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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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 financial services solutions


Simplify and Comply: Integrated Solutions for Financial Services
As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets have introduced new pressures to

financial services solutions  Comply: Integrated Solutions for Financial Services As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance, firms need financial services software that can reduce the risk of noncompliance while addressing the scale of their operations. Find out how an integrated solution can help.

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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. 

Evaluate Now

Documents related to » financial services solutions

The Profit-minded Contact Center: Building an ROI Case for Customer Interaction Solutions in Financial Services


Today, financial services firms are increasingly focusing on organic growth—forcing contact centers to drive cross-selling efforts as well as strengthen customer relationships. But in order to contribute to profitable growth, they must be able to quickly identify and address customers in a personalized fashion and present offers that are highly relevant. Discover how a customer interaction optimization solution can help.

financial services solutions  Customer Interaction Solutions in Financial Services Today, financial services firms are increasingly focusing on organic growth—forcing contact centers to drive cross-selling efforts as well as strengthen customer relationships. But in order to contribute to profitable growth, they must be able to quickly identify and address customers in a personalized fashion and present offers that are highly relevant. Discover how a customer interaction optimization solution can help. Read More

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

financial services solutions  Salesforce.com announced Salesforce1 for Financial Services , with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life sciences, retail/consumer products, 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 services solutions  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

Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

financial services solutions  Study: Financial Services Industry The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers. Read More

Software Services


Espire provides software-consulting services to clients globally as a partner to conceptualize and realize technology-driven business transformation initiatives. The company leverages its global delivery model to accelerate schedules with a high degree of time and cost predictability. Espire's approach focuses primarily on new methods of conducting business, combining IT innovation and adoption while at the same time leveraging an organization's current IT assets.  

financial services solutions  Services Espire provides software-consulting services to clients globally as a partner to conceptualize and realize technology-driven business transformation initiatives. The company leverages its global delivery model to accelerate schedules with a high degree of time and cost predictability. Espire's approach focuses primarily on new methods of conducting business, combining IT innovation and adoption while at the same time leveraging an organization's current IT assets. Read More

Best-of-Class Financial Systems: an Alternative to ERP


In Best-of-class Financial Systems: An Alternative to ERP, find outhow a best-in-class financial system might deliver all the functionalityyou real...

financial services solutions  of-Class Financial Systems: an Alternative to ERP You can't survive without a full-scale ERP system. That's been the industry marketing hype for years, but does it apply to you? Yours may be one of many companies that can do well with a simpler, less expensive IT setup. In Best-of-class Financial Systems: An Alternative to ERP , find out how a best-in-class financial system might deliver all the functionality you really need-with all these advantages over ERP: less expensive less complex easily Read More

Kyliptix Solutions


Founded in 1999 and headquartered in Irvine, California (US), Kyliptix Solutions, Inc. delivers software solutions for small and medium businesses (SMBs). The company provides web-based business software services modeled on the principle of software-as-a-service (SaaS), which uses current architectures and technologies such as AJAX and LAMP. Kyliptix's solutions address the needs of a variety of industries, including manufacturing, sales, human resources, legal services, and security. Its multi-lingual Kyliptix Business Suite (KiBS) is available throughout the US and around the globe, designed as a single user interface capable of bridging the flow of information throughout an organization and eliminating the need for multiple external applications.

financial services solutions  Solutions Founded in 1999 and headquartered in Irvine, California (US), Kyliptix Solutions, Inc. delivers software solutions for small and medium businesses (SMBs). The company provides web-based business software services modeled on the principle of software-as-a-service (SaaS), which uses current architectures and technologies such as AJAX and LAMP. Kyliptix's solutions address the needs of a variety of industries, including manufacturing, sales, human resources, legal services, and security. Read More

Visum Solutions


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

financial services solutions   Read More

Trivalent Solutions Inc.


Trivalent Solutions is a process improvement consulting and technology firm that assists manufacturers, distributors and service organizations improve their core business processes. Our capabilities include: Sage Adonix X3 ERP Implementations Sage CRM Implementations RFID Implementations Supply Chain Management Initiatives Lean Manufacturing Initiatives Business Process Improvement Six Sigma Initiatives Quality Management Programs Performance Measurement Systems

financial services solutions  ERP, Lean, Manufacturing, Process Improvement, Quality, RFID, SFA, Six Sigma,CRM Read More

ERP Solutions Checklist for the Mid-Market


The ERP mid-market solutions checklist provides you with a dozen key questions to ask, the answers to which will help you determine the kinds of op...

financial services solutions  erp solutions checklist mid market,erp,solutions,checklist,mid,market,solutions checklist mid market,erp checklist mid market,erp solutions mid market,erp solutions checklist market,erp solutions checklist mid. Read More

BTM Solutions


BTM Solutions has been supporting manufacturing clients for over 23 years. The company's staff of professional consultants and trainers help the clients through the implementation and setup of the software. Its staff of programmers help with additional customization as necessary. The company services and supports clients nationwide and is totally dedicated to the support and implementation of the software for its clients.

financial services solutions  Solutions BTM Solutions has been supporting manufacturing clients for over 23 years. The company's staff of professional consultants and trainers help the clients through the implementation and setup of the software. Its staff of programmers help with additional customization as necessary. The company services and supports clients nationwide and is totally dedicated to the support and implementation of the software for its clients. Read More

Damco Solutions


Founded in 1996, Damco Solutions provides bespoke software development, application integration, reengineering and migration, application management, business process outsourcing (BPO), and related services to its worldwide client base. Damco has offices in the United States (US), the United Kingdom (UK), and India. The company has clients in several industries, including: - insurance and financial services - manufacturing, logistics and distribution - health care - government - telecommunications - media and publishing - hospitality and travel - energy and utilities

financial services solutions  including: - insurance and financial services - manufacturing, logistics and distribution - health care - government - telecommunications - media and publishing - hospitality and travel - energy and utilities Read More

Top Content Management Solutions Compared


Use TEC sContent Management Evaluation Center* to get a detailed comparison of content management solutions based on your priorities.

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NOW Solutions


NOW Solutions provides to many well known North American organizations. NOW Solutions has been providing solutions to large and small organizations, from Fortune 500 companies to government, health care, education, and other institutions for the past twenty years. The company's products are targeted to address the needs of management. NOW Solutions offers functionally rich but user friendly and flexible software solutions. The company develops and supports "best-of-breed" human resources/payroll applications. NOW Solutions is based in Texas (US).

financial services solutions  now solutions data cleaning Read More