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1 | (8) |
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1.1 Identification and Classification of Business Objectives |
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3 | (1) |
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3 | (1) |
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1.3 Development Methodologies and Design Based on Users and on the Needs of the Different Business Areas |
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4 | (1) |
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1.4 Identification of Different User Profiles |
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4 | (1) |
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1.5 The Selection Process of Alternative Packages |
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4 | (1) |
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1.6 Ways of Providing Information |
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5 | (2) |
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1.7 The Technological Architecture |
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7 | (1) |
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1.8 Organizational Change |
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7 | (2) |
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2 IT is Business: Some Emerging Reflections and IT Governance of CRM Projects |
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9 | (18) |
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9 | (1) |
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2.2 The Role of IT in the Financial System |
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9 | (2) |
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2.3 Technology and Innovation |
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11 | (4) |
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2.3.1 The Governance of Innovation Processes |
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13 | (2) |
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2.4 The Priorities of CIO in the Financial System |
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15 | (1) |
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2.5 Extended IT Governance: Performance and Operational Models |
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16 | (11) |
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2.5.1 Business, IT and Strategy in Banks |
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16 | (2) |
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18 | (1) |
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2.5.3 The Role of IT Governance and the Cultural Gap |
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19 | (1) |
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2.5.4 Towards the Concept of Extended Governance |
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20 | (4) |
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24 | (3) |
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3 The Theoretical Framework of CRM |
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27 | (8) |
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3.1 Environment and Technical Core |
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27 | (2) |
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3.2 From Decision Support Systems to CRM: Main Steps in Evolution |
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29 | (3) |
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3.3 Research Objectives and Purpose of Present Work |
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32 | (3) |
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33 | (2) |
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4 CRM Project Organization in the Financial Industry |
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35 | (28) |
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4.1 Basic Motivations for CRM |
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35 | (2) |
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4.2 CRM Drivers and Key Factors |
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37 | (2) |
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4.3 Organizational and Technological Evolution of Customer Interaction Points |
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39 | (1) |
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4.4 CRM in the Banking Industry |
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40 | (1) |
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4.5 Definition and Purposes of CRM |
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41 | (2) |
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43 | (2) |
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4.6.1 The Analytical Component |
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43 | (1) |
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4.6.2 The Operational Component |
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44 | (1) |
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4.6.3 The Collaborative Component |
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45 | (1) |
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4.7 The Organizational Perspective of CRM |
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45 | (1) |
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4.8 Data Analysis Techniques |
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46 | (3) |
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47 | (1) |
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4.8.2 Multidimensional Analysis |
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47 | (2) |
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4.8.3 Statistical Analysis |
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49 | (1) |
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4.9 The Main Requirements for a CRM Solution |
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49 | (3) |
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4.9.1 Main Functional Requirements |
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50 | (1) |
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4.9.2 Main Technological Requirements |
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50 | (1) |
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4.9.3 Main Features and Requirements of a CRM System |
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50 | (2) |
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4.10 Cases on CRM in the Italian Banking Industry |
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52 | (7) |
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4.10.1 The Most Interesting Cases |
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53 | (6) |
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59 | (4) |
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59 | (4) |
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5 CRM 2.0 in the Financial Industry |
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63 | (20) |
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63 | (1) |
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5.2 A New Perspective on Bank-Customer Relationships: Building Loyalty |
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63 | (8) |
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5.2.1 Information Systems Supporting Relationships with Customers |
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69 | (2) |
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5.3 The Evolution of Demand: The Customer 2.0 |
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71 | (2) |
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5.4 Evolution of Systems Supporting CRM Processes and Loyalty |
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73 | (4) |
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5.5 CRM 2.0 Technology Outlook Model |
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77 | (4) |
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77 | (3) |
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5.5.2 CRM 2.0 Technology Outlook Map |
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80 | (1) |
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81 | (2) |
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82 | (1) |
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6 The Organization of Data Warehouse Activities |
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83 | (16) |
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83 | (1) |
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84 | (2) |
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6.3 A Definition of Data Warehouse |
