X
Browse RFP templates
Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the success of your software selection project.
Browse Now


Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 financial process automation ma

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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  

Evaluate Now

Documents related to » financial process automation ma

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 ma  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 Read More

Marcam Solutions: Shifting its Focus to MES


The envisioned integration with Wonderware's FactorySuite 2000 will allow Protean users to solve shop floor problems with all production data collected and made instantly available. We believe that within the next 4 years Marcam will gradually shift its focus to plant integration and operations applications, while de-emphasizing its financial and order management components and relying on interfaces with other ERP vendors.

financial process automation ma  applications, while de-emphasizing its financial and order management components and relying on interfaces with ERP vendors with strong core competencies in these areas, like PeopleSoft, SAP, Lawson, and Great Plains (60% probability). Marcam''s service and support revenue will contribute more than 65% of its total revenue within the next 4 fiscal years (70% probability) based on the Company''s need to interface its products with other 3rd party components. Vendor Recommendations Since its inception, Read More

Infinium Software, Inc.: Having All the Right Cards?


Following the market trends, Infinium has recently made an energetic push into a number of prospective areas such as: Web-enablement and self-service product capabilities, business intelligence, CRM, and application hosting (ASP) services. Infinium has only very recently announced its strategic partnership with elcom.com regarding e-commerce and vertical marketplaces, which will additionally burden products integration workload.

financial process automation ma  functionality (human resources/payroll and financial management, material management, and process manufacturing) and sharp vertical focus for some industries (See Vendor Industry Focus). Also, it has struck a good balance between expanding its core ERP product through acquisitions and product alliances. Infinium has achieved solid long-term track record and congenial corporate culture manifested in honest and fair treatment of customers, and in prudent acquisitions and/or strategic partnerships with Read More

When Customer Relationships Meets Business Intelligence Marketing Analysis and User Recommendations


For many reasons, SAS's alliance with Amdocs and partnership with Aprimo might be some of a few vendor partnerships where customers and the vendors benefit.

financial process automation ma  that moves well beyond financial BI solutions to espouse a holistic corporate performance management (CPM) vision. However, the company will still face strong competition in many vertical markets from other leading BI vendors, such as Cognos and Business Objects . We believe SAS could further strengthen its position and enter more vertical markets by espousing a stronger original equipment manufacturer (OEM) or independent software vendor (ISV) partner strategy, which enables third parties to add their Read More

Marquee Vendors Partner for Deepening Inherent CRM and BI Links


Despite the logic behind combining customer relationship management (CRM) and business intelligence (BI) elements, the implementation of marketing automation (MA) has been stunted by slow markets, and pessimistic investors. Vendors in CRM and BI are building alliances in order to gain market share and illustrate the value of MA.

financial process automation ma  to peddle their wares. Financial services is a promising target as their need for strong customer service capabilities is clear. They have millions of customers generating significant transaction volume each month, and consequently, focuses even greater resources on customer support than the telecommunications industry. Testing this market opportunity is Amdocs. Amdocs'' offers an integrated customer management strategy that should be well-suited for this industry. ABN AMRO , a Dutch bank, recently 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 ma  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

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

financial process automation ma  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More

Complete Guide to Sales Force Automation (SFA)


Complete Guide to Sales Force Automation Get the buyer's guide that gives you everything you need to know about sales force automation solutions.

financial process automation ma  complete guide sales force automation sfa,complete,guide,sales,force,automation,sfa,guide sales force automation sfa,complete sales force automation sfa,complete guide force automation sfa,complete guide sales automation sfa. 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 ma  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

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 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.

financial process automation ma  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

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 ma  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 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 ma   Read More

2011 Buyer's Guide to Accounting and Financial Software


Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

financial process automation ma  Guide to Accounting and Financial Software 2011 Buyer''s Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today''s Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the new Read More

Managing the Process of Process: Establishing the Right Goals and Improving Operations and Systems to Hit the Mark


North American process manufacturers face increasing challenges related to heightened security, pricing pressures, global competition, and rising costs. Thus, continuous improvement of processes is imperative to remaining competitive. How close is your company to world-class? And how focused are you on process improvement? Find out how get started on a process improvement strategy that will have long-term benefits.

financial process automation ma  the Process of Process: Establishing the Right Goals and Improving Operations and Systems to Hit the Mark North American process manufacturers face increasing challenges related to heightened security, pricing pressures, global competition, and rising costs. Thus, continuous improvement of processes is imperative to remaining competitive. How close is your company to world-class? And how focused are you on process improvement? Find out how get started on a process improvement strategy that will Read More