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Financial Services: June 2010

Applications of business intelligence, analytics, CRM, sales, customer service, and loyalty software and solutions in the financial services industry. - Archive for June 2010

Socialware Offers Corporate Financial Services Research

June 24, 2010

New findings suggest financial services companies are in violation of FINRA's guidelines on social media without knowing it.

ASD Launches Business Intelligence Insurance Solution

June 10, 2010

The new solution is designed to help insurance companies address complex business issues.

Pareto Platform Offers CRM for Financial Services

June 3, 2010

The Pareto Platform is powered by Microsoft Dynamics CRM.

ByAllAccounts Partners With Ebix CRM

June 3, 2010

The two companies will collaborate to incorporate advanced account aggregation within SmartOffice Premier Edition.