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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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 barclays bank travel insurance


The Wizardry of Business Process Management - Part 3
Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s

barclays bank travel insurance  Bank of America , Barclays Bank , Citigroup , Credit Suisse Group , HSBC Group Holdings , JPMorgan Chase & Co ., National Australian Bank (NAB ), and TD Bank Financial Group . Pega’s financial industry knowledge and experience has resulted in solutions to help these customers close execution gaps and improve the following processes: In Bank Card Operations : Multi-channel service; Self-service account opening; Product roll-out; Fraud processing; Customer on-boarding, etc. In Retail Banking : Event-driv

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Mondial Assistance Group Shares Best Processes to Improve Quality, Efficiency


Mondial Assistance Group relies on efficient sharing of best practices across business units to provide superior customer service to clients worldwide. By choosing Lombardi Blueprint from IBM to execute the 'SOKE' process improvement program, Mondial discovered inefficiencies, managed sharing processes, and improved collaboration across the organization. See how this led to high cost savings and improved client services.

barclays bank travel insurance   Read More

CRM for Financial and Insurance Markets Software Evaluation Report


This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

barclays bank travel insurance   Read More

CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

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New Contours for Bank Branches as Customers Get Digitally Savvy


The emerging class of digitally savvy bank customers, including small and midsized businesses, increasingly wants to use bank branches for sophisticated financial advice, support, and products--as opposed to conventional transactions such as cashing pay checks. This white paper, produced jointly by Knowledge@Wharton and Wipro Technologies, captures the emerging business models for bank branches. It is based on comprehensive, globally conducted customer surveys, as well as interviews with Wharton faculty and Wipro executives.

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Security Snafu at NetBank


Online internet bank NetBank suffered an embarrassing security exposure late last week when a customer discovered he had access to more funds and information than his own.

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Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

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Bank is First Mover in Canadian E-Commerce


TD Bank of Canada has entered into a partnership with Commerce One to create an E-purchasing marketplace in Canada. As the first such endeavor, the bank hopes to capture both mind- and marketshare before the inevitable competitors crowd in.

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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.

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Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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