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CRM for Financial and Insurance Markets
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...
 

 financial loan services


How Is Business Process Management Applicable to Financial Services?
Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations

financial loan services  such solutions within the financial services (FS) industry. Core BPM Components BPM is made up of a wide range of components. Most of these components are industry-independent and can integrate with different legacy systems. The core components include the process designer, the actual process engine, and the interface component. The process designer component is where the process developers or business analysts design business processes. Every process for which the BPM solution is used, and every form

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ERP for the Services Industry (Non-manufacturing) RFI/RFP Template

Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing... Get this template

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CRM for Financial and Insurance Markets
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...

Documents related to » financial loan services

Making Gramm-Leach-Bliley Security Compliance Fast and Easy


Designed to improve consumer financial services, the Gramm-Leach-Bliley Act (GLBA) includes security provisions for protecting confidential electronic financial information. For the approximately 9,500 financial institutions affected, compliance can be complex and process-intensive. Learn about network security auditing and vulnerability management solutions that can make GLBA compliance faster and more cost-effective.

financial loan services  ' companies that offer financial products and services to individuals, including banks, insurance companies, mortgage companies, securities brokers, loan brokers, some financial or investment advisors, tax preparers, providers of real estate settlement services, and debt collectors. INSTANT COMPLIANCE WITH KEY SECURITY RULES QualysGuard meets key Gramm-Leach-Bliley security safeguard rules and guidelines detailed below. Interagency Security Guidelines ' Banking 12 CFR Part 30, Appendix B, Sec. III Read More

Progress Software Revs Up to Higher RPM via Savvion - Part 2


Part 1 of this series began to analyze the recent merger of Progress Software Corp. [NASDAQ: PRGS] and Savvion Inc. With this acquisition, Progress has made a large leap into the business process management (BPM) space, from which has been notably absent. The article asserted that Savvion BusinessManager 7.5 [evaluate this product] is one of the most mature BPM suites in the

financial loan services  (e.g., the end of financial period closing or a new account opening) require a lot more human involvement and intervention than others, whereby the participants can belong to different functional groups (e.g., sales, legal, finance, operations) within an organization. The process participants can even be external to the organization (e.g., trading partners), who must join hands to deliver products or services and, most importantly, an integrated and consistent customer experience. A human-centric process Read More

Dataprev Selects IFS Applications


Brazilian social security information and technology company Dataprev recently selected IFS to provide business intelligence (BI) and document management solutions. This is not a typical IFS customer profile, but this might show that IFS’s solid technology and willingness to partner with others for joint ventures can make the vendor competitive even in non-manufacturing and non-asset-intensive environments.

financial loan services  maintains agreements with 81 financial institutions for processing information related to the loan grant payroll retirees.   IFS is part of a consortium with three Brazilian firms to provide Dataprev with a cloud-based solution, including user licenses, and a set of modules supporting BI, performance management, time and attendance (T&A), payroll, benefits management, wages management, portals, health and training management, document management, and report generation. This is not a typical IFS customer Read More

CODEC S.A.


Headquartered in Quito, Ecuador, CODEC SA offers an enterprise resource planning (ERP) solution for financial institutions including banks, savings and loan associations, and financial institutions. In addition, the company offers consulting services, education, installation and implementation services, and system development.

financial loan services  planning (ERP) solution for financial institutions including banks, savings and loan associations, and financial institutions. In addition, the company offers consulting services, education, installation and implementation services, and system development. Read More

Tata Consultancy Services


Tata Consultancy Services (TSC) is an IT services, business solutions, and outsourcing organization that caters to global businesses. TCS employs over 120,000 IT consultants in 42 countries. The Company is listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) in India. TCS is a part of the Tata Group, one of India's largest industrial conglomerates. TSC has offices in over 20 cities in India, and in countries around the world.

financial loan services  Tata Consultancy Services Read More

Best-of-Class Financial Systems: an Alternative to ERP


In Best-of-class Financial Systems: An Alternative to ERP, find outhow a best-in-class financial system might deliver all the functionalityyou real...

financial loan services  of-Class Financial Systems: an Alternative to ERP You can't survive without a full-scale ERP system. That's been the industry marketing hype for years, but does it apply to you? Yours may be one of many companies that can do well with a simpler, less expensive IT setup. In Best-of-class Financial Systems: An Alternative to ERP , find out how a best-in-class financial system might deliver all the functionality you really need-with all these advantages over ERP: less expensive less complex easily Read More

Les Services SiPD


The mission of Les Services SIPD is to advise and assist you in the implementation and use of ERP software Acumatica midrange offering cloud services: Training and consultation Project Management Support Change management support Support Customization and software development Council at the level of computer equipment and network

financial loan services   Read More

IPC Global Services


IPC Global is a Systems Integrator (SI) and Elite QlikView Solution Provider of Enterprise Intelligence Solutions (EI). We specialize in Solution Sales and ROI, Solution Architecture, Project Management, Custom Development, Publishing, Training, Governance and Support. We help your organization uncover its Enterprise Intelligence through, Visual Analytics, Business Discovery, Business Intelligence, Comparative Analysis, Benchmarking Performance Management, Mobile BI, Collaboration, and Self Service. IPC Global connects all your systems within your Enterpise Intelligence and allows you to view and share all the data both (in-house and outside data) within the same or other many functional areas through QlikView, Data Marts, Data Warehousing, ETL, Meta Data Management, .NET/Java Automations, Enterprise Framework, Cloud Computing, Implementation Methodology We cover the following industry segments: Consumer Products, Retail & Distribution, Healthcare & Life Sciences, Manufacturing, Banking & Financial Services, Infrastructure Services, Public Sector & Education.

financial loan services  Sciences, Manufacturing, Banking & Financial Services, Infrastructure Services, Public Sector & Education. Read More

Integrating Actuals into Financial Plans


Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

financial loan services  Actuals into Financial Plans Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting. Read More

Oracle Financial Analytics


Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses and revenue contributions.  

financial loan services  Financial Analytics Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses and revenue contributions. Read More

Financial Excellence: Closing Your Books Quickly


Find out in the white paper the financial close: optimizing performance and driving financial excellence.

financial loan services  Sarbanes-Oxley (SOX)— producing quality financial statements and closing your books quickly is more difficult than ever . And the stakes are high. A fast financial close offers you time and cost savings; better relations with shareholders, investors, and regulatory agencies; timely, better-informed management decisions; more time for value-added analysis; and improved control systems and quality. But what are the barriers to a fast, high-quality close? And how can your company overcome them when the 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 loan services  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

IBM Cognos Financial Analytics


IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service.    

financial loan services  Cognos Financial Analytics IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service. Read More

The Convergence of ERP and Field Services-One Vendor’s Leadership


Agresso’s experience with people-centric services organizations has led the vendor to design a solution that effectively address these businesses’ need for field services and asset maintenance management. Agresso’s melding of two solutions, and the product’s underlying architecture, support change and tightly couple solution categories.

financial loan services  business model or operation. Financial controls and visibility must drive from both a bottom-up (individual project) and top-down (multiple reporting) perspective. Further, they must intersect appropriately for both performance management and for problem resolution. Complex pricing models carry inherent profitability, invoicing, and financial reporting challenges. Service contracts must be carefully managed, monitored, and enforced to balance the tightrope between customer satisfaction and business Read More