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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 » crm financial business processes


Delivering the Business Value of Automating Business Processes to Small and Medium Enterprise
Enterprises of all sizes today face common problems dealing with handling increasing business complexity while reducing costs. The solution continues to be the

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Business Intelligence: Actionable Insights for Business Decision Makers
Despite significant investments in data collection and integration, few companies can redeploy accumulated data to drive business performance. To succeed, they

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Working Together More Efficiently: Mapping Out the Company’s Business Processes
Enterprises must collaborate or they will surely stagnate. Guarded proprietary information has given way to collaborative approaches where information is shared

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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement

crm financial business processes  an investment in a CRM system must be linked to expectations of leveraging financial performance. This implies that the CRM initiative generates an acceptable ROI that can be objectively assessed by the organization. Though many organizations are motivated to pursue CRM with such an economic objective, few take the time to assess what they will do differently that will create this desired change in performance. In these situations, the company embraces CRM with the hope of becoming customer centric and Read More
How Is Business Process Management Applicable to Financial Services?
Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations

crm financial business processes  and customer relationship management (CRM). BPM, in contrast, spans the entire enterprise. Nonetheless, despite BPM''s seemingly horizontal applicability across industries and enterprises, many organizations might benefit from industry-specific, or vertical, BPM solutions. This article focuses on such solutions within the financial services (FS) industry. Core BPM Components BPM is made up of a wide range of components. Most of these components are industry-independent and can integrate with different Read More
How SMEs Can Tap into Real-time Business Intelligence
Real-time business intelligence (BI) delivers information about business as it occurs. While traditional BI presents historical data for analysis, real-time BI

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Business Answers at Your Fingers: The Real-time Value of BI
Today’s businesses are challenged by a multi-dimensional and continually evolving competitive environment. Top-performing organizations must develop strategies

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Business Strategy, Business Processes, and Business Systems
Business strategy, a road map telling us how the business plans to be successful, does not guarantee success. Strategy execution requires business processes

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Business Intelligence: the Definitive Guide for Midsize Organizations
Business intelligence (BI) tools are now affordable for midsize companies, and accessible to non-technical business users. Managers can use BI to analyze

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Five Tips for Saving Money on Your Business Phone System
With recession looming and profit margins under siege, the last thing any company needs is a capital-draining business phone system. Fortunately, today’s voice

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Creating Business Value through Location-based Intelligence
Despite growth in online and virtual commerce, a business transaction or event happens at some location. The growing volume of data can yield interesting and

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BUSINESS FIRST
BUSINESS FIRST is an open and visual application factory integrating business process management (BPM) and model-driven engineering (MDE) innovative

crm financial business processes   Read More
The Five Styles of Business Intelligence: Industrial-strength Business Intelligence
If you’re not on top of the range of business intelligence (BI) functionality that has evolved over the past 15 years, this framework can help. There’s a

crm financial business processes   Read More
Advanced Business Analytics Enable Better Decisions in Banking
Analytics has moved from the specialty of a dedicated few to a necessity for groups of business professionals to do their job. This white paper considers the

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