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 knowledge management in banks


Technology Project Selection and Management in Community Banks
The way a bank selects, implements, and monitors a technological product significantly contributes to the final effect on the bank's environment.

knowledge management in banks  that its participants possess knowledge, insight, and a determination to use a uniform project management methodology. The level of thoroughness and competence that project managers use to manage a project will mold the ultimate result for the bank. The Author Lynn Koller is a writer for Brintech, a technology management firm based in New Smyrna Beach, Florida. Brintech serves clients across the country, helping them find ways to profit from their technology investments. Lynn reports on general

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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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 » knowledge management in banks

The Wizardry of Business Process Management - Part 2


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts-and-parcels, and the software category’s value proposition.  At the end of that post, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via a bit of humor and the metaphor of the classic “Wizard of Oz” movie. Namely, on March 23

knowledge management in banks  processes (i.e., the institutional knowledge) are the brain, and of course, the Scarecrow would be in charge of that. Humans are visual creatures, and engineers and technologists especially like to draw pictures and diagrams, and the brain needs to understand how the business should use those intertwined data. The brain needs to easily espouse the business intent and know how to use the data to that end, especially when times are tough and users are under pressure. Businesses need to do this team Read More

Unifying Global Trade Management: Challenges and User Recommendations


GTM software should be able to gather information and feed it back into the parent company, creating visibility into what remote divisions are doing and how they are doing it. Software providers must strike the right balance between global consistency and special local needs.

knowledge management in banks  export savvies of experts knowledgeable about international trade. It will also not eliminate the need for freight forwarders and customs brokers. Now that US laws shifts the responsibility and of customs compliance to the importer, human experience and expertise might even become more important than ever to manage financial decisions or negotiate cultural issues. It is not just a matter of diligently inputting data. Everyone has to be preemptive in managing international trade. Once the GTM/ITL software Read More

Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

knowledge management in banks  knowledge, gut feelings, and knowledge of the levels of risk. Computer applications that feed business decisions do not think and do not have knowledge. Rather, they apply the kind of logic needed, for example, to compare .001 to .0001. They cannot do what the human brain can do, and that is think. Humans make the final business decisions, not machines. Some ERP applications have better financial capabilities than others; they have financials which include analytical applications that go beyond the Read More

How Global Trade Management Can Assuage Your International Trade Worries


Globalization has lost its novelty. For most goods-driven enterprises it has become a matter of fact, just to stay in the game. However, the level of complexity that doing business globally entails can be daunting for professionals in charge of overseeing the supply chain—especially when the business needs to be nimble to keep ahead. Nimble can be painfully complex, but it doesn’t have to be

knowledge management in banks  Considering the scope of knowledge required to build a GTM solution, the number of players in the GTM sphere is more limited than what you would find for enterprise resource planning (ERP). Here are a few vendors with strong support for a mix of GTM capabilities. Blinco offers 3rdwave global commerce management (GCM) solutions, currently delivered on a hosted or licensed model. However, a SaaS version geared toward medium-size companies will be available by the end of 2011. This solution supports the Read More

Case Study: SAP and Sales Management


To achieve global transparency of all customer relationships, SAP AG upgraded to the latest release of the SAP customer relationship management (CRM) application. This upgrade is part of its CRM Clear Vision Program. Learn how the upgrade to a single global solution helped SAP AG achieve effective collaboration, better visibility, improved productivity, and stronger customer relationships.

knowledge management in banks  Study: SAP and Sales Management To achieve global transparency of all customer relationships, SAP AG upgraded to the latest release of the SAP customer relationship management (CRM) application. This upgrade is part of its CRM Clear Vision Program. Learn how the upgrade to a single global solution helped SAP AG achieve effective collaboration, better visibility, improved productivity, and stronger customer relationships. Read More

New Realities of Retail Workforce Management: Myths versus Facts


With an economic recovery underway, retailers are leveraging workforce management (WFM) tools to help them address their most pressing needs—cost reduction, return on investment (ROI), and measurably improved performance—while instilling practices that will serve them tomorrow and beyond. Find out how market leaders are leveraging the considerable benefits of WFM systems to gain a significant competitive advantage.

knowledge management in banks  Realities of Retail Workforce Management: Myths versus Facts With an economic recovery underway, retailers are leveraging workforce management (WFM) tools to help them address their most pressing needs—cost reduction, return on investment (ROI), and measurably improved performance—while instilling practices that will serve them tomorrow and beyond. Find out how market leaders are leveraging the considerable benefits of WFM systems to gain a significant competitive advantage. Read More

