Enterprise Software

Customer Communications Management (CCM) Systems

Find customer communication managment systems (CCM) solution in our guide, compare functionality used for automatic generation of documents to communicate with external parties insured, regulators, agents, policyholders, prospects. Analyse functionality for the delivery, storage and retrieval of outbound communications, including those for marketing, new product introductions, renewal notifications, claims correspondence and documentation, and bill and payment notifications. Determine CCM systems are in the market and create short lists of vendor systems for your future buying needs.

Customer Identity & Authentication Solutions

Solutions and tools that help financial institutions verify customer identities and authenticate them.

Customer Relationship Management (CRM ) Systems

Find CRM systems in our systems on our financial technology solutions research platform. Use the directory for vendor discovery and use our guide to compare and evaluate software including reports and RFIs on functionality used by financial institutions including insurers, banks, and wealth managers. 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 account holder, policyholder, agent/financial advisor, vendor, or other entity. CRM solutions are used heavily by marketing and sales departments to manage marketing campaigns, but they also can be used for client on-boarding, KYC, relationship management, client account operations, portfolio and performance operations.

Digital Adoption Platforms

Digital adoption refers to the extent to which a firm’s digital tools and assets are fully leveraged – both internally and by customers and clients. Maximizing digital adoption is a prerequisite to fully leveraging investment in digital transformation. To meet market demands, the pace of change is increasing. Institutions need flexible, easy-to-use tools to increase and maintain high levels of digital fluency among employees and to maximize customer utilization of digital assets. Digital Adoption Platforms (DAPs) meet this need. DAPs are software platforms designed to facilitate seamless software learning by simplifying the user experience and ensuring proficiency on any software platform, website, or app. These tools arose to ensure successful digital transformation and to increase ROI on software investments.

eContracting Technologies

Enterprise Content Management (ECM)

Enterprise Content Management (ECM) is the dynamic combination of strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents supporting key organizational processes through its entire lifecycle. It's the architecture that makes content searchable, explorable, organized, and ultimately meaningful. ECM involves the systematic collection and organization of information that is to be used by a designated audience – business executives, line of business personnel, customers, and partners.

eSignatures Software

Find eSignature systems on our financial technology solutions research platform. Use the directory for vendor discovery and use our guide to compare and evaluate software including reports and RFIs on functionality used by financial institutions including banks and insurers. An electronic signature, or e-signature, solution is used to allow an approved party to sign a document in electronic form and is logically associated with other digital data on the form. E-signature software frequently integrates with associated modules or systems including illustration, eApplication, new business and underwriting, document management, client communication, and policy administration.

Reconciliation Systems

Find reconciliation systems on our financial technology solutions research platform, use the directory for vendor discovery, and use our guide to compare and evaluate fintech software including reports and RFIs on functionality covering support on trade positions and on cash positions used by financial institutions for banking, investment management and capital markets.

Robotic Process Automation

Use our directory to find Robotic Process Automation systems available to insurers and financial institutions. Robotic Process Automation system or solutions typically use screen scraping and automation technologies to drive automation of common processes. The solutions often use natural language processing and generaion may using machine learning/AI to automate key workflow processes. Research the robotic process automation (RPA) market in our directory, analyze the features and functions available in the systems, and create short lists of vendor systems for your future buying needs.

Workflow/BPM Systems

Use our directory Workflow/BPM systems available for insurance companies and financial institutions. A system which designs, models, monitors, records, and analyzes workflow processes involving people and/or systems. Research workflow/BPM market and compare features and functionality of available systems.