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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...
 

 national financial services


Case Study: Old National Bancorp Mitigates E-mail Risks and Meets the Needs of Clients and Regulators
Indiana, US-based Old National Bancorp owns multiple financial services operations and offers a range of services. With over 3,000 employees, the bank needed a

national financial services  Regulators Indiana, US-based Old National Bancorp owns multiple financial services operations and offers a range of services. With over 3,000 employees, the bank needed a comprehensive policy-based e-mail retention plan to address compliance, legal discovery, and the exponential growth of message stores. Learn how an e-mail retention solution helped the bank meet compliance, scalability, and information life cycle management needs.

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ERP for the Services Industry (Non-manufacturing) RFI/RFP Template

Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing... 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 » national financial services

Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance


Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why embedding the components of GRC within your financial processes can help you track financial flows and alert you when things might go awry.

national financial services  instance, Anglo-Dutch consumer goods multi-national Unilever has adopted a holistic approach to the upgrading of its financial processes. According to Khalid Noor, who improved financial processes as CFO of Unilever (Pakistan), the company used the redesign to improve governance and manage risk. It also enhanced speed, transparency and efficiency, as well as increasing the depth of analytics available to managers as part of a strategic focus on customer service. In Unilever?s case, risk management was Read More

Global IT Evaluator Teams Up with Leading, National Consultancy to Help Businesses Compare Software Better


Access Enterprise Solutions (AES) and Technology Evaluation Centers (TEC) announce the launch of a new alliance that will provide customer-centric, locally focused, value-added business solutions for those seeking IT and ERP functional and technical expertise, supported by impartial analyst-vetted software selection assessments.

national financial services  Teams Up with Leading, National Consultancy to Help Businesses Compare Software Better Pittsburgh, PA (PRWEB) July 14, 2005 Access Enterprise Solutions (AES) and Technology Evaluation Centers (TEC) announce the launch of a new alliance that will provide customer-centric, locally focused, value-added business solutions for those seeking IT and ERP functional and technical expertise, supported by impartial analyst-vetted software selection assessments. Access Enterprise Solutions, LLC (AES) ( www.aesit.com Read More

6 Ways You Can Benefit from Telecom Expense Management


A national health insurance company’s spreadsheet-based telecom management process was leading to time and money wasted as staff tried to make up for lack of spend visibility. Further pressure to prepare the telecom function for upcoming merger activity pushed the company to find a technology that would effect immediate cost savings and long-term telecom expense management. Read more about the solution the company chose.

national financial services  the Northeast, a leading national health insurance company faced growing concerns over its inefficient, spreadsheet-supported telecom management process. Lack of spend visibility and control led to an overstretched staff who was forced to spend far too much time performing daily processing tasks versus analyzing and solving problems. Looming on the horizon were pressures to prepare the telecom function for upcoming merger activity, streamline current processes, and meet Sarbanes-Oxley requirements. Read More

Taking Control of Your Business: Growing Profitably in the Professional Services Market


How can a professional services firm grow profitably while providing clients with the services and project pricing they demand? The firm must rely on best-practice solutions to gain control over every aspect of business—from business development to resource planning to billing. Firms that plan and staff projects by relying on combinations of spreadsheets and management instinct will fall behind.

national financial services  serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ( SAP Group ) for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements Read More

The Top 5 Mistakes Professional Services Firms Make and How to Avoid Them


Over the past decade, demand has shifted from “hard” services, such as manufacturing and production, to technology- and knowledge-based services. While the growth trajectory for a strong professional services organization (PSO) is seemingly limitless, PSOs face a number of challenges, from increased competition to lack of available skilled resources. Read about five common mistakes seen within the professional service industry, as well as practical strategies for avoiding them.

national financial services  professional services automation, PSA, professional services organizations, PSA for PSO, resource management Read More

Elite Business Services




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IT Services(2)


