Crm In Financial Services

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CRM in Financial Services

Author : Bryan Foss,Merlin Stone
Publisher : Kogan Page Publishers
Page : 724 pages
File Size : 49,7 Mb
Release : 2002
Category : Business & Economics
ISBN : 0749436964

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CRM in Financial Services by Bryan Foss,Merlin Stone Pdf

Packed with international case studies and examples, the book begins with a detailed analysis of the state of CRM and e-business in the financial services globally, and then goes on to provide comprehensive and practical guidance on: making the most of your customer base; systems and data management; risk and compliance; channels and value chain issues; implementation; strategic implications.

Customer Relationship Management in the Financial Industry

Author : Federico Rajola
Publisher : Springer Science & Business Media
Page : 187 pages
File Size : 45,7 Mb
Release : 2014-07-08
Category : Business & Economics
ISBN : 9783642355547

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Customer Relationship Management in the Financial Industry by Federico Rajola Pdf

An integrated view of IT and business processes through extended IT governance allows financial institutions to innovate operations which improve business and organizational performance. However, financial institutions still face challenges with CRM systems in delivering expected results due to lack of complete business integration. Increased exchange of knowledge between customers and the amount of such data available is steadily becoming a challenge for companies, especially in extending internal systems to global information systems with the purpose to collect and update data on a global scale. In this book, Prof. Rajola analyses different aspects of CRM systems taking both an organizational and a technological perspective. He adopts a theoretical framework to unpack issues associated with the need for companies to integrate operations and business processes. The emphasis is then drawn to development of effective CRM (and CRM 2.0) initiatives by making use of illustrative case studies of successful CRM systems implementation in the financial industry. The framework adopted in this book can be used by both scholars and managers to evaluate the interdependencies between operations, business processes, and CRM systems. .

New Strategies for Financial Services Firms

Author : Dennis Kundisch
Publisher : Springer Science & Business Media
Page : 230 pages
File Size : 47,6 Mb
Release : 2003-06-11
Category : Business & Economics
ISBN : 379080066X

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New Strategies for Financial Services Firms by Dennis Kundisch Pdf

The German financial services market is in deep crisis. Deregulation and the new means of communication have fostered competition and made the market a transparent level playing field. Moreover, customers increasingly demand individualized solutions to their financial problems. Many financial services providers reacted by merging to realize scale effects and adapted "me-too-strategies" that will not provide for a competitive advantage. In this book, the life-cycle-solution approach is presented. This anti-cyclical strategy puts the customer and his life-cycle in the center of interest, in order to service him according to his latent needs - wherever it is economically sound to do so. However, this book does not stop at the strategic level, but presents two concepts that help to better utilize customer relationships. Using IT as an enabler, the quality of financial advice can be improved and at the same time cost can be lowered due to streamlined consultation processes.

Unifying Themes in Complex Systems IV

Author : Ali A. Minai,Yaneer Bar-Yam
Publisher : Springer Science & Business Media
Page : 419 pages
File Size : 51,9 Mb
Release : 2008-11-05
Category : Science
ISBN : 9783540738497

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Unifying Themes in Complex Systems IV by Ali A. Minai,Yaneer Bar-Yam Pdf

In June of 2002, over 500 professors, students and researchers met in Boston, Massachusetts for the Fourth International Conference on Complex Systems. The attendees represented a remarkably diverse collection of fields: biology, ecology, physics, engineering, computer science, economics, psychology and sociology, The goal of the conference was to encourage cross-fertilization between the many disciplines represented and to deepen understanding of the properties common to all complex systems. This volume contains 43 papers selected from the more than 200 presented at the conference. Topics include: cellular automata, neurology, evolution, computer science, network dynamics, and urban planning. About NECSI: For over 10 years, The New England Complex Systems Institute (NECSI) has been instrumental in the development of complex systems science and its applications. NECSI conducts research, education, knowledge dissemination, and community development around the world for the promotion of the study of complex systems and its application for the betterment of society. NECSI hosts the International Conference on Complex Systems and publishes the NECSI Book Series in conjunction with Springer Publishers. ALI MINAI is an Affiliate of the New England Complex Systems Institute and an Associate Professor in the Department of Electrical and Computer Engineering and Computer Science at the University of Cincinnati. YANEER BAR-YAM is President and founder of the New England Complex Systems Institute. He is the author of Dynamics of Complex Systems and Making Things Work: Solving Complex Problems in a Complex World.