PeopleSoft Delivers Oxymoron In 'Supply Chain in a Box'


Users would do well to take PeopleSoft’s claims with a vein of salt and maintain realistic expectations regarding the challenges they will face in integrating their supply chains.

knowledge management in banks  Delivers Oxymoron In 'Supply Chain in a Box' PeopleSoft Delivers Oxymoron In Supply Chain in a Box S. McVey - November 10, 2000 Event Summary At its annual user conference in late October, PeopleSoft trumpeted the availability of its revamped supply chain management solution ambitiously titled, PeopleSoft Supply Chain in a Box. The new solution combines applications for customer management, e-commerce, order fulfillment, planning, and supply chain analytics and delivers them via multiple Read More

Ringing in the Change: Facets of Mobile Technology Adoption in Manufacturing


Due to the growth in mobile lifestyle among customers, the adoption of mobile devices and applications in manufacturing plants and facilities is on the rise. This trend has led to more efficient collaboration and innovation in manufacturing. Indeed, the convergence of mobile devices and networks has enabled an in-depth observation of customer behavior at levels that were not accessible prior to mobility. For mobile success, manufacturers will benefit immensely by partnering with experienced mobility technology and service providers. Download this white paper to learn more.

knowledge management in banks  Mobility,smart devices,smart phones,manufacturing,manufacturing industry Read More

The Quest for Leaner Asset Management: Interoperablility with ERP, GIS and HMI/SCADA Enables Maintenance Management Systems to Achieve Higher Levels of Efficiency and Increased Asset Output


Managers of maintenance systems continually strive for leaner, more optimized work flows. This white paper presents the benefits achieved by interoperating with enterprise resource planning (ERP), geographic information system (GIS), and human machine interface (HMI) and supervisory control and data acquisition (SCADA) systems. The paper also presents the different approaches that organizations are taking to address the interoperability challenge.

knowledge management in banks  Quest for Leaner Asset Management: Interoperablility with ERP, GIS and HMI/SCADA Enables Maintenance Management Systems to Achieve Higher Levels of Efficiency and Increased Asset Output Managers of maintenance systems continually strive for leaner, more optimized work flows. This white paper presents the benefits achieved by interoperating with enterprise resource planning (ERP), geographic information system (GIS), and human machine interface (HMI) and supervisory control and data acquisition (SCADA) Read More

Giving Trade Companies a Fast Start: SAP Business All-in-One Fast-start Program


As a midsize wholesale distributor, you need to stand out from your competition while improving efficiency. SAP Business All-in-One Solutions offer software designed to help you with your current needs, while remaining capable of supporting future growth. Find out how this solution can help you improve transparency and coordination between the warehouse and the executive suite, but also streamline inventory management.

knowledge management in banks  Trade Companies a Fast Start: SAP Business All-in-One Fast-start Program Giving Trade Companies a Fast Start SAP Business All-in-One Fast-Start Program If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. SAP Business All-in-One solutions best fit the needs of midsize companies looking for comprehensive, integrated industry solutions to power their businesses end-to-end. Unlike other business software on the market, SAP Business Read More

Why Is In-transit Visibility (ITV) in the Supply Chain Important?


ITV capabilities allows an organization to meet the challenges of rapidly increasing fuel prices, changes in regulatory requirements, and provides customers with premium services without increasing the total cost of operations. Find out more in this article!

knowledge management in banks  Is In-transit Visibility (ITV) in the Supply Chain Important? Picture this: a customer service representative (CSR) gets a frantic call from a customer asking about parts. In this scenario, the customer is waiting for the supplier to deliver critical parts for a product which is scheduled on the line in a few hours. The customer service department's initial step is to check the order status where the item will be identified as being delivered, en route for delivery, awaiting customs etc. Usually, Read More

A New Discipline in E-mail Etiquette: Creating Confidence in Enterprise E-mail


E-mail is a powerful business tool that most enterprises can’t live without. Unfortunately, along with its capability of accelerating commerce, productivity, and social interactions, there are some drawbacks—such as spam! Companies that rely on e-mail to do business simply can’t afford the negative affects of spam. However, new technology is emerging that helps stop spam and allows users to get on with business.

knowledge management in banks   Read More