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 zionex 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

zionex banking  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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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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Checklist: Choosing the Right Bank for Your Business


Here's a handy checklist to make sure you cover all the bases and ask all the right questions when you go about comparing banks.

zionex banking  checklist choosing right bank business,checklist,choosing,right,bank,business,choosing right bank business,checklist right bank business,checklist choosing bank business,checklist choosing right business,checklist choosing right bank. Read More

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.

zionex banking  Buckle Down on Customer Information Security Feds Buckle Down on Customer Information Security Featured Author -  Laura Taylor - February 9, 2002 Event Summary In an effort to improve the state of consumer privacy,       the 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 Read More

Solace: The Only Complete Messaging Solution for Single Dealer Platforms


Three kinds of messaging need to be supported in Single Dealer Platforms (SDPs) in investment banking: real-time for quote distribution, persistent for order flow, and streaming over the web to rich internet applications. It has historically taken three separate messaging products to meet these needs, but the implementation and integration of these systems introduces many challenges, including the complexity and fragility of the system and scalability issues. This white paper shows how an integrated messaging platform that handles all of the messaging requirements for SDPs reduces these challenges while increasing flexibility and robustness.

zionex banking  Single Dealer Platforms,SDP,investment banking,integrated messaging platform,Solace Read More

BIS ProStaff gets TEC Certified


Recently, I had the pleasure of speaking with the folks at BIS as part of TEC’s Certification process. For BIS, the value-add of TEC Certification was clear—and all they had to do was complete a detailed questionnaire/request for information (RFI) and demonstrate certain solution-specific features and functions that I outlined for them in a demo script. I sat down for the three-hour session with

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TotalSoft


With over 16 years of experience, TotalSoft is one of the leaders of the Romanian IT industry, involved in the development and supply of complex business solutions and services. With 1500 clients in the private and public sector in 25 countries, such as USA, Germany, UK, Austria, Italy or France, TotalSoft has an undeniable expertise in verticals such as financial/banking, distribution, retail, medical, utilities, building, engineering, production, services or public administration. The company has its headquarters in Romania, while its subsidiaries are located in Greece, Serbia, Bulgaria and Qatar. According to the Ministry of Finance in 2009 and 2010 TotalSoft was one of the most profitable IT companies in Romania. TotalSoft has become, according to PAC, the most important Romanian ERP solutions provider, exceeding other major players in terms of license value and related services. The company has its own software suite, namely Charisma Business Suite, including integrated systems that are widely known at regional and even global level, such as Charisma ERP, Charisma HCM or Charisma Medical Software. TotalSoft is part of Global Finance Group, one of the most important private investment companies in South-Eastern Europe, with offices in Athens, Bucharest, Sofia and Belgrade. Global Finance administrates funds amounting to over EUR 850 million, obtained by private and real property investment fund management, and has carried out over 70 investments since it was established in 1994.

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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 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.

zionex banking  business intelligence tools,business intelligence tool,sql bi,business intelligence solution,bi tools,open source bi,business intelligence pdf,bi jobs,business intelligence solutions,business intelligence objects,bi report,bi software,software bi,business intelligence management,business objects business intelligence Read More

Gonzalez, Cortina, Glender y Cia (GCG)


GCG was founded in 1985. GCG is committed to the successful implementation of enterprise solutions for the midmarket. GCG has a long track record in building business models based on a correct application of tools and information technologies, which allow each company to increase productivity and competitiveness in their business.GCG has multidisciplinary team of highly qualified consultants, meet the requirements of a wide range of industries and has won major awards for the quality of their work, shown in more than 1,500 implementations made during the last 25 years.GCG services include implementation, training, migration, support and custom development and are organized by business units that have specialized equipment by type of market: Distribution, Retail, Manufacturing, Construction, Real Estate Developers, Banking, Professional Services and General Services.

