Taking advantage of CRM

This article appeared on ConnectingIndustry.com Rakesh Kumar, global industry product director of manufacturing for Microsoft Dynamics ERP, looks at how manufacturers can derive competitive advantages using customer relationship management (CRM). Customer relationship management (CRM) means different things to different companies and to individuals within the company. Companies in different industries also perceive CRM in avariety of…

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Retain More Clients and Offset Rising Bank Compliance Costs with Microsoft Dynamics CRM 2011

This guest post is written by Microsoft Partner Customer Effective. As prospects of a double-dip recession fade, the size and pace of bank failures in 2011 is significantly lower than this time last year. Yahoo! Finance references the FDIC’s failed bank list and notes that 25 banks with $9.9 billion in total assets failed through…

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Are Your High-Value Clients Seeking a Better Advisory Relationship?

This guest post is written by Microsoft Partner Customer Effective, consultants and solution implementors serving mid-market and enterprise organizations worldwide. Recently, Cerulli Associates Inc. conducted research on 400 affluent households with investment portfolios of at least $10 million. InvestmentNews got a sneak peak at the report, which is entitled “Cerulli Special Quantitative Update: Investors in…

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An Evening of Innovation...

Last week financial services media and analysts experienced the latest technology solutions for banking, capital markets and insurance companies. During the inaugural Financial Services Technology Showcase, hosted at the Microsoft New York City office, Colleen Healy, general manager, Financial Services Group at Microsoft, discussed four trends that Microsoft currently sees for the financial services industry:…

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Financial Services Technology Showcase LIVE FEED

**This concludes the live blogging. Stay tuned to this site for videos and recaps from tonight’s event.   UPDATE: 2/24, 6:15 p.m. Colleen Healy concludes her remarks to the audience and opens the reception to mingling and conversations.   UPDATE: 2/24, 6:11 p.m. Colleen Healy retakes the floor and introduces the four themes that Microsoft…

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Online Banking Trends Stand Out at BAI Retail Delivery Show

The Microsoft banking team recently attended this year’s BAI Retail Delivery Show in Las Vegas, where online banking solutions took center stage. Microsoft’s solutions for online banking garnered significant attention from attendees, who were interested in learning more about recent customers interaction trends with financial services institutions.   One of the trends shared maps back…

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