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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 data


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

financial data  in a fast, high-quality financial close process. Data Entry and Validation Integration with source systems to improve the way data enters the system is only half the battle. Data coming into performance management applications also needs to be checked and filtered intelligently based on the reporting framework and rules defined by the central finance team. GAAP presentation, required breakdown of data, and start and end dates are examples of automatic checkpoints. By leveraging functionality in

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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 data

Is Your Data Compliant? Electronic Recordkeeping Best Practices for the Financial Industry


Financial institutes are required to maintain and produce a variety of records related to their business activities, many of which exist in an electronic format. In order to satisfy the increasing number of regulatory mandates around electronic data, organizations should assess their regulatory obligations and streamline efforts to capture, maintain, identify, and produce these records to regulators. This white paper offers ten steps to guide organizations through this complex process.

financial data  Best Practices for the Financial Industry Financial institutes are required to maintain and produce a variety of records related to their business activities, many of which exist in an electronic format. In order to satisfy the increasing number of regulatory mandates around electronic data, organizations should assess their regulatory obligations and streamline efforts to capture, maintain, identify, and produce these records to regulators. This white paper offers ten steps to guide organizations 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 data  Financial System , Global Financial Data , Objective of the Financial Analysis , Analysis of Financial Performance , Content of a Financial Analysis , Financial Analysis Conflict , TEC Technical Analysis , Specifically on Profitability Analysis , Get Info on Financial Analysis , Analysis on the Financial Industry , Financial Analysis Solution , Enterprise Profitability Challenge , TEC Financial Analytics Solutions , Fundamental Analysis Tool , Quantitative Analysis . Executive Brief Corporate executives Read More

Block Unprecendented Assault on Your Customers' Personal and Financial Data


Find out more in winning the pci compliance battle, a practical guide to pci compliance, including a comprehensive plan for the secure handling, pr...

financial data  Your Customers' Personal and Financial Data If some of the biggest names can get caught off guard, how can you prevent it from happening to you? Bank of America, Citigroup, Polo Ralph Lauren, Hotels.com, and CardSystems Solutions have all suffered negative publicity and financial losses due to a major data security breach. You can protect yourself—with the industry's easiest, most cost-effective and highly automated solution for securing your network and achieving payment card industry (PCI) Read More

Data, Data Everywhere: A Special Report on Managing Information


The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns and extract useful information, is harder still. Even so, this data deluge has great potential for good—as long as consumers, companies, and governments make the right choices about when to restrict the flow of data, and when to encourage it. Find out more.

financial data  in, failed to reflect financial risk in the real world. This was the first crisis to be sparked by big data—and there will be more. The way that information is managed touches all areas of life. At the turn of the 20th century new flows of information through channels such as the telegraph and telephone supported mass production. Today the availability of abundant data enables companies to cater to small niche markets anywhere in the world. Economic production used to be based in the factory, where Read More

Data Storage in the Cloud-Can you Afford Not To?


Storing data in the cloud using Riverbed Technology’s Whitewater cloud storage gateway overcomes a serious challenge for IT departments: how to manage the vast, and ever-growing, amount of data that must be protected. This paper makes the business case for cloud storage, outlining where capital and operational costs can be eliminated or avoided by using the cloud for backup and archive storage.

financial data  Storage in the Cloud-Can you Afford Not To? Storing data in the cloud using Riverbed Technology’s Whitewater cloud storage gateway overcomes a serious challenge for IT departments: how to manage the vast, and ever-growing, amount of data that must be protected. This paper makes the business case for cloud storage, outlining where capital and operational costs can be eliminated or avoided by using the cloud for backup and archive storage. Read More

Top Software for Financial Services Companies


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

financial data  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

Optimizing Gross Margin over Continously Cleansed Data


Imperfect product data can erode your gross margin, frustrate both your customers and your employees, and slow new sales opportunities. The proven safeguards are automated data cleansing, systematic management of data processes, and margin optimization. Real dollars can be reclaimed in the supply chain by making certain that every byte of product information is accurate and synchronized, internally and externally.