Creating Value in Financial Services

Author : Edward L. Melnick,Praveen R. Nayyer,Michael L. Pinedo,Sridhar Seshadri
Publisher : Springer Science & Business Media
Page : 486 pages
File Size : 54,5 Mb
Release : 2012-12-06
Category : Business & Economics
ISBN : 9781461546054

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Creating Value in Financial Services by Edward L. Melnick,Praveen R. Nayyer,Michael L. Pinedo,Sridhar Seshadri Pdf

Creating Value in Financial Services is a compilation of state-of-the-art views of leading academics and practitioners on how financial service firms can succeed in today's competitive environment. The book is based on two conferences held at New York University: the first, `Creating Value in Financial Services', held in March 1997, and the second, `Operations and Productivity in Financial Services', in April 1998. The book is essentially designed to be a compendium of leading edge thinking and practice in the management of financial services firms. There is no book today that has this focus. It contains ideas that can apply to other service industries. Topics addressed are increasingly important worldwide as the financial services industries consolidate and search for innovative new directions and ways to create value in a fiercely competitive environment.

Crm In Financial Services

Author : Madhavi Garikaparthi
Publisher : Unknown
Page : 232 pages
File Size : 51,9 Mb
Release : 2007-07-13
Category : Banks and banking
ISBN : 8131408000

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Crm In Financial Services by Madhavi Garikaparthi Pdf

World financial markets today are driven by Globalization and offer immense opportunities of growth for the corporate world. Many of these corporates, however, find it difficult to sustain with growing customer base and simultaneous growth in choice, dema

Key Account Management in Financial Services

Author : Peter Cheverton
Publisher : Kogan Page Publishers
Page : 356 pages
File Size : 51,6 Mb
Release : 2004
Category : Business & Economics
ISBN : 0749441879

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Key Account Management in Financial Services by Peter Cheverton Pdf

Peter Cheverton's Key Account Management (3rd edition 2004) has established itself as the leading book on the subject. The idea for this new book was prompted by the huge up-take for his KAM Masterclass seminars and workshops from sales and marketing people in FS companies all over the world. It follows a similar structure to the original book, but offers specific advice on marketing and selling financial products, with real-world examples and case studies from FS companies around the globe. Compiled from original in-depth research and interviews, the book is divided into seven parts and is designed to take the reader through the process of understanding, analysis, planning, implementation and performance monitoring, so it can be used as a 'before, during, and after' guide to practical implementation. With areas covered such as the changing environment in financial services; the buying process; competitor replacement strategies; identifying key accounts; meeting the customer's needs; E-commerce and the Internet; and management of non key accounts, this book is a must-have for anyone working or studying in this field.

Key Account Management in the Financial Services Industry

Author : Peter Cheverton
Publisher : Kogan Page Publishers
Page : 344 pages
File Size : 48,7 Mb
Release : 2004-11-03
Category : Business & Economics
ISBN : 9780749448851

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Key Account Management in the Financial Services Industry by Peter Cheverton Pdf

Peter Cheverton's Key Account Management (3rd edition 2004) has established itself as the leading book on the subject. The idea for this new book was prompted by the huge up-take for his KAM Masterclass seminars and workshops from sales and marketing people in FS companies all over the world. It follows a similar structure to the original book, but offers specific advice on marketing and selling financial products, with real-world examples and case studies from FS companies around the globe. Compiled from original in-depth research and interviews, the book is divided into seven parts and is designed to take the reader through the process of understanding, analysis, planning, implementation and performance monitoring, so it can be used as a 'before, during, and after' guide to practical implementation. With areas covered such as the changing environment in financial services; the buying process; competitor replacement strategies; identifying key accounts; meeting the customer's needs; E-commerce and the Internet; and management of non key accounts, this book is a must-have for anyone working or studying in this field.

Customer Relationship Management

Author : Federico Rajola
Publisher : Springer Science & Business Media
Page : 177 pages
File Size : 45,9 Mb
Release : 2013-03-19
Category : Business & Economics
ISBN : 9783540247180

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Customer Relationship Management by Federico Rajola Pdf

Companies and financial institutions are employing operational information systems in an efficient way. While they have consolidated a strong level of knowledge in management information systems, there is still a lack of knowledge on the right way to apply customer relationship management (CRM) systems under a business perspective. Most of the companies are still having problems in evaluating how CRM can meet with the expected results. The level of complexity is perceived both under a technological and organizational point of view. A complete innovation process and heavy change management initiatives should be ensured in order to have effective and successful systems. This book offers a solid theoretical and practical perspective on how to face CRM projects, describing the most appropriate technologies and organizational issues that have to be considered. Some explaining cases have been included as well.

