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CRM for Financial and Insurance Markets Software Evaluation Report

Price from $675 USD
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Includes first 50 criteria with
2 random vendors

1840 criteria + vendor responses

TEC's CRM for Financial and Insurance Markets Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.


This Software Evaluation Report provides extensive information about vendor or provider capabilities. Covering everything in TEC's comprehensive CRM for Financial and Insurance Markets model, this rating detail report is invaluable toward RFI and business requirements research.

Vendor RFIs available for this report:

  • Enterprise CRM Platform (ECP) by E-Z Data
  • InterAction by LexisNexis
  • Pivotal CRM for Financial Services by Aptean (CDC Software)
  • ProTrak Advantage by ProTrak International

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Copyright © Technology Evaluation Centers Inc. 2013
These documents may only be used for internal purposes.
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