financial data  invoices, and then reconcile financial systems. Often, margin is simply lost when the problem is not detected and solved. Rebates are not properly collected. The full value of rebates earned may not be collected from your vendors when product attributes are wrong or missing, or when products that qualify for rebates are identified differently across multiple warehouses or branches. Margin problems are caught “after the fact”. Distributors often suffer from 20/20 hindsight. Cost changes that affect Read More

Data Quality Trends and Adoption


While much of the interest in data quality (DQ) solutions had focused on avoiding failure of data management-related initiatives, organizations now look to DQ efforts to improve operational efficiencies, reduce wasted costs, optimize critical business processes, provide data transparency, and improve customer experiences. Read what DQ purchase and usage trends across UK and US companies reveal about DQ goals and drivers.

financial data  Quality Trends and Adoption While much of the interest in data quality (DQ) solutions had focused on avoiding failure of data management-related initiatives, organizations now look to DQ efforts to improve operational efficiencies, reduce wasted costs, optimize critical business processes, provide data transparency, and improve customer experiences. Read what DQ purchase and usage trends across UK and US companies reveal about DQ goals and drivers. Read More

Appliance Power: Crunching Data Warehousing Workloads Faster and Cheaper than Ever


Appliances are taking up permanent residence in the data warehouse (DW). The reason: they are preconfigured, support quick deployment, and accelerate online analytical processing (OLAP) queries against large, multidimensional data sets. Discover the core criteria you should use to evaluate DW appliances, including performance, functionality, flexibility, scalability, manageability, integration, and extensibility.

financial data  Power: Crunching Data Warehousing Workloads Faster and Cheaper than Ever Appliances are taking up permanent residence in the data warehouse (DW). The reason: they are preconfigured, support quick deployment, and accelerate online analytical processing (OLAP) queries against large, multidimensional data sets. Discover the core criteria you should use to evaluate DW appliances, including performance, functionality, flexibility, scalability, manageability, integration, and extensibility. Read More

Overall Approach to Data Quality ROI


Data quality is an elusive subject that can defy measurement and yet be critical enough to derail any single IT project, strategic initiative, or even a company. Of the many benefits that can accrue from improving the data quality of an organization, companies must choose which to measure and how to get the return on investment (ROI)—in hard dollars. Read this paper to garner an overall approach to data quality ROI.

financial data  Approach to Data Quality ROI Data quality is an elusive subject that can defy measurement and yet be critical enough to derail any single IT project, strategic initiative, or even a company. Of the many benefits that can accrue from improving the data quality of an organization, companies must choose which to measure and how to get the return on investment (ROI)—in hard dollars. Read this paper to garner an overall approach to data quality ROI. Read More

Financial Forecasting and Planning Summit, London UK, June 2-3, 2011


Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you're interested in learning about the latest innovations in financial pl...

financial data  UK, June 2-3, 2011 Financial Forecasting and Planning Summit, London UK, June 2-3, 2011 If you're interested in learning about the latest innovations in financial planning and business forecasting from some of world's leading experts, the Financial Forecasting and Planning Summit is for you! At this two-day summit of forward-thinking business and financial leaders, you'll learn how to: engage senior leadership around financial forecasts and reviews use the financial forecast as a vehicle to drive Read More

Data Quality: Cost or Profit?


Data quality has direct consequences on a company's bottom-line and its customer relationship management (CRM) strategy. Looking beyond general approaches and company policies that set expectations and establish data management procedures, we will explore applications and tools that help reduce the negative impact of poor data quality. Some CRM application providers like Interface Software have definitely taken data quality seriously and are contributing to solving some data quality issues.

financial data  Quality: Cost or Profit? Market Overview In the past year, TEC has published a number of articles about data quality. ( Poor Data Quality Means A Waste of Money ; The Hidden Role of Data Quality in E-Commerce Success ; and, Continuous Data Quality Management: The Cornerstone of Zero-Latency Business Analytics .) This time our focus takes us to the specific domain of data quality within the customer relationship management (CRM) arena and how applications such as Interaction from Interface Software can Read More

Data Management and Analysis


From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As).

For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users to data professionals—must have the most accurate data tools and systems in place to efficiently carry out their daily tasks. Data generation development, data quality, document and content management, and data security management are all examples of data-related functions that provide information in a logical and precise manner.

financial data  Management and Analysis From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As). For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users Read More

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...

financial data  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More