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By: Ricardo David Flores

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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

The CRM software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the CRM solutions from scratch.

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The Financial Institutions Functions & Features comprise the following elements:

  • Retail banking

    Retail banking, Financial Institutions Functions & Features

  • Brokerage

    Brokerage, Financial Institutions Functions & Features

  • Institutional finance

    Institutional finance, Financial Institutions Functions & Features

  • Insurance

    Insurance, Financial Institutions Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which CRM solution is the best for your needs.

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Functions and Features