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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...
 

 regions bank collateral insurance


How Retail Partners and Mobility Can Help Deliver Value to Bank Customers
Banks are facing high levels of scrutiny from their customers and find themselves under great pressure to create value, win back lost customers, and maintain

regions bank collateral insurance  Retail Partners and Mobility Can Help Deliver Value to Bank Customers Banks are facing high levels of scrutiny from their customers and find themselves under great pressure to create value, win back lost customers, and maintain existing relationships as well as lower customer attrition levels. Three seemingly disparate trends—need for savings, growth in mobile usage and advent of coupon aggregators—together offer banks a way to create a sticky service. This paper discusses the idea of banks

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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 » regions bank collateral insurance

6 Ways You Can Benefit from Telecom Expense Management


A national health insurance company’s spreadsheet-based telecom management process was leading to time and money wasted as staff tried to make up for lack of spend visibility. Further pressure to prepare the telecom function for upcoming merger activity pushed the company to find a technology that would effect immediate cost savings and long-term telecom expense management. Read more about the solution the company chose.

regions bank collateral insurance  telecom expense management,telecom expenses,telecom savings,telecom spend,telecom costs,telecommunications expense,telecom cost control,telecommunications expense management Read More

Case Study: Royal Bank of Canada


Royal Bank of Canada (RBC) is Canada’s largest bank and one of North America’s leading diversified financial services companies. To deliver regulatory-based courses and learning through a global, cost-effective channel, RBC replaced its homegrown learning management system (LMS) with a cost-effective, enterprise-wide solution, and consolidated its LMS for streamlined operations. Find out how they did it.

regions bank collateral insurance  Study: Royal Bank of Canada Royal Bank of Canada (RBC) is Canada’s largest bank and one of North America’s leading diversified financial services companies. To deliver regulatory-based courses and learning through a global, cost-effective channel, RBC replaced its homegrown learning management system (LMS) with a cost-effective, enterprise-wide solution, and consolidated its LMS for streamlined operations. Find out how they did it. Read More

The Seven Deadly Sins of Software Marketing


Huge amounts of money are spent on marketing collateral—you need to ensure that you get your money's worth. This article discusses seven common mistakes made when developing software marketing collateral. Read on to see if you need to repent.

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Centralizing Bank Connections


Electronic connections with corporate customers determine much of a bank’s competitive differentiation and cost structure. But many banks are held back by outdated file transfer systems, which make it difficult to reliably connect to clients and rapidly deliver new services. Learn how using a managed file transfer platform can help banks simplify data transfers, lower costs, and deliver compelling services to customers.

regions bank collateral insurance  Bank Connections Centralizing Bank Connections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Inovis is a leading provider of on-demand Business Community Management solutions that empower companies to transact, collaborate and optimize communications with every facet of their business communities. By standardizing and automating mission-critical business interactions, companies can dramatically reduce the complexity and Read More

New Market for Security Insurance


Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?

regions bank collateral insurance  insurance security,security vulnerability assessment,contractors insurance,cheap homeowners insurance,commercial business insurance,security monitoring,vulnerability test,construction insurance,truck insurance,house insurance,commercial property insurance,penetration testing,van insurance,cargo insurance,commercial insurance Read More

Mercator Software Extends EAI Solutions for Insurance with XML


Mercator Software (which is changing its name from TSI International Software to reflect the name of its flagship product) has announced support within its “Integration Broker” products for both XML and EDI transactions based on the ACORD standard for the insurance industry.

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InsFocus Releases Version 2.0 of BI Solution for Insurance


The Israeli software provider InsFocus Systems, producer of Insfocus Plus, a business intelligence (BI) solution targeted at the insurance industry, has recently released version 2.0 of its BI application, which includes several enhancements, with special emphasis on the Web. Among the features of this version is the new InsFocus BI Web user interface. The Web viewer and user

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Case Study: Achmea


Achmea, the largest insurance group in the Dutch market, had many different systems and fragmented management information, with often inaccurate data. The company decided to make the move to business intelligence (BI) for a more standardized approach to information access and delivery. With Cognos, Achmea has achieved a number of benefits, including results-oriented decision-making based on real-time data. Learn more.

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CRM for the Finance and Banking Industry - Part 1


How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not

regions bank collateral insurance  for the Finance and Banking Industry - Part 1 How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not my best experience dealing with banks, but not the worst Read More

Back to the Future—Revisiting Capital and the Bank of Tomorrow


Over the decades there have been many views on what the bank of the future would be. Some ideas have been radical and some have been transitional, while others never really took hold. It just might be that what we need for the bank of tomorrow is not a new model, but rather one that takes inspiration from the bank of yesterday. Download this paper and find out more.

regions bank collateral insurance  to the Future—Revisiting Capital and the Bank of Tomorrow Over the decades there have been many views on what the bank of the future would be. Some ideas have been radical and some have been transitional, while others never really took hold. It just might be that what we need for the bank of tomorrow is not a new model, but rather one that takes inspiration from the bank of yesterday. Download this paper and find out more. Read More

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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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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Case Study: Bank of Choice Cuts Loan Processing Days to Hours with Document Management Solution


With its recent rapid growth, Bank of Choice found that paper-based loan approval processes were standing in the way of providing the fastest and most effective customer service. The bank decided to adopt a document management system (DMS) based on software from a Microsoft® Gold Certified Partner. Find out how the bank improved customer service, reduced the costs associated with meeting regulatory compliance, and more.

regions bank collateral insurance  Study: Bank of Choice Cuts Loan Processing Days to Hours with Document Management Solution With its recent rapid growth, Bank of Choice found that paper-based loan approval processes were standing in the way of providing the fastest and most effective customer service. The bank decided to adopt a document management system (DMS) based on software from a Microsoft® Gold Certified Partner. Find out how the bank improved customer service, reduced the costs associated with meeting regulatory compliance, a Read More

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,

regions bank collateral insurance  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 , and ACT! and SalesLogix to Swiftpage . Accel-KKR has extensive expertise in accelerating the growth of software companies in vertical industry segments,  KANA Software being one example . The Read More