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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&n...
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Documents related to » financial advisory services


Not Small Change: World-class Financial Automation Delivers Dramatic Benefits
Automating finance processes@such as closing the books, reporting, and other labor-intensive processes@reduces finance costs. By streamlining financial

financial advisory services  grasping the potential of financial automation, named its streamlining effort Project Fort Knox. These world-class performers have built more nimble sales, general and administrative (SG&A) operations that are better prepared to identify and take advantage of opportunities in the market and deal with unexpected challenges, says Richard T. Roth, chief research officer at Atlanta-based strategic advisory firm The Hackett Group. To differentiate these best-in-class companies from the industry norm or Read More...
Deloitte Touche Tohmatsu
Deloitte is an international professional services firm providing audit, tax, consulting, and enterprise risk and financial advisory services.

financial advisory services  and enterprise risk and financial advisory services. Read More...
Salentica Inc
Formed in 1997, Salentica provides client management and technology solutions for the wealth management market. The company offers a suite of modules

financial advisory services  of advisory services for financial services firms. Salentica has more than 65 clients worldwide, including financial institutions, medium-sized wealth managers, and family offices. Salentica is a Gold Certified Microsoft partner, a member of the Microsoft Advisor Platform Marketing program, and the first customer relationship management (CRM) partner to be named a member of the Microsoft Insurance Value Chain. Salentica is headquartered in New York, New York (US), with Canadian offices in Toronto and Read More...
An Insider’s View of Spend Management Software Vendor Coupa
We recently had the opportunity to extend our coverage of spend management software vendor Coupa with insider information from Coupa’s own top brass. Our

financial advisory services  develop a platform of financial applications that helps reduce costs and increase compliance. Coupa’s pioneering attitude is the real force behind the development of an amazing arsenal of industry-firsts in innovation. The agile combination of cloud technology, Ruby on Rails (RoR), and our application programming interface (API) will continue to fuel our ability to quickly turn innovative ideas into reality. Coupa is proud of all of our innovations because they help our customers amplify their spend Read More...
New Software Evaluation Center from Technology Evaluation Centers (TEC) Helps Small Businesses Find Solutions for Growth
To remain competitive and to foster growth in today’s aggressive marketplace, small businesses and even microbusinesses would greatly benefit from ERP-like

financial advisory services  may still lack sufficient financial resources and professional experience and knowledge to perform a proper software selection and implementation. Enter TEC’s small business software (SBS) evaluation center. Designed as a self-serve tool, it consists of a simple interface and easy-to-read comparison charts but has the depth and detail for a fairly thorough evaluation of software applications on the market.  “For years, small businesses struggled with the question ‘to ERP or not to ERP.’ With a Read More...
Corning Data Services Inc
Corning Data Services@ (CDS) delivers total software and hardware solutions with a fundamentally superior implementation philosophy. Our proven approach

financial advisory services  distibution, enterpriseone, erp, jd edwards, mrp, peoplesoft, rfid, scm, supply chain management,business process networks,control inventory software warehouse,enterprise resource planning,erp database,implementation consulting,inventory control manufacturing software,jd edwards cnc,jd edwards consultant,jd edwards consultants,jd edwards consulting,jd edwards enterpriseone,jd edwards integration,jd edwards support,jde consulting,jde manufacturing,jde software,jde support,mobile inventory software,web based erp software Read More...
Spotfire Financial Analytics
Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their

financial advisory services  Financial Analytics Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat. Read More...
Metalearn Services
Founded in 2003, Metalearn is an end-to-end learning solutions company. The company offers a customizable and scalable learning management system (LMS

financial advisory services   Read More...
Managing Financial Performance: Closing the Gap Between Strategy and Execution
In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

financial advisory services  Financial Performance: Closing the Gap Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Virtually all businesses produce plans and budgets—and then measure company progress against objectives. But high-performing companies go a step further by employing an enterprise performance management (EPM) solution to measure, manage, and monitor performance. In Managing Financial Performance: Closing the Gap Between Strategy and Execution , Read More...
Yellow Professional Services (Pty) Ltd
Yellow Professional is a South African based services company providing IT solutions for a range of local, international and multinational clients allowing

financial advisory services  Dyanimcs AX,ERP,ERP Services Read More...
HR Services Inc.
HR Services, Inc. was started in 1993 as a human resources (HR) outsourcing firm specializing in large-scale hiring projects. After several years of manually

financial advisory services  applicant tracking,recruiting software,recruiting system Read More...
Professional Services
While an electronic data interchange (EDI) initiative improves supply chain communication and speeds up the exchange of goods and services, it is a complicated

financial advisory services   Read More...
SAS Financial Intelligence
SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of

financial advisory services  Financial Intelligence SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, risk management, and more. Read More...
TEC 2012 ERP for Services Buyer''s Guide
ERP for services solutions are changing the way professional services companies do business by combining powerful project- and resource-management tools with

financial advisory services  document management solution,project management software,contract management software,professional services automation,project portfolio management,knowledge management solution,erp for services,project costing and billing,technology evaluation centers,resource allocation,erp buyer''s guide,resource and expense tracking software,ppm for psa,project management and scheduling software,free project management software for windows Read More...

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