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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...
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...
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...
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...
Keeping the Right People: Making the Right Decisions When It Counts
Corporate leaders must look carefully at how their companies are organized and staffed, and keep the “right” people. But who must be kept and who can you afford

the banking industry  the Right People: Making the Right Decisions When It Counts Corporate leaders must look carefully at how their companies are organized and staffed, and keep the “right” people. But who must be kept and who can you afford to let go? If you don’t know how to re-engineer your staff, you might not be saving as much as you think. Discover methods and technologies that can help you avoid the pitfalls inherent in any reduction in workforce—to save money while you retain the best talent. Read More...
Collateral Damage: What the Crisis in the Credit Markets Means for Everyone Else
Given the dramatic events in the capital markets, everyone is wondering what will happen next@and what the implications are for the wider economy. Learn about

the banking industry  Damage: What the Crisis in the Credit Markets Means for Everyone Else Given the dramatic events in the capital markets, everyone is wondering what will happen next—and what the implications are for the wider economy. Learn about the crisis both in the capital markets and the wider economy; explore likely future economic scenarios and the challenges facing companies outside the financial sector—and discover the actions your company should take in order to respond to these challenges. 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

the banking industry  computing devices with all the features and functionality needed to manage the business at strategic, operational, and tactical levels. Read More...
E-Procurement Usability: The Good, The Bad and The Ugly
Adoption of enterprise resource planning (ERP)-based E-Procurement solutions has hit a plateau in recent years due to inherent usability deficiencies

the banking industry  Procurement Usability: The Good, The Bad and The Ugly Adoption of enterprise resource planning (ERP)-based E-Procurement solutions has hit a plateau in recent years due to inherent usability deficiencies, exacerbated by heightened user expectations. It is now possible to leverage all the existing infrastructure of leading platforms with a friendlier, consumer-like user interface (UI) that can be rapidly deployed with minimal cost or change management impact. Find out how. Read More...
Banking Analytics with SAP for Banking
Banks face many challenges in today’s dynamic financial services marketplace. Banks must continuously enhance capabilities for risk and financial management to

the banking industry  Analytics with SAP for Banking Banks face many challenges in today’s dynamic financial services marketplace. Banks must continuously enhance capabilities for risk and financial management to address market, credit, and regulatory environments that are increasingly complex. Thus, process support for your business strategies is crucial—which is why integrated tools are a must-have for financial accounting, cost controlling, risk management, asset-liability management, and profitability analysis. Read More...
The Ghost in the Machine: Where Has Process Automation Left the Consumer?
Business process automation is all very well and good. After all, nothing succeeds like success, especially automated success. But what is the effect of

the banking industry  Ghost in the Machine: Where Has Process Automation Left the Consumer? The Ghost in the Machine: Where Has Process Automation Left the Consumer? David Clark - June 9, 2006 A Background of Conflict and Malaise There is a growing trend in business circles towards customer advocacy as a means for enterprises to manage customer experience branding. Today''s consumers are generally better informed (and in some respects more militant) than their counterparts from fifty years ago, and marketers and customer 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

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...
Collaboration: The New Standard in the Supply Chain
Collaboration is becoming more and more critical to managing the supply chain process. Collaboration can take many forms in the supply chain, such as visibility

the banking industry  The New Standard in the Supply Chain Collaboration is becoming more and more critical to managing the supply chain process. Collaboration can take many forms in the supply chain, such as visibility, data sharing, collaborative forecasting, outsourcing, sharing resources, or joint processes. Context is needed to understand what is meant by collaboration . In this report, TEC Research Analyst Bob Eastman looks at collaboration and how it relates to demand planning and forecasting, sales and 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

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...

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