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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&n...
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Documents related to » banking industry


The Banking Industry: Planning the Road Ahead
Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s objectives. Understanding and

banking industry  Banking Industry: Planning the Road Ahead Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional analyses can help management determine the feasibility of a strategy. An enterprise-wide, integrated planning and forecasting environment that reaches business units, products, customer segments, and Read More...
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

banking industry  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. Read More...
Strengthening Governance, Risk and Compliance in the Banking Industry
Banks have progressed farther than companies in many other industries in automating financial processes and have more to lose from inefficient processes, facing

banking industry  and Compliance in the Banking Industry Banks have progressed farther than companies in many other industries in automating financial processes and have more to lose from inefficient processes, facing intensified regulatory compliance. Effective governance, risk, and compliance (GRC) initiatives can multiply efficiency advantages of more conservative automation efforts while providing accurate, timely insight into the entire financial picture of the enterprise. 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

banking industry  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...
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

banking industry  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. Read More...
Infor Launches Implementation Accelerator for Food and Beverage Industry
Infor recently announced general availability of the Infor Implementation Accelerators for food and beverage industry customers. The solution, formerly known

banking industry  Launches Implementation Accelerator for Food and Beverage Industry Infor recently announced  general availability of the Infor Implementation Accelerators for food and beverage industry customers. The solution, formerly known under the QuickStep moniker, is designed for organizations that want to implement an enterprise resource planning (ERP) solution quickly, while still benefiting from its flexibility to support future growth. Infor Implementation Accelerators are preconfigured industry and Read More...
Industry Solution for Microsoft Dynamics AX by Edgewater Fullscope Is Certified
It’s my pleasure to announce that another software product within the manufacturing ERP model has been recently certified by TEC. The Process Industry solution

banking industry  Solution for Microsoft Dynamics AX by Edgewater Fullscope Is Certified It’s my pleasure to announce that another software product within the manufacturing ERP model has been recently certified by TEC. The Process Industry solution for Microsoft Dynamics AX, developed by Edgewater Fullscope, now features the “TEC Certified Product” badge in TEC’s IT Showcase , meaning the software vendor has filled out TEC’s functionality questionnaire and gone through a comprehensive demonstration of the Read More...
Case Study: Real Estate Industry
Consultant Paul Mitnick chose the Training Partner learning management system (LMS) to help a real estate firm consolidate its learning management program. In

banking industry  Study: Real Estate Industry Consultant Paul Mitnick chose the Training Partner learning management system (LMS) to help a real estate firm consolidate its learning management program. In addition to a breakdown of the steps involved in his LMS software selection process, you’ll also discover how the LMS implementation went—including the testing and timing involved in ensuring that all data was in the new LMS before it was accessed by users. Read More...
IFS Applications (version 8.0) for ERP for the Oil and Gas Industry (Upstream) Certification Report
IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for oil and gas industry (upstream) in the ERP

banking industry  Applications (version 8.0) for ERP for the Oil and Gas Industry (Upstream) Certification Report IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for oil and gas industry (upstream) 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, Read More...
Intentia Presents: An Action Plan for Building a Lean Supply Chain in the Apparel Industry
Lean supply chain management and lean sourcing strategies are relatively new to the apparel industry, generating more talk than broad implementation to date. In

banking industry  Presents: An Action Plan for Building a Lean Supply Chain in the Apparel Industry Lean supply chain management and lean sourcing strategies are relatively new to the apparel industry, generating more talk than broad implementation to date. In this the final paper of our “Lean Is Fashionable” thought leadership series, we define a lean supply chain action plan with five concrete steps for building a collaborative infrastructure between your company and other members of your supply network. Read More...
Industry Support in WCM
If you''re looking for web content management systems (WCM), I have some stats that might help you key into the features you''d expect to come standard.Here

banking industry  Support in WCM If you''re looking for web content management systems (WCM), I have some stats that might help you key into the features you''d expect to come standard. Here is how vendors offering web content management systems support the functionality in our model of WCM systems. These stats are based on the averages of 11441 product functionality ratings of the vendors published within our WCM knowledge base. We model WCM systems on a hierarchy of functionality within the following categories. Read More...
TEC Industry Watch: Enterprise Software News for the Week of May 28th, 2012
SOFTWARE SELECTIONSOklahoma’s Department of Human Services selects WebFOCUSIndustry tags: cross-industry

banking industry  Industry Watch: Enterprise Software News for the Week of May 28th, 2012 SOFTWARE SELECTIONS Oklahoma’s Department of Human Services selects WebFOCUS Industry tags: cross-industry To solve its reporting requirements, Oklahoma DHS has selected Information Builders’ WebFOCUS business intelligence platform. With massive reporting requirements, the state government institution will rely on (among other things) a reporting application for child support services and a compliance reporting system for its Read More...
Mining Industry ERP and CMMS RFI/RFP Template
Financials, Human Resources, Manufacturing Management, Process Manufacturing, Inventory Management, Purchasing Management, Quality Management, Sales Management,

banking industry  Industry ERP and CMMS RFI/RFP Template Financials, Human Resources, Manufacturing Management, Process Manufacturing, Inventory Management, Purchasing Management, Quality Management, Sales Management, Project Management, Product Technology, and more Read More...

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