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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...
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...
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...
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

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

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...
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...
The Quadstone System
Quadstone sells three products components within the Quadstone System: Decisionhouse, Transactionhouse, and Actionhouse. Decisionhouse is the flagship

the banking industry  three products components within the Quadstone System: Decisionhouse, Transactionhouse, and Actionhouse. Decisionhouse is the flagship product—it combines customer data discovery with automated predictive modeling. Transactionhouse is used to gather data from various sources (relational databases, operational data stores, log, and flat files) into the Quadstone System and perform the necessary data transformations in order to create a single customer view. Actionhouse is used to allow the reuse of the Read More...
Security and Trust: The Backbone of Doing Business over the Internet
Gaining the trust of online customers is vital for the success of any company with an online presence, particularly those that require sensitive data to be

the banking industry  and Trust: The Backbone of Doing Business over the Internet Gaining the trust of online customers is vital for the success of any company with an online presence, particularly those that require sensitive data to be transmitted. This VeriSign white paper explores the latest developments in website security that online businesses should consider to build consumer confidence, protect their valuable brand, safeguard sensitive information, and increase transactions. 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...
How to Find the Right Hosted CRM Vendor at the Right Price
Choosing an on-demand customer relationship management (CRM) vendor can be a daunting task, especially for the price conscious consumer who lacks the budget for

the banking industry  to Find the Right Hosted CRM Vendor at the Right Price Choosing an on-demand customer relationship management (CRM) vendor can be a daunting task, especially for the price conscious consumer who lacks the budget for intensive research. A true CRM vendor should have pre-integrated sales, marketing, and customer support. Look for easy access to software free trials, and beware of hidden fees. Ultimately, researching the alternatives can save your company up to 50 percent of a solution’s total cost of Read More...
Client/Server and the Internet Converge: The Smart Client Application
Everyone wants the biggest bang for their IT buck—the most functionality and ease of use, deployed to the widest audience, for the lowest cost. But for years

the banking industry  Server and the Internet Converge: The Smart Client Application Everyone wants the biggest bang for their IT buck—the most functionality and ease of use, deployed to the widest audience, for the lowest cost. But for years, packaged software, despite high up-front and recurring costs, has been a must-have. However, business professionals are beginning to recognize a more efficient approach to their software needs: the smart client. 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...
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 TCO of BI: The QlikView Customer Experience
Total cost of ownership (TCO) analysis allows organizations to provide a like-for-like comparison between various solutions for the same project. Assuming that

the banking industry  TCO of BI: The QlikView Customer Experience Total cost of ownership (TCO) analysis allows organizations to provide a like-for-like comparison between various solutions for the same project. Assuming that the benefits of a project would be the same regardless of the solution, the solution with a lower TCO would therefore yield a higher ROI as well as faster payback. This IDC white paper provides a TCO analysis of the QlikView business intelligence (BI) solution. Read More...

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