Search Results | Showing 81 - 90 of 97 results for "CRM" |
| | ... to this advice model had pricing and technology implications. He said the would require a customer relationship management (CRM) type operation which some, but not all, planning technology providers can perform. In addition, "price takers", those planners ... |
| | | ... for the online sharing of business information and access to advice documents, monitoring of business activity; a customised CRM program, and an innovative marketing offering, providing access to dual branded templates and construction of personalised ... |
| | | ... monitor client relationships by adding SYNCRM's FPS software. SYNCRM's FPS centres on the Customer Relationship Management (CRM) service, which allows planners to customise and efficiently manage interactions between clients, dealer groups and accountants. ... |
| | | ... products will be the first to benefit from efficiencies," he said. TransActive Systems provides a web-based service that covers CRM, lead management and reporting, debt analytics, and mortgage qualification for over 40 lenders. IRESS has already started ... |
| | | ... business event monitoring through the abundance of data residing in their financial systems, transaction processing systems and CRM systems, but they need a clearly defined set of business rules against which the data can be compared and adjudicated ... |
| | | ... through their [blogging] communities," he said. "He [the customer] is stepping out of the Customer Relationship Management (CRM) systems and is saying he is no longer a reference number," Carr added. It's not just the customers, social network sites ... |
| | | ... and alternative investments. Under the deal, Composer will support four critical functions: sales and contact management (CRM), loans management, unit registry administration and reporting. "Composer now provides Macquarie Bank IBG Financial Products ... |
| | | ... more staff. "The last few years have been about focussing on the customer and investing in delivering capability and high-end CRM strategies and processes which are paying off," she said. Michelle Baltazar |
| | | ... provider IWL for another three years. Under the deal, Bridges has also contracted IWL to provide other services including CRM, report and portfolio managment, practice management, modelling tools and other infrastructure services. "Being the market leading ... |
| | | ... put in place are achieving their objectives," said Graham. Reporting options now include a client relationship management (CRM) module, DICE which will provide advisers with increased flexibility and 21 new letter templates that are now available "out-of ... |
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