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86 | (4) |
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6.3.1 Components and Architecture of a DWH |
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88 | (2) |
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6.4 Main Issues of the Implementation Process of a Data Warehouse |
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90 | (1) |
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6.5 Organization of Warehousing Initiatives for Marketing Activities in the Banking Industry |
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91 | (8) |
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94 | (3) |
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97 | (2) |
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7 Organization of Knowledge Discovery and Customer Insight Activities |
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99 | (10) |
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7.1 Knowledge Discovery Process |
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99 | (2) |
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101 | (8) |
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107 | (2) |
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109 | (18) |
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109 | (1) |
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8.2 The Most Prominent Data Mining Systems |
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110 | (1) |
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110 | (1) |
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111 | (5) |
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8.4.1 Neural Networks: A Definition |
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113 | (3) |
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116 | (3) |
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8.5.1 A Definition of Genetic Algorithms |
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117 | (1) |
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8.5.2 Applications in Business and Financial Industry |
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118 | (1) |
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119 | (1) |
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8.7 Rule Induction and Decision Trees |
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120 | (2) |
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120 | (1) |
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121 | (1) |
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122 | (5) |
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124 | (3) |
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9 The Evolution of Customer Relationships and Customer Value |
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127 | (20) |
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9.1 From a "Transactional" to a "Relational" Approach |
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127 | (1) |
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128 | (1) |
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9.3 The Organizational Structure |
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129 | (1) |
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9.4 The Main Processes of Organizations |
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130 | (1) |
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131 | (3) |
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9.5.1 The Relationship with Internal Customers |
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132 | (2) |
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9.5.2 The Relationship with Outer Customers |
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134 | (1) |
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9.6 The Customer's Life Cycle |
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134 | (2) |
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9.7 The Concepts of Customer Satisfaction and Loyalty |
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136 | (4) |
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9.7.1 Definition and Role of Customer Satisfaction |
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136 | (2) |
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9.7.2 Organizing the Concept of Loyalty |
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138 | (2) |
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9.8 Understanding the Role of the Customer |
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140 | (3) |
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9.9 Satisfaction, Loyalty, and Defection |
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143 | (4) |
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144 | (3) |
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10 Main Benefits and Organizational Impacts of CRM Within the Bank |
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147 | (6) |
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10.1 A New Business Organization |
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147 | (1) |
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10.2 CRM, IT, and Organizational Approaches |
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148 | (1) |
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10.3 Change Management and CRM Initiatives |
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149 | (4) |
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151 | (2) |
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11 Data Mining Systems Supporting the Marketing Function: The Experience of Banca Monte dei Paschi di Siena |
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153 | (24) |
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153 | (1) |
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154 | (1) |
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154 | (1) |
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155 | (1) |
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11.3 The Organization of Marketing Initiatives |
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155 | (1) |
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156 | (1) |
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156 | (3) |
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157 | (2) |
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11.5 The Marketmine Project |
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159 | (14) |
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160 | (1) |
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11.5.2 Clear Definition and Comprehension of the Problem |
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160 | (2) |
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11.5.3 Acquisition, Selection, Cleaning and Comprehension of the Data |
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162 | (3) |
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11.5.4 Selection of the Sample for the Use of Data Mining Systems |
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165 | (1) |
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11.5.5 Construction of the Customer Profile |
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166 | (2) |
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11.5.6 Exploration and Tuning of Variables |
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168 | (1) |
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11.5.7 Construction and Application of the Analysis Model |
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168 | (4) |
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11.5.8 The Analysis Model |
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172 | (1) |
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11.6 Marketmine: Project Results |
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173 | (4) |
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176 | (1) |
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177 | |
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177 | (1) |
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12.2 The Adaptation of Data Warehousing in a CRM Project |
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178 | (1) |
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12.3 Using Data Mining in CRM Projects |
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179 | (1) |
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12.4 Theoretical Foundations of CRM |
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179 | (2) |
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12.5 Critical Success Factors |
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181 | |