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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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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.
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 financial company


Case Study: A Financial Products Company


financial company  Study: A Financial Products Company

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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.

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 » financial company

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?

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Financial Times


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

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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.

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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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Diversified Global Company Standardizes On SumTotal


Looking to establish global consistency and best practices in managing its employees, and to centralize its HR information and data, ALFA, a Mexican company in manufacturing and other industries, selected SumTotal’s integrated talent management platform to be its standard human capital platform across its diverse business units. See how the flexibility and configurability of SumTotal facilitated ALFA’s new HR strategy.

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Oracle Financial Analyzer to Hyperion Planning Migration


This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are familiar with OFA or similar multidimensional database applications.

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The Rising Financial Importance of Service


For the Best-in-Class, service is a profit center and a competitive differentiator. As a result, these organizations are yielding soaring financial results. Download this infographic from the Aberbeen Group and see how organizations can win by providing best-in-class service to their customers.

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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

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Ventyx, an ABB Company


Ventyx provides enterprise asset management and business software solutions to asset-intensive industries. For more than 30 years, it has served customers within the mining, oil and gas, utilities, transportation, defence, and government industries in over 40 countries. Ventyx' service offerings include business process consulting, implementation services, training, analytics and business intelligence, business-to-business integration, IT outsourcing, technology consulting, business process outsourcing, and application management services. Ventyx, an ABB company, acquired Mincom in 2011 and added Mincom's products, including Ellipse, to the Ventyx portfolio of products. Ventys products include Ellipse, Axis, Focal Point, Service Suite, Asset Suite, eSOMS, Performance Management, Equipment Reliability, LinkOne, Inventory Optimization, Managed Services, and the Intelligent Mining Suite: MineMarket, Mincom MineScape, CCLAS, Assay Management, and Production Accounting.

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SAP Financial Performance Management


Enterprise performance management (EPM) applications for finance, which are part of the SAP BusinessObject EPM solutions, cover the full lifecycle of financial management. The applications integrate enterprise data and processes to streamline traditional finance processes.

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