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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 marketing of financial services


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

marketing of financial services  not condemn you to marketing hell, but committing enough of them surely will. So, grab your holy water, prayer beads, or whatever your religion provides for protection, and let's proceed. Sin #1. Hiding Your Message Have you ever gone to a Web site that is plastered with customer testimonials, but with either no indication of what it is selling or, at best, with its products or services written in small print? It's like lighting a candle and covering it with a basket. You need to tell your audience what y

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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 » marketing of financial services

Reporting Value of IT Services with Balanced Scorecards


A balanced scorecard is a measurement system for management that provides real insight into the status of a business or some part of it. Developed by Kaplan and Norton in the early 1990s, balanced scorecards provide a control system that helps ensure the right balance between different, and often times conflicting, perspectives. For example, an insurance company may increase profitability by offering incentives to claims assessors for taking a tough stance on payout, but will soon find dissatisfaction among its clients that may lead to lost business. Scorecards help ensure this balance and are an improvement over more traditional single dimension approaches that tend to be based purely on expense management and business growth.

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SAP’s SME Product Marketing Team Tells All (or Most of it, at least)


The recently held SAPPHIRE NOW 2011 event in Orlando, Florida had many newsworthy items with regards to SAP’s solutions for small and medium enterprises (SMEs). For one, the much publicized and anticipated multi-tenanted software as a service (SaaS) SAP Business ByDesign product has reached a milestone of 500 customers and availability in a dozen countries or so (after

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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 new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

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The Convergence of ERP and Field Services-One Vendor’s Leadership


Agresso’s experience with people-centric services organizations has led the vendor to design a solution that effectively address these businesses’ need for field services and asset maintenance management. Agresso’s melding of two solutions, and the product’s underlying architecture, support change and tightly couple solution categories.

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Professional Services and Support


Professional services address very specific needs, such as public relations, portfolio management, software engineering, etc. They are provided by specialized individuals, companies, or departments within a company.

Even though support may be considered a part of the professional services business area, a distinction has to be made between the two. Support usually refers to technical support, which is a special type of professional service requiring highly qualified technicians who have experience providing assistance with technology products. While consultants who provide professional services usually charge clients for each project and the amount of time spent for it, support teams are usually paid a monthly or yearly fee.

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Business Services and Consulting


There are several ways to define the business services and consulting industry, but they all make a clear distinction between business services (services a client cannot or does not want to perform in-house) and consulting (services that will improve a client's activities). Of course, these two different types of activities can be combined into one, depending on the client's requirements.

However, the line between the two types is sometimes blurry. For instance, a company may provide shipping logistics services for a client (or for the client's clients), in the sense that it handles the shipping of goods for the client; but it can also provide consulting services (or extend its own logistics services) to help the client improve the transportation system already in place.

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Analysis of Active Voice's Acquisition of PhoneSoft, Inc.


Active Voice will integrate all of PhoneSoft's functionality into their existing "Unity" voice-messaging product to target Lotus Notes Domino R5.

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Financial Excellence: Setting the Foundation for Business Success


To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this possible, and helps you eliminate departmental silos and streamline your business operations.

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IT Services/ BPO/ Technologies


MphasiS provides contact center services and business process outsourcing (BPO) services to Fortune 500 companies. Their contact centers in Bangalore and Pune, India offer English language support in an ISO 9001 certified environment. They also provide Spanish language solutions through their Tijuana, Mexico contact center facility. Mphasis Technologies mission is to provide services and solutions to organizations in the fields of research and development (R&D) and product development. Their offerings span nine industries and sciences of mobile, networking and telecom, industrial automation, computing platforms, automotive-telematics, consumer electronics, healthcare, life sciences, and radio frequency identification (RFID). They deliver their services through their "Technology Rental Lab" concept.  

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ITO: Application Related Services, Software Products and Associated Services


Softtek's information technology outsourcing (ITO) services consist of two areas: application related services, and software products and associated services. Under the rubric of application related services, Softtek offers application maintenance and support, application development, application modernization, and quality assurance (QA) and testing. Its software products and associated services include integration and deployment of enterprise resource planning (ERP), customer relationship planning (CRM), and business intelligence (BI). Application related services are those that cover the entire application lifecycle, including the designing, building, testing, implementation, and support of custom and packaged applications. Softtek's clients benefit from process efficiency, lean cost structures, rigorous service-level commitments, and global reach. In additon to development, maintenance and support, and modernization, Softtek also offers data integration services, and ERP services for SAP and Oracle applications. For Latin American markets, Softtek offers packaged software product solutions and associated services, such as training and first level support. Softtek is a value-added reseller (VAR) for some of the world’s most renowned software solutions, including: ERP, data integration, and BI. Softtek is a VAR of products from SAP, Informatica, Cognos, and Business Objects. The company also offers post-sales support and education services.  

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