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Bank Systems & Technology
March 29, 2006
Maria Bruno-Britz |
Originating Relationships Mortgage bankers are mining and analyzing data to get a bigger bang for their relationship buck.   |
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December 1, 2006
Nancy Feig |
Wachovia Upgrades Training and Reviews With SumTotal When Wachovia grew to more than 86,000 employees in 2000, bank executives decided to bring employee training in-house. |
Bank Systems & Technology
April 1, 2005
Cynthia Ramsaran |
Echoes of the Mortgage Boom With more institutions vying for the business of fewer customers, it's more important than ever for mortgage players seeking to grow revenues to improve service by offering new and differentiated mortgage products, such as Web-based offerings. |
Bank Systems & Technology
February 27, 2006
Deena M. Amato-McCoy |
Go Configure JPMorgan Chase plans to integrate its real-time application and server configuration solution, Clarity with its Web-based IBM Tivoli enterprise console by the first quarter of 2006. |
Investment Advisor
July 1, 2011
Spenser Segal |
The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer. |
Wall Street & Technology
March 19, 2007
Bressler & McDonnell |
How CRM Helps Merge Firms' Crucial Relationship and Intelligence Assets A merger can be a shrewd business move if executed properly, with revenue growth as its primary objective. To achieve that objective, having the right infrastructure in place to aggregate, manage and share relationship intelligence is critical. |
U.S. Banker
October 2001
Paul Muolo |
How Long Can the Good Times Last? The mortgage industry enjoyed record production in the first half, but the party can't go on forever. Includes an outlook for the property market nationwide... |
CRM
May 4, 2015 |
3 Reasons to Integrate CRM and Marketing Automation Technology is the key to staying on top of today's marketing trends. |
The Motley Fool
July 18, 2008
Morgan Housel |
JPMorgan Chase Gets It Done Searching for home in an ugly industry. |
The Motley Fool
September 2, 2011
Dan Radovsky |
Extreme Bank Makeover, Continued Bank of America asks itself, "Does this mortgage lending business make my assets look too big?" |
CRM
November 2003
Barton Goldenberg |
CRM Is Not a Game of Chance Don't commit to any CRM application until first understanding your CRM needs -- then understand which CRM application best meets them. |
CRM
March 2012
Jim Dickie |
Are the CRM Wars Really Over? Existing CRM users would be well advised to test the waters to see if something that would work better for them exists. |
The Motley Fool
December 23, 2008
David Lee Smith |
Does Increased Activity Signal a Housing Recovery? While increased mortgage traffic is largely tied to refinancings, it could represent a positive for housing. |
CRM
August 13, 2010
Umberto Milletti |
3 (Easy) Keys to a Successful CRM Application If you're looking to get involved in the growing CRM app ecosystem, there are three key things to keep in mind. |
The Motley Fool
May 15, 2007
Dan Caplinger |
Borrow Now or Borrow Never If you're thinking about buying a home, do your homework. Find a lender or mortgage broker early in the process, and get preapproved for a mortgage that will work for you. |
CRM
September 7, 2010
Rob Howard |
Try Being Unsocial with Customers First You don't want social CRM. You want integrated customer intelligence. |
CRM
May 1, 2003
Lisa Picarille |
Developers Jump on Microsoft CRM Bandwagon Microsoft's entry into the CRM mid-market space has attracted a lot of attention from rivals and industry watchers. But the software giant has also managed to draw significant support from third party software developers and resellers. |
InternetNews
July 5, 2005
Jim Wagner |
Microsoft Previews Upcoming CRM Customer relationship management package has a simple user experience based on Microsoft Office. The package is fast, customizable, and has a low cost. |
Bank Technology News
February 2011
John Adams |
Mortgage Reboot: Rolling Thunder Looking to protect borrowers and score political points with consumers worried about foreclosures and underwater loans, Congress and regulators are unleashing an almost-constant barrage of new mortgage laws and regulations. |
The Motley Fool
November 21, 2006
Mary Dalrymple |
Mortgage Math How long should it take to pay for your home sweet home? How a mortgage fits into your financial plan depends on you -- your goals, your plans, your spending habits, your financial personality. |
