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A Pocket Guide for Financial Services
You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and

financial services marketing  Pocket Guide for Financial Services You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS). Read More...
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&n...
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Documents related to » financial services marketing


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

financial services marketing  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 Read More...
Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services
Financial services organizations are always looking for ways to improve business processes to implement tighter control@and improve the bottom line. But finding

financial services marketing  for Insurance, Banks, and Financial Services 3 Key Success Strategies for Insurance Banks and Financial Services If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader.   Established in 1993, Technology Evaluation Centers, Inc. (TEC) is the first web-native technology research enterprise. TEC provides decision support systems (DSS) that enable stakeholders to objectively identify the software products that best fit their company's unique Read More...
The Seven Deadly Sins of Software Marketing
Huge amounts of money are spent on marketing collateral—you need to ensure that you get your money's worth. This article discusses seven common mistakes made

financial services marketing  and COOs), and chief financial officers (CFOs). Just as techies may not know the differences between accrual and impress accounts, a CFO may not appreciate software designed to support a service-oriented architecture (SOA) environment. A good rule of thumb is to let a non-technical editor have a go at the piece before finalizing the content. Sin #5. Giving Away the Store Is the purpose of a marketing piece to close the sale? If you have found such a brochure, stop reading this article, and just duplicate Read More...
SAP Finds CRM Partner for Marketing Tools
On December 6, SAP revealed it had entered into a partnership with Recognition Systems Group of the United Kingdom to add marketing-planning and campaign

financial services marketing  direction, and has huge financial, sales and personnel resources to throw at the problem. Nevertheless, users are advised to consider both product maturity and functionality in their evaluations and make comparisons to competitive offerings. Users should also be aware of the fact that SAP has a limited product alliance tradition. 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

financial services marketing  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...
Top Software for Financial Services Companies
For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

financial services marketing  Software for Financial Services Companies Comparing software solutions for financial services companies can be difficult and time-consuming—but at TEC we make it quick and easy In just seconds, you can get free side-by-side software comparison reports. Choose from all the leading vendors—including Microsoft, SAP, Oracle, UNIT4, Sage, IBM, MicroStrategy, Infor, Epicor, META4, NuView, NOW Solutions, Cézanne Software, PRELYTIS, QlikTech International, TARGIT, Cougar Mountain Software—and many more. Read More...
The 2011 Buyer's Guide to Accounting and Financial Software
Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and

financial services marketing  Guide to Accounting and Financial Software Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download this buyer guide Read More...
Nova Outsourcing Services
Nova offers services in C#, VB.NET, .Net 3.0, DotNetNuke (DNN), ASP.Net, Windows Forms, Web Services, SQL Server, etc. As a provider of .Net technology, it

financial services marketing  Outsourcing Services Nova offers services in C#, VB.NET, .Net 3.0, DotNetNuke (DNN), ASP.Net, Windows Forms, Web Services, SQL Server, etc. As a provider of .Net technology, it provides service packages for information security, enterprise infrastructure, and management processes. Read More...
SAS Financial Intelligence
SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of

financial services marketing  Financial Intelligence SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, risk management, and more. Read More...
Understanding SOA, Web Services, BPM, BPEL, and More Part One: SOA, Web Services, and BPM
In the larger schema of things, SOA would espouse general, more abstract concepts of software reusability and encapsulation within certain boundaries (as to

financial services marketing  SOA, Web Services, BPM, BPEL, and More Part One: SOA, Web Services, and BPM Introduction The battle for the dominance in Service Oriented Architecture (SOA) and Web services has so far largely been a war of words without the clear winner yet (and not any time soon), as many underlying Internet-based standards have emerged only recently. Still, the advocates of both major platforms/frameworks, Java 2 Enterprise Edition (J2EE) and Microsoft .NET , agree on the future of Web services, and have 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 services marketing  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...
Spotfire Financial Analytics
Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their

financial services marketing  Financial Analytics Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat. Read More...

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