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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...
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Documents related to » financial process automation cfo


Not Small Change: World-class Financial Automation Delivers Dramatic Benefits
Automating finance processes@such as closing the books, reporting, and other labor-intensive processes@reduces finance costs. By streamlining financial

financial process automation cfo  FVC applications will reduce financial management process costs by at least 10 percent. Utilizing standards such as the Society for Worldwide Interbank Financial Telecommunication (SWIFT) for secure and reliable connectivity with over 7,000 banks worldwide, companies can gain greater efficiencies in managing their multiple bank relationships. In addition to real-time visibility into bank balances and more effective cash management, companies utilizing the SWIFT network can process payments quicker and Read More...
Sales Force Automation Buyer’s Guide
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of

financial process automation cfo  from the CFO and financial side of the business; if you''re in a small or medium-sized organization, an ROI case can help ensure that you have made and continued to make the right investments, especially if you have selected an on-demand solution and want to make sure it''s the correct one. There are sales-related metrics that can provide a more realistic insight into how well an SFA solution is performing than the broad, organization-wide criteria often employed. If you''re a larger organization, make sure Read More...
The Strategic CFO
Financial pressures can strain even the most efficient and lean company. So forward-thinking companies should now turn to the chief financial officer (CFO

financial process automation cfo  as well as other financial areas like tax compliance and process automation. Stage3: Increased information gathering solutions to support analysis and Business Performance Management, budgeting and planning, and financial and operational risk management, as well as tax strategies and cash and treasury management strategies. Stage 4: Highest level of strategic processes to address M &A activity, strategic and geopolitical risk factors, high-level data analysis, corporate financing/fundraising activities, Read More...
Composing Collaborative Financial Applications
With its short term ownership under Baan all but forgotten, CODA has been doing well, owing to its astute offerings tailored to the preferences of each regional

financial process automation cfo  CODA''s existing line of financial management products for the Microsoft platform, versions of the company''s next generation of analysis and process control solutions—including CODA-Analytics and CODA-Intelligence for corporate performance management (CPM), and CODA-Control for compliant process management—will be built using Microsoft technology. Among these are the Microsoft .NET Framework , Structured Query Language (SQL) Server 2005 Integration Services and Analysis Services , Microsoft Office Read More...
Customer Process Management: The Real-time Enterprise Depends On the Merging of CPM and BPM
Customer-facing processes are challenging to manage because they are always changing. Conventional workflow automation and stand-alone business process

financial process automation cfo  Case study A chief financial officer (CFO) needed to make sure her company could demonstrate that adequate controls exist to enforce the approval process for contracts offering special terms. Such internal controls are required for compliance with Section 404 of the Sarbanes-Oxley Act. Among other rules, Section 404 requires a public company''s auditors to report on aspects of the company''s internal controls and procedures. The company had been using Onyx for years and the CFO felt it was most logical to Read More...
Financial Mobility-Balancing Security and Success
No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government

financial process automation cfo  Security and Success No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more. Read More...
CPR on BPR: Long Live Business Process Reengineering Part 1: A Primer
Without sound business process analysis, design, and possible re-design or full-blown reengineering in place before you bring in technology, your CRM (or any IT

financial process automation cfo  of the customer and financial success of the business Don''t Pave Cow Paths : Linking BPR to CRM Don''t Pave Cow Paths; If you always do what you''ve always done (but a little bit faster), you''ll always get what you''ve always gotten (but a little faster); Automating broken processes with technology means that you''ll do the bad things faster. The phrases all mean the same thing: Don''t lead with technology when you believe that your company''s workflows are broken. I have had first-hand experience one Read More...
The 2011 Buyer''s Guide to Accounting and Financial Software
Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and

financial process automation cfo  Guide to Accounting and Financial Software Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download this buyer guide 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 process automation cfo  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...
Financial Times
Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news.

financial process automation cfo  Times Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news. 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 process automation cfo  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...
Financial Packages
Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

financial process automation cfo  Packages Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time. Read More...
The Development Process Made Easy
Life cycle development can be a complicated and intimidating process for many organizations. Are you struggling to adapt the development process successfully

financial process automation cfo  Development Process Made Easy The Development Process Made Easy If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader.   Integrated change management simplifies your development process . Features include: baselining, automatic history tracking, attribute history tracking and capabilities rollback to previous versions. Source : Goda Software Resources Related to Software Development : Software Development Process (Wikipedia) The Developmen 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

financial process automation cfo  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...
Core PLM for Process Industries
The foundation of product lifecycle management (PLM) for the process (or recipe-based) manufacturing industries is product data management (PDM). It covers

financial process automation cfo  PLM for Process Industries The foundation of product lifecycle management (PLM) for the process (or recipe-based) manufacturing industries is product data management (PDM). It covers design and product-related aspects of PLM including management of material specifications, recipes, formulas, production processes, design tools, document management, and collaboration. Read More...

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