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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.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm for financial services


Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm for financial services  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier,

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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 » crm for financial services

CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

crm for financial services  Markets RFI/RFP Template The CRM for Financial and Insurance Markets RFI/RFP Template lists and describes 1839 features and functions found in CRM for Financial and Insurance Markets software solutions. This CRM for Financial and Insurance Markets Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your CRM for Financial and Insurance Markets software selection projects. Features and functions included in this CRM for Financial and Insurance Read More

Enterprise Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses?


In the past, enterprise resource planning (ERP) initiatives were far too costly for smaller organizations to consider. However, a trend has recently emerged where software vendors are now offering software-as-a-service business models for ERP implementation to even the smallest organizations.

crm for financial services  can integrate salesforce.com for CRM and Projector PSA for their project time and billing requirements, thereby delivering a seamless ERP offering. Although by no means will QuickBooks identify itself as an ERP solution, nevertheless, QuickBooks' SaaS model empowers small organizations to build a solution that can meet most of their business needs. The ubiquity of the Internet has opened the ERP door to many vendors that have not had access to this market before. By leveraging the Internet, the SaaS Read More

Top Software for Financial Services Companies


For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

crm for financial services  Services Accounting Software Systems CRM for Financial Services Human Resource Management Systems Business Intelligence Systems Save time and energy comparing enterprise software solutions for financial services. Get your free, detailed comparison reports today! Sponsored by Technology Evaluation Centers (TEC). For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Read More

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.

crm for financial services  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 Read More

PTC Windchill 10 for Core PLM for Discrete Industries Certification Report


PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for financial services  Windchill 10 for Core PLM for Discrete Industries Certification Report PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product Read More

ERP for Small and Midsized Companies: Time for a Decision


Until recently, enterprise resource planning (ERP) software was rarely considered for use in smaller firms, as core benefits—better business management via coordinated, standardized information and analysis—were often outweighed by costs and complexities of ERP systems. A variety of options have emerged to overcome concerns of the past. Read on the key considerations in an ERP decision and critical implementation factors.

crm for financial services  for Small and Midsized Companies: Time for a Decision Until recently, enterprise resource planning (ERP) software was rarely considered for use in smaller firms, as core benefits—better business management via coordinated, standardized information and analysis—were often outweighed by costs and complexities of ERP systems. A variety of options have emerged to overcome concerns of the past. Read on the key considerations in an ERP decision and critical implementation factors. Read More

Dynamics CRM


Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft Dynamics CRM provides enterprise scalability, performance, and flexibility with a choice of on-premise and on-demand deployments.  

crm for financial services  CRM Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm for financial services  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Infor SyteLine v.9 Dominates in TEC’s Industry Benchmark for ERP for Discrete Manufacturing [Infographic]


Check out the infographic to see a snapshot of the benchmark analysis of Infor SyteLine for ERP solutions for discrete manufacturing.

crm for financial services  SyteLine v.9 Dominates in TEC’s Industry Benchmark for ERP for Discrete Manufacturing [Infographic] Infor SyteLine v.9 was recently TEC Certified, and a full product review report is now available. It includes an in-depth benchmark analysis of SyteLine and my observations of SyteLine’s user interface, workflow, ease of use, and more.    Check out the infographic below to see a snapshot of the benchmark analysis of SyteLine for ERP solutions for discrete manufacturing. For a more in-depth Read More

TEC Brings Enterprise Software Selection Services to Singapore with Local Partner Fusion Consulting Services (FCS)


To expand its presence and enhance client experiences in Singapore, TEC has joined forces with Fusion Consulting Services in a consulting partnership. TEC’s expertise, state-of-the-art technology, and proven methodology in software evaluation and selection combined with Fusion’s client-focused strategy and approach will extend quality software selection and advisory services to businesses in the Singapore market.

crm for financial services  Brings Enterprise Software Selection Services to Singapore with Local Partner Fusion Consulting Services (FCS) TEC partners with FCS to deliver tailored software selection services in Singapore Montreal, Canada (July 9, 2014) — To expand its presence and enhance client experiences in Singapore, TEC has joined forces with Fusion Consulting Services in a consulting partnership. TEC’s expertise, state-of-the-art technology ( TEC Advisor ™), and proven methodology in software evaluation and selection Read More

Aquilon for ERP for SMB Certification Report


Aquilon is TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for financial services  for ERP for SMB Certification Report Aquilon is TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Business Services and Consulting


There are several ways to define the business services and consulting industry, but they all make a clear distinction between business services (services a client cannot or does not want to perform in-house) and consulting (services that will improve a client's activities). Of course, these two different types of activities can be combined into one, depending on the client's requirements.

However, the line between the two types is sometimes blurry. For instance, a company may provide shipping logistics services for a client (or for the client's clients), in the sense that it handles the shipping of goods for the client; but it can also provide consulting services (or extend its own logistics services) to help the client improve the transportation system already in place.

crm for financial services  Services and Consulting There are several ways to define the business services and consulting industry, but they all make a clear distinction between business services (services a client cannot or does not want to perform in-house) and consulting (services that will improve a client's activities). Of course, these two different types of activities can be combined into one, depending on the client's requirements. However, the line between the two types is sometimes blurry. For instance, a company Read More

Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011


Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX is now TEC Certified for online evaluation of enterprise resource planning (ERP) for fashion packages in TEC's ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for financial services  Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011 Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX is now TEC Certified for online evaluation of enterprise resource planning (ERP) for fashion packages in TEC's ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report Read More

IBM & ILOG Matrimony: Good for BPM, Uncertain for SCM? -- Part 2


Part 1 of this blog topic analyzed IBM’s rationale to acquire ILOG to bolster its service-oriented architecture (SOA) and business process management (BPM) platforms. Eventually, with ILOG fully integrated, IBM hopes to establish the following: a leading rule repository and end-to-end rule lifecycle management; a full spectrum of rules definition and execution methods; maximum rules reuse

crm for financial services  & ILOG Matrimony: Good for BPM, Uncertain for SCM? -- Part 2 Part 1 of this blog topic analyzed IBM ’s rationale to acquire ILOG to bolster its service-oriented architecture (SOA) and business process management (BPM) platforms. Eventually, with ILOG fully integrated, IBM hopes to establish the following: a leading rule repository and end-to-end rule lifecycle management; a full spectrum of rules definition and execution methods; maximum rules reuse – across all BPM initiatives, SOA initiatives, Read More