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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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 ma better manage financial processes

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

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » ma better manage financial processes

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.

ma better manage financial processes  and Financial Processes | MA Better Manage Financial Processes | MA Continuous Process Improvement | MA Process Improvement Qualifications | MA End-to