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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 grc

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 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 is still a key part of today’s global finance function. Do you know how to overcome the barriers to a fast, high-quality close? Discover solutions that can help you improve your close times and address the challenges of automating and testing internal controls.

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 account 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, 2008 was a terrible and somber year. It felt long-drawn-out, and many of us will have trouble sinking it easily into oblivion. Without even talking about our retirement funds and investments being slashed by about 40 percent (as part of a

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 products, 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.

financial process automation grc  Financial Processes , Speeds Financial Process , Financial Process Automation , Financial Processes Increases , Improving Your Financial Processes , Audit of Key Financial Processes , Explore Financial Practices and Processes , Managing Financial Processes , Financial Management Solutions , Benchmarking Improving Major Financial Processes , Consolidated and Efficient Finance Processes , Webcast Financial Process Automation , Optimising Your Financial Processes , Future of Financial Processes , Pay and Fin 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. In each case, executives were held accountable, stock prices dropped, and brand image suffered. Find out about cross-enterprise GRC solutions that can make it easier to monitor compliance and risk effectively, and adjust to changing regulatory mandates.

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 hi Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

financial process automation grc  (SOA) enabled solutions include: Financial Management, Human Resources (HR) and Payroll, Procurement Management, Project Costing and Billing, Reporting and Analytics and Business Process Automation (BPA). Industries that need these capabilities are governments, higher education, Not-For-Profits (NFPs), utilities, architecture, engineering and construction (A/E/C) bureaus, information technology (IT) services, real estate and other business service firms. Since 2005, the company has been aiming its flag Read More

Leveraging Rapid Process Application Development, Deployment, Adoption, and Use for Business Value


The focus on process improvement continues to grow, and adoption of business process management (BPM) technology continues to rise despite slow-downs in other areas of business information technology. Discover how process improvement addresses common business issues that negatively impact operations at all levels of an organization, and learn about the increasing imperative to accelerate process improvement initiatives.

financial process automation grc  Rapid Process Application Development, Deployment, Adoption, and Use for Business Value The focus on process improvement continues to grow, and adoption of business process management (BPM) technology continues to rise despite slow-downs in other areas of business information technology. Discover how process improvement addresses common business issues that negatively impact operations at all levels of an organization, and learn about the increasing imperative to accelerate process improvement Read More

Living Systems Process Suite


The Living Systems Process Suite is a business process management (BPM) system for the modeling, execution, monitoring, and optimization of structured and unstructured processes. It provides business and IT professionals with tools to collaboratively design and improve goal-oriented processes. The software directly executes process models without requiring any coding. It automatically adapts the process path to changing business conditions and can help optimize process performance and fulfillment.  

financial process automation grc  Systems Process Suite The Living Systems Process Suite is a business process management (BPM) system for the modeling, execution, monitoring, and optimization of structured and unstructured processes. It provides business and IT professionals with tools to collaboratively design and improve goal-oriented processes. The software directly executes process models without requiring any coding. It automatically adapts the process path to changing business conditions and can help optimize process 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 grc  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

Microsoft Dynamics GP 10.0 for ERP for Process Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for process manufacturing solutions 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 grc  Dynamics GP 10.0 for ERP for Process Manufacturing Certification Report Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for process manufacturing solutions 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 Read More

Announcing Agilisys (Formerly SCT’s Process Manufacturing & Distribution Business) - Finally Fully Focused On Process Manufacturing


The new independent company will certainly benefit from having control of its own financial destiny, being able to make decisions based upon its own needs and objectives rather than being a small part of the much larger entities needs and objectives.

financial process automation grc  management team, the company''s financial picture and how Agilisys plans fits with their future. Process companies in the Agilisys target markets, looking for a full solution or add-on functions should place Agilisys on their short list. Agilisys The new name is a blessing and a curse. The market does not know what Agilisys is or what it does. The company must launch a name recognition program in its target market, media and analysts. As a division of SCT, it never fully addressed its marketing needs, now Read More

Should Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process


This article explores how the proof of concept (POC) fits into the software selection process, when a POC should be undertaken, structural variables, and the advantages and disadvantages of the POC from the client and value-added reseller point of view.

financial process automation grc  Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process Introduction There are a number of studies that point to a high rate of enterprise resource planning (ERP) and customer resource management (CRM) implementation failure. There are many reasons for these failures. The selection phase has been identified as a key area where problems arise. The proof of concept (POC) is a tool sometimes used within the selection process to overcome these issues. The 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 process automation grc  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

Keys to Operational Excellence in the Process Industries


Find out in operational excellence in the process industries.

financial process automation grc  to Operational Excellence in the Process Industries For years, process manufacturers lived by the credo: if you produce it, they will buy it. No longer. The economic crisis has brought back uncertainty in demand, along with downward pressure on prices. Best-in-class companies are responding by reducing operating costs and developing processes to deal with demand variability. But what strategies, best practices, and technologies are they employing to achieve their goals? Find out in Operational Read More

AuraPortal BPMS Version 4.3 for Business Process Management Certification Report


AuraPortal BPMS Version 4.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Business Intelligence and Data Management 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.

financial process automation grc  BPMS Version 4.3 for Business Process Management Certification Report AuraPortal BPMS Version 4.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Business Intelligence and Data Management 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. Read More

The Business Case for Marketing Automation


With capabilities that span inbound and outbound marketing, customer relationship management (CRM) integration, and robust measurement, marketing automation offers tremendous value to businesses, including improved operational efficiencies, reduced costs, marketing and sales alignment, more and more-qualified) leads, and increased revenues. This eBook will help you create a compelling case for adopting automation technology.

financial process automation grc  marketing automation, e-mail campaigns, marketing automation platform, marketing campaign management, lead-to-revenue management Read More