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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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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.
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 financial service provider


Leading provider of financial services revolutionises their customer service with Microsoft Dynamics CRM from Touchstone Group


financial service provider  provider of financial services revolutionises their customer service with Microsoft Dynamics CRM from Touchstone Group

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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.

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

Financial Packages Software Evaluation Report

This financial software Software Evaluation Report anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This Software Evaluation Report in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. 

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Documents related to » financial service provider

Service Productization


Productization of services is accomplished by associating tangible features with intangible service offerings. Tangible features may take the form of personnel, collateral, methodologies, pricing, facilities, or other attributes. Automation tools like enterprise service automation, database, and project management tools serve as enablers to service productization. By associating tangible features with intangible services, the professional services firm can build client confidence.

financial service provider  keys to achieving scalable financial performance in the professional services firm because it improves service delivery consistency and thereby improves: Client satisfaction Project economics (better estimating, reduced learning curves among service delivery professionals, and so on) Practice economics (better predictability across the portfolio of projects) By productizing and associating tangible features to an offering, the professional services firm can help ensure more consistent service delivery to Read More

Financial ISV Partnership


Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product.

financial service provider  discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product. Read More

How to Cope When Your Service Provider is Acquired


Challenges are aplenty when a vendor is acquired. Financial health is no longer a safe indicator to gauge a vendor's future during this mega merger era. Knowing the challenges facing big vendors, like Oracle and PeopleSoft, and their competitors can give users a negotiating edge, whether in or entering a contract.

financial service provider  continue to track the financial health of their vendors to help discern if the vendor will be a collector or one of the collected, the latest affair involving Oracle, PeopleSoft, and J.D. Edwards may prove that even a stable vendor can involuntarily end up being acquired. Thus, even a fairly solid balance sheet cannot guarantee that the vendor will remain intact a few years down the road. Users should not perfunctorily cross out a vendor just because it is not as big, and does not appear as financially vi Read More

e-Business Service Provider Evaluation & Selection


This is a transcript of an audio conference on E-Business Service Provider Evaluation and Selection presented by TechnologyEvaluation.Com. The presentation used the TEC patented selection engine WebTESS to conduct a live real time evaluation and selection. It then reviewed the critical differentiating service provider criteria, as well as detailed comparisons of competing vendors within the various types of DBSPs.

financial service provider  category that examines the financial and management strength of the vendor, and the strategic direction it is taking in the marketplace. DBSPs present a particular problem since many do not have earnings and appear at first sight to be losing propositions. However, because the market is so rapidly changing and expanding its horizons technologically as well as globally, heavy investments in expanding service offerings and global reach have resulted in most net losses. Traditional financial measures such as Read More

Optimal Service-parts Management


Today’s service-parts organizations, such as those in the aerospace and defense, automotive, agricultural, heavy equipment, and industrial machinery industries, are pursuing the service- and spare-parts market for revenue and profit growth. Increasing customer demands and a dynamic marketplace are forcing these organizations to operate at new levels of flexibility and responsiveness, to address customer requirements and attain targeted profit margins.

financial service provider   Read More

Epicor for Service Enterprises


Epicor for Service Enterprises is an intuitive and comprehensive enterprise service automation (ESA) solution. It manages and streamlines virtually every aspect of your service organization—from bid management, engagement delivery, and resource management, to project accounting, portfolio management, and beyond—all within a single solution. Introduced in June 2003, Epicor for Service Enterprises builds on an Epicor investment in professional services automation (PSA) and project accounting of over twenty years. Version 8.0 offers groundbreaking use of XML Web service and Microsoft .NET technology. The current release, Epicor for Service Enterprises 8.1, adds enhanced project portfolio management (PPM), contingent workforce management, and advanced collaboration and customization capabilities, all enabling greater planning, performance, and execution.  

financial service provider  for Service Enterprises Epicor for Service Enterprises is an intuitive and comprehensive enterprise service automation (ESA) solution. It manages and streamlines virtually every aspect of your service organization—from bid management, engagement delivery, and resource management, to project accounting, portfolio management, and beyond—all within a single solution. Introduced in June 2003, Epicor for Service Enterprises builds on an Epicor investment in professional services automation (PSA) and Read More

Transform Your Service Organization into a Performance-driven Leader


Performance management is key in service optimization. Without the ability to measure the business value of your actions, you are essentially driving blind, not knowing whether your decisions are taking you in the right direction. Measurement, however, is only as useful as your ability to translate it into action. See how to enact change throughout your organization via the agility of your solution and the processes to tie everything together.

financial service provider  Your Service Organization into a Performance-driven Leader Performance management is key in service optimization. Without the ability to measure the business value of your actions, you are essentially driving blind, not knowing whether your decisions are taking you in the right direction. Measurement, however, is only as useful as your ability to translate it into action. See how to enact change throughout your organization via the agility of your solution and the processes to tie everything Read More

Financial Times


Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news.

financial service provider  Times Founded in 1888, Financial Times is an international daily newspaper. The publication focuses on international economic and business news. Read More

Spotfire Financial Analytics


Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat.  

financial service provider  Financial Analytics Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat. Read More

Align Financial Processes and Systems for Better Business Value and Compliance


Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical decisions.

financial service provider  Financial Processes and Systems for Better Business Value and Compliance Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical Read More

The 2011 Buyer's Guide to Accounting and Financial Software


Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download this buyer guide for a comprehensive overview of how cloud computing can help, including a handy chart comparing software delivery models and vital tips for evaluating cloud solutions for finance and accounting.

financial service provider  Guide to Accounting and Financial Software Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download this buyer guide Read More

The Executive Buying Guide to Employee Self-service


Employee self-service (ESS) is an online technology that automates workflow, and allows both employees and managers to view and update human resources (HR) and payroll information. It often includes time-off management, and can serve as a central portal for communicating company documents and announcements. ESS disperses routine tasks back to the level of origination--employees and their managers.

financial service provider  self-service,guide,HR,management 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 will not suddenly start spurting out cash….)

financial service provider  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