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Software Functionality Revealed in Detail
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 the banking industry

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 » the banking industry

The Banking Industry: Planning the Road Ahead


Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional analyses can help management determine the feasibility of a strategy. An enterprise-wide, integrated planning and forecasting environment that reaches business units, products, customer segments, and geographies can align non-financial performance targets with high-level financial targets and help banks meet their goals.

the banking industry  Banking Industry: Planning the Road Ahead Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional analyses can help management determine the feasibility of a strategy. An enterprise-wide, integrated planning and forecasting environment that reaches business units, products, customer segments, and Read More

Strengthening Governance, Risk and Compliance in the Banking Industry


Banks have progressed farther than companies in many other industries in automating financial processes and have more to lose from inefficient processes, facing intensified regulatory compliance. Effective governance, risk, and compliance (GRC) initiatives can multiply efficiency advantages of more conservative automation efforts while providing accurate, timely insight into the entire financial picture of the enterprise.

the banking industry  Risk and Compliance in the Banking Industry Banks have progressed farther than companies in many other industries in automating financial processes and have more to lose from inefficient processes, facing intensified regulatory compliance. Effective governance, risk, and compliance (GRC) initiatives can multiply efficiency advantages of more conservative automation efforts while providing accurate, timely insight into the entire financial picture of the enterprise. Read More

TEC Industry Watch: Enterprise Software News for the Week of August 13, 2012


SOFTWARE SELECTIONSSwiss investment bank UBS selects cloud-based Oracle’s Fusion Human Capital ManagementIndustry tags: Finance and Banking "With extensive worldwide operations, UBS provides its clients with wealth management, asset management, and investment and (in Switzerland) retail banking. A cloud-based HCM solution indeed can be a good option, technically. Traditionally there have been

the banking industry  Enterprise Software News for the Week of August 13, 2012 SOFTWARE SELECTIONS Swiss investment bank UBS selects cloud-based Oracle’s Fusion Human Capital Management Industry tags: Finance and Banking With extensive worldwide operations, UBS provides its clients with wealth management, asset management, and investment and (in Switzerland) retail banking. A cloud-based HCM solution indeed can be a good option, technically. Traditionally there have been concerns revolving around security and data Read More

TEC Industry Watch: Enterprise Software News for the Week of June 18, 2012


SOFTWARE SELECTIONSLoudoun County Sanitation Authority selects SAP ERPIndustry tags: utilities "According to the plans of both the client and its system integrator, Sparta Consulting, the entire project is supposed to take only 14 months, which is a pretty intensive timeline considering a level of the solution selected and the company’s size. The modules to be implemented are financials

the banking industry  Come from Talking to the Customer Bangalore-based bank selects IBM Cloud for core banking solutions Industry tags: cloud computing IBM SmartCloud has been selected as the private cloud provider for Sree Charan Souharda Cooperative Bank. SmartCloud will be used to deliver core banking solutions, and to help the bank better align its business processes, project scaling, and rely on analytics to improve the decision-making process. The private cloud continues to grow by providing an interesting combination Read More

Aurionpro’s SCMProfit for the Logistics Industry


Technology Evaluation Centers (TEC) had the occasion recently to speak with Aurionpro Solutions’ president of supply chain management (SCM), Atul Kaushal, and director of SCM, Dhananjay Jadhav, to learn more about the company and its solution. Aurionpro is a $100 million (USD) Mumbai, India–based software vendor, with a US base in San Ramon, California. It is a publicly owned company trading on

the banking industry  firm started out on the banking side of things in Africa and the Far East. Its banking penetration remains a point of pride, but after some eight to 10 acquisitions, banking is now just one of four lines of business: Banking & financial technologies SCM software Oracle implementation services Enterprise IT services The company may, however, be best known for  Aurionpro SENA , an  Oracle  partner for identity and access management. Aurionpro’s focus in the supply chain area is its SCMProfit solution, Read More

