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Bank Technology News
January 2002
Joseph McKendrick |
Branch Automation Tools Open New Channels The newest technology focuses on helping data to be everywhere at once...   |
Bank Technology News
April 2001
David Rountree |
Small Banks Move toward CRM One Step at a Time Even comprehensive deployments for large institutions normally proceed one channel at a time, including integration with each line of business within the channel... |
CRM
September 24, 2013
Sarah Sluis |
Simplify360 Announces Integration with Salesforce.com Update will let companies create leads or cases from social media conversations. |
CRM
March 21, 2014
Kostojohn & Ghalayini |
Build a Solid CRM Foundation Master the basics before taking on the latest innovations. |
Bank Technology News
May 2002
David Rountree |
CRM the Hard Way Banks that are capitalizing on the wealth of CRM technology that does work are peopled by managers willing to work at it, every day... |
InternetNews
May 25, 2004
Clint Boulton |
Siebel Exec Proposes 'Customer-driven Enterprise' A Siebel EVP touts the firm's hybrid theory of large enterprise application centers and hosted, on-demand CRM applications to fulfill customers' needs. |
Bank Technology News
January 2003
John Adams |
How the Universe of COSMOS Was Brought Under Control Citigroup's two-decade march of acquisitions has created a global banking network that is disjointed and fragmented, largely because of an antiquated system called COSMOS. An overhaul would modernize its banking empire and enable Citi to deal with rapidly changing needs. Enter Jeff Berg. |
CRM
July 2003
Martin Schneider |
Getting IT Together Integration is a four-letter word in the world of CRM, but it doesn't have to be. What follows are the real issues behind integrating CRM solutions with an enterprise's existing systems, and how to simplify what could otherwise grind CRM initiatives to a halt. |
CRM
June 7, 2013
Peter Chase |
Five Steps to Giving Marketers Data Ownership Integration is key. Collecting data is the easy part; the real challenge comes from connecting the different types of data across multiple channels. |
CRM
January 2006
Barton Goldenberg |
CRM: The Past and the Future Born of contact management applications 25 years ago, enterprise software systems have come a long way. |
CRM
January 17, 2014
Mac McConnell |
Four Reasons BPM Can Improve Your CRM System Take business relationships to the next level with business process management. |
Bank Technology News
October 2008
Anthony Malakian |
CRM the Top Priority Looking to grab marketshare, many institutions plan to throw money at customer relationship management and sales automation solutions over the next two years. |
U.S. Banker
August 2001
Mark Bruno |
Unisys Taps SPSS for Analytics Assistance Banks will be able to use the software to determine strategies that initiate cross-selling. |
CRM
January 2012
Donna Fluss |
Redefining CRM It's time to say good-bye to the old definition of CRM -- it is no longer viable as a leading business or even systems strategy. |
Wall Street & Technology
March 19, 2007
Bressler & McDonnell |
How CRM Helps Merge Firms' Crucial Relationship and Intelligence Assets A merger can be a shrewd business move if executed properly, with revenue growth as its primary objective. To achieve that objective, having the right infrastructure in place to aggregate, manage and share relationship intelligence is critical. |
CRM
October 2013
Barton Goldenberg |
Software Advances Are Propelling CRM to New Heights Seven trends businesses cannot afford to ignore. |
Bank Systems & Technology
November 1, 2006
Nancy Feig |
Integrating the Channels Financial institutions are juggling numerous channels and the multitude of ways in which they touch customers. Many banks are actively looking to integrate those delivery channels more strategically. |
Bank Technology News
February 2010
Chris Costanzo |
Oracle: Fearsome Contender or Permanent Outsider? Oracle Corp. has become a bogeyman to America's traditional financial services vendors, with executives and analysts alike frequently speculating about what the $23 billion firm will do to increase its stamp on one of the most lucrative sectors in the technology business. |
CRM
July 2015
Barton Goldenberg |
From the CRM Trenches: A 30-Year Perspective Technology has changed everything but this: People are still the name of the game |
CRM
September 2, 2011
Duke Chung |
Five Ways to Amplify Your CRM System By opening up a two-way communications channel for customers and your CRM system, it provides an enormous overview of what customers want, accessed, and engaged in during their customer service experience. |
CRM
October 2015
Paul Greenberg |
Reimagining CRM, Part One CRM has lived through interesting times -- and the changes aren't over |
Bank Technology News
June 2007
John Adams |
Data Management: UMB Seeks the Full Promise of CRM The bank is using a Web services platform that allows pieces of info to be extracted from different sources. That just might create the most complete online bank customer snapshot yet. |
Bank Systems & Technology
August 5, 2004
Ivan Schneider |
Have a Problem? No Problem! Not only can a smaller financial institution adopt comparable CRM as a larger player, but it can let someone else manage the integration issues involved. |
