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CRM Vendors Cash In On The Financial Services Industry
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this

financial services firms  Cash In On The Financial Services Industry CRM Vendors Cash In On The Financial Services Industry L. Talarico - November 2, 2000 Event Summary The 1933 Glass-Steagal Act that prohibited the alliance of banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their product Read More
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 » financial services firms


Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line?
Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the service industry. Simultaneously

financial services firms  relationship management Resource planning Financial services components Business intelligence Project costing and billing Hospitality component Knowledge management Project accounting Nonprofit components ERP for Services and PSA Strategy When evaluating solutions for service organizations, it's important to identify the particular organization's business strategy. Smaller PSOs tend to prefer best-of-breed PSA solutions that can integrate with their existing IT infrastructure. Typically, smaller service Read More
IT Services E-Procurement
E-procurement is not just for goods and material. The market now offers IT services e-procurement solutions that open access to service sources and seek to

financial services firms  , a Fortune 100 financial services company. Mr. Hennigan holds a BS in Civil Engineering - Magna Cum Laude and an MBA from Syracuse University . Mr. Hennigan can be reached at: phennigan@technologycontracts.com . Read More
Simplify and Comply: Integrated Solutions for Financial Services
As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets have introduced new pressures to

financial services firms  Comply: Integrated Solutions for Financial Services As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance, firms need financial services software that can reduce the risk of noncompliance while addressing the scale of their operations. Find out how an integrated solution can help. Read More
The Profit-minded Contact Center: Building an ROI Case for Customer Interaction Solutions in Financial Services
Today, financial services firms are increasingly focusing on organic growth—forcing contact centers to drive cross-selling efforts as well as strengthen

financial services firms  Customer Interaction Solutions in Financial Services Today, financial services firms are increasingly focusing on organic growth—forcing contact centers to drive cross-selling efforts as well as strengthen customer relationships. But in order to contribute to profitable growth, they must be able to quickly identify and address customers in a personalized fashion and present offers that are highly relevant. Discover how a customer interaction optimization solution can help. Read More
Financial Planning: Mastering the Key Value Drivers
In business, planning plays a fundamental role in analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it

financial services firms  analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it can also be used to achieve a series of objectives, including regulatory compliance. In order to achieve these objectives, companies should consider implementing a unified customer performance management (CPM) solution—one that takes compliance into consideration. Read More
Tata Consultancy Services
Tata Consultancy Services (TSC) is an IT services, business solutions, and outsourcing organization that caters to global businesses. TCS employs over 120

financial services firms  Consultancy Services Tata Consultancy Services (TSC) is an IT services, business solutions, and outsourcing organization that caters to global businesses. TCS employs over 120,000 IT consultants in 42 countries. The Company is listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) in India. TCS is a part of the Tata Group, one of India's largest industrial conglomerates. TSC has offices in over 20 cities in India, and in countries around the world. Read More
RealTime IT Services LLC
RealTime IT unites companies in the US, Western and Eastern Europe. Since 2002 it has done corporate information systems development, support and upgrades, as

financial services firms  helps midsize companies integrate financial, manufacturing, distribution, customer relationship management, and e-commerce data. A completely customizable business management solution, Microsoft Dynamics NAV is ideal for companies with unique business processes and specialized needs. RealTime IT transforms Microsoft Dynamics NAV tools into business solutions that support the way businesses work and more importantly grow. Read More
Financial Forecasting and Planning Summit, London UK, June 2-3, 2011
Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you're interested in learning about the latest innovations in financial pl...

financial services firms  UK, June 2-3, 2011 Financial Forecasting and Planning Summit, London UK, June 2-3, 2011 If you're interested in learning about the latest innovations in financial planning and business forecasting from some of world's leading experts, the Financial Forecasting and Planning Summit is for you! At this two-day summit of forward-thinking business and financial leaders, you'll learn how to: engage senior leadership around financial forecasts and reviews use the financial forecast as a vehicle to drive Read More
The Convergence of ERP and Field Services-One Vendor’s Leadership
Agresso’s experience with people-centric services organizations has led the vendor to design a solution that effectively address these businesses’ need for

financial services firms  change courses that cause financial or operational stress to the organization. 5. Agile mobile workforce support. Field services organizations need the most agile field services technologies available to facilitate communications and reporting and to build cost efficiencies into the wide range of business processes performed off site. Just a few years ago, field operations revolved around limited thin client web capabilities that delivered rudimentary self-service business processes. Today, powerful Read More
P2E Scanning Services


financial services firms  Scanning Services Read More
Linux and Open Source IT Services (Excel Format) RFI/RFP Template
OS and Application Services, Support Services, Consulting, Implementatation, and Reselling, Migration and Version Maintenance Services, Customization Services

financial services firms  and Open Source IT Services (Excel Format) RFI/RFP Template OS and Application Services, Support Services, Consulting, Implementatation, and Reselling, Migration and Version Maintenance Services, Customization Services, Development Services, Security Services, License Support and Applicability, Training and Community Participation, High-Level Market Characteristics Read More
Advisory Services
TEC's Advisory Services are designed to supplement your selection project with on-site support and guidance from our software selection experts.

financial services firms  Services TEC's Advisory Services are designed to supplement your selection project with on-site support and guidance from our software selection experts. Read More
An ERP Vendor Poised to Overtake the Services Market
Companies in the services industry need both asset and field services management, but current integrated asset and field services maintenance systems often fail

financial services firms  compliance reporting for government-mandated financial compliance time and billing reporting and invoicing (often varied from client to client, based on contracts) analytics aimed at cost-cutting, margin optimizing, or top-line revenue growth analytics aimed at best industry practices (customer satisfaction–driven) best practice human capital management (resource deployment) mobile workforce communications and management (time-sensitive and agility focused) The above is an exhaustive list of solutions Read More

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