The Miracle in Detroit: Putting the ROI into ITIL


IT managers understand the difficulty of demonstrating returns on investment for technology projects. The issue is particularly acute for large multiphase deployments, such as IT infrastructure library (ITIL) implementations: massive projects which are hard to sell to management, and which promise returns many years in the future—after significant investment. So how do you get management to buy into your vision?

the banking industry  Miracle in Detroit: Putting the ROI into ITIL IT managers understand the difficulty of demonstrating returns on investment for technology projects. The issue is particularly acute for large multiphase deployments, such as IT infrastructure library (ITIL) implementations: massive projects which are hard to sell to management, and which promise returns many years in the future—after significant investment. So how do you get management to buy into your vision? Read More

Seeing through the Fog: Managing Application Performance in the Cloud


Much of a network professional’s time is spent in the weeds—fixing what breaks and trying to keep infrastructure humming so users don’t call the help desk. Climbing out of the weeds to take in the big picture and lay the groundwork for better future performance seems a luxury. This report introduces best practices for improving the performance of mission-critical networked applications and provides pointers for what to look for in a measurement tool in a WAN-optimized environment.

the banking industry  through the Fog: Managing Application Performance in the Cloud Much of a network professional’s time is spent in the weeds—fixing what breaks and trying to keep infrastructure humming so users don’t call the help desk. Climbing out of the weeds to take in the big picture and lay the groundwork for better future performance seems a luxury. This report introduces best practices for improving the performance of mission-critical networked applications and provides pointers for what to look for in Read More

Beyond The Commission: Will You Stay Ahead of the SPM Maturity Curve?


This new research report by Peter Ostrow (VP Sales Effectiveness at Aberdeen Group) has endeavored to share peer-driven recommendations for the modern sales leader and sales operations practitioner, around both basic and advanced sales performance management best practices that work. See some of the interesting facts from the 246 end-user organization surveyed by Aberdeen to understand their sales performance management best practices. Report Highlights include:

  • Best-in-Class firms report 75% better sales team job satisfaction
  • Top performers are 22% more likely to focus on continuous sales employee improvement
  • Companies utilizing analytics to provide sales rep with targeted coaching achieve 20% better quota attainment
  • The Best-in-Class are 26% more likely to provide 1+ dedicated sales comp resources
Download the report now!

the banking industry  The Commission: Will You Stay Ahead of the SPM Maturity Curve? This new research report by Peter Ostrow (VP Sales Effectiveness at Aberdeen Group) has endeavored to share peer-driven recommendations for the modern sales leader and sales operations practitioner, around both basic and advanced sales performance management best practices that work. See some of the interesting facts from the 246 end-user organization surveyed by Aberdeen to understand their sales performance management best practices. Read More

The SHL Talent Report: Big Data Insight and Analysis of the Global Workforce


There are a finite number of forces that influence business success. Most of these are driven by the abilities and motives of the people who make up our workforce. As such, the use of objective talent data to align your organization's talent with its strategic objectives yields a significant return. This is what SHL calls people intelligence. This report aims to provide a compass for organization's striving to improve their talent management initiatives.

the banking industry  Insight and Analysis of the Global Workforce There are a finite number of forces that influence business success. Most of these are driven by the abilities and motives of the people who make up our workforce. As such, the use of objective talent data to align your organization''s talent with its strategic objectives yields a significant return. This is what SHL calls people intelligence. This report aims to provide a compass for organization''s striving to improve their talent management initiatives. Read More

The Future of the Manufacturing Supply Chain—Networked, Mobile, and Collaborative


As we move through 2015, the subject of the future of the supply chain has come back into focus. What does the future supply chain look like, and what do we expect some of the essential characteristics to be? Although this requires a degree of speculation, there are also some trends and technologies that clearly are having, and will continue to have, an enormous impact on the supply chain:

