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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 grc


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 process automation grc  to achieve a right-first-time financial close process is a critical hindrance to faster reporting cycles. It''s linked to manual data entry, late delivery from reporting units, a lack of validation and controls, poor integration with source systems, and a lack of integration across multiple close processes. Data needs to be collected from different charts of accounts and multiple sources, including ledger systems, HR systems, and spreadsheets, and once collected, normalized into a common chart of Read More...
Building a Best-run Finance Organization: A New Role to Address Today’s Business Realities
One company executive has a growing influence in today’s boardroom@the chief financial officer (CFO). And the role of the finance organizations that these CFOs

financial process automation grc  units of a company. Financial organizations will continue to process the important daily transactions that invoice customers, pay vendors, and capture operational costs. Indeed, an ongoing mandate of finance is to generate the financial statements expected by the market and shareholders. Driving Operational Excellence Beyond the necessary financial statements, the best-run finance organizations also play an integral part in operations planning. By performing operational analysis, finance can support the Read More...
Agresso Bucks the Slump (and Fights the “ERP Madness”) - Part 1
Sadly, it is not difficult for so many of us to concede that, except for maybe the historic elections in the US and the successful Olympic Games in Beijing

financial process automation grc  the following functional capabilities: Financial Management; Procurement Management; Human Resources (HR) & Payroll ; Business Process Automation (BPA); Reporting & Analytics; and Project Costing & Billing. More recently, Field Service Management was added as an in-house developed product. Moreover, via selected acquisitions Agresso has lately added the modules for customer relationship management (CRM ), human capital management (HCM ), and governance, risk management & compliance (GRC) . These Read More...
Governance, Risk, and Compliance Management
Governance, risk, and compliance (GRC) issues are hot topics today, thanks to high-profile stories about companies that failed to meet regulatory requirements

financial process automation grc  multiple payment terms. Clearly, financial professionals need to implement automated process controls to identify revenue leakage, improper shipping cutoffs, and potentially fraudulent activities. A true cross-enterprise GRC solution addresses these challenges by providing best-practice controls that safeguard the order-tocash processes. Hire to Retire Ensuring employee information security '' while maintaining adequate information transparency for key stakeholders of an organization '' requires a robust 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

financial process automation grc  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...
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 grc  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...
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

financial process automation grc  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...
Process vs. Discrete
When researching the right enterprise resource planning (ERP) software for your business, it is essential to realize there is a difference between process and

financial process automation grc  vs. Discrete When researching the right enterprise resource planning (ERP) software for your business, it is essential to realize there is a difference between process and discrete ERP software. The first step is to identify the type of manufacturing operation, either process or discrete, and specific manufacturing requirements. This white paper will help you determine if your software is truly meeting your process manufacturing needs. Read More...
Financial Fusion ~ E-Finance Wireless Leader?
Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone

financial process automation grc  rapidly emerging wireless marketplace, Financial Fusion, Inc. announced the formation of its new Web and Wireless Division along with the launch of its patent-pending Total Wireless product family - available for immediate implementation. Financial Fusion''s focus on wireless technology will allow financial institutions to provide consumers and small businesses with seamless access to important financial information. Consumers can conduct time-sensitive financial transactions such as funds transfer, bill 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 grc  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...
Product Life Cycle Management (PLM) in Process Part 1 Proven in Discrete, Ready to Blossom in Process
Process industry companies could benefit from many of the PLM concepts that have accrued to discrete industries. But PLM has had minimum penetration into the

financial process automation grc  Life Cycle Management (PLM) in Process Part 1 Proven in Discrete, Ready to Blossom in Process Introduction Product Life Cycle Management is a series of business processes, enabled by application software, which has proven to generate business valuein a variety of industries. Discussion with end-user companies reveals a consistent list of benefits including reduced time to market, gains in engineering productivity, increased revenue, increased reuse, reduction of redesign activity and more. A review 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

financial process automation grc  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...
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 grc  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...
TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software
Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and

financial process automation grc  Want in Accounting and Financial Software Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your company. 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 grc  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...

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