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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


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  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,

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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 services

Operations Management in the UK Financial Services


The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide better customer service—while at the same time improving operations—these organizations must invest in a system that allows real-time visibility of the entire process.

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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.

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The 2007 Microsoft® Office System in Financial Services


This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity.

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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.

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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 ...

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The Convergence of ERP and Field Services-One Vendor’s Leadership


Agresso’s experience with people-centric services organizations has led the vendor to design a solution that effectively address these businesses’ need for field services and asset maintenance management. Agresso’s melding of two solutions, and the product’s underlying architecture, support change and tightly couple solution categories.

financial services   Read More

Top 7 Reasons Services Organizations Need ERP


Services organizations require specialized software to help them overcome business challenges unique to this industry sector. An ERP for services solution enables better decision making and ultimately gives these organizations a competitive edge by harnessing their most valuable asset: knowledge. Find out the key business challenges these organizations need their software to address.

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Financial Excellence: Setting the Foundation for Business Success


To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this possible, and helps you eliminate departmental silos and streamline your business operations.

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Metalearn Services


Founded in 2003, Metalearn is an end-to-end learning solutions company. The company offers a customizable and scalable learning management system (LMS), consulting services, and custom content development. Metalearn works with several large enterprises in India and around the globe. Clients include Fidelity, HP, Dell, Igate, Accenture, Dr. Reddy's, Honeywell, Microsoft, and The Commonwealth of Learning. The company is headquartered in Bangalore, India, with offices in Fort Lauderdale, Florida (US); Dubai, United Arab Emirates; Adelaide, Australia; and Singapore.

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Monetizing Services in the New Hyperconnected World: Shifting Business Models from Products to Services


In industries as diverse as high tech, financial services, and telecommunications, companies such as yours are rapidly changing their business models and launching new hyperconnected services via the Internet and wireless networks. This white paper examines the challenges of monetizing these new services in today’s economy—and proposes solutions that will help you achieve your goals.

financial services   Read More