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CRM for Financial and Insurance Markets
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...
 

 finance and banking


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

finance and banking  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.

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Recruitment and Staffing RFI/RFP Template

Organizational Structures and Modeling, Corporate Branding, Sourcing, Applicant Tracking, Assessment and Selection, Governance and Compliance, Vendor Management System Portal (Staffing Agencies), A... Get this template

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CRM for Financial and Insurance Markets
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...

Documents related to » finance and banking

Aligning Risk and Finance in Banks: From Theory to Practice


After the financial crisis, banks are changing the way that they look at risk and finance integration, and these types of projects have been prioritized again. However, the path to successful risk and finance integration is not simple, and banks face a number of technology and organizational challenges. To understand these problems better and banks' aims for risk and finance integration, read this report on a survey by Chartis Research that questioned risk and finance professionals on these subjects. The report uses the survey results and interviews to explore the best methods for firms to implement risk and finance integration.

finance and banking  look at risk and finance integration, and these types of projects have been prioritized again. However, the path to successful risk and finance integration is not simple, and banks face a number of technology and organizational challenges. To understand these problems better and banks' aims for risk and finance integration, read this report on a survey by Chartis Research that questioned risk and finance professionals on these subjects. The report uses the survey results and interviews to explore the Read More

Financial Fusion ~ E-Finance Wireless Leader?


Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)

finance and banking  Fusion ~ E-Finance Wireless Leader? Event Summary WESTPORT, Conn., /PRNewswire/ -- Confirming its commitment to lead the e-finance marketplace into the rapidly emerging wireless marketplace, Financial Fusion, Inc. announced the formation of its new Web and Wireless Division along with the launch of its patent-pending Total Wireless product family - available for immediate implementation. Financial Fusion's focus on wireless technology will allow financial institutions to provide consumers 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 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

finance and banking  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

Merging Global Trade Management with Global Finance


With the acquisition of Vastera, JPMorgan Chase may be the first global financial institution to offer a complete integrated cash, trade and logistics solution across the physical and financial supply chains in a way that would maximize benefits to its clients.

finance and banking  Trade Management with Global Finance Vastera Acquired by JPMorgan Chase Bank On January 7, JPMorgan Chase Bank , N . A . (NYSE: JPM), a leading global financial services firm with assets of $1.1 trillion (USD) and operations in more than 50 countries announced an Agreement and Plan of Merger with Vastera (NASDAQ: VAST). What is significant about this merger, is that JPMorgan is a leader in investment banking and financial services and Vastera is the only publicly traded software company focused Read More

Performance Management for Finance Executives: Driving Performance with Insight


With clear visibility into financial and operational performance information, financial executives can quickly identify variables that contribute to failed objectives as well as factors that enable success. This report provides guidance for implementing effective business performance management and the corresponding capabilities and enabling technologies that help improve financial and operational control.

finance and banking  Management for Finance Executives: Driving Performance with Insight With clear visibility into financial and operational performance information, financial executives can quickly identify variables that contribute to failed objectives as well as factors that enable success. This report provides guidance for implementing effective business performance management and the corresponding capabilities and enabling technologies that help improve financial and operational control. Read More

Empowering Modern Finance: The CFO as Technology Evangelist


Modern finance is service-oriented and committed to operational excellence. Modern finance leverages analytical expertise to provide management with data-driven insight and forward-looking guidance. This report explores how modern CFOs and finance executives are adopting emerging technologies within their finance functions to enable the development of new capabilities and to transform the role of finance.

finance and banking  as Technology Evangelist Modern finance is service-oriented and committed to operational excellence. Modern finance leverages analytical expertise to provide management with data-driven insight and forward-looking guidance. This report explores how modern CFOs and finance executives are adopting emerging technologies within their finance functions to enable the development of new capabilities and to transform the role of finance. Read More

Transforming Performance Management in an SAP Environment: Considerations for Finance


Finance professionals who plan, budget, and forecast in an SAP environment always need to drive additional value from their SAP solutions. One of the most pressing challenges is extending SAP functionality with a planning, budgeting, and forecasting solution that offers critical modeling and analytic capabilities for improved financial performance management. Learn how a business intelligence (BI) solution can help.

finance and banking  SAP muscle by freeing finance from a reliance on actuals and dependence on specialists for making changes to business models, hierarchies, and rules. IBM Cognos 8 Planning addresses the forward-looking requirements of planning in two ways. First, it enables frequent contributions regarding performance against plan by hundreds or thousands of front-line employees, so finance has access to the most current intelligence about expected results. Second, it places ownership of business models and rules in Read More

Cloud Financials Come of Age


For finance executives, the financial advantages of cloud computing are undeniable. Shifting the costs of hardware and software from a capital investment to an operating expense makes software-as-a-service (SaaS) more affordable, and far more accessible. Learn how SaaS financials tools can free finance executives from the constraints of on-premise solutions, allowing them to concentrate on growth, regulation, and risk.

