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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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 software for banking


CRM for the Finance and Banking Industry - Part 1
How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank

software for banking  and insurance market. CDC Software offers Pivotal CRM for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance and banking. BEGINLYXd

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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 » software for banking

Finance and Banking


Some of the major challenges faced by the finance and banking industry today include global economic conditions, new technology trends for financial services, and innovative business processes and services. The finance and banking industry represents a vital economic sector for every country. This industry is generally a reliable thermometer of regional and global economic conditions, due to the fact that it manages a major part of all financial transactions.

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Lombardi Software Teamworks 7.0 for Business Process Management Certification Report


Lombardi Software's business process management (BPM) system, Teamworks 7.0, is now TEC Certified. The certification seal is a valuable indicator for organizations who rely on the integrity of TEC’s research services for assistance with their software selection projects. Download this 28-page TEC report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Flexi Software


FlexiInternational Software, Inc. ("Flexi") provides business accounting solutions. The FlexiFinancials Enterprise Suite consists of accounting applications and components that are sold directly and through partnership programs, including private label partnerships (FIP). Flexi has been providing scalable, high volume processing, international solutions to financial services, banking, insurance, and other service organizations across the globe for over a decade.

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TEC Industry Watch: Enterprise Software News for the Week of August 13, 2012


SOFTWARE SELECTIONSSwiss investment bank UBS selects cloud-based Oracle’s Fusion Human Capital ManagementIndustry tags: Finance and Banking "With extensive worldwide operations, UBS provides its clients with wealth management, asset management, and investment and (in Switzerland) retail banking. A cloud-based HCM solution indeed can be a good option, technically. Traditionally there have been

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IBS Enterprise7 for Enterprise Resource Planning for Distribution Certification Report


The IBS product Enterprise7 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Sage 100 Standard ERP (v. 4.5) for ERP for Services Certification Report


Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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IFS Applications (version 8.0) for ERP for the Mining Industry Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Tenrox Project Workforce Management for PPM for PSA Certification Report


Tenrox Project Workforce Management is TEC Certified for online evaluation of project portfolio management for professional services automation (PPM for PSA) solutions in the Project Portfolio Management (PPM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Time Management for HR: 5 Tips for Getting it All Done


Every time an employee calls a human resources (HR) department to check a company policy, change benefits information or obtain a form, this is time spent on administration that could be spent on strategic, goal-oriented activities.

It’s time to target and destroy the traditional HR distractions that may keep your teams from reaching their full potential. This guide outlines five practices and ways to leverage new technology. By streamlining or replacing old processes, going 100 percent paperless, and more, you can potentially save money and time as well as reducing your risk of costly compliance errors.

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IFS Applications (version 8.0) for ERP for Services Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-manufacturing) in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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