A CRM system is designed to manage, track, and record customer interactions. They typically include features and functionality to support lead management, campaign management and contact management. The CRM typically serves as the central repository for storing contact information for an agency, policyholder, vendor, or other entity. CRM solutions are used heavily by marketing and sales departments to manage marketing campaigns.
Reconciliation systems and solutions listed in our vendor directory. Use the research platform as a guide to analyse and compare software functionality supporting trade, positions and cash reconciliations for banking, investment managers and capital markets.
CELENT CAN HELP YOU FIND AND EVALUATE ENTERPRISE SYSTEMS.
Celent Digital Services is a web-based vendor research platform, transforming vendor sourcing and due diligence. Our unique, collaborative approach to vendor research, where vendors respond centrally to surveys and share this information on a multi-lateral basis, creates a hub of vendor due diligence data supporting the most comprehensive vendor research facility available to the financial community. Celent Digital Services provides real-time research with data updated at the point of use, greater accuracy and depth of information, improved usability with tools to analyse the data and because its online, easier access anytime of the day. Our multi-lateral approach to data sharing means it’s more efficient for vendors and financial institutions to request and share vendor due diligence and evaluation information.
Key features include:
+FinTech search engine for vendor discovery
Celent Digital Services can help you discover systems and solutions vendors that meet your precise requirements. Our search results algorithmically score and rank the best solutions according to suitability.
+vendor analysis & comparison
You can drill down into vendor profiles for more information on the supplier and their solutions. You can contact the vendor directly using the links. For product analysis you can aggregate data stored on the platform into RFI reports covering vendor credential, key capabilities, implementation and service capabilities and commercials. You can also add vendors to a project where you can track an evaluation project and compare vendors in comparison grids which can be exported to spreadsheets.
+vendor risk management / third party risk oversight & monitoring (VRM)
You can run a vendor risk report from the company profile page
Keep abreast of vendor news and innovation. Also a calendar of all industry and vendor events happening in our industry.
Click the VENDOR RESEARCH link above to start a fresh search.