finance and banking  Come of Age For finance executives, the financial advantages of cloud computing are undeniable. Shifting the costs of hardware and software from a capital investment to an operating expense makes software-as-a-service (SaaS) more affordable, and far more accessible. Learn how SaaS financials tools can free finance executives from the constraints of on-premise solutions, allowing them to concentrate on growth, regulation, and risk. Read More

Enterprise Mobility: Executive Perspectives on Mobile Business Applications


Based on a survey of finance executives from across Canada, this white paper offers perspectives of senior financial managers on the widespread use of mobile devices such as smartphones and tablets in the workforce. It also determines what finance executives see as the drivers and benefits of the use of mobile business applications, as well as the most critical challenges and consequences, including cost and risk.

finance and banking  It also determines what finance executives see as the drivers and benefits of the use of mobile business applications, as well as the most critical challenges and consequences, including cost and risk. Read More

Solving Sales and Finance in the Multicompany Enterprise


A company with a global presence can easily face “double trouble” with regard to financial reporting. Each division needs to keep books, pay employees, manage accounts, and pay taxes in the currency of its region. But all accounts must be consolidated, which involves processes that can cause inaccuracies and use up valuable time. Find out how to more effectively close your books, and manage your disparate sales teams.

finance and banking  Sales and Finance in the Multicompany Enterprise A company with a global presence can easily face “double trouble” with regard to financial reporting. Each division needs to keep books, pay employees, manage accounts, and pay taxes in the currency of its region. But all accounts must be consolidated, which involves processes that can cause inaccuracies and use up valuable time. Find out how to more effectively close your books, and manage your disparate sales teams. Read More

CFO Publishing


CFO Publishing LLC is a media business that reaches more than 600,000 corporate executives in the United States, providing senior finance executives with information, insight, and advice, in print, online, and through conferences and research.

finance and banking  United States, providing senior finance executives with information, insight, and advice, in print, online, and through conferences and research. Read More

Driving Better, Faster Decision Making through Finance


Software can’t tell you how to beat the competition, but it can determine which products and services have the greatest profit margin, who are the most productive employees, or how investments are impacting the bottom line. Knowing that information helps you make the right decisions. This report addresses how finance can create an accurate, actionable 360-degree view of your company

finance and banking  Faster Decision Making through Finance Software can’t tell you how to beat the competition, but it can determine which products and services have the greatest profit margin, who are the most productive employees, or how investments are impacting the bottom line. Knowing that information helps you make the right decisions. This report addresses how finance can create an accurate, actionable 360-degree view of your company Read More

Congress Acknowledges Outdated Banking Laws


Following a previous TEC News Analysis on the security of financial transactions, Congress and the White House have agreed to put into place new legislation for monitoring banking, including on-line banking. New banking laws that are more current than today's Depression Era banking laws need to be crafted to protect consumers, as well as the health of today's financial community. Today's financial institutions risk a host of internet attacks since today's hackers are more knowledgeable about information security than law makers.

finance and banking  Acknowledges Outdated Banking Laws Event Summary On October 22, the White House and Congress agreed to change outdated US banking laws. Until this agreement was reached, the White House had promised to veto the banking reform bill. Details of the compromise are reportedly not yet disclosed. The new legislation hopes to replace banking laws written during the Depression era, with up-to-date Year 2000 era banking laws Currently, FDIC policy only encourages banks to perform information security Read More

Comidor


Comidor is a Business Cloud Application Suite which offers Collaboration, Project Management and CRM-Finance functionalities. These functionalities are provided by three distinct, yet interconnected, modules. The Collaboration module offers: - Personal, Contact and Account Management - Communication Tools (Embedded Email, Messages, Chat, Video) - Calendar, Events, Tasks and Wikis - Personnel and Organization Chart - Document Management - Social Networking - Activity Steaming The Project Management module offers: - Planning (with Gantt Chart) - Requirements, Deliverables and Milestones - Scheduling and Task Assignment - Resources and Costing - “Project Echo” model (3-level workflow) - Dynamic Reporting, Graphs and KPIs - External users (third-party) The CRM-FI module offers: - Leads, Opportunities, Customers, Accounts Management - Product Catalog - Campaign Management - Expense, Income and Budget Analysis - Customized Graphs and Reports Comidor can be implemented on Cloud (public, private or hybrid) or on client’s premises.

finance and banking  Collaboration, Project Management and CRM-Finance functionalities. These functionalities are provided by three distinct, yet interconnected, modules. The Collaboration module offers:- Personal, Contact and Account Management- Communication Tools (Embedded Email, Messages, Chat, Video)- Calendar, Events, Tasks and Wikis- Personnel and Organization Chart- Document Management- Social Networking- Activity SteamingThe Project Management module offers:- Planning (with Gantt Chart)- Requirements, Deliverables an Read More