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Software Functionality Revealed in Detail
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 banking industry

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 » 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 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 geographies can align non-financial performance targets with high-level financial targets and help banks meet their goals.

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

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 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.

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

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.

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 "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

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

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.

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

TEC Industry Watch: Enterprise Software News for the Week of August 6, 2012


SOFTWARE SELECTIONSAccuride Corporation selects cloud-based Plex Online ERPIndustry tags: Manufacturing "This Indiana-based automotive components manufacturer and supplier has performed a significant multi-year ERP software evaluation and selection project, resulting in the selection of the cloud-based ERP system from Plex Systems. A single application is to replace seven separate ERP systems, or

banking industry  Industry Watch: Enterprise Software News for the Week of August 6, 2012 SOFTWARE SELECTIONS Accuride Corporation selects cloud-based Plex Online ERP Industry tags: Manufacturing This Indiana-based automotive components manufacturer and supplier has performed a significant multi-year ERP software evaluation and selection project, resulting in the selection of the cloud-based ERP system from Plex Systems. A single application is to replace seven separate ERP systems, or over different 200 applications, Read More

Case Study: Retail Industry BI Deployment


A Japan-based department store chain was experiencing fast growth, opening new stores in commercial complexes at prime locations. The company’s existing business intelligence (BI) tool took up to 12 hours to update sales data from the point of sale (POS) systems. Discover how the company reduced this time, while providing managers the reporting abilities they needed to control sales and improve customer satisfaction.

banking industry  Study: Retail Industry BI Deployment A Japan-based department store chain was experiencing fast growth, opening new stores in commercial complexes at prime locations. The company’s existing business intelligence (BI) tool took up to 12 hours to update sales data from the point of sale (POS) systems. Discover how the company reduced this time, while providing managers the reporting abilities they needed to control sales and improve customer satisfaction. Read More

PLM for the Fashion Industry RFI/RFP Template


Line Planning and Calendar Management, Concept Development, Design and Product Development, Sourcing and Supply Chain Collaboration, Manufacturing Process Management (MPM), Product Quality Management, Visual Merchandising, Supporting Technology, Application Technology

banking industry  for the Fashion Industry RFI/RFP Template The PLM for the Fashion Industry RFI/RFP Template lists and describes 1631 features and functions found in PLM for the Fashion Industry software solutions. This PLM for the Fashion Industry Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your PLM for the Fashion Industry software selection projects. Features and functions included in this PLM for the Fashion Industry Template: Line Planning and Read More

Technical Staff Management Systems for the Aviation Industry


In the airline industry, aircraft maintenance is an activity that has to be done throughout the day, so maintenance personnel must be available at all times. The complexity of the operation increases the need for a maintenance personnel management system.

banking industry  Staff Management Systems for the Aviation Industry Introduction In the airline industry, the every day activities of fleet maintenance can be divided into two large areas: scheduled maintenance (or major maintenance) and line maintenance. In scheduled maintenance, personnel management is not as complicated as in line maintenance. Traditionally, scheduled maintenance has a fixed number of days to perform maintenance activities, while line maintenance only has a few hours at night and often a few Read More

Workforce Productivity for the Steel Industry


As has been proven time and again by successful companies, the correct technology, deployed in a well-managed organization with clearly defined estimating, procurement, fabrication, and shipping processes, is more likely to consistently meet customer requirements on schedule and on budget. Learn more about the importance of identifying the correct technology to produce the benefits you need.

banking industry  Productivity for the Steel Industry The backbone of Radley''s WorkForce Productivity Solutions is x/DC, a .Net, XML based data collection development and integration platform. Source : Radley Corporation Resources Related to Workforce Productivity for the Steel Industry : Workforce (Wikipedia) Workforce Productivity for the Steel Industry Workforce Productivity is also known as : Workforce Productivity Research , Boosting Workforce Productivity , Workforce Productivity Technology , Workforce Prod Read More

PLM Is An Industry Affair - Or Is It?


The question, 'Do vertical industry needs play a significant role in a PLM software selection?' should be a simple question to answer. Instead, it is a question best answered with a series of questions.

banking industry  Is An Industry Affair - Or Is It? PLM Is An Industry Affair - Or Is It? Featured Author - Jim Brown - December 26, 2003 Introduction Often it''s the simplest questions that have the most complicated answers. What appears to be a simple question, Does industry matter when looking for a Product Lifecycle Management (PLM) solution? leads to an interesting discussion instead of a simple answer. If you are looking for the short answer, the answer is Absolutely yes! But the answer is also Probably not. Read More

Mining Industry (ERP & CMMS)




banking industry  Industry (ERP & CMMS) 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? Five critical requirements increase your chances of survival. The first is to integrate your business processes and information, with a single, unified enterprise resource planning (ERP) solution database. Don’t miss the other four—find out how you can benefit.

banking industry   Read More

ERP for the Oil and Gas Industry (Upstream) Software Evaluation Report


The model of ERP systems for the upstream oil and gas sector addresses the particularly specialized business model of this industry. It is common practice for companies, individuals, and government agencies to form partnerships to explore, develop, and share production of oil wells. More often than not, this is a short-term alliance rather than a long-term partnership, and business structuring must therefore be flexible at initial set-up and throughout the lifespan of the venture. This model of ERP systems includes criteria for financials, human resources, production data capture and reporting, maintenance management, and supply chain management (SCM) functionality.

banking industry  for the Oil and Gas Industry (Upstream) Software Evaluation Report TEC''s ERP for the Oil and Gas Industry (Upstream) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report Read More