CRM News and Resources

CoreTrac, Inc., provider of ResourceOne, the simple and affordable CRM/Sales Force Automation solution for community financial institutions, today announced that First American Bank of Oklahoma chose ResourceOne to track leads and referrals and manage growth.
First American Bank sought out a CRM/Sales Force Automation solution that would enhance the bank’s capability to manage contacts and new [...]

Latest CRM software launches: banking and financial services, and CRM solution from a hosting company

We are back from our recent summer hiatus, with the latest round-up of CRM articles from around the Net. We have quite a varied line-up of CRM articles for you: this past week’s articles discuss the recent CRM market, how to buy CRM software for the banking and financial services industry, the future of [...]

Fiserv Customer Centered Solutions, the CRM division of Fiserv Inc., has released an extensive ERM (Enterprise Relationship Management) Suite. From the press release:
Built exclusively for the financial industry, the ERM Suite is a CCS flagship product and serves CRM needs across Fiserv’s major business lines of banking, credit unions, lending and insurance.
Leveraging the latest [...]

Despite cautions about the potential and material risks of offshore outsourcing, a new report by Datamonitor shows that the banking and financial services industries are showing an increasing confidence in outsourcing core functions: Confidence in Offshoring Attracting Core Business
This is an interesting development, particularly given the following comment by the Financial Services Authority (FSA):
The Financial [...]