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

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

Customer Care and Billing (CC&B)

Customer care and billing (CC&B) solutions typically support providers of utilities, telephony, cable, or other services providing companies. CC&B software includes functionality for mediation, provisioning, rating, reporting, financial systems, and billing for voice, data, content, and utility services. 

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Documents related to » financial companies

Top Software for Financial Services Companies


For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

financial companies  Software for Financial Services Companies Comparing software solutions for financial services companies can be difficult and time-consuming—but at TEC we make it quick and easy In just seconds, you can get free side-by-side software comparison reports. Choose from all the leading vendors—including Microsoft, SAP, Oracle, UNIT4, Sage, IBM, MicroStrategy, Infor, Epicor, META4, NuView, NOW Solutions, Cézanne Software, PRELYTIS, QlikTech International, TARGIT, Cougar Mountain Software—and many more. Read More

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.

financial companies  they not only track financial flows but also alert management when things are in danger of going awry. In this way, GRC can help companies modify their processes over time in order to adapt continuously to emerging risks. Companies that fail to use their financial systems in this way may be missing an opportunity to manage risks more efficiently while improving the quality of decisions. To find out how senior executives view their financial processes, the Economist Intelligence Unit surveyed a global 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.

financial companies  ensure the quality of financial data. Companies are once again focused on improving reporting times and ensuring effective internal controls to govern the accuracy of these processes. Why is it important for corporations to close their books quickly and with quality? Closing fast enables quicker access to financial information, which gives management the foundation for timely and better-informed planning and decision making. The fast close requires a quality close, where processes are monitored to ensure Read More

Financial ISV Partnership


Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product.

financial companies  regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product. Read More

Davidson Companies


Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months.

financial companies  is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months. Read More

Operations Management in the UK Financial Services


The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide better customer service—while at the same time improving operations—these organizations must invest in a system that allows real-time visibility of the entire process.

financial companies  Management in the UK Financial Services The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide better customer service—while at the same time improving operations—these organizations must invest in a system that allows real-time visibility of the entire process. Read More

Business Intelligence: Driving Better Business Performance for Companies with Changing Needs


When it comes to acquiring business intelligence, small to medium-sized companies are often at a disadvantage. Compared to larger companies, they may lack the resources to process data and turn it into business insight, or their systems may not be able to keep pace with organizational growth. This can severely limit their ability to compete—and ultimately, to survive.

financial companies  and trend of essential financial ratios Effectiveness and profitability of sales channels Crucial operational metrics In short, business intelligence helps companies gain a comprehensive and integrated view of their business and facilitate better and more effective decision-making. 4. Microsoft Business Intelligence This section defines Microsoft''s vision and strategy for business intelligence. Microsoft''s Business Intelligence vision is to help drive businesses to better performance by enabling all Read More

Welding Different Companies into a Business Powerhouse


Microsoft recently researched the experience of nearly 200 companies with more than 250 PCs that have deployed one or more of the applications in the Microsoft Dynamics line of business management solutions. Among these companies, a common issue was growth via mergers and acquisitions (M&A). Find out about the pain points, and how Microsoft Dynamics can help support growth via M&A to drive business success.

financial companies  Different Companies into a Business Powerhouse Microsoft recently researched the experience of nearly 200 companies with more than 250 PCs that have deployed one or more of the applications in the Microsoft Dynamics line of business management solutions. Among these companies, a common issue was growth via mergers and acquisitions (M&A). Find out about the pain points, and how Microsoft Dynamics can help support growth via M&A to drive business success. Read More

A Pocket Guide for Financial Services


You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS).

financial companies  Pocket Guide for Financial Services You''ve made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS). Read More

Using ERP to Deliver Ecommerce for Engineer to Order Companies


Engineer-to-order (ETO) companies can use enterprise software to implement eCommerce strategies in order to improve customer service, reduce waste, and increase profits. This white paper outlines the ways that enterprise resource planning (ERP) software can facilitate ETO eCommerce by opening portals to suppliers, project collaborators, and customers. Realize the benefits of eCommerce in the ETO setting with ERP software.

financial companies  ERP to Deliver Ecommerce for Engineer to Order Companies Engineer-to-order (ETO) companies can use enterprise software to implement eCommerce strategies in order to improve customer service, reduce waste, and increase profits. This white paper outlines the ways that enterprise resource planning (ERP) software can facilitate ETO eCommerce by opening portals to suppliers, project collaborators, and customers. Realize the benefits of eCommerce in the ETO setting with ERP software. Read More

Levelling the Playing Field: How Companies Use Data for Competitive Advantage


Nearly all companies realize the way to gain a competitive advantage is to obtain better data, interpret them quickly, and distribute them in easier-to-use formats. But there are many obstacles to the effective use of data, resulting in unused corporate data in many companies. How are companies using information to beat their rivals and create a more level playing field? Find out how business practices are evolving to this end.

financial companies  the Playing Field: How Companies Use Data for Competitive Advantage Nearly all companies realize the way to gain a competitive advantage is to obtain better data, interpret them quickly, and distribute them in easier-to-use formats. But there are many obstacles to the effective use of data, resulting in unused corporate data in many companies. How are companies using information to beat their rivals and create a more level playing field? Find out how business practices are evolving to this end. Read More

The Ken Blanchard Companies


Founded in 1979, the Ken Blanchard Companies developed leadership training system Situation Leadership II. Other focuses include organizational leadership consulting, leadership skill training, coaching, and executive development.

financial companies  Ken Blanchard Companies Founded in 1979, the Ken Blanchard Companies developed leadership training system Situation Leadership II. Other focuses include organizational leadership consulting, leadership skill training, coaching, and executive development. Read More

Financial Reporting-Who Needs It?


Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

financial companies  Reporting-Who Needs It? Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools to help with the technical processing of data (e.g., profit and loss reports, balance sheets, etc.) for the purpose of management accounting . And management can usually obtain whatever information they need for their internal decision making. But financial reporting tools can go beyond the Read More

2011 Buyer's Guide to Accounting and Financial Software


Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

financial companies  Guide to Accounting and Financial Software 2011 Buyer''s Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today''s Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the new Read More

Six Common Mistakes Companies Are Making Today


Read this white paper to learn about the most common mistakes companies are making during a down economy—and find out how you can use business intelligence (BI) to avoid these same mistakes. Plus, take a quick quiz to evaluate your own company’s BI quotient and find out which BI approach will help you avoid these blunders.

financial companies  Common Mistakes Companies Are Making Today Read this white paper to learn about the most common mistakes companies are making during a down economy—and find out how you can use business intelligence (BI) to avoid these same mistakes. Plus, take a quick quiz to evaluate your own company’s BI quotient and find out which BI approach will help you avoid these blunders. Read More