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Software Functionality Revealed in Detail
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 better manage financial processes

Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » better manage financial processes

Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance


Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why embedding the components of GRC within your financial processes can help you track financial flows and alert you when things might go awry.

better manage financial processes  and Financial Processes , Better Manage Financial Processes , Continuous Process Improvement , Process Improvement Qualifications , End-to-end Processes for Financial . Contents Preface Introduction About the survey What the executives are saying Impact on decision-making What to keep in mind Conclusion Preface Managing risk through financial processes is an Economist Intelligence Unit report sponsored by SAP. The Economist Intelligence Unit bears sole responsibility for this report. The Economist Intelli Read More

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

better manage financial processes  with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life sciences, retail/consumer products, communications/media, public sector, and automotive/manufacturing. Read More

Financial Analysis Clears the “Profit Haze”


Designed to be agile and dependable, financial analysis solutions can bring clarity to the reasons behind your company’s growth, and help steer you toward future growth. Learn how financial analysis solutions enhance the value of your existing business support systems, and distill enterprise-wide information to answer the question: How can we increase revenue, maximize profits, and increase our competitive advantage?

better manage financial processes  executives understand their processes better than anyone within IT can ever hope to. Organizations use financial analysis solutions not just to manage and monitor existing processes and states, but also to define as-yet-unknown processes and states. The users of a financial analysis solution are often unsure themselves about what changes they need to implement within the business to maximize revenues and profits. Taken together, there are very few IT organizations that could justify the investment require Read More

The Financial Close: Optimizing Performance and Driving Financial Excellence


“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting—and is still a key part of today’s global finance function. Do you know how to overcome the barriers to a fast, high-quality close? Discover solutions that can help you improve your close times and address the challenges of automating and testing internal controls.

better manage financial processes  end result is often better data quality and shorter timetables. Establishing a new reporting framework for all stakeholders involved in the financial close process to provide a broader range of possibilities and greater depth of analysis Where manual data entry processes exist, replacing them with direct integration between source ERP or GL applications and enterprise performance management applications Establishing a control environment identifying the most effective and efficient controls for financial Read More

Optimizing Financial Performance for a Competitive Edge


In addition to traditional duties like financial planning, reporting, and governance, chief financial officers (CFOs) and financial managers are being tasked with more strategic responsibilities. Learn how the right data, performance management applications, and resources can help finance managers improve operational efficiency, ensure regulatory compliance, and control performance for maximized profitability.

better manage financial processes  deliver strategic insight to better align business strategies to achieve financial excellence. Corporate finance positions have never been more challenging. In addition to traditional duties like financial planning, reporting, and governance, CFOs and financial managers are being tasked with far more strategic responsibilities. Historically, the office of the CFO has had to rely on a disparate set of tools from multiple vendors to begin to address these many challenges – which include mitigating the Read More

Financial Fusion ~ E-Finance Wireless Leader?


Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)

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Financial Packages RFI/RFP Template


General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology

better manage financial processes   Read More

Integrating Actuals into Financial Plans


Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

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Epicor ERP 10: Financial Packages Competitor Analysis Report


This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

better manage financial processes   Read More

Is Newer Really Better?


Earlier this month, TEC analyst Aleksey Osintsev posted a short piece about the perceived shortcomings of the venerable IBM AS/400 (now the IBM System i). It seems he touched a nerve with the platform’s defenders, who were quick to offer an opposing view in the post’s comments. The general consensus was that, while it isn’t mainstream, the AS/400 is alive and well. Unfortunately, our commenters

better manage financial processes  Newer Really Better? Earlier this month, TEC analyst  Aleksey Osintsev  posted a  short piece  about the perceived shortcomings of the venerable IBM AS/400 (now the IBM System i). It seems he touched a nerve with the platform’s defenders, who were quick to offer an opposing view in the post’s  comments . The general consensus was that, while it isn’t mainstream, the AS/400 is alive and well. Unfortunately, our commenters say, many system administrators haven’t kept up to date with new Read More

Financial Applications Comparison Chart


It’s clear that most software vendors offer solutions that fully support standard financial functionality. So how do you choose the financial software that's right for your company? See how some of the major players stack up.

better manage financial processes  Epicor Accounting and Financial Management, Infor EFM, Oracle E-Business Suite, Sage ERP X3, SAP ERP, financial applications, financial management solution, financial software selection, standard financials functionality Read More

Epicor Enterprise: Financial Packages Competitor Analysis Report


This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

better manage financial processes   Read More

CRM for Financial and Insurance Markets


Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

better manage financial processes  with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services. Read More

Use Financial Analytics Solutions for Bigger Profits


And you can learn about it in the executive brief financial analysis clears the profit haze.

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Financial Forecasting & Planning Summit - September 9/10, Boston MA


Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

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