CRM
June 2015
Michael Vickers |
Is Your CRM System Social Media Friendly? Empower collaboration to create customized experiences |
CRM
March 28, 2014
Glenn Johnson |
5 Tips for Making CRM an Enterprise Portal Focus on revenue to drive project objectives. |
InternetNews
June 4, 2004
Jim Wagner |
Nimish Mehta, Group Vice President, Siebel This executive's challenge is convincing customers that Siebel is an integrator, not just a CRM specialist. |
The Motley Fool
September 8, 2005
Tom Taulli |
PNC Expands Its Empire The midsized bank buys an M&A advisory firm to enter the investment banking sector. Buying an investment bank is no easy feat. Investors, take note. |
Bank Technology News
July 2001
David Rountree |
Banks' Embrace Gains Urgency Sure, staff meetings are no fun in a testy economy, but at least "contact" efforts have a pulse... |
CRM
December 2003
Martin Schneider |
The Year in Preview How the major trends in 2003 will alter the CRM landscape over the coming year. |
U.S. Banker
July 2005
Glen Fest |
Incentive-Pay Software: Rewarding Results, Not Just Account Openings Banks are rewarding salespeople to create new accounts, but some funds are merely transferred from closed CDs at the same bank. Software can help sort fact from fiction. |
Bank Technology News
October 2001
Amy Newell |
CRM: A Solution Evolution Some of financial institutions' latest dilemmas in customer relationship management don't involve technology, but rather how to complement it... |
CRM
December 17, 2015
Dave Nelson |
3 Tips for CRM Investment in the Digital Age With channels, interactions, and data proliferating, CRM strategies and tools are still key to superior customer experience. |
CRM
May 1, 2003
Ron Miller |
Big Deal Merrill Lynch signs a five-Year CRM contract. |
CRM
September 2015
Michael Vickers |
Is Your CRM System Aligned with Your Entire Business? For peak efficiency, your enterprise solution needs to wear many hats |
Wall Street & Technology
April 15, 2008
Cory Levine |
CDC Releases New CRM Platform as a Software-as-a-Service Offering Pivotal CRM On Demand and Pivotal CRM On Demand for Institutional Asset Management can be used on an on-demand basis through a Web portal or deployed internally by the client. |
CRM
March 13, 2015
Daniel Sarfati |
Measure CRM Usage to Optimize Business Processes Current tools leave insight lacking when it comes to employee interaction. |
U.S. Banker
February 2002
Eby Raj Seshadri & Corey Yulinsky |
Quick-Return CRM There are ways to improve customer relationship management without spending huge amounts of money. McKinsey consultants argue that CRM should be more mining of profits than of data... |
Bank Systems & Technology
June 2, 2004
Steven Marlin |
Where The Money Is The current branch revival is evidence that the era of multichannel delivery is here to stay. |
CRM
August 2010
William Band |
Navigating the Vendor Landscape A leading analyst firm assesses the CRM marketplace. |
Bank Technology News
February 2002
Louise West |
Good News for CRM and Outsourcing Vendors Despite the economic slump, banks in Europe are still prepared to spend on certain areas of IT... |
Bank Systems & Technology
June 1, 2005
Peggy Bresnick Kendler |
Contact/Call Centers No longer just about back-office servicing, contact and call centers now provide banks with an opportunity to nurture customer relationships. |
Bank Technology News
April 2009
Steve Marlin |
Move Customers, but Don't Herd Them Merging banks need to choose between consolidating online banking platforms immediately, or running them separately for a period of time. |
CRM
October 2012
Leonard Klie |
Oracle's Latest Branding Initiative Central to its CRM strategy is the company's Customer Experience (CX) Suite. |
CRM
October 1, 2007
Coreen Bailor |
Oracle's Name Game The latest Siebel CRM On Demand highlights the software giant's interest in the on-demand market and underscores the strength of the Siebel name. |
Bank Technology News
February 2009
Gregory Goth |
Luring Them In In today's competitive environment, financial institutions will need to shake hands with a new generation of price optimization engines, customer relationship management platforms and Web-enabled tools that expand relationships and grow wallet share. |
Bank Technology News
April 2001
David Rountree |
Customers Rule Today Long before the Internet, the customer was said to be king. But the Net appears to spell certain, if slow, death for banks that don't act accordingly... |
CRM
March 16, 2012
Eric Harber |
Four Ways Mobile Will Boost Your CRM Strategy Take your campaigns to the next level. |
CRM
April 25, 2014
Connor Marsden |
CRM Technology as a Business Planning Tool Sharing essential information is key to meeting customer demands. |
CRM
February 2003
Lisa Picarille |
The ABCs of Global CRM CRM is making it as easy for international companies to share information among offices scattered across the globe as it is for them to share it with coworkers down the hall. The secret to mastering this in your company is to follow these 10 essential guidelines. |
U.S. Banker
January 2002
Mark Bruno |
Siebel Issues Siebel 7 Siebel Systems has begun shipping its latest version of CRM technology, Siebel 7... |
