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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 geograph 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

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 ei 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 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

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

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 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

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

The Next Generation Network Operations Center: How the Focus on Application Delivery is Redefining the NOC


The majority of IT organizations are under great pressure to evolve to a next-generation network operations center (NOC). A survey of 176 IT professionals has revealed that over a quarter of NOCs don’t meet their organization’s current needs for application performance management. Learn how to migrate away from the current stove-piped NOC to an integrated operations center that effectively supports all components of IT.

the banking industry  Network Operations Center: How the Focus on Application Delivery is Redefining the NOC The majority of IT organizations are under great pressure to evolve to a next-generation network operations center (NOC). A survey of 176 IT professionals has revealed that over a quarter of NOCs don’t meet their organization’s current needs for application performance management. Learn how to migrate away from the current stove-piped NOC to an integrated operations center that effectively supports all components of Read More

The Superstar CFO: After the Crisis


In 2007, CFO Research Services published The Superstar CFO, a study documenting the attributes of highly successful chief financial officers (CFOs). Since then, the world has been shaken by financial, political, and natural upheavals that have altered the economic landscape. This report explores how these changes may be affecting companies’ efforts to transform corporate finance into a value-added partner to the business.

the banking industry  Superstar CFO: After the Crisis In 2007, CFO Research Services published The Superstar CFO, a study documenting the attributes of highly successful chief financial officers (CFOs). Since then, the world has been shaken by financial, political, and natural upheavals that have altered the economic landscape. This report explores how these changes may be affecting companies’ efforts to transform corporate finance into a value-added partner to the business. 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

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

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

Linked Enterprise Data: Data at the heart of the company


The data silos of today's business information systems (IS) applications, and the pressure from the current economic climate, globalization, and the Internet make it critical for companies to learn how to manage and extract value from their data. Linked enterprise data (LED) combines the benefits of business intelligence (BI), master data management (MDM), service-oriented architecture (SOA), and search engines to create links among existing data, break down data walls, provide an open, secure, and long-term technological environment, and reduce complexity—read this white paper to find out how.

the banking industry  Enterprise Data: Data at the heart of the company The data silos of today''s business information systems (IS) applications, and the pressure from the current economic climate, globalization, and the Internet make it critical for companies to learn how to manage and extract value from their data. Linked enterprise data (LED) combines the benefits of business intelligence (BI), master data management (MDM), service-oriented architecture (SOA), and search engines to create links among existing data, break Read More

Optimizing the Mobile Workforce: Maximizing the Value of Your Investment in Mobility


Today, enterprises leverage mobility for more than just communication. They want to maximize the productivity of the mobile workforce. That means choosing mobile devices, applications, policies, and services aligned with enterprise goals. What matters most to enterprises today is equipping the mobile workforce for success at the right cost and with acceptable security.

Optimizing the mobile workforce is a matter of finding the right balance between cost, security, and usability. Usability correlates with productivity, which is maximized by the right devices, applications, and support. Optimizing all these factors is a significant challenge, but taking a systematic approach can help an enterprise maximize the value of investment in mobility.

the banking industry  the Mobile Workforce: Maximizing the Value of Your Investment in Mobility Today, enterprises leverage mobility for more than just communication. They want to maximize the productivity of the mobile workforce. That means choosing mobile devices, applications, policies, and services aligned with enterprise goals. What matters most to enterprises today is equipping the mobile workforce for success at the right cost and with acceptable security. Optimizing the mobile workforce is a matter of finding Read More

The Power to Get Sales Leads into the Hands of the Right Salespeople Quickly and Efficiently


Manufacturers and service companies are facing a blackhole in sales lead management: costing sales. By using a workflow for lead and opportunity management, that efficiently routing and tracking sales, sales efficiency will increase and produce a bigger pipeline, and more sales will be closed.

the banking industry  Get Sales Leads into the Hands of the Right Salespeople Quickly and Efficiently Manufacturers and service companies are facing a blackhole in sales lead management: costing sales. By using a workflow for lead and opportunity management, that efficiently routing and tracking sales, sales efficiency will increase and produce a bigger pipeline, and more sales will be closed. Read More