Creating and Managing a CRM Platform for your Organisation

Author : Richard Boulton
Publisher : Taylor & Francis
Page : 158 pages
File Size : 42,6 Mb
Release : 2019-01-16
Category : Business & Economics
ISBN : 9780429812361

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Creating and Managing a CRM Platform for your Organisation by Richard Boulton Pdf

More than ever, organisations are facing a data avalanche from various sources, be they in electronic or hard copy format. How an organisation manages this ever-increasingly important resource – data – can benefit or hinder its ability to achieve its objectives. Creating and Managing a CRM Platform for Your Organisation not only covers how the principles of data management, including data quality and data security, can be applied to an organisation’s customer relationship management (CRM) platform, but also highlights how aspects of data management, marketing and technology are needed to operate, develop and manage a CRM platform in order to carry out tasks such as reporting and analysis, developing data plans, undertaking data audits, data migrations and campaign mailings which will result in an organisation using data effectively in order to achieve its goals and objectives. The issues and topics covered apply to all organisations that use a CRM platform and the data it contains as part of their business activities, regardless of the industry sector or size of the organisation. A comprehensive overview of the practices that can be effectively implemented when managing a CRM platform, this book is essential reading for professionals involved in the administration of the CRM platform within their organisation and data management.

Customer Relationship Management in Financial Services

Author : John Hancock
Publisher : Unknown
Page : 100 pages
File Size : 40,6 Mb
Release : 1999-12
Category : Business & Economics
ISBN : 1902581504

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Customer Relationship Management in Financial Services by John Hancock Pdf

This report examines the impact customer relationship management has on financial services companies and analyzes the changes that can follow for those who decide to implement CRM. It also shows how to keep using CRM effectively after it has been implemented, and how it can help to meet long term business objectives. The report contains in-depth case studies from leading companies to demonstrate how CRM has been implemented and used throughout their business.

Management Of Banking And Financial Services, 2/E

Author : Suresh Padmalatha
Publisher : Pearson Education India
Page : 624 pages
File Size : 40,6 Mb
Release : 2011-09
Category : Electronic
ISBN : 8131730948

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Management Of Banking And Financial Services, 2/E by Suresh Padmalatha Pdf

The dynamic banking and financial services environment in the country calls for prudent decision making under pressure. Management of Banking and Financial Services provides students and practitioners with a thorough understanding of managerial issues in the banking and financial services industry, enabling them to evaluate the overall organisational impact of their decisions. The first section of the book focuses on the basic concepts of banking and financial services, and the other sections explain how these concepts are applied in the global banking environment as well as in India. In addition to presenting the big picture of the banking and financial services industry, the book also provides useful tips on the trade-off between risk and return.

Electronic Customer Relationship Management

Author : Jerry Fjermestad,Nicholas C Robertson Jr
Publisher : Routledge
Page : 245 pages
File Size : 46,7 Mb
Release : 2015-05-15
Category : Business & Economics
ISBN : 9781317472186

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Electronic Customer Relationship Management by Jerry Fjermestad,Nicholas C Robertson Jr Pdf

This work offers a state-of-the art survey of information systems research on electronic customer relationship management (eCRM). It provides important new frameworks derived from current cases and applications in this emerging field. Each chapter takes a collaborative approach to eCRM that goes beyond the analytical and operational perspectives most often taken by researchers in the field. Chapters also stress integration with other enterprise information systems. The book is organized in four parts: Part I presents an overview of the role of CRM and eCRM in marketing and supply chain management; Part II focuses on the organizational success factors behind eCRM implementation; Part III presents cases of eCRM performance enhancement; and Part IV addresses eCRM issues in business-to-consumer commerce.

Electronic Customer Relationship Management

Author : Jerry Fjermestad,Nicholas C Robertson Jr
Publisher : Routledge
Page : 224 pages
File Size : 49,6 Mb
Release : 2015-05-15
Category : Business & Economics
ISBN : 9781317472193

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Electronic Customer Relationship Management by Jerry Fjermestad,Nicholas C Robertson Jr Pdf

This work offers a state-of-the art survey of information systems research on electronic customer relationship management (eCRM). It provides important new frameworks derived from current cases and applications in this emerging field. Each chapter takes a collaborative approach to eCRM that goes beyond the analytical and operational perspectives most often taken by researchers in the field. Chapters also stress integration with other enterprise information systems. The book is organized in four parts: Part I presents an overview of the role of CRM and eCRM in marketing and supply chain management; Part II focuses on the organizational success factors behind eCRM implementation; Part III presents cases of eCRM performance enhancement; and Part IV addresses eCRM issues in business-to-consumer commerce.