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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...
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...
SAP Industry Solutions for Mid-market Companies
For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and

banking industry  as particularly specific core banking processes in financial accounting since 1997, with solutions for other industries following suit. Over the years, the vendor has created twenty-eight industry-specific products, thus offering customers a mass of expertise, along with information technology (IT) solutions particular to their respective industries. This segmentation is also reflected in the company''s organization: in 1996, SAP started creating specialized departments called industry business units 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...
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

banking industry  Industry 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 concerns revolving around security and data ownership, which is especially the case for a Swiss financial institution. But as a long-term Oracle customer, USB has elected to deploy cloud-based application across all 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...
Dealing with Food Industry Pressures
Small and medium food and beverage companies have the same regulatory requirements as large companies, but with significantly fewer resources with which to

banking industry  with Food Industry Pressures Dealing with Industry Pressures Food and beverage is by far the largest industry in the world, but that doesn''t mean that it is a straightforward piece of cake for most food and beverage manufacturers and distributors to capture a bigger slice of the pie. With the growing power of mega-retailers, along with fragmented markets; intricate supply chains; increasing government regulations; variable raw materials; seasonality; package proliferation; and limited shelf life Read More...
TEC Industry Watch: Enterprise Software News for the Week of September 3, 2012
SOFTWARE SELECTIONSIndustrial lubricants manufacturer IRMCO selects ProcessPro Premier ERP softwareIndustry tags: manufacturing

banking industry  Industry Watch: Enterprise Software News for the Week of September 3, 2012 SOFTWARE SELECTIONS Industrial lubricants manufacturer IRMCO selects ProcessPro Premier ERP software Industry tags: manufacturing This case is a textbook example of an improperly selected ERP system that needed to be replaced. The manufacturer, which operates in a process-based production environment, has finally found an appropriate system that is specifically designed for this type of manufacturing: ProcessPro Premier. The Read More...
Industry Consolidation: Are You Ready?
Growth is predicted for the nutraceutical industry, as well as consolidation. Will the nutraceutical manufacturer find ways of thriving in a competitive market?

banking industry   Read More...
TEC Industry Watch: Enterprise Software News for the Week of August 20, 2012
SOFTWARE SELECTIONS and GO-LIVESAgricultural equipment manufacturer selects Abas ERPIndustry tags: manufacturing“Canadian company Cadman Power Equipment Ltd.,

banking industry  Industry Watch: Enterprise Software News for the Week of August 20, 2012 SOFTWARE SELECTIONS and GO-LIVES Agricultural equipment manufacturer selects Abas ERP Industry tags: manufacturing “Canadian company Cadman Power Equipment Ltd., a manufacturer of special agricultural machinery and irrigation equipment has conducted an ERP selection project, and ERP from abas Business Software emerges the winner of this competition. The company was looking for a system as a single ERP package, without having to Read More...
TEC Industry Watch: Enterprise Software News for the Week of June 18, 2012
SOFTWARE SELECTIONSLoudoun County Sanitation Authority selects SAP ERPIndustry tags: utilities

banking industry  IBM Cloud for core banking solutions Industry tags: cloud computing IBM SmartCloud has been selected as the private cloud provider for Sree Charan Souharda Cooperative Bank. SmartCloud will be used to deliver core banking solutions, and to help the bank better align its business processes, project scaling, and rely on analytics to improve the decision-making process. The private cloud continues to grow by providing an interesting combination of services and technologies for enhanced security and Read More...
Help Desk for the Health Care Industry
Help Desk is an application for assisting and managing calls for support from computer users. It also includes computer and software inventory tracking along

banking industry  Desk for the Health Care Industry Help Desk is an application for assisting and managing calls for support from computer users. It also includes computer and software inventory tracking along with technical support knowledge bases. 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...
Selecting ERP Software for the Mining Industry
Most ERP products have been designed from repetitive manufacturing, and thus lack the powerful asset management and project management functionality that mining

banking industry  ERP Software for the Mining Industry Most ERP products have been designed from repetitive manufacturing, and thus lack the powerful asset management and project management functionality that mining companies require. But ERP is becoming a higher priority for these organizations. This white paper offers tips on selecting ERP software for the mining industry. Learn how you can you select ERP that can handle the entire mining project and asset lifecycle. Read More...

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