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The Good, the Bad, and the Ugly: CRM Alternatives for the Retail Investment Management Distributor

Product Type: Market Research Report
Published by: TowerGroup
Published: November 2002
Product Code: R301-738
Description
Customer relationship management (CRM) and related customer segmentation initiatives are among the top priorities expressed by chief information officers across the investment management industry. These initiatives aim squarely at better understanding clients and their relationships with the firm in order to apply resources where they will yield the best results.
Table of Contents

Vision

Exhibit 1 Comparison of Target Markets for Featured CRM Solutions

Business Drivers

Implications

Introduction

Choosing a CRM Application

Exhibit 2 The Investment Management Industry’s CRM Vendor Selection Advice (to Itself)

Enterprise CRM Vendors: A Threat to Siebel or a Day Late and a Dollar Short?

PeopleSoft

Oracle

SAP

E.piphany

Targeted CRM Alternatives for Retail Distributors

Exhibit 3 Market Penetration of Featured CRM Vendors

Exhibit 4 Solutions Architecture and Pricing of Featured Vendors

Saratoga Systems: iAvenue Mutual Fund

Exhibit 5 iAvenue

Salesforce.com

Exhibit 6 Salesforce.com

Interact Commerce Corporation: SalesLogix

Exhibit 7 SalesLogix

SalesPage Technologies

Exhibit 8 fund.space

Onyx Software

Exhibit 9 Onyx Solution

SalesFocus

Siebel

Exhibit 10 Siebel

Conclusion
Ordering and More Information
Price and Delivery Options


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