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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
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
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
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
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

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
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 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
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
Microsoft says: Pay No Attention to the Man Behind the Glasses
In one of the quicker reversals on record, Bill Gates and Microsoft issued conflicting statements within a day regarding the software giant''s willingness to

the banking industry  Pay No Attention to the Man Behind the Glasses Event Summary Statement 1 -February 17, 2000 [Reuters] Microsoft Corp. Chairman Bill Gates said the software giant would be willing to open to competitors the source code of its Windows operating system - its flagship product - to settle the antitrust lawsuit brought by the U.S. Justice Department, Bloomberg Television reported Thursday. Microsoft Corp. would be willing to open the source code for its Windows software to competitors in order to settle 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
The Miracle in Detroit: Putting the ROI into ITIL
IT managers understand the difficulty of demonstrating returns on investment for technology projects. The issue is particularly acute for large multiphase

the banking industry  Miracle in Detroit: Putting the ROI into ITIL IT managers understand the difficulty of demonstrating returns on investment for technology projects. The issue is particularly acute for large multiphase deployments, such as IT infrastructure library (ITIL) implementations: massive projects which are hard to sell to management, and which promise returns many years in the future—after significant investment. So how do you get management to buy into your vision? Read More
Beyond the Basics: The Value of Integrated CRM
Customer relationship management (CRM) is more than just software or a set of processes--it''s a business culture solidly focused on winning and keeping the

the banking industry  the Basics: The Value of Integrated CRM Customer relationship management (CRM) is more than just software or a set of processes--it''s a business culture solidly focused on winning and keeping the right customers. A good CRM solution builds value to your business. Learn about the value of an integrated CRM suite. Read More
State of the Art in TCO: Managing the Total Cost of Ownership
Total cost of ownership (TCO) is one of the most difficult metrics to benchmark. Even when using the clearest of metrics, companies often obtain inadequate

the banking industry  of the Art in TCO: Managing the Total Cost of Ownership Total cost of ownership (TCO) is one of the most difficult metrics to benchmark. Even when using the clearest of metrics, companies often obtain inadequate results. Instead of thinking solely about how to calculate and reduce TCO, companies should think about how to manage TCO from a business perspective, in order to leverage solid, results-oriented decisions about IT solutions. Read More
Sharepoint -The Face Of Your Enterprise Architecture
This paper reviews some of the key challenges faced by today’s enterprises, e.g., use of too many systems and difficulty in information structuring and

the banking industry  paper reviews some of the key challenges faced by today’s enterprises, e.g., use of too many systems and difficulty in information structuring and standardization, and explores the features and functionalities of SharePoint that makes it a key component of your enterprise architecture. See how how SharePoint as a platform can be used to integrate enterprise business infrastructure and solutions for your organization. Read More
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