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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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 regions bank collateral insurance


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

regions bank collateral insurance  

Read More


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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Sage Continues Its Housecleaning Effort


After engaging in a soul-searching exercise a while back, which has lately resulted with more coherent strategies in some regions, and with the recent public statement of its commitment to making customers happy, Sage Group announced at the opening of trading at the London Stock Exchange on February 15, 2013, that it has reached a definitive agreement to sell Sage Nonprofit Solutions to Accel-KKR,

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Five Agile Data Imperatives for Healthcare Payer CIOs [Infographic]


Healthcare reform is transforming the US medical insurance sector. This dynamic and competitive market boasts several new opportunities for growth. This infographic shows you five ways that investing in technology can boost your organization's agility.

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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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SAP Industry Solutions for Mid-market Companies


For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and public sector offerings have followed, highlighting SAP's lesser-known side as a market-oriented provider of industry-tailored solutions.

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FlexiFinancials Suite


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

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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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The Paperless Office: Accepting Digitized Data


Of the many industries that are attempting to go paperless, the insurance industry has been on the leading edge of a completely digital environment. For companies in insurance industries, as well as other types of organizations looking to digitize their offices, there are a number of implications. Learn about the realities of a paperless office environment, and how your company can take steps to become paperless.

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First Federal Banks On Its Employees with Blue


The success of Kentucky (US)-based First Federal Savings Bank can largely be attributed to its sophisticated review process. The bank conducts an annual 360 review for each of its employees. Besides rating themselves, employees are also evaluated by peers, subordinates, and supervisors. To conduct these reviews, the bank uses Blue/360, a web-based multi-rater application designed specifically for conducting 360 reviews.

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We Shall Be Giant


Oracle and Citigroup bank on integrating B2B exchange and financial services. Will Bailey Building and Loan Association get into the act?

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Financial and Management Accounting with SAP for Banking


Recent changes in accounting standards and compliance, along with greater emphasis on managing risk and value, have introduced new key measures of bank performance and made it more important to coordinate the internal and external reporting of financials and risk. To meet these challenges, banks must do their utmost to more fully integrate their accounting data and processes.

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