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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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 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

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 employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not

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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.

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PeopleSoft Completes Acquisition of Vantive; Vantive CRM Applications Integrate with PeopleSoft and Other ERP Systems


On January 3, 2000 PeopleSoft Inc. announced it had completed its acquisition of The Vantive Corporation, the world's second-largest independent supplier of customer relationship management (CRM) solutions. The transaction was completed December 31, 1999 with the issuance of approximately 28 million shares of common stock and options to purchase common stock, and is anticipated to be accounted for as a pooling-of-interests. The acquisition of Vantive makes PeopleSoft the only enterprise software company offering a full suite of CRM products that integrate tightly with PeopleSoft and other major back-office applications.

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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

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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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Financial Times


Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news.

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Financial Applications Comparison Chart


It’s clear that most software vendors offer solutions that fully support standard financial functionality. So how do you choose the financial software that's right for your company? See how some of the major players stack up.

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The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

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