X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 financial services marketing


A Pocket Guide for Financial Services
You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and

financial services marketing  Pocket Guide for Financial Services You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS).

Read More


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

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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

Start Now

Documents related to » financial services marketing

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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

financial services marketing   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

financial services marketing   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 field services and asset maintenance management. Agresso’s melding of two solutions, and the product’s underlying architecture, support change and tightly couple solution categories.

financial services marketing   Read More

SAP Finds CRM Partner for Marketing Tools


On December 6, SAP revealed it had entered into a partnership with Recognition Systems Group of the United Kingdom to add marketing-planning and campaign-management features to its customer-relationship management suite.

financial services marketing   Read More

A Buyer's Guide to Choosing a Mobile Marketing Platform


Engagement is the key to mobile user retention. But many marketers don’t have the right marketing platform to give them the insights to optimize in-app experiences to prompt purchases and other conversions. This guide outlines what mobile marketing means today, the growing monetization trends, and the “must-haves” in choosing a mobile marketing vendor (plus, there’s a checklist!).

financial services marketing   Read More

Metalearn Services


Founded in 2003, Metalearn is an end-to-end learning solutions company. The company offers a customizable and scalable learning management system (LMS), consulting services, and custom content development. Metalearn works with several large enterprises in India and around the globe. Clients include Fidelity, HP, Dell, Igate, Accenture, Dr. Reddy's, Honeywell, Microsoft, and The Commonwealth of Learning. The company is headquartered in Bangalore, India, with offices in Fort Lauderdale, Florida (US); Dubai, United Arab Emirates; Adelaide, Australia; and Singapore.

financial services marketing   Read More

Online Marketing: Choosing an Online Marketing Company


In today’s competitive marketplace, the need for effective online marketing and advertising services is more important than ever before. This white paper covers the basics of online marketing, the strategies, and the different marketing methods available today. From online advertising services to complete online marketing solutions, you’ll be informed of the options available so that you can make a sound decision when you are ready to choose an interactive marketing firm to help you promote, optimize, and advertise your Web site.

financial services marketing   Read More

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, professional services automation (PSA) became a viable software category. Consequently, deciphering the difference between ERP and PSA remains a challenge.

financial services marketing   Read More

New Product Delivers Spark to Online Marketing


Responsys has announced public beta availability of a web-based application designed to let small and mid-sized firms conduct online permission marketing campaigns. The company offers free use of the product for small campaigns during the beta period.

financial services marketing   Read More

6 Success Factors for a Best-Run Marketing Organization


In the white paper six success factors for a best-run marketing organization, you'll learn that in order to build a successful marketing operation ...

financial services marketing   Read More