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CRM for Financial and Insurance Markets
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&n...
 

 fidelity variable insurance products


The Definitive Guide to Successful Deployment of VoIP and IP Telephony-Chapter 3
When deploying any new system, preparation is key—and Internet protocol telephony (IPT) systems are no exception. Part 3 of this 4-part e-book series provides

fidelity variable insurance products  quality focuses on the fidelity and user experience from the sound of the call. Call quality includes voice quality as a factor, but also reaches more broadly into the total user experience. How quickly was dial tone provided? Did touch tone dialing work on the first attempt? Do connections across the networks, between offices (or hops across the IP network) process quickly? Do calls complete as expected or do they fail after all digits have been dialed? Call setup delays or failures negatively impact

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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 Respons... Get this template

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CRM for Financial and Insurance Markets
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&n...

Documents related to » fidelity variable insurance products

HighJump Grows in a Period of Low Growth Through Adaptable, Broad Function Products Part Two: Market Impact


Although a combination of factors bodes well for HighJump's success, a key differentiating word at its camp is 'adaptability'. HighJump's approach to adaptability starts with an application platform designed to manage change. The combination of a set of adaptability tools and the ability to embed business logic into reusable Lego-like 'building blocks' brings a level of system configurability that is relatively rare in application software today.

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Quality Software Products, Inc.


Quality Software Products, Inc., is the US subsidiary of Quality Software Products Holdings plc, headquartered in the United Kingdom (UK). The US subsidiary is located in Raleigh, North Carolina. Founded in 1981, QSP is a provider of integrated enterprise financial systems (EFS) to major organizations in over 20 countries. The company sells financial process optimization (FPO) in the forms of financial software, e-business solutions, and professional services, as well as through an application service provider division.

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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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Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

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Deltek PPM and EVM Products


Deltek Cobra is a powerful earned value software solution that allows project driven businesses to control costs, measure earned value, and comply with mandated reporting requirements. Deltek Open Plan is an enterprise-wide project management system that offers the power and flexibility to complete large or multiple projects on time and on budget. WelcomHome provides browser-based access to live project and cost information, supporting timely decision-making to keep projects on time and within budget. WelcomRisk provides a structured means of identifying, responding to, and reporting project and organizational risks, helping companies and teams assure both project and business success. WelcomPortfolio provides a structured approach to evaluating, selecting, and prioritizing projects so that resources are invested in the projects that fit best with current business strategies.  

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Customization Drives Complexity - Why It's Hard to Design, Sell, and Produce "Simple" Products


It seems counterintuitive, but the process of selling, designing, and producing what appear to be "simple" products becomes surprisingly complex when manufacturers introduce high levels of customization. How can manufacturers of configured products address this complexity to streamline their processes, reduce cost and increase customer responsiveness?

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HighJump Grows in a Period of Low Growth Through Adaptable, Broad Function Products


With approximately 180 employees, HighJump Software is in growth mode with total revenue up 40% in fiscal 2002 and with current year over year revenue growth of 33%. More impressively, license revenue was up 60% last year and running at growth rate of 60% year to date. How does the relatively small SCE vendor accomplish it? Adaptability and broad functional footprint would be the keys to the answer.

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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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The Two Driving Forces Behind Fashion Products


“Sometimes, I feel frustrated at work—there is a constant conflict between my department and others and it never stops.” – A product developer at a fashion company During the process of building the request for proposal (RFP) template for fashion product lifecycle management (PLM), I spent some time talking with some relatively large fashion goods manufacturers and retailers to gain a better

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Chatsworth Products, Inc.


Chatsworth Products, Inc. (CPI), a leading provider of structural support systems used to optimize, store, and secure valuable computer, data, and communications equipment, needed to establish a new, fully-integrated enterprise resource planning (ERP) system to replace its customized 10+ year-old legacy system. See how TEC helped CPI define its requirements, develop a short list of vendors, and select the right solution.

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Chemicals and Allied Products: Howard Johnson, Inc.


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Modeling Complex Products


Mapping out component dependencies and the relationships among components is a great way to conceptualize how selecting one option affects the rest of the product configuration. Once you know exactly how the product components are related, you can quickly create options and option groups and define rules governing the product configuration, making it easier for salespeople to quote complex products.

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Zdesign connects participants in fashion product development organizations, and manages the time-critical communications between trading partners. It brings together members of product development teams from design, sourcing, manufacturing, sales, and marketing.   Zdesign is project-based, which parallels the basic work unit for all product development-driven companies and mirrors their activities. Product development teams can initiate projects online, invite members of their internal and external teams to participate and conduct all of their business activities and communications in one place, from anywhere, anytime.   Zdesign technology can be configured to interface with and support various IT systems including enterprise resource planning (ERP), supply chain management (SCM), product data management (PDM), and computer-aided design (CAD).    

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Amerisure Mutual Insurance Company


With 10 remote office locations spread across nine states, Amerisure was in need of a communications platform that would enable the company to enhance the distribution of information to employees. Employees located in satellite offices, with no direct access to the home office, can feel disconnected from corporate headquarters’ operations and activities. Amerisure needed to communicate to employees in a timely manner that would allow the flow of accurate, important information, whether that data be employee-specific, such as salary, job, or benefit information, or company news and updates. In addition to a centralized communication platform, the company wanted heightened management of its workforce through the use of business intelligence tools that would allow it to track trends and have improved monitoring capabilities for each location.

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