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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,

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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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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

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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 industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

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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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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base 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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A Portrait of the Indian Enterprise Software User


Like many markets recovering from global economic turmoil, the enterprise software market has experienced a slew of company expansion and consolidation ventures. The Indian market was no exception. But how does vendor growth and expansion relate to the requirements of Indian companies researching and purchasing enterprise software? What is the profile of a company in India that is looking for enterprise software?

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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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Apprise Software, Inc


Founded in 1984, Apprise Software, Inc. is a provider of enterprise resource planning (ERP) and supply chain management (SCM) software and services for midsized consumer goods companies. By leveraging technologies such as Microsoft .NET, wireless warehouse solutions, and radio frequency identification (RFID)-along with industry best practices-Apprise Software provides consumer goods companies with enterprise-wide solutions designed to meet their unique business requirements. Apprise Software is headquartered in Bethlehem, Pennsylvania (US), with offices in Nanjing (China), Sydney (Australia), and Brno (Czech Republic).

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CARL Software


Founded in 1985, CARL Software specializes in computerized maintenance management systems (CMMSs) and enterprise asset management (EAM) software. The company is headquartered in Limonest (France), with offices in Paris (France), and international offices in Canada, Germany, Italy, Spain, and the United States (US).

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Soffront Software


Soffront Software, Inc., established in 1992 and located in Fremont, California (US), offers an integrated CRM solution spanning marketing, sales, customer support, employee support, and portal applications. Soffront has more than 500 large enterprise customers as well as thousands of small enterprise customers worldwide. Soffront customers include companies across all industries, federal, state, and local government agencies, and the departments of many Fortune 500 corporations.  

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