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CRM Evaluation Center
Nov 24, 2009
Today's usage of Decision Support Systems (DSS), combined with vetted CRM knowledge bases, allows organizations to save time and money, achieving better and more reliable/fully-documented decisions, a quantum improvement over the widely-used subjective process of selecting complex enterprise software...
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| 2. |
Financial Fusion ~ E-Finance Wireless Leader? (3 Pages)
by P. Hayes
Apr 6, 2000
Abstract : Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)
Type: Article
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| 3. |
Feds Buckle Down on Customer Information Security (3 Pages)
by L. Taylor
Feb 9, 2002
Abstract : In an effort to improve the state of consumer privacy, Federal Reserve Board, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Office of Thrift Supervision, on January last year announced that they have put together joint guidelines to safeguard confidential customer information. The guidelines, that took effect last July, implement section 501(b) of the Gramm-Leach-Bliley Act (GLBA) initiated by the Senate Banking Committee, and passed into law on November 4, 1999. This announcement had significant implications for online banking institutions.
Type: Article
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| 4. |
Scotia McLeod by Maximizer Software
Abstract : Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success.
Type: White Paper
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| 5. |
ScotiaMcLeod by Maximizer Software
Abstract : Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success.
Type: White Paper
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| 6. |
Microsoft Joins XML Specification Committee for Financials (3 Pages)
by M. Reed
May 2, 2000
Abstract : Microsoft (NASDAQ: MFST) has joined the Extensible Business Reporting Language (XBRL) committee to help launch an XML-based standard for translating financial reports between applications. Formerly known as the Extensible Financial Reporting Markup Language (XFRML), the language should allow companies to use the Internet to exchange financial reports.
Type: Article
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| 7. |
Is Your Financial Transaction Secure? (3 Pages)
by L. Taylor
Oct 6, 1999
Abstract : The FDIC imposes IT integrity ratings on financial institutions. These ratings are known as URSIT ratings and are not disclosed to the public. There is no easy discernable way to know how safe your on-line transactions are.
Type: Article
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| 8. |
Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part Two: Challenges and User Recommendations (4 Pages)
by P.J. Jakovljevic
Nov 22, 2003
Abstract : Although CPM (aka EPM) starts with strong financial management, it will eventually extend beyond financial planning to almost all areas of corporate activity. Therefore, organizations choosing BI suites should consider both their financial management tools and future integration with key business-area solutions (for example, PLM, CRM, and SCM).
Type: Article
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| 9. |
CRM Vendors Cash In On The Financial Services Industry (3 Pages)
by L. Talarico
Nov 2, 2000
Abstract : Last yearﾒs deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.
Type: Article
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| 10. |
Getting Strategic Planning and Financial Planning in the Same Bailiwick (10 Pages)
by John Diezemann
Oct 1, 1999
Abstract : To provide useful financial insight on projects, financial managers need to think about business strategy more like a series of options than a single projected cash flow. While the concepts of options are certainly familiar to most executives, the trick to valuing strategic choices lies in the complex and often overwhelming task of understanding the interaction between strategic options. This article provides a breakthrough planning approach for (1) rapidly realizing the business capabilities dictated by strategy (2) aligning process, technology and organization design and (3) through the financial lens of 'real options' shows how to quan
Type: Article
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