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Articles: Financial Services/Banking
The vendor's latest on-demand contact center platform underscores the importance of monitoring calls in real time.
Selectica releases its latest sales configurator, optimized for field agents with high-end laptops.
West at Home says its new Locked-Down Desktop Security Environment will help a company manage its at-home reps through each agent's own computer.
These four implementations -- successfully undertaken by wildly different companies utilizing products from a variety of vendors -- represent the very best of this year's efforts.
Varolii Corp.'s software helps BOK Mortgage reduce the number of delinquent accounts.
The vendor ventures into the on-demand CRM waters by dipping its toe into one corner of the financial services market -- institutional asset management.
The word is everywhere now: social networks, social frameworks, social platforms.
The broker of financial-information services launches a set of data-access and -intelligence tools.
Origen Financial turns to automation to minimize a mountain of mortgage paperwork.
A new ABI Research survey shows interest in using cell phones to make payments, but concerns about security and costs.
Customer expectations are getting higher and higher and companies that don't respond "risk becoming irrelevant and, ultimately, obsolete," according to Accenture.
The on-demand vendor celebrates a new social networking feature -- and its millionth subscriber.
Innovations and contemporary best practices.
An industry traditionally at the forefront of CRM continues to make the effort to master customer interactions.
For banks, connecting with customers is the coin of the realm.
The mortgage division of a financial-services firm credits proactive communications with lowering its delinquency rate.
A new study highlights the importance for financial services firms to round out their SMB offerings, fresh off the heels of a related announcement by Wells Fargo.
A technology-infrastructure specialist saves about $60,000 in one year by implementing a Web-based service management application from BlueFolder.
The creator of QuickBooks debuts a new on-demand business management system, catering to the very smallest of the small-business segment.
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