  • The next-generation supply chain will be a networked supply chain that will sit at the center of three lobes—demand aware, supply visible, and innovation networked.
  • Mobility, as well as modern mobile tools, continues to transform the way supply chains conduct their business.
  • Collaboration, via traditional or modern social media tools, is a critical capability for the future of the supply chain.
The ability to fully integrate the demand, supply, and innovation aspects of the supply chain into one networked entity is both exciting and unnerving. Data identification, capture, and analysis play a huge role in this future supply chain, and unless manufacturers plan to add employees (which we can assure you, they do not), the only practical solution is the deployment of technology solutions. In this white paper we discuss the importance of networks, mobility, and collaboration and the role we believe they must play in the future of the supply chain and the benefits that can accrue.

the banking industry  Future of the Manufacturing Supply Chain—Networked, Mobile, and Collaborative As we move through 2015, the subject of the future of the supply chain has come back into focus. What does the future supply chain look like, and what do we expect some of the essential characteristics to be? Although this requires a degree of speculation, there are also some trends and technologies that clearly are having, and will continue to have, an enormous impact on the supply chain: The next-generation supply chain Read More

The Hidden Gems of the Enterprise Application Space


Given ever-shorter product life cycles and companies' ever-increasing reliance on third parties to increase customer satisfaction, the need for some form of supplier relationship management (SRM) category of software should not be questioned.

the banking industry  Hidden Gems of the Enterprise Application Space Emergence of SRM The evolving supplier relationship management (SRM) market and its ever-evolving or emerging constituent parts like e-procurement, strategic sourcing, spend analysis and so on have lately shown great opportunities to the pure-play SRM vendors with genuine value prepositions. These have been seen in increased user awareness and adoption, certain venture capital investments in these days of scarce capital outside the trendy biotechnology Read More

The Skillsoft Impact Analysis: The Fast Track to Gaining Powerful Insights into the Strengths and Opportunities of Your Elearning Investment


In this age of big data, decision makers on all levels are clamoring for business-driven data regarding the effectiveness of human capital investments. Hard quantifiable evidence, like business impact or ROI, can be complex and seem out of reach in the face of rapid change and constrained L&D resources. This paper introduces a simplified process and toolkit, and shares some of the key findings uncovered since its inception.

the banking industry  Skillsoft Impact Analysis: The Fast Track to Gaining Powerful Insights into the Strengths and Opportunities of Your Elearning Investment In this age of big data, decision makers on all levels are clamoring for business-driven data regarding the effectiveness of human capital investments. Hard quantifiable evidence, like business impact or ROI, can be complex and seem out of reach in the face of rapid change and constrained L&D resources. This paper introduces a simplified process and toolkit, and Read More

Putting the "I" in CRM Series 1: The Impact to the Sales Team


Customer relationship management (CRM) has long been seen as a must-have sales tool. However, much of the value of traditional CRM accrues to managers, not the reps that use them daily. Learn how CRM designed for the individual benefits the entire sales organization from increased data quality to more predictable revenue pipelines.

the banking industry  the I in CRM Series 1: The Impact to the Sales Team Customer relationship management (CRM) has long been seen as a must-have sales tool. However, much of the value of traditional CRM accrues to managers, not the reps that use them daily. Learn how CRM designed for the individual benefits the entire sales organization from increased data quality to more predictable revenue pipelines. Read More

Safeguarding the Enterprise at the Endpoint


In today’s increasingly connected business environment, IT organizations need to implement an ever-higher standard of security at the network endpoint. Administrators must meet the needs of new and more demanding regulatory requirements, foil an expanding population of professional computer criminals, and prevent rapidly propagating new viruses from entering and damaging operations. Discover a solution that can help.

the banking industry  the Enterprise at the Endpoint In today’s increasingly connected business environment, IT organizations need to implement an ever-higher standard of security at the network endpoint. Administrators must meet the needs of new and more demanding regulatory requirements, foil an expanding population of professional computer criminals, and prevent rapidly propagating new viruses from entering and damaging operations. Discover a solution that can help. Read More