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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 process automation cfo

CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons... 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 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 processes, you can spend more time on higher-value responsibilities and help ensure your company has a competitive advantage. Find out about the financial solutions many financial managers are implementing to automate their financial processes and financial transactions.

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

Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance


Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why embedding the components of GRC within your financial processes can help you track financial flows and alert you when things might go awry.

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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 management (BPM) technologies lack many critical components found in customer relationship management (CRM). However, converging BPM and CRM provides the responsiveness, cost-effectiveness, and manageability to achieve optimal results. The converged approach helps align priorities enterprise-wide, reduce risks, and unblock revenue growth potential.

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

Process-based Governance, Risk Management, and Compliance


The right balance of automated processes with paper records and manual, human interaction is necessary to keep costs under control with a flexible yet controlled set of procedures. The strategic software category, governance, risk management, and compliance, is poised to help.

financial process automation cfo  activities as quantifying the financial exposure from control exceptions to properly prioritize necessary resource deployment; implementing controls for key risks with a combination of automated control monitoring, manual controls testing, and self-assessments; monitoring critical procure-to-pay, order-to-cash, or reconcile-to-report process configurations and transactions, ideally with pre-delivered, automated control tests; ensuring compliance with Section 404 of the US Sarbanes-Oxley Act (SOX); 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 market, coupled with some recent appetizing acquisitions.

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

Got CRM? Why You Need Marketing Automation, Too


When you create a campaign in your marketing automation system, it should map back to your customer relationship management (CRM) so that you can tie closed deals back to the campaigns that created them. This closed-loop reporting capability allows you to measure your ROI and make data-driven marketing decisions. Learn how the systems complement each other, and why you need both.

financial process automation cfo  marketing automation, marketing automation platform, marketing campaign management CRM sales system, customer relationship management Read More

Managing Financial Performance: Closing the Gap Between Strategy and Execution


In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

financial process automation cfo  Financial Performance: Closing the Gap Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Virtually all businesses produce plans and budgets—and then measure company progress against objectives. But high-performing companies go a step further by employing an enterprise performance management (EPM) solution to measure, manage, and monitor performance. In Managing Financial Performance: Closing the Gap Between Strategy and Execution , learn Read More

Insider's Guide to Network Automation


In The Insider's Guide to Network Automation, you'll learn about the keys to successful network automation, including.

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ProcessPro Premier for Process Manufacturing ERP Certification Report


ProcessPro Premier, v. 10.2, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for process manufacturing in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

financial process automation cfo  Premier for Process Manufacturing ERP Certification Report ProcessPro Premier, v. 10.2, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for process manufacturing in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst Read More

Optimizing the Lead-to-order Process


A superior lead-to-order (LTO) process is essential in today's environment of mass customization. Companies striving to build and maintain market share require an LTO process supported by robust IT and product configuration capabilities. Learn how optimizing your LTO process can help you implement a successful mass customization strategy, and how the benefits of an optimized LTO process relate to lean manufacturing.

financial process automation cfo  the Lead-to-order Process Optimizing the Lead-to-Order (LTO) Process If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Access Commerce is an international provider of Multichannel Commerce & Configurator Software that simplify the sale of complex and configurable products and services. Source : Access Commerce Resources Related to Lead to Order (LTO) process: Lead Management (Wikipedia) Lead Generation (Wikipedia) Lead Read More

Sales Force Automation (SFA)


Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities.

financial process automation cfo   Read More

ERP Discrete Vs ERP Process


To compare process ERP solutions head-to-head based on your organization's needs and characteristics , visit TEC's process ERP evaluation center.

financial process automation cfo  Discrete Vs ERP Process ERP Discrete vs. ERP Process People often ask what''s the difference between process and discrete ERP? Here''s a rough overview of the difference. A quick definition from APICS (The Association for Operations Management) describes discrete manufacturing as the production of distinct items such as automobiles, appliances, or computers, whereas process manufacturing covers production that adds value by mixing, separating, forming, and/or performing chemical reactions. It may be 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 process automation cfo  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. Read More

Cloud-Based Financial Software: Contracting and Negotiating Strategies


Find out in Evaluating and Contracting for Cloud Financials.

financial process automation cfo  Based Financial Software: Contracting and Negotiating Strategies Your company might be interested in the business benefits and lower cost structure of cloud-based financial software solutions. But how do you protect yourself against hidden costs—and get the kind of agreement that best suits your company''s needs? Find out in Evaluating and Contracting for Cloud Financials . You''ll learn about the advantages of cloud-based solutions how the cloud delivery model works how to get a cloud-based service Read More

Meeting Process Manufacturing Challenges Through More Potent Functionality


The process manufacturing market remains one of the most competitive and dynamic segments of manufacturing. Process manufacturers must evolve to meet the challenges of changing market demands, the increasing commoditization of products, and the volatility of pricing in energy and raw materials.

A powerful enterprise resource planning (ERP) system with detailed functionality should help process manufacturers manage active ingredients throughout their operations by enabling them to buy raw materials and cost goods more precisely; scale formulas up or down, automatically; track lot inheritance; and define product sequencing, which is evaluated based on multiple characteristics, to reduce downtime and changeover costs in the production schedule.

financial process automation cfo  Process Manufacturing Challenges Through More Potent Functionality The process manufacturing market remains one of the most competitive and dynamic segments of manufacturing. Process manufacturers must evolve to meet the challenges of changing market demands, the increasing commoditization of products, and the volatility of pricing in energy and raw materials. A powerful enterprise resource planning (ERP) system with detailed functionality should help process manufacturers manage active ingredients Read More