Financial Institutions Functions & Features
Main modules below cover Retail banking;Brokerage;Institutional finance;Insurance;.. Financial Institutions Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Financial Institutions Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:
- complete response from each CRM software vendor
- deep and accurate evaluation of submitted CRM proposals
- impartial side-by-side comparison of CRM solutions evaluated
- rational and documented selection of the best matching CRM system