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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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 financial process automation cfo

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 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 Response Management, Industry Vertical Module Availability, Product Technology  

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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 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

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

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 contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

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

Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

financial process automation cfo  enterprise-sized insurance, banking, and financial services organizations are always looking for different ways to improve their business processes in order to implement tighter controls and improve the bottom line. But the question is not what''s broken? After all, with the advent of enterprise systems, there''s not much room for a broken business process to hide. The real question is what haven''t you done already? Where in the organization have you not looked to for improvement? The fact is, 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

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

Business Process Management and Optimization


Business processes are strategic assets. They not only generate revenue, but also represent a significant proportion of operational costs. Managing them properly is key to your organization’s success. Find out how business process management and optimization (BPMaO) can help you understand, manage, and improve your business processes in order to deliver value-added products and services to your clients.

financial process automation cfo  Process Management and Optimization Business processes are strategic assets. They not only generate revenue, but also represent a significant proportion of operational costs. Managing them properly is key to your organization’s success. Find out how business process management and optimization (BPMaO) can help you understand, manage, and improve your business processes in order to deliver value-added products and services to your clients. Read More

TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide


Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought leadership from industry experts, and real-world case studies.

financial process automation cfo  2012 Financial Software Packages for Medium and Large Enterprises Buyer''s Guide Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought 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) efforts are doomed to fail.

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

Financial Forecasting & Planning Summit - September 9/10, Boston MA


Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

financial process automation cfo  your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you''ll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting & Planning in your company, and develop an approach to a single repeatable financial planning cycle. Be in excellent company at the summit with the following confirmed speakers: Chief Read More

Financial Executives Research Foundation


Financial Executives Research Foundation (FERF) is the non-profit research affiliate of Financial Executives International (FEI). FERF conducts research projects and professional education programs.

financial process automation cfo  Executives Research Foundation Financial Executives Research Foundation (FERF) is the non-profit research affiliate of Financial Executives International (FEI). FERF conducts research projects and professional education programs. 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

Process PLM Vendor Sequencia Adds Portfolio Management


Sequencia extends its Process Product Lifecycle Management (PLM) offering with portfolio management, leading the impact of the solution into the executive suite.

financial process automation cfo  PLM Vendor Sequencia Adds Portfolio Management Event Summary Sequencia ( www.sequencia.com ), in partnership with Prosight ( www.prosight.com ), has extended its Process PLM solution with the addition of portfolio management. Portfolio Management is an enterprise app, and this increases the visibility of PLM at executive levels. Market Impact Sequencia is developing a very broad product. With this announcement, they are now strong at the highest level (portfolio), adding to existing function from Read More

Data Center Automation


With the increasing complexity of the data center and its dependent systems, data center automation (DCA) is becoming a necessity. To replace the costly and inefficient human aspect of managing the data center, IT departments must adopt DCA solutions. Combined with utility-based computing architectures, these solutions can provide greater dynamics in the environment and facilitate speed of response to market demands.

financial process automation cfo   Read More