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Your search for keyword: Financial CRM Software returned 326 results.
 
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Customer Relationship Management (CRM) | Business Intelligence Solutions | Customer Service (General) | Customer Experience Management (CEM) | Enterprise Resource Planning (ERP) | Business Process Management (BPM) | Customer Information Management/ Customer Databases | Customer Data Integration | Treasury / Cash / Risk Management | Enterprise Financial Management Solutions

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Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research) This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Making Interactions More Intelligent Across All Channels in the Retail Finance Industry by Infor CRM

July 22, 2009 - (Free Research) In this paper you will learn the best practices and the bottom-line benefits in multi-channel inbound marketing. Read on to learn more about multi-channel inbound marketing and how Infor CRM Epiphany Inbound Marketing for Retail Finance can help drive revenue out of each customer interaction.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Bringing Visibility and Control to Financial Asset Management by Tidal Software

December 10, 2009 - (Free Research) BlueCrest Capital Management Tidal Enterprise Scheduler when they needed to make critical business processes visible to upper management and centralize scheduling and management of nightly data downloads; as well as integrate disaster recovery processes into job scheduling efforts and migrate away from heavily scripted point solutions.
(CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Infor - ERP VISUAL by Infor

September 2008 - (Free Research) Infor ERP VISUAL combines affordability and deep functionality, and is ideal for high growth, mixed-mode manufacturers who need a modular solution. Learn why more than 4,000 businesses trust Infor ERP VISUAL to run their operations.
(DEMO) VIEW ABSTRACT | GO TO DEMO

Next Generation Customer Focus: Strategies and Business Activities Necessary for World-Class Performance and Success by Infor CRM

October 2009 - (Free Research) This paper focuses on consumer products manufacturers and the strategy of customer-focused innovation, exploring NGM study questions and examines business areas where customer-focused innovation has potential to influence performance outcomes. Read on to learn how ways to effectively identify and satisfy customer demand.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Long-Term Data Protection and Retention: Finding the Correct Balance by Quantum Corporation

March 2009 - (Free Research) Tape remains the most cost effective, energy efficient and reliable program technology for storing large amounts of inactive, off-line or near-line data while complimenting disk-based data protection and retention solutions. Read this paper and find out why.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Insurance: Converging Customers, Cost Management and Compliance by Kofax, Inc.

February 2010 - (Free Research) Through a case study with Pan-American, this white paper examines how insurers can generate measurable progress toward these goals by treating document driven business process automation as a strategic initiative at the C-level.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Get the Facts on Information Availability: Essential Data Protection, Recovery and Resiliency for Banks by Vision Solutions

January 2007 - (Free Research) The power of an information availability solution lies in its ability to transform any nonproductive, non-profitable downtime into the optimum level of value-producing business uptime.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Total Economic Impact Of DMExpress by Syncsort

August 2008 - (Free Research) The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of DMExpress on their organizations. Forrester’s aim is to clearly show all calculations and assumptions used in the analysis.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Sales and Operations Planning: The Key to Continuous Demand Satisfaction by SAP America, Inc.

March 2007 - (Free Research) Find out how leading companies are designing their sales and operations planning (S&OP) processes to continuously monitor and meet customer demand.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

CRM: THE ESSENTIAL GUIDE - Five Principles for CRM Success by Pivotal CRM, a CDC Software solution

February 2009 - (Free Research) This paper explains how, Customer Relationship Management (CRM) is first and foremost a strategy. This guide provides insight to help you take a more customer-centric view of your business.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Top 3 Reasons CRM Initiatives (Still) Fail - And How To Avoid Them by Pivotal CRM, a CDC Software solution

June 2009 - (Free Research) This white paper looks at the top three reasons that CRM initiatives fail to achieve their goals and provides clear, practical recommendations for ensuring that your CRM initiative avoids these pitfalls and delivers desired returns.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Oracle Business Brief: Keeping Hold of Your Customers, Especially in Tough Economic Conditions by Oracle Corporation

February 2010 - (Free Research) Oracle provides Customer Relationship Management and Enterprise Resource Planning applications, middleware and database software tailored to the customer retention needs of midsize organizations. This Oracle Business Brief explains how these solutions help you retain customers cost-effectively through optimized information and improved flexibility.
(ANALYST BRIEF) VIEW ABSTRACT | GO TO

Building a Best-Run Finance Organization by SAP America, Inc.

June 2008 - (Free Research) This SAP Executive Insight examines the changing role of the finance organization in today's business environment. Further, it describes how companies can develop best-run finance organizations.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Infor CRM Epiphany for Insurance by Infor CRM

July 2009 - (Free Research) The market-leading Infor CRM Epiphany suite was designed with the needs of today's insurance companies in mind. It delivers what you need to execute a customer retention and growth strategy by delivering a single view of customer interactions across business.
(BROCHURE) VIEW ABSTRACT | GO TO

Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc

July 2008 - (Free Research) This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
(WHITE PAPER) GO TO WHITE PAPER

Augmenting the Value of ERP to Achieve the Perfect Plant by Apriso Corporation

September 2008 - (Free Research) This paper reviews multiple compelling issues of establishing and maintaining connectivity to manufacturing operations to achieve the Perfect Plant through an existing ERP system.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Realizing Rapid ROI Through Mobility by BlackBerry

February 2010 - (Free Research) Companies are reaping the benefits from mobile CRM, field service and sales force automation processes with the latest Research In Motion (RIM) offerings. Read this white paper to learn more!
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

SAP® BusinessObjects™ Data Services: One Product For Data Quality and Data Integration by SAP America, Inc.

June 2009 - (Free Research) Introducing SAP® BusinessObjects™ Data Services breakthrough technology software for the enterprise information management market. The software unifies our leading data-quality and integration solutions - helping your organization to move, transform, and improve virtually any type of data anywhere, at any frequency.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Focusing on High-Tech Manufacturers by Infor CRM

October 2009 - (Free Research) This paper explores the idea that to effectively compete today and into the next generation, high-tech manufacturers must rethink their customer relationship management (CRM) strategies. Read on to learn the three strategies high-tech manufacturers must do if they want to be profitable tomorrow and in the years to come.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Leverage ERP for Sales & Operations Planning by IFS

January 2009 - (Free Research) Read this white paper to learn how to use your ERP to facilitate Sales and Operations Planning (S&OP), which helps manufacturers rapidly adjust to changes in the market.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Alarming Shift in Cybercrime: How Organized Attacks Now Target Your Wallet by Blue Coat

July 2008 - (Free Research) This paper will examine the shift in the nature of cybercrimes, how the thieves target their victims, and what can be done to prevent them.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Achieving Better ROI from Composite Applications through Better Understanding, by EMA by ASG Software Solutions

February 2010 - (Free Research) This paper explores the characteristics, advantages, and challenges of composite applications in more detail.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Data Quality Strategy: A Step-by-Step Approach by SAP America, Inc.

February 2010 - (Free Research) In order to fully realize the benefits of their investments in enterprise computing systems, organizations must have a detailed understanding of the quality of their data. And those organizations that approach this issue strategically are those that will be successful. This paper explores strategy in the context of data quality.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Focusing on Food & Beverage Manufacturers: Three Strategies for Profitability Tomorrow and in Years to Come by Infor CRM

October 2009 - (Free Research) This paper explores the idea that to effectively compete today and into the next generation, F&B manufacturers must rethink their customer relationship management (CRM) strategies. Read on to learn the three strategies F&B manufacturers must do if they want to be profitable tomorrow and in the years to come.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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