X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 financial company


Case Study: A Financial Products Company


financial company  Study: A Financial Products Company

Read More


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.  

Evaluate Now

Documents related to » financial company

Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

financial company   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 company   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?

financial company   Read More

Financial Times


Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news.

financial company   Read More

Case Study: Community College Embarks on Financial Reporting System Implementation


The Nova Scotia Community College (NSCC) implemented Business Objects to create a financial reporting system that would run in real time, as opposed to taking weeks to generate reports. However, the NSCC environment presented its own unique set of challenges.

financial company   Read More

Midwest Spring Manufacturing Company


Learn how Mid-West Spring Mfg. Co., a spring manufacturing and stamping wire forming company, improved inventory accuracy by nearly 100 percent, streamlined operations, enhanced customer service, and improved intelligent analysis.

financial company   Read More

Customer Process Management Drives Profitability in Financial Services


As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge.

financial company   Read More

Acumatica Financial Management Suite


The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts receivable, accounts payable, tax management, and other functionality. Acumatica financials are designed for companies with complex requirements, but are easy to use in smaller organizations. The modules in the Financial Suite are integrated with each other and also with the other Acumatica suites.    

financial company   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 company   Read More

Fulfillment Company Reduces Shipping Errors with WMS


International Marketing Group (IMG) was used to tall orders. And although fulfillment mistakes were rare for the third-party logistics company, any errors that did occur were extremely costly. In order to stay competitive, IMG realized that it would need to increase its fulfillment output. With its new warehouse management system (WMS), IMG’s shipping time has gone from several days to mere hours.

financial company   Read More