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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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 financial services crm software


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...

financial services crm software  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, yo

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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 » financial services crm software

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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Top Software for Financial Services Companies


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

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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

financial services crm software   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.

financial services crm software   Read More

RTI Software


RTI Software, Inc. is a CRM software development company that furnishes out-of-the-box customer service, help desk, problem resolution, defect tracking, sales force, and marketing automation software to medium-sized businesses. The company gears its CRM business process functionality toward the software industry. RTI Software was founded in 1990 and operates from Illinois, USA.

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BNA Software


Established in 1983, BNA Software specializes in publishing tax software applications for professionals. Many of the company's programs are category standards. BNA Software is a division of Tax Management Inc., a provider of authoritative tax analysis, reference, and notification. Tax Management Inc., in turn, is part of The Bureau of National Affairs, Inc. (BNA), a publisher of print, CD-ROM, and Web-based news and information. BNA Software helps clients select fixed-asset solutions, and offers technical support as well as a fixed-asset data conversion service. The company is located in Arlington, Virginia (US).

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On-premise to On-demand: The Software as a Service Opportunity for Independent Software Vendors


Predictions of the death of software are overstated. In reality, businesses are becoming more reliant on technology, not less. What’s changing, however, is the number of options available for managing, delivering, and paying for software applications. Many independent software vendors recognize the benefits of offering software as a service--a delivery alternative that can present long-term benefits for all parties.

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Maximizer Software


Maximizer Software is a pioneer in contact management technology. For more than 25 years we've been developing CRM software to help businesses better manage their customers, leads, and prospects. Our claim to fame is in our all-in-one CRM software which is built with the flexibility to be customized to unique business processes.

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Perfect Software


Located in Arcadia, California (US), Perfect Software has been supplying personal computer (PC) and Application System 400 (AS/400) custom accounting software to small to medium size businesses for over 20 years. Perfect Software is an IBM Partner in Development.

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Vero Software


Vero Software is a world leader in CAD CAM software with a proven track record of reliable product delivery. Vero develops and distributes software for aiding the design and manufacturing processes, providing solutions for the tooling, production engineering, sheet metal, metal fabrication, stone and woodworking industries.

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