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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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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 services companies


Top Software for Financial Services Companies
For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

financial services companies  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.

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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

Customer Care and Billing (CC&B)

Customer care and billing (CC&B) solutions typically support providers of utilities, telephony, cable, or other services providing companies. CC&B software includes functionality for mediation, provisioning, rating, reporting, financial systems, and billing for voice, data, content, and utility services. 

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Documents related to » financial services companies

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 services companies  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

Davidson Companies


Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months.

financial services companies  is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months. Read More

How Is Business Process Management Applicable to Financial Services?


Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.

financial services companies  variety of markets, from financial services and government to healthcare and manufacturing. In fact, vendors have different forms and workflows for each industry that companies can use as the basis for their BPM solution and that they can customize to their specific needs or structure in order to optimize their processes. This customization is, in fact, fairly simple as BPM solutions are designed in such a way that business analysts are capable of doing most of the process development, thereby limiting Read More

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 services companies  Business Process Excellence in Financial Services , Driving Management Excellence in Financial , Management Financial Excellence , Excellence in Retail Financial Services , Vocational Excellence for Financial , Benchmarking Financial Services , Managers Guide to Financial Excellence , Introduction Financial , Recognized for Excellence in Financial , Highlight Financial Excellence , Download Excellence in Financial Management , Evaluating Financial , File Download Excellence , Event for Financial Services Read More

Dynamic Network Services


Dyn solutions are at the core of Internet Performance. Through traffic management, message management and performance assurance, Dyn is connecting people through the Internet and ensuring information gets where it needs to go, fast and reliably.

financial services companies  Network Services Dyn solutions are at the core of Internet Performance. Through traffic management, message management and performance assurance, Dyn is connecting people through the Internet and ensuring information gets where it needs to go, fast and reliably. Read More

HR Shared Services: A Fresh Look


There’s nothing like a recession to demonstrate the efficacy of the shared services delivery model for human resources (HR). Learn how organizations experienced with HR shared services find the model efficiently handles day-to-day administrative transactions—including delicate issues such as the paperwork aspects of layoffs—freeing staff to focus on morale and other talent-related issues caused by economic downturn.

financial services companies  Shared Services: A Fresh Look There’s nothing like a recession to demonstrate the efficacy of the shared services delivery model for human resources (HR). Learn how organizations experienced with HR shared services find the model efficiently handles day-to-day administrative transactions—including delicate issues such as the paperwork aspects of layoffs—freeing staff to focus on morale and other talent-related issues caused by economic downturn. Read More

TEC Brings Enterprise Software Selection Services to Singapore with Local Partner Fusion Consulting Services (FCS)


To expand its presence and enhance client experiences in Singapore, TEC has joined forces with Fusion Consulting Services in a consulting partnership. TEC’s expertise, state-of-the-art technology, and proven methodology in software evaluation and selection combined with Fusion’s client-focused strategy and approach will extend quality software selection and advisory services to businesses in the Singapore market.

financial services companies  Brings Enterprise Software Selection Services to Singapore with Local Partner Fusion Consulting Services (FCS) TEC partners with FCS to deliver tailored software selection services in Singapore Montreal, Canada (July 9, 2014) — To expand its presence and enhance client experiences in Singapore, TEC has joined forces with Fusion Consulting Services in a consulting partnership. TEC’s expertise, state-of-the-art technology ( TEC Advisor ™), and proven methodology in software evaluation and selection 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 services companies  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 Packages RFI/RFP Template


General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology

financial services companies  Packages RFI/RFP Template The Financial Packages RFI/RFP Template lists and describes 1388 features and functions found in Financial Packages software solutions. This Financial Packages Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Financial Packages software selection projects. Features and functions included in this Financial Packages Template: General Ledger Accounts Payable Fixed Assets Cost Accounting Cash Management Budgeting Read More

Rockler Companies Moves to VISI’s ReliaCloud Service


VISI Incorporated, a provider of data center solutions, announced that it has signed a three-year agreement with Rockler Companies to provide ReliaCloud services for Rockler Companies, Inc. The ReliaCloud services provide a virtualized, outsourced production server environment for Rockler. Rockler supplies specialty hardware, tools, and woodworking products through retail stores and

financial services companies  Companies Moves to VISI’s ReliaCloud Service VISI Incorporated, a provider of data center solutions, announced that it has signed a three-year agreement with Rockler Companies to provide ReliaCloud services for Rockler Companies, Inc. The ReliaCloud services provide a virtualized, outsourced production server environment for Rockler. Rockler supplies specialty hardware, tools, and woodworking products through retail stores and online. Moving to the infrastructure-as-a-service (IaaS) model will Read More

Oracle Financial Analyzer to Hyperion Planning Migration


This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are familiar with OFA or similar multidimensional database applications.

financial services companies  Financial Analyzer to Hyperion Planning Migration This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are familiar with OFA or similar multidimensional database applications. Read More

IFS Applications (version 8.0) for ERP for Services Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-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 commentary.

financial services companies  Applications (version 8.0) for ERP for Services Certification Report IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-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 Read More

Managed Services


Getting products to customers through a complex, global supply chain is becoming increasingly difficult. If you don’t have a solution that helps you focus on your core business, your business community processes suffer—slowing down supply chains and adding costs upstream and downstream. Find out about a managed services solution that can help you manage your partner relationships and improve cycle times.

financial services companies  Services Getting products to customers through a complex, global supply chain is becoming increasingly difficult. If you don’t have a solution that helps you focus on your core business, your business community processes suffer—slowing down supply chains and adding costs upstream and downstream. Find out about a managed services solution that can help you manage your partner relationships and improve cycle times. Read More

Software Selection Services Overview


TEC’s Software Selection Services team can equip your company with everything you need to manage your own selection project, or get directly involved to guide you through important project milestones. In either case, you'll benefit from our best-practice selection methodology as you build the foundation for implementation success.

financial services companies  Selection Services Overview TEC’s Software Selection Services team can equip your company with everything you need to manage your own selection project, or get directly involved to guide you through important project milestones. In either case, you'll benefit from our best-practice selection methodology as you build the foundation for implementation success. Read More