| 1. |
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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| 2. |
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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| 3. |
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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| 4. |
Can Brick & Mortar Leaders Be Brick & Click Leaders? (4 Pages)
by R. Lynch
Apr 12, 2000
Abstract : Merger mania, deregulation, and new technology are having far ranging impacts on organization, process, and technology integration in the financial services arena. But are leaders ready for the speed, innovation and risk management challenge brought on by e-commerce?
Type: Article
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| 5. |
How Is Business Process Management Applicable to Financial Services? (3 Pages)
by Hans Mercx
Jan 3, 2006
Abstract : Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.
Type: Article
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| 6. |
ERP Vendors Venturing into PSA (3 Pages)
by P.J. Jakovljevic
Apr 12, 2000
Abstract : On February 29, PeopleSoft Inc. took the wraps off its Professional Services Automation (PSA) product, software that aims to help services firms better manage financial and human-resources systems. On March 6, Lawson Software reaffirmed its position as a ﾓpremier total solution provider for the professional services industryﾔ.
Type: Article
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| 7. |
We Shall Be Giant (3 Pages)
by D. Geller
Nov 27, 2000
Abstract : Oracle and Citigroup bank on integrating B2B exchange and financial services. Will Bailey Building and Loan Association get into the act?
Type: Article
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| 8. |
Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line? (4 Pages)
by Neil Stolovitsky
Apr 13, 2006
Abstract : Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the service industry. Simultaneously, professional services automation (PSA) became a viable software category. Consequently, deciphering the difference between ERP and PSA remains a challenge.
Type: Article
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| 9. |
The Evolution of Enterprise Resource Planning Includes Service Industries (2 Pages)
by Neil Stolovitsky
Apr 9, 2007
Abstract : Enterprise resource planning (ERP) vendors have extended their functionality to service vertical markets in the service industry. As a result, ERP for services has emerged as a viable software category competing with the best-of-breed vendors serving professional services sector industries.
Type: Article
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