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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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 online banking services


Case Study: Leading Online Bank Automates with Job Scheduling Solution
An online American bank, providing various financial services, needed to replace its legacy script-driven batch job processes with a job scheduling solution

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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

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.  

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Documents related to » online banking services

Reducing Operational Risk of IT Service in Finance


An overview for CIOs of the provision and management of IT services at a level that addresses the risk management issues raised by the Basel Committee's New Capital Accord expected to become effective during 2006. Because of the dependence financial institutions have on IT services, the accord requires adequate provision to assure the availability of these services. Centauri Business Service Manager is presented as the solution: one that allows a CIO to assess current risk levels, measure ongoing risk and support a process of ongoing improvement to reduce this risk. Furthermore, Centauri provides the financial institution with a cost-effective balanced scorecard to improve decision-making.

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Centralizing Bank Connections


Electronic connections with corporate customers determine much of a bank’s competitive differentiation and cost structure. But many banks are held back by outdated file transfer systems, which make it difficult to reliably connect to clients and rapidly deliver new services. Learn how using a managed file transfer platform can help banks simplify data transfers, lower costs, and deliver compelling services to customers.

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BBVA Seamlessly Monitors and Improves its Online Reputation


BBVA needed an online tool to detect possible risks to its reputation in order to increase positive feedback and customer satisfaction. IBM Cognos Consumer Insight automates this online analytic process with a high degree of scalability. The solution can identify the subject, type, date, author, title, and country of online comments made about BBVA and its brands.

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What's Holding Back Online Appointment Booking?


False myth and common misconceptions are preventing hospitals and clinics from adopting online appointments.

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Exact Offers Exact Online JobBOSS, Cloud ERP for SMBs


Exact, a provider of software solutions for small and medium-sized businesses (SMBs), introduced Exact Online JobBOSS. Exact Online JobBOSS has a different software platform and user interface (UI), but its functionality is similar to that of its on-premises sibling.

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Microsoft Dynamics CRM Online Expands to New Markets


Microsoft has announced the expansion of Microsoft Dynamics CRM Online to 17 new markets. With Microsoft Dynamics CRM Online expanding to several Latin American countries, it will run within Microsoft’s datacenter located in Brazil.

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Sage 100 ERP Online


Sage 100 ERP Online (formerly Sage ERP MAS 90 Online) is an enterprise resource planning (ERP) solution that offers a range of functionality for: Core accounting E-commerce Business intelligence (BI) Human resources (HR) and payroll Customer relationship management (CRM) Financial reporting Sage 100 ERP Online core accounting modules include accounts payable (AP), accounts receivable (AR), bank reconciliation, fixed asset accounting (FAS), general ledger (GL), and magnetic media reporting. Project management, manufacturing, and wholesale distribution functionality can help companies automate key processes related to inventory management, bill of materials (BOM), and job costing. Sage 100 ERP Online offers platform flexibility as well as three built-in report writers.

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ERP for Services Software Comparison Report


To find out, simply use TEC's ERP for services comparison reports to compare any three ERP for services solutions of your choice.

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Managed Services


Getting products to customers through a complex, global supply chain is becoming increasingly difficult. If you don’t have a solution that helps you focus on your core business, your business community processes suffer—slowing down supply chains and adding costs upstream and downstream. Find out about a managed services solution that can help you manage your partner relationships and improve cycle times.

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Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

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