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Abstract:
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities,
increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects,
institutions, syndicate partners, and other contacts, the r (...)
Excerpt related to
investment banking crm:
Client relationship management (CRM) technology can help capital-markets firms streamline investment
banking activities, increase brokerage trade ... ...
Published:
2010-03-11
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Abstract:
With more than 5,000 global employees serving as touch points for sales and customer service, Deutsche Bank could no longer
afford to rely on its outdated customer relationship management (CRM) systems. The financial services powerhouse now has a
system that serves 5,500 Deutsche Bank employees, and incl (...)
Excerpt related to
investment banking crm:
Case Study: Deutsche Bank Gets Closer to Customers with CRM Web Portal. Source: Luxoft. Document Type: Case
Study Description: With ...
Published:
2010-03-11
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Excerpt related to
investment banking crm:
... are compiling a list of CRM specifically for Investment Banks, you
... that you were compiling of different offerings of CRM vendors for finance and banking.
...
Published:
2009-10-08
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Abstract:
Bank chief financial officers (CFOs) are being forced to reexamine their roles and responsibilities. Simply closing the books
no longer works. Finance departments are being asked to perform strategic budgeting and planning, monitor risk and compliance,
and improve overall performance. To meet these deman (...)
Excerpt related to
investment banking crm:
Improving Bank performance: Overcoming Common Planning-related Obstacles. Source: SAP. Document Type: White Paper Description:
Bank ...
Published:
2011-08-08
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Excerpt related to
investment banking crm:
... As a consequence, many banking executives are cringing with worry ...
increases financial reporting transparency and facilitates better investment decision-making. ...
Published:
2009-01-07
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Abstract:
In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM)
software will function on the equipment and at the site, and with staff, customers, and third-party applications. Acceptance
testing involves three basic flavors: user acceptance, o (...)
Excerpt related to
investment banking crm:
... concentrating on getting the greatest value from your investment. ...
high rates of change (eg, banking or telecoms ... Typically, a new CRM
system is closely monitored ...
Published:
2004-10-13
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Abstract:
One should imagine Epicor has carefully thought out the rationale for the recent acquisition of its European counterpart
Scala. The merger seems to have much of a strategic merit as opposed to a knee-jerk, ‘me too’ impulse owing to the ongoing
consolidation craze in the market. (...)
Excerpt related to
investment banking crm:
One should imagine Epicor has carefully thought out the rationale for the recent acquisition of its European counterpart Scala.
The merger seems t...
Published:
2004-12-13
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Abstract:
Financial Times Insight: Business Growth.Secure Documents and Other Package to Use In Your Dynamic System of Financial Times
Insight: Business Growth. Even in tough economic times, innovative small-to-midsized companies can still find opportunities
for growth. Technology and business software solutions li (...)
Excerpt related to
investment banking crm:
Financial Times Insight: Business Growth.Secure Documents and Other Package to Use In Your Dynamic System of Financial Times
Insight: Business Grow...
Published:
2010-03-11
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Abstract:
CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know. Get Solutions and Other Documents
to Delineate Your Tender In Relation To CRM Success for Fast Growing Companies. When creating a seamless value chain, it is
essential to focus on the customer. However, informati (...)
Excerpt related to
investment banking crm:
CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know. Get Solutions and Other Documents
to Delineate Your T...
Published:
2010-03-11
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Abstract:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows
evolution without the upset of revolution. (...)
Excerpt related to
investment banking crm:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of pro...
Published:
2007-09-24
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Abstract:
Forget Speeds and Feeds-ERP Outsourcing for the Mid-market. Get Free Information and Other Software to Define Your Evaluation
using the Feeds-ERP Outsourcing. If you base your selection of an outsourcing partner on a service provider’s strengths, it
can be difficult to make an apples-to-apples compariso (...)
Excerpt related to
investment banking crm:
Forget Speeds and Feeds-ERP Outsourcing for the Mid-market. Get Free Information and Other Software to Define Your Evaluation
using the Feeds-ERP O...
Published:
2010-03-11
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Abstract:
Although technology is pivotal in maintaining a competitive edge, many smaller professional services organizations (PSOs)
have limited time and resources to dedicate to their IT infrastructure. For this reason, the application service provider
model can be a very attractive offering. (...)
Excerpt related to
investment banking crm:
Although technology is pivotal in maintaining a competitive edge, many smaller professional services organizations (PSOs)
have limited time and re...
Published:
2006-09-13
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Abstract:
There are two ways to build enterprise application solutions: link together disparate, best-of-breed solutions, in which
vendors embrace open architectures and inter-application messaging protocols, or find a one-stop-shop with all the software,
functionality, and interoperability one could ever ask for. (...)
Excerpt related to
investment banking crm:
There are two ways to build enterprise application solutions: link together disparate, best-of-breed solutions, in which vendors
embrace open arch...
Published:
2001-11-22
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Abstract:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank,
one of Canada's largest financial organizations with (...)
Excerpt related to
investment banking crm:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relatio...
Published:
2010-03-11
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Abstract:
Creating Business Value with Communication-enabled CRM Processes: Enhancing Marketing, Sales, and Service. Find IT Solutions
and Other Applications for Your Decision Related to the Business Value with Communication-enabled CRM Processes Customer relationship
management (CRM) issues can often be traced to (...)
Excerpt related to
investment banking crm:
Creating Business Value with Communication-enabled CRM Processes: Enhancing Marketing, Sales, and Service. Find IT Solutions
and Other Applications...
Published:
2010-03-11
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Abstract:
Whether this is a temporary stint, a true long-term alliance, or just a prelude to nuptials down the track, Microsoft should
turn out as a beneficiary in every way. (...)
Excerpt related to
investment banking crm:
Whether this is a temporary stint, a true long-term alliance, or just a prelude to nuptials down the track, Microsoft should
turn out as a benefic...
Published:
2003-08-30
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Abstract:
This complete rating detail report covers the vendor or provider's responses to TEC's comprehensive research model. The report
answers your concerns about how your chosen vendors will support your requirements. (...)
Excerpt related to
investment banking crm:
... Insurance and Investment , CRM for Financial and Insurance Markets
Software Evaluation Report. Insurance and Investment This set ...
Published:
-
Abstract:
The Customer Relationship Management (CRM) RFP Template for Financial and Insurance Markets covers industry-standard functional
criteria of CRM for Financial and Insurance Markets that can help you easily gather and prioritize your business needs in
a simple and categorized excel document. More than a RFP (...)
Excerpt related to
investment banking crm:
... Markets worksheet Insurance and Investment, Customer Relationship Management CRM
RFP Template for Financial and Insurance Markets. ...
Published:
-
Abstract:
A proof of concept (POC) should be completed as part of the selection process when the risk of project failure is comparatively
high. Risk can be measured by two key variables. These variables are complexity of requirements and level of expertise of
the selection/implementation team. The more complex the (...)
Excerpt related to
investment banking crm:
A proof of concept (POC) should be completed as part of the selection process when the risk of project failure is comparatively
high. Risk can be ...
Published:
2004-07-13
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Abstract:
i2 Technologies is the largest and fastest growing vendor of supply chain management software with $456 million in revenue
over the last twelve months and a 48% average growth rate over the last five years. Fueled by a powerful sales and marketing
machine and corporate development strategy, i2 will maint (...)
Excerpt related to
investment banking crm:
i2 Technologies is the largest and fastest growing vendor of supply chain management software with $456 million in revenue
over the last twelve mo...
Published:
1999-08-01