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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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 finance and insurance


SAP Expands Its Insurance Solution via Camilion Acquisition
It appears that SAP HANA’s launch has been the catalyst for not only in-house innovation, but also SAP’s onslaught of tuck-in acquisitions of its close partners

finance and insurance  capabilities from strategy through finance to operations powered by SAP’s in-memory and mobile technologies, available both in the cloud or on premises. Camilion intends to expand its mobility capabilities for quoting and underwriting, which is critical as brokers and underwriters increasingly work remotely and rely on the latest applications on Apple iPad , iPhone , and other mobile devices. Reportedly, one Camilion customer already has more than 10,000 brokers using this capability. With this move,

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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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Documents related to » finance and insurance

How Can Insurance Carriers Retain and Reward True Producers?


The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.

finance and insurance   Read More

The Renewed Finance Function: Extending Performance Management Beyond Finance


The role of the finance team has changed recently, due to increased oversight from regulators, more active investors, and company-specific changes in business operations. What steps are companies taking to respond to the internal and external forces? Find out how finance often repairs core finance and operating activities, as exposed in the results of a survey and a series of interviews among senior finance executives.

finance and insurance   Read More

Global Trade Regulatory Software: Vendor Obstacles and User Recommendations


The acquisition of Vastera by JPMorgan Chase indicates that finance in GTM is just as important as the physical movement of goods. However, there are still a number of issues that need to be reconciled or at least addressed

finance and insurance   Read More

3i Infotech


3i Infotech provides a range of IT services and solutions for manufacturing, retail and distribution, banking and finance, and e-governance. The company is Software Engineering Institute Capability Maturity Model (SEI CMM) Level 5-compliant for its software services, and International Organization for Standardization (ISO) 9001:2000-certified for its infrastructure and business process outsourcing services. 3i Infotech has worked with over 500 customers worldwide, including Dow Jones, GlaxoSmithKline, Panasonic, American Insurance Group, OCBC Bank, QBE Insurance, and Emirates Bank. The company serves customers in 30 countries and has a presence across four continents. 3i Infotech's corporate headquarters are in Vashi (India), with regional offices around the world.

finance and insurance   Read More

Case Study: Euclid Insurance


Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.

finance and insurance   Read More

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.

finance and insurance   Read More

Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms


Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

finance and insurance   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 insurance   Read More

Best Practices in Creating a Strategic Finance Function


Many chief financial officers (CFOs) have started to take on new strategic roles. Their goals are to enforce stricter controls to ensure legal and regulatory compliance, offer strategic insights into the internal and external business environment, and connect the business strategy with daily operations through performance tracking. Learn more about the changing role of the CFO in today’s finance organization.

finance and insurance   Read More

Zuora Launches Z-Finance for the Subscription Economy


Zuora announces the launch of Z-Finance for subscription businesses. Zuora’s solution is built on a unique framework to address the shortcomings of traditional accounting methods. The solution complements popular accounting and ERP solutions such as FinancialForce, NetSuite, Oracle, Sage, SAP, and Quickbooks. Z-Finance is built on a framework containing multidimensional ledgers and a data model

finance and insurance   Read More