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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 » 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

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...
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

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...
CRM for the Finance and Banking Industry - Part 1
How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank

the banking industry  for the Finance and Banking Industry - Part 1 How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not my best experience dealing with banks, but not the worst Read More...
Sizing the Enterprise Incentive Management Opportunity-And the Challenges Ahead
Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex compensation systems will be well

the banking industry  the growth engine for the banking industry today, whereby branch offices are becoming more valuable as a prime face-to-face selling environment. In order to capitalize on this opportunity to maximize customer share of wallet (SOW), banks are paying incentive compensation to branch managers, tellers, and other customer-facing employees. In addition, mergers and acquisitions (M&As) offer their own challenges—as banks merge and offer a wider array of products and services to clients, the sales structure 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

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...
The Business Model for the 21st Century Is Project-centric
Cost, time, resources, cash, and risk have always been the basics of project management. But as business as a whole becomes more project- rather than process

the banking industry  Business Model for the 21st Century Is Project-centric Originally Published - July 25, 2008 The need for agility in business grows ever more pressing. Reacting in real time is vital, and time is a commodity always in short supply. Many companies are currently heavily focused on financial measures, especially how the numbers look at the end of accounting periods. While financial reports are important, relying on them too heavily can lead to a business geared to analyze the past rather than one driven to Read More...
Training for the Many… Learning for the One: How Successful Organizations Recognize the Difference and Use Technology to Deliver Both
Winston Churchill once said, “Personally, I’m always ready to learn, although I do not always like being taught.” Formal training and informal learning can be

the banking industry  for the Many… Learning for the One: How Successful Organizations Recognize the Difference and Use Technology to Deliver Both Winston Churchill once said, “Personally, I’m always ready to learn, although I do not always like being taught.” Formal training and informal learning can be combined to create powerful education opportunities for groups and for individuals. Include personalization in the mix and you have a recipe for almost certain success. It sounds straightforward, but is the Read More...
Ask the Experts: What’s the Difference between ASP and SaaS?
This interesting question recently arrived in our Ask the Experts inbox, so I thought I’d write a brief post clarifying the difference between ASP and SaaS

the banking industry  the Experts: What’s the Difference between ASP and SaaS? This interesting question recently arrived in our Ask the Experts inbox, so I thought I’d write a brief post clarifying the difference between ASP and SaaS models. TEC’s Take on ASP and SaaS Perhaps not surprisingly, Wikipedia’s definitions for these two terms contribute to the confusion: An application service provider (ASP) is a business that provides computer-based services to customers over a network. Software offered using an ASP Read More...
Measuring the Success of Lean: Selecting the Best Mileposts for the Never-ending Journey
As manufactures adopt lean principles, the process inevitably involves developing metrics for measuring their progress. But measurements are linked throughout

the banking industry  the Success of Lean: Selecting the Best Mileposts for the Never-ending Journey As manufactures adopt lean principles, the process inevitably involves developing metrics for measuring their progress. But measurements are linked throughout the organization, not just on the manufacturing floor but in accounts payable and other back office processes. This white paper emphasizes the need to focus on strategy deployment. Read More...
Manage the Change or Change the Management during an ERP Software Selection: The Change
Change happens all the time—but why are changes in our personal lives similar to those in our professional lives?  There are some major events that occur and

the banking industry  the Change or Change the Management during an ERP Software Selection: The Change Change happens all the time—but why are changes in our personal lives similar to those in our professional lives?  There are some major events that occur and change things forever. For an individual, such a change can be caused by marriage; for a company, by the selection of an ERP system. There is always a way out when relationships stop working (both between people and companies), but it can be painful—and 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

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...
The Importance of Mentoring in the Workplace
Oracle HCM luminary Row Henson along with Aaron Green tell the story of their mentor/mentee relationship. Pick up tips for structuring meaningful mentor

the banking industry  Importance of Mentoring in the Workplace Read More...
Performance-Driven Learning: Putting the Horse Before the Cart to Lead Organizational Growth
In successful organizations today, putting the “horse before the cart” means performance must drive development goals and learning priorities—not the other way

the banking industry  Driven Learning: Putting the Horse Before the Cart to Lead Organizational Growth In successful organizations today, putting the “horse before the cart” means performance must drive development goals and learning priorities—not the other way around or one without the other. Learning management should be less about coordinating resources and serving up just-in-time courses, and more about how worker development is intrinsically a part of a larger organizational development process to impact Read More...
The Three Cs of Successful Positioning Part Two: The Channel
One of the most effective and efficient ways to develop a successful marketing position for B2B software is to begin with the sales channel, especially if you

the banking industry  Successful Positioning Part Two: The Channel Introduction It may seem counter-intuitive, but when it comes to successful market positioning for business to business (B2B) software, the best place to start is usually in the middle, with your sales channel. The channel connects you to the other crucial Cs of positioning—the customer and the competition . In this article, Part Two of this multipart series, we''ll explore what you can learn from your channel, and how to use information from it in the Read More...

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