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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

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

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

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 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

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

The Impact of the New FRCP Amendments on Your Business


With the recent amendments made to the Federal Rules of Civil Procedure (FRCP), businesses must take a closer look at how they manage their electronic data. Recent studies have shown that many companies are not prepared for how these changes will affect their business. To improve their governance procedures to meet these new requirements, businesses must invest in technology that can adequately preserve electronic data.

the banking industry  Impact of the New FRCP Amendments on Your Business With the recent amendments made to the Federal Rules of Civil Procedure (FRCP), businesses must take a closer look at how they manage their electronic data. Recent studies have shown that many companies are not prepared for how these changes will affect their business. To improve their governance procedures to meet these new requirements, businesses must invest in technology that can adequately preserve electronic data. Read More

Nurturing the Cloud Ecosystem at the Acumatica Partner Summit 2014—Part Two


At the recent Acumatica Partner Summit 2014, the focus was on the cloud enterprise resource planning (ERP) vendor’s partner ecosystem. In this post, part two of our series on the Partner Summit, we’ll look at Acumatica’s current focus on its partner network and future possibilities for the partner ecosystem.

the banking industry  the Cloud Ecosystem at the Acumatica Partner Summit 2014—Part Two At the recent Acumatica Partner Summit 2014 , the focus was on the cloud enterprise resource planning (ERP) vendor’s partner ecosystem. This year was the fourth summit where the Acumatica ecosystem of value added resellers (VARs), independent software vendors (ISVs), and original equipment manufacturers (OEMs) could connect with Acumatica’s executives, learn more about the latest release and product roadmap, and get training Read More

Mobile Business Intelligence (BI)-The Importance of On-the-Move Business Clarity and Agility


Today’s employees expect to have access to business data in a single mobile device with intuitive tools to quickly perform tasks. If enterprises wish to provide BI to every end user, they need a BI solution that is flexible, scalable, and practical enough to function on all smartphones and tablet computing devices with all the features and functionality needed to manage the business at strategic, operational, and tactical levels.

the banking industry  computing devices with all the features and functionality needed to manage the business at strategic, operational, and tactical levels. Read More

On the Move: Great Productivity Solutions for the Mobile Sales Team


In this paper it’s argued that over the next three to five years, the winners in sales will be the ones who figure out how to smoothly and productively manage a mobile sales team. Selling will be a mobile discipline. It’s imperative to craft a plan for making mobility standard and keeping information secure.

the banking industry  the Move: Great Productivity Solutions for the Mobile Sales Team In this paper it’s argued that over the next three to five years, the winners in sales will be the ones who figure out how to smoothly and productively manage a mobile sales team. Selling will be a mobile discipline. It’s imperative to craft a plan for making mobility standard and keeping information secure. Read More

PeopleSoft: Giving Fervent Hope To The Market And Jitters To The Competition. Part 2: The Implications


PeopleSoft has joined the elite group of vendors that can deliver a majority of the components of a complete e-business framework. If one considers all aspects of a CRM or SCM evaluation, PeopleSoft has earned the license to be evaluated along with market leaders.

the banking industry  Giving Fervent Hope To The Market And Jitters To The Competition. Part 2: The Implications PeopleSoft: Giving Fervent Hope To The Market And Jitters To The Competition Part 2: The Implications P.J. Jakovljevic - June 27, 2001 Event Summary  PeopleSoft is seeking to make bigger strides in the CRM, SCM and B2B software markets with its recent spate of product releases. The rhetoric and hype aside, the fact is that PeopleSoft has become a fearsome enterprise applications provider. PeopleSoft has joined the Read More

The Right Data at the Right Time


Among top-performing companies, nearly half deliver key information to business users when they need it in the moment. Get the details in this infographic from a report titled “Making the Real-Time Enterprise a Reality” provided by Harvard Business Review Analytic Services.

the banking industry  Right Data at the Right Time Among top-performing companies, nearly half deliver key information to business users when they need it in the moment. Get the details in this infographic from a report titled “Making the Real-Time Enterprise a Reality” provided by Harvard Business Review Analytic Services. Read More

The Magic Is in the Screen


Projection is often seen as the big compromise: you must have either a very powerful and bright projector or a very dark room to achieve high-quality, commercially acceptable images. However, many people don’t know that a revolutionary concept is now available—a screen technology that allows very high-quality projected images in brightly lit environments that removes the need for dark rooms or very expensive projectors.

the banking industry  Magic Is in the Screen Projection is often seen as the big compromise: you must have either a very powerful and bright projector or a very dark room to achieve high-quality, commercially acceptable images. However, many people don’t know that a revolutionary concept is now available—a screen technology that allows very high-quality projected images in brightly lit environments that removes the need for dark rooms or very expensive projectors. Read More

The Transformation of the Lean Enterprise


Over the past 30–40 years, manufacturers have made dramatic leaps in improving their businesses by using lean manufacturing and Six Sigma techniques. The systems these businesses use, however, have changed relatively little in comparison. The ERP systems manufacturing companies rely on to run their business are greatly at odds with the strategy and processes lean manufacturers use to maintain their competitive advantage.

the banking industry  Transformation of the Lean Enterprise Over the past 30–40 years, manufacturers have made dramatic leaps in improving their businesses by using lean manufacturing and Six Sigma techniques. The systems these businesses use, however, have changed relatively little in comparison. The ERP systems manufacturing companies rely on to run their business are greatly at odds with the strategy and processes lean manufacturers use to maintain their competitive advantage. 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 have limited time and resources.

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

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