for performing data analysis from disparate sources, thanks to QlikView’s features for data discovery and analysis. Good to know what our banks are using to solve their data analysis issues. —Jorge García, Read More

French Government awards ERP contract to Peoplesoft


On October 29, The French government awarded PeopleSoft the first contract of its Accord Mission - a project to integrate computing across all state departments.

financial institutions crm  industries: utilities, service providers, financial institutions, public sector, insurance, and higher education. It should be on a short list in any selection where HRMS system and financial modules are the main pillars of an enterprise application. However, organizations currently evaluating PeopleSoft should keep a close eye on PeopleSoft's future product development and support strategies, particularly how top management will address poor market perception of its manufacturing software. Read More

GE Money Finds Successful Reporting in the Simplicity of SAS


In business, much depends on the timeliness of report¬ing. But one of the largest financial institutions in the Czech Republic was struggling in this regard. “We had been working on a single report for about one month and were facing two ways out: request the report from IT, or outsource the reporting to an external supplier.” Find out how GE Money dramatically reduced reporting times with an automated reporting solution from SAS.

financial institutions crm  one of the largest financial institutions in the Czech Republic was struggling in this regard. “We had been working on a single report for about one month and were facing two ways out: request the report from IT, or outsource the reporting to an external supplier.” Find out how GE Money dramatically reduced reporting times with an automated reporting solution from SAS. Read More

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

financial institutions crm  to generate useful insights. Financial institutions are reportedly drawn to the fact that Microsoft Dynamics CRM works seamlessly with other productivity applications such as Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft SharePoint , and Yammer . They can thus drive proactive interactions with end customers, leverage deep client insight, and deliver intelligent offers and custom-built experiences. In essence, Microsoft Dynamics CRM can help financial institutions become a trusted advisor Read More

Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

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Financial Reporting-Who Needs It?


Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

financial institutions crm  Reporting-Who Needs It? Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools to help with the technical processing of data (e.g., profit and loss reports, balance sheets, etc.) for the purpose of management accounting . And management can usually obtain whatever information they need for their internal decision making. But financial reporting tools can go beyond the Read More

Financial Forecasting & Planning Summit - September 9/10, Boston MA


Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

financial institutions crm  your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you'll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting & Planning in your company, and develop an approach to a single repeatable financial planning cycle. Be in excellent company at the summit with the following confirmed speakers: Chief Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

financial institutions crm   Read More

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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Financial Packages


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

financial institutions crm  Packages Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time. Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

financial institutions crm   Read More

Integrating Actuals into Financial Plans


Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

financial institutions crm  Actuals into Financial Plans Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting. Read More

CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

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