White Paper: The CIO’s Definitive Guide - Delivering Results with CRM for Financial Services

July 17, 2012

As an IT leader in a financial services organization, you have to manage a delicate balancing act between empowering employees, protecting the firm from risk and ensuring you are getting value for the resources you commit. There are few areas where the need to empower employees and contain costs are as visible as the selection and maintenance of a client relationship management (CRM) solution. There are a bewildering array of options and you’re probably finding that the sales and marketing teams have very strong opinions about what they need in a system. In this paper, we will help demystify many of the elements of taking on a CRM project from your perspective.

We will help you lower total cost of ownership by focusing on three key areas:

  • Flexibility: Does the architecture facilitate the configuration, customization and integration of the CRM application, both at the outset and over time as your business needs evolve?
  • Scalability: Does the architecture let you scale and improve application performance cost-effectively?
  • Deployability: Does the architecture let you easily deploy, upgrade, and maintain the CRM application over time?

By following this guide, you will be on the road to successfully implementing a tailored CRM solution that supports your goals and the business’ needs.

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