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Tracking Limitations to Business Policies: Using Compliance-based Solutions as an Opportunity


Risk managers and compliance officials in banking institutions often face problems of how to measure and monitor risk and incorporate risk practices. Solutions to these problems must be linked to decision-making processes, but they also need to increase the speed at which institutions can react to market changes. Can new risk management solutions really deliver compliance in a verifiable, measurable, and timely manner?

zionex banking  Limitations to Business Policies: Using Compliance-based Solutions as an Opportunity Risk managers and compliance officials in banking institutions often face problems of how to measure and monitor risk and incorporate risk practices. Solutions to these problems must be linked to decision-making processes, but they also need to increase the speed at which institutions can react to market changes. Can new risk management solutions really deliver compliance in a verifiable, measurable, and timely Read More

Centralizing Bank Connections


Electronic connections with corporate customers determine much of a bank’s competitive differentiation and cost structure. But many banks are held back by outdated file transfer systems, which make it difficult to reliably connect to clients and rapidly deliver new services. Learn how using a managed file transfer platform can help banks simplify data transfers, lower costs, and deliver compelling services to customers.

zionex banking  Bank Connections Centralizing Bank Connections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Inovis is a leading provider of on-demand Business Community Management solutions that empower companies to transact, collaborate and optimize communications with every facet of their business communities. By standardizing and automating mission-critical business interactions, companies can dramatically reduce the complexity and Read More

Acidaes Solutions


Acidaes is a specialist CRM solutions company providing services to customers in the global market. CRMnext is our flagship product and is available as both an on-premise or on-cloud solution. Acidaes has practiced leadership in over 11 industry verticals, where we work with companies to help them make the most of their relationships with customers. Our key vertical editions are Banking, Financial Services, Insurance, Media, Pharmaceutical, Telecom, Entertainment, Energy, Manufacturing and more. We work very closely with our customers, leveraging our extensive domain expertise to enhance their business efficiency by improving processes and practices. This combination of competency and commitment to results are the key to our success in the global market. CRMnext is a single platform solution, currently available in nine countries. Myriad industry verticals are using our software for peak performance and elevated customer experience. Our commitment is excellence through - Thought Leadership, Practice Leadership and Technology Leadership.

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Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

zionex banking  com Offers Financial Industry Solutions Salesforce.com announced Salesforce1 for Financial Services , with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life Read More

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 employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not

zionex banking  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 employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not my best experience dealing with banks, but not the worst Read More

Not Small Change: World-class Financial Automation Delivers Dramatic Benefits


Automating finance processes—such as closing the books, reporting, and other labor-intensive processes—reduces finance costs. By streamlining financial processes, you can spend more time on higher-value responsibilities and help ensure your company has a competitive advantage. Find out about the financial solutions many financial managers are implementing to automate their financial processes and financial transactions.

zionex banking  Small Change: World-class Financial Automation Delivers Dramatic Benefits Not Small Change: World-class Financial Automation Delivers Dramatic Benefits If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Founded in 1972, SAP has a rich history of innovation and growth as a true industry leader. SAP currently has sales and development locations in more than 50 countries worldwide and is listed on several exchanges, including the Frankfurt Read More

Syntel, Inc.


Syntel (NASDAQ: SYNT) is an IT and business process outsourcing (BPO) company. Its portfolio of services includes complex software application development and maintenance services, platform migration solutions, BPO, e-business development and integration, wireless solutions, data warehousing, and customer relationship management (CRM) implementation. Vertical industry focus areas include financial services and banking, health care, and insurance. Syntel is partnered with such companies as Business Objects, Citrix, Cognos, IBM, Microsoft, MicroStategy, Oracle, Sun Microsystems, and TIBCO, among others. Headquartered in Troy, Michigan (US), Syntel was incorporated in 1980. Syntel has over 6,500 employees and 28 offices around the globe, with 10 development centers, including 4 in the US (Troy, Michigan; Phoenix, Arizona; Memphis, Tennessee; and Nashville, Tennessee) and 6 in India (2 in Mumbai; 2 in Pune; and 2 in Chennai).

zionex banking  application software maintenance,bpo crm,bpo solution,bpo technologies,bpo technology,software maintenance,syntel llc Read More