X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
 

 marketing for financial advisor


Oracle E-Business Suite (12.1) for ERP for Non-manufacturing Services Certification Report
Oracle E-Business Suite (12.1) is now TEC Certified for online comparison of enterprise resource planning (ERP) for services solutions in TEC's Evaluation

marketing for financial advisor  evidenced by the vendor's marketing message, the application has superior scalability, from as few as 5 users to over 10,000 users. It offers the ability to set up multiple sites for different legal entities or remote subdivisions within the same company. SAP with its ERP products is Oracle's principal competitor in the ERP field. However, other tier-one and major tier-two vendors such as Lawson, Microsoft Dynamics AX, and Infor often compete with the Oracle E-Business Suite application, especially in

Read More


Enterprise Marketing Management (EMM) RFI/RFP Template

Marketing Automation, Resource Management, Digital Asset Management, Financial Management, Reporting and Analysis, Configuration Points, Integration Points, Platforms, Security, Administration, Lea... Get this template

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...

Documents related to » marketing for financial advisor

KronosWorks 2011: Beyond Time Clocks for Modern Workforce Management


Kronos, the company that introduced the first micro-processor time clock in the 1970s, knows how tricky workforce management (WFM) can be. In this article, TEC principal analyst P.J. Jakovljevic looks at WFM challenges facing organizations, particularly those with large, complex workforces, and how Kronos’ innovative solutions help companies control labor costs, minimize compliance risk, and improve workforce productivity.

marketing for financial advisor  rates shrink and their marketing budgets get slashed, with headcount cuts likely to follow suit. Kronos still faces tough competition in the retail and health care sectors. Kronos is a very good company and a fierce competitor if it is a straight T&A or WFM deal, particularly in health care, manufacturing, and retail. Kronos seems to be benefiting from the high labor costs and tough compliance standards, and from the largely untouched lands of China, India, and Brazil.‬‬‬‬‬‬‬‬‬ As Read More

The Business Need for CRM for Large and Medium Sized Enterprises


The software for business market developed in response to large organizations’ need to manage their assets and main activities. Be it customer relationship management (CRM), human capital management (HCM), or enterprise resource planning (ERP), initially only large enterprises were able to commission and acquire such products. But as with anything else that grows successfully in our global economy

marketing for financial advisor  and insurance markets, enterprise marketing management (EMM), quote-to-order (Q2O) systems, and sales force automation (SFA), as well as general CRM solutions. Call for Vendor/VAR Submissions The undertaking of putting together a buyer’s guide cannot be done without the help of TEC’s vendor and VAR community. Interested CRM vendors are welcome to submit case studies or success stories before February 22nd. Read More

Enterprise Performance Management: Financial Excellence and Beyond


Financial performance management—often categorized as one aspect of enterprise performance management—can help chief financial officers (CFOs) maximize their companies’ profitability, protect against non-compliance, and optimize efficiency by ensuring delivery of information when it is needed, in context. Learn more about a solution that can help you adapt to rapid business change and predict future financial performance.

marketing for financial advisor  areas, from HR and marketing to manufacturing and distribution (see Figure 2). Enterprise performance management helps companies streamline and optimize activities across all areas for greater control over operational and financial performance. Shortcomings of the Typical Approach Beleaguered CFOs need to manage financial performance in a complex corporate environment; but many of today's software applications still have a long way to go to support their needs. Some of the issues with financial Read More

Navigator Business Solutions Navigator One for SAP Business One (v88) for Accounting Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of accounting software in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  revenue recognition, sales and marketing, request for quotation, return merchandise authorization, estimating ecommerce Third-party product Advanced Configure One Advanced rules-based parametric Configurator Mobile One Route delivery and field service data collection Production One APS Advanced planning and scheduling for production Web Portals One Collaboration with customers, vendors, business partners, and reporting (includes Web-based CRM) Navigator will perform SAP Business One customizations, but Read More

IFS Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, pr Read More

IFS Applications (version 8.0) for ERP for Services Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-manufacturing) in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  Applications (version 8.0) for ERP for Services Certification Report IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-manufacturing) in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth Read More

Oracle JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (ERP) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (ERP) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, Read More

IBS Enterprise7 for Enterprise Resource Planning for Distribution Certification Report


The IBS product Enterprise7 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  Enterprise7 for Enterprise Resource Planning for Distribution Certification Report The IBS product Enterprise7 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth Read More

Microsoft Dynamics GP 10.0 for ERP for Mixed-mode Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for mixed-mode manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  Dynamics GP 10.0 for ERP for Mixed-mode Manufacturing Certification Report Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for mixed-mode manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and Read More

PTC Windchill 10 for Core PLM for Discrete Industries Certification Report


PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  Windchill 10 for Core PLM for Discrete Industries Certification Report PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product Read More

Epicor for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report


The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise-wide integrated information systems that manage the operations, services, and resources of non-manufacturing organizations.

marketing for financial advisor  for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise-wide integrated information systems that manage the operations, services, and resources of non-manufacturing organizations. Read More

SAP ERP for SME: Not Just for the SME


This Aberdeen Axis Analyst Insight presents vendor-specific highlights from the ERP in Manufacturing Aberdeen Axis published in June 2009 and focuses specifically on SAP small to medium size enterprise (SME) offerings. With its dominant market share, it was not surprising to find SAP to be “market-ready,” but it is a bit surprising to see where SME products are landing. Find out why in this Aberdeen AXIS Analyst Insight.

marketing for financial advisor  ERP for SME: Not Just for the SME This Aberdeen Axis Analyst Insight presents vendor-specific highlights from the ERP in Manufacturing Aberdeen Axis published in June 2009 and focuses specifically on SAP small to medium size enterprise (SME) offerings. With its dominant market share, it was not surprising to find SAP to be “market-ready,” but it is a bit surprising to see where SME products are landing. Find out why in this Aberdeen AXIS Analyst Insight. Read More

K8 for ERP for Distribution Product Certification Report


K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

marketing for financial advisor  for ERP for Distribution Product Certification Report K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

IBM & ILOG Matrimony: Good for BPM, Uncertain for SCM? -- Part 3


Part 2 of this blog topic continued to analyze IBM’s rationale behind acquiring ILOG to bolster its service oriented architecture (SOA) and business process management (BPM) platforms, in part due to the capabilities of archrival Oracle. What About ILOG's SCM Products? Whether as a sort of “collateral damage” (given IBM’s foremost interest in beefing up its SOA/BPM infrastructure product) or

marketing for financial advisor  & ILOG Matrimony: Good for BPM, Uncertain for SCM? -- Part 3 Part 2 of this blog topic continued to analyze IBM ’s rationale behind acquiring ILOG to bolster its service oriented architecture (SOA) and business process management (BPM) platforms, in part due to the capabilities of archrival Oracle . What About ILOG's SCM Products? Whether as a sort of “collateral damage” (given IBM’s foremost interest in beefing up its SOA/BPM infrastructure product) or maybe not, the acquisition also leaves Read More