Financial Crm White Papers, Financial Crm Software, Financial Crm Research, Hardware and Services

The 10-Step Guide to Buying the Right CRM Solution by SugarCRM Inc.

July 12, 2011 - (Free Research)

The CRM buying process can be reduced to a set of 10 steps that will help you pare down the field of potential solutions to a few vendors who are the best fit. This guide will allow you to move through 10 sets of steps.

(WHITE PAPER)

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Oracle Business Intelligence Applications Overview by Oracle Corporation

January 22, 2011 - (Free Research)

This paper explains how Oracle Business Intelligence (BI) Applications are complete, prebuilt BI solutions that deliver intuitive, role-based intelligence for everyone in an organization - from front line employees to senior management - that enable better decisions, actions, and business processes.

(WHITE PAPER)

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Build Your Own SAP CRM Solution — and Know Exactly How Much It Will Cost by SAP America, Inc.

July 19, 2011 - (Free Research)

This white paper provides an overview of a rapid deployment strategy designed to take the guesswork out of implementing CRM. Inside, learn how this approach can let you pick and choose features which matter the most to your organization while avoiding playing for ones you don't to provide an accurate, upfront price.

(WHITE PAPER)

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5 ways to increase online self-service adoption for financial services by Tealeaf

September 27, 2011 - (Free Research)

Financial institutions need to take immediate steps to ensure they understand the experience of their customers who are transacting online. In this white paper learn how to implement an effective customer experience management (CEM) to help build customer loyalty, revenue, cost savings, and more.

(WHITE PAPER)

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Sophisticated insights in Banking - From complexity to client centricity by IBM

November 18, 2011 - (Free Research)

This white paper outlines steps that financial institutions can take to become more business savvy and efficient in the age of the consumer. Read on and learn how to leverage information and reduce risk, properly set product prices, learn about your clients and more.

(WHITE PAPER)

IT in the UK SMB (Small and Medium sized Business) Sector by ComputerWeekly.com

January 04, 2012 - (Free Research)

This report from Knowledge Peers and Pierre Audoin Consultants (PAC), reveals what leaders of Small and Medium-Sized Businesses (SMBs) think of IT – its strategic value, its potential, and the changing way in which it is being used in their organisations.

(IT BRIEFING)

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

March 18, 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)

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Smarter communications through analytics by IBM

November 18, 2011 - (Free Research)

As research suggests, investments in data integration and analytics that maximize the value of each customer are worthwhile and create potential for financial gain. To quantify the value of those investments, an illustrative $8 billion communications provider was modeled. Results from this effort are presented throughout this paper.

(WHITE PAPER)

Case Study: la Caixa - Bank takes customer and employee support to the next level by Hewlett-Packard Limited

January 05, 2012 - (Free Research)

With HP's contact centre and customer services, la Caixa was able to expand and continue to provide excellent service to their customers. Read this case study now to learn more about HP's call centre and contact centre offerings.

(CASE STUDY)

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Create an Online Customer Feedback Loop with Your Call Center by Tealeaf

April 01, 2011 - (Free Research)

Many retail financial services institutions (FSI) do not have any visibility or context outside of a single interaction channel. In this whitepaper, we will describe the business imperative for closing the multi-channel customer experience gap and discuss how doing so gives you opportunities to differentiate.

(WHITE PAPER)

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IDC Case Study: Optimizing eCommerce Decisions at TIAA-CREF by Oracle Corporation

December 16, 2010 - (Free Research)

This IDC case study examines the benefits TIAA-CREF, a Fortune 100 financial services firm, gained from automating their eCommerce marketing. By deploying Oracle Real-Time Decisions, TIAA-CREF was able to apply intelligent process automation to customize online customer interactions.

(CASE STUDY)

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Premise vs. Hosted Contact Center: Total Cost of Ownership Analysis by inContact

August 08, 2011 - (Free Research)

This white paper presents the results of a total cost of ownership (TCO) analysis comparing premise-based and hosted contact center platforms.

(WHITE PAPER)

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Bluewater Power Prepares for Smart Metering with SAP and IBM Solutions by IBM

November 17, 2010 - (Free Research)

Bluewater Power implemented a set SAP and IBM solutions to help deal with new regulations and mandates in the energy sector. Read this case study to learn all the benefits Bluewater experienced by choosing this set of SAP and IBM solutions and learn how your organization can experience these same benefits as well.

(CASE STUDY)

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SAP Business One: Integrated, affordable, flexible - A single solution for small business needs by SAP America, Inc.

October 31, 2011 - (Free Research)

Read this e-book for your introduction to the SAP Business One application. Find out how the application can help your small business streamline operations, act on timely and complete information, and accelerate profitable growth.

(EBOOK)

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Gartner predictions around Social CRM by Infor CRM

February 08, 2012 - (Free Research)

This tip e-guide from SearchCRM.com features insight from Gartner's 2011 Magic Quadrant for social customer relationship management (CRM). Read this now to learn what challenges are cropping up in CRM, how social media is affecting CRM strategies and what the future of social CRM looks like.

(EGUIDE)

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Apply the power of CRM to build customer loyalty by Infor CRM

February 07, 2012 - (Free Research)

This tip guide comes straight from Paul R. Timm's book, 'Technology and Customer Service: Profitable Relationship Building.' Read on to learn how to utilize today's technologies for enhancing customer relationship management (CRM) strategies.

(EGUIDE)

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Tips to Prepare for the Upcoming IFRS Conversion by Sage Software

January 05, 2012 - (Free Research)

Read this paper for a detailed look into at the challenges associated with the International Financial Reporting Standards (IFRS) and best practices to overcome them and manage your financial information.

(WHITE PAPER)

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Use effective call centers to build customer loyalty by Infor CRM

February 08, 2012 - (Free Research)

This tip guide features chapter 6 from Paul R. Timm's book, 'Technology and Customer Service: Profitable Relationship Building.' Access this resource now to learn how to align business process with customer relationship management (CRM) initiatives, tips for CRM strategy and how to effectively leverage the call center to improve customer loyalty.

(EGUIDE)

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Gartner: Social, mobile and analytics to push CRM through 2015 by Infor CRM

February 07, 2012 - (Free Research)

This tip guide from SearchCRM.com shares Gartner's expert insights on the fragmented social customer relationship management (CRM) market and how it will continue to evolve in the next three years.

(EGUIDE)

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Priorities for Improving the Financial Close: Don't Forget about Reporting by IBM

October 27, 2011 - (Free Research)

In this white paper, learn how the right financial consolidation solution can help you replace silos of inconsistent data with the information and analytic capabilities you need for actionable insight.

(WHITE PAPER)

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CRM and Social Media: How a Blended Approach Means Good Business in the Hospitality Industry by Infor CRM

February 07, 2012 - (Free Research)

This white paper offers hospitality strategies for combining social media and real-time customer relationship management (CRM) to wow patrons and increase customer loyalty. Learn how social CRM can increase your ROI and build your business reputation.

(WHITE PAPER)

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CW Buyer's Guide: Customer Relations (CRM) by ComputerWeekly.com

October 05, 2011 - (Free Research)

This nine-page Buyer's Guide to Customer Relationsip Management (CRM) analyses the factors CIOs and senior IT professionals will need to consider as they plan their CRM strategies.

(ESSENTIAL GUIDE)

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The Forrester Wave™: CRM Suites For Large Organizations, Q2 2010 by Microsoft

October 18, 2011 - (Free Research)

Read this Forrester Research Inc. analysis of 18 leading customer relationship management (CRM) suite solutions. See what vendors offer the best systems for BPM, ERP, TCO, midsized organizations, and basic needs.

(WHITE PAPER)

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The Financial Close: Optimizing Performance and Driving Financial Excellence by SAP America, Inc.

June 02, 2009 - (Free Research)

The term "financial close" describes a corporation's ability to complete its accounting cycles and produce financial statements for internal management and external legal reporting. This paper identifies solutions to help organizations improve and sustain their close times and address the challenges associated with automating internal controls

(WHITE PAPER)

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How Web 2.0 Is Transforming CRM: Leveraging Social Media to Improve the Customer Experience by SAP America, Inc.

January 01, 2009 - (Free Research)

Check out this article to learn how SAP is embracing Web 2.0 opportunities for customer relationship management (CRM), from leveraging social computing to building new Web 2.0-based CRM applications.

(JOURNAL ARTICLE)

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