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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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 insurance appraisal values carried


CRM Vendors Cash In On The Financial Services Industry
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this

insurance appraisal values carried  banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their product offerings around the needs of the customer. The reorganization also brings the need for these large organizations to collect and share customer data across divisions and other organizations. This has created a

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » insurance appraisal values carried

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

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HIPAA-Watch for Security Speeds Up Compliance Part One: Vendor and Product Information


HIPAA-Watch for Security is a tool designed to guide organizations through the risk analysis required by the Health Insurance Portability and Accountability Act (HIPAA) compliance process (US). Relevant Technologies, a leading security research and advisory firm, evaluated HIPAA-Watch for Security to verify how well it performed in guiding organizations through the HIPAA security risk analysis process.

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Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

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Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms


Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

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HUB International Selects Kronos Cloud WFM


HUB International, a large insurance brokerage, recently selected workforce management (WFM) software from Kronos Inc. The solution will be deployed in the Kronos Cloud, whereby the vendor will manage processes for 8,000 HUB International employees across 250 locations in the U.S and Canada, and perform all configuration, maintenance, upgrades, and support of the solution.

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Distilling Data: The Importance of Data Quality in Business Intelligence


As an enterprise’s data grows in volume and complexity, a comprehensive data quality strategy is imperative to providing a reliable business intelligence environment. This article looks at issues in data quality and how they can be addressed.

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HighJump Software Guarantees Fixed Prices


In addition to offering buyers a fixed price guarantee for upgrades to its SCE software, HighJump is challenging competitors to do the same.

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The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

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Adrenalin Case Study: Bharti AXA Life Insurance




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Why Employee Performance Management Technology Matters to CEOs


While the board has no business telling management which employee performance management (EPM) system to use, it does have the right to ensure an effective system is in place. EPM is one of the central tools for directing and monitoring activities right across an organization. Employing this system will ensure that any goals set out by management are clearly visible to everyone up the chain of command—including the CEO.

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