Wipro's IT solution and services include IT infrastructure systems integration, information systems outsourcing, package implementation, software application development and maintenance, and research development.

national financial services  rfp it services,it services rfp,rfq.rfp templates for offshore it services,it services ranking brazil,evaluation it services,accounting software for it services,yahoo pinpoint it services,writing requests for proposals for it services,rfq templates for offshore it services,rfq for it services,rfp for offshoring it services,rfp for it services,rfi template it services,request for quotation . it services,request for proposals - it services Read More

ERP for Services (Non-manufacturing)


Typically, ERP systems designed for services industries offer modules that provide back-office support, customer relationship management, time management, expense management, resource management, and project management capabilities. Depending on the vertical market, additional industry-specific functionality may be included to address unique business requirements. Consequently, project-centric systems for accounting, architecture, construction, engineering, and professional services industries will support project management functionality; whereas health care, field service, distribution, and government systems will support functionality unique to those vertical markets.

national financial services  ERP for service industry, erp for service providers, service business erp software, erp services, service management erp, enterprise resource planning for service industries, compare erp, erp systems, erp software comparison Read More

National FFA Organization Deploys VAI S2K ERP


The National FFA Organization recently implemented VAI Software’s S2K Enterprise suite to integrate and streamline its portal, customer relationship management, manufacturing, distribution, and warehouse operations. Among the list of features the company was looking for from its ERP solution, the following were high on the list: integration, reporting capabilities, and speed to ship.

national financial services  VAI S2K ERP The National FFA Organization recently implemented VAI Software ’s S2K Enterprise suite to integrate and streamline its portal, customer relationship management (CRM), manufacturing, distribution, and warehouse operations. The U.S.-based nonprofit student leadership organization is also integrating point-of-sale (POS) data with its merchandizing and customer service processes to improve productivity and optimize sales deliveries. The official online store of the National FFA offers apparel, Read More

Four Reasons Why QuickBooks Is Failing Your Services Business


This white paper draws on real-world stories of small and medium-sized professional services organizations (PSOs) that have upgraded from QuickBooks at critical junctures in their development. It also outlines four common business process inefficiencies that you might see reflected in your own business—the reasons why QuickBooks may be failing your services organization.

national financial services  QuickBooks, general ledger solution, growing business accounting, professional services organizations, accounting software upgrade, ERP for services, cloud financials, professional services automation Read More

LAN Services




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TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide


Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought leadership from industry experts, and real-world case studies.

national financial services  2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought Read More

Yellow Professional Services (Pty) Ltd


Yellow Professional is a South African based services company providing IT solutions for a range of local, international and multinational clients allowing these clients to manage the business and technological complexities of the digital economy. We believe that it is our people that make Yellow what it is. We have a team of great people with a passion for technology that are respectful, open and accountable, operate within strict ethical guidelines and are willing to take on big challenges. We provide best professional services and support structures to create and support solutions that are unique to our client's needs. Yellow Professional’s solutions go beyond standard products by leveraging client's resources and fulfilling business needs. Our consultants have a proven track record of providing seamless process improvement, software implementation, and business intelligence solutions with a thorough understanding of your organization resource and business objectives.

national financial services  a range of local, international and multinational clients allowing these clients to manage the business and technological complexities of the digital economy. We believe that it is our people that make Yellow what it is. We have a team of great people with a passion for technology that are respectful, open and accountable, operate within strict ethical guidelines and are willing to take on big challenges. We provide best professional services and support structures to create and support solutions that Read More

TEC Brings Enterprise Software Selection Services to Singapore with Local Partner Fusion Consulting Services (FCS)


To expand its presence and enhance client experiences in Singapore, TEC has joined forces with Fusion Consulting Services in a consulting partnership. TEC’s expertise, state-of-the-art technology, and proven methodology in software evaluation and selection combined with Fusion’s client-focused strategy and approach will extend quality software selection and advisory services to businesses in the Singapore market.

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