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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
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
Ernst & Young
Ernst @ Young is a multinational professional services firm, providing assurance (including financial audit), tax, consulting, and advisory services to

financial advisory services  firm, providing assurance (including financial audit), tax, consulting, and advisory services to companies. Read More
IT Services/ BPO/ Technologies
MphasiS provides contact center services and business process outsourcing (BPO) services to Fortune 500 companies. Their contact centers in Bangalore and

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The Top 5 Mistakes Professional Services Firms Make and How to Avoid Them
Over the past decade, demand has shifted from “hard” services, such as manufacturing and production, to technology- and knowledge-based services. While the

financial advisory services  professional services automation, PSA, professional services organizations, PSA for PSO, resource management Read More
Software Services
Espire provides software-consulting services to clients globally as a partner to conceptualize and realize technology-driven business transformation

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Is Your Financial Transaction Secure?
The FDIC imposes IT integrity ratings on financial institutions. These ratings are known as URSIT ratings and are not disclosed to the public. There is no easy

financial advisory services  Your Financial Transaction Secure? Event Summary You want to start doing on-line banking but you keep hearing about information security incidents that make you skeptical of the process. How do you know if your financial institution has done due diligence to protect your assets from wily hackers, cavalier administrators, and other information technology sepulchers? If a large sum of money disappeared from your account, and banking records indicated that you made the withdrawal, but you know you didn''t, Read More
Canadian Financial Executives Research Foundation
The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies

financial advisory services  Financial Executives Research Foundation The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies financial management issues. Read More
Web-site Strategy for Organizations in the Corporate Services Industry
As marketing budgets shrink and companies in the corporate services industry aim to leverage their Web sites as less expensive alternatives to traditional

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Professional Services and Support
Professional services address very specific needs, such as public relations, portfolio management, software engineering, etc. They are provided by specialized

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Dynamic Network Services
Dyn solutions are at the core of Internet Performance. Through traffic management, message management and performance assurance, Dyn is connecting people

financial advisory services   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
Monetizing Services in the New Hyperconnected World: Shifting Business Models from Products to Services
In industries as diverse as high tech, financial services, and telecommunications, companies such as yours are rapidly changing their business models and

financial advisory services  diverse as high tech, financial services, and telecommunications, companies such as yours are rapidly changing their business models and launching new hyperconnected services via the Internet and wireless networks. This white paper examines the challenges of monetizing these new services in today’s economy—and proposes solutions that will help you achieve your goals. Read More

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