There are approximately 50 companies making investment planning software. There are at least that many producing customer relationship management solutions. No matter what type of software you are looking for to automate the various parts of your sales process, wading through the volume of choices is daunting and extremely time consuming.
E-Lancers keeps current on most of the relevant developments in the world of software for the financial services industry. At any given time, we are likely to be engaged in some sort of vendor selection project. We can cross-pollinate most of our research and save you a substantial amount of time and expense in your technology selection efforts.
Past selection projects have included:
- Investment Planning software
- Retirement Income Planning software
- Online life insurance processing systems
- Straight-through annuity processing
- Customer Relationship Management Systems
- Learning Management Systems
- Online new account and order entry systems
- Hypothetical software
E-Lancers has experience managing these projects through the following
steps:
- Sales process needs analysis
- RFI creation
- RFP creation
- Supplier list creation
- Creation of screening matrix based on identified needs
- Vendor data collection management system
- Coordination of web-based presentations
- "Rating By Committee" methodologies
- Finalists "Bake-off" coordination
