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Software Functionality Revealed in Detail
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 investment services industry


Case Study: Financial Services Industry
The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card

investment services industry  with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

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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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Web-site Strategy for Organizations in the Corporate Services Industry


As marketing budgets shrink and companies in the corporate services industry aim to leverage their Web sites as less expensive alternatives to traditional marketing tools, Web-site strategy is becoming more important. Web-site strategy must focus on enhancing credibility, strengthening existing relationships, generating leads, and more. Get tips on how to create a Web-site strategy that will help you achieve these goals.

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Dealing with Food Industry Pressures


Small and medium food and beverage companies have the same regulatory requirements as large companies, but with significantly fewer resources with which to address them. Companies need systems that can provide comprehensive traceability information at the touch of a button.

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CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

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Industry Perspectives: Strategic Workforce Management in the Automotive Industry


There’s a buzz in the automotive industry around the concept of “strategic workforce management”—getting the right people, for the right job, at the right time, to improve overall business results. Strategic workforce management goes beyond the traditional role of human resources: it’s a strategic initiative and competitive weapon to help today’s automotive companies drive corporate goals and objectives.

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Advisory Services


TEC's Advisory Services are designed to supplement your selection project with on-site support and guidance from our software selection experts.

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BT Global Services


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

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Corning Data Services Inc


Corning Data is celebrating its 35th anniversary with a whole new look. Check it out! You'll get the same professionalism, but with expanded service offerings. These include JD Edwards hosting services, Oracle/IBM Cloud, and Fusion applications. We are offering more comprehensive solutions as we raise our game. Corning Data may have a new look but maintains all of the JD Edwards, DSI, and IBM services, software, and hardware needed to evaluate, implement, and support your JD Edwards system either on premise or in the cloud.   Corning Data is a specialized Oracle Platinum partner and reseller, an IBM Partner, a DSI Implementation and Select Services Partner, and an original JD Edwards partner. In a world where software and hardware are ever changing, Corning Data Services helps our customers realize the full potential of their technology investments. Since 1980, CDS has remained constant in delivering excellence because we partner with the industry’s very best. And after thirty years of delivering the right solutions, our Experience Matters.

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Les Services SiPD


The mission of Les Services SIPD is to advise and assist you in the implementation and use of ERP software Acumatica midrange offering cloud services: Training and consultation Project Management Support Change management support Support Customization and software development Council at the level of computer equipment and network

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E-mail and Fax Services


It’s still a must-have to manage faxes and e-mail across your trading partners. You need a simple way to automate these transactions into a single system, speed up cash cycle times, reduce errors—and save time. Learn about the value-added network (VAN) from Inovis, and discover how it can help you convert inbound e-mail and fax transactions and convert outbound transactions to fax, with transaction visibility.

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