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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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 insurance advisory


HIPAA-Watch for Security Speeds Up Compliance Part One: Vendor and Product Information
HIPAA-Watch for Security is a tool designed to guide organizations through the risk analysis required by the Health Insurance Portability and Accountability Act

insurance advisory  required by the Health Insurance Portability and Accountability Act (HIPAA) compliance process (US). Relevant Technologies, a leading security research and advisory firm, evaluated HIPAA-Watch for Security to verify how well it performed in guiding organizations through the HIPAA security risk analysis process. Vendor Background and Information RiskWatch was founded in 1993 in Landover, Maryland (US) with the idea of automating risk assessment modeling for the Department of Defense. Founder, Caroline

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » insurance advisory

The Oracle/PeopleSoft Reality Check


While customers may be bemused if not concerned about the Oracle/PeopleSoft merger, they are from a traditionally risk-adverse market. Despite the lush deals offered by the competition, realistically, the only way Oracle will lose customers is through self-inflicted wounds.

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Salentica Inc


Formed in 1997, Salentica provides client management and technology solutions for the wealth management market. The company offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms. Salentica has more than 65 clients worldwide, including financial institutions, medium-sized wealth managers, and family offices. Salentica is a Gold Certified Microsoft partner, a member of the Microsoft Advisor Platform Marketing program, and the first customer relationship management (CRM) partner to be named a member of the Microsoft Insurance Value Chain. Salentica is headquartered in New York, New York (US), with Canadian offices in Toronto and Oshawa.

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Feds Buckle Down on Customer Information Security


In an effort to improve the state of consumer privacy, Federal Reserve Board, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Office of Thrift Supervision, on January last year announced that they have put together joint guidelines to safeguard confidential customer information. The guidelines, that took effect last July, implement section 501(b) of the Gramm-Leach-Bliley Act (GLBA) initiated by the Senate Banking Committee, and passed into law on November 4, 1999. This announcement had significant implications for online banking institutions.

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How the Recession May Be Affecting Your Business and What You Can Do about It


"Come gather 'round people, wherever you roam, and admit that the waters around you have grown. And accept it that soon you'll be drenched to the bone. If your time to you is worth savin' then you better start swimmin' or you'll sink like a stone. For the times they are a-changin'." – Bob Dylan The Global RecessionRe-ces-sion \ri-se-sh?n\ “a period of reduced economic activity”1 Recession

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What Do Modern Knowledge Workers Need?


In many service industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers,

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Nemertes Research


Nemertes Research is a research, advisory, and consulting firm founded in 2002. The firm specializes in analyzing the business value of technologies.

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Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

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InsFocus Releases Version 2.0 of BI Solution for Insurance


The Israeli software provider InsFocus Systems, producer of Insfocus Plus, a business intelligence (BI) solution targeted at the insurance industry, has recently released version 2.0 of its BI application, which includes several enhancements, with special emphasis on the Web. Among the features of this version is the new InsFocus BI Web user interface. The Web viewer and user

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FlexiFinancials Suite


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

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PayStream Advisors


Research and advisory firm PayStream Advisors provides technology research, transformation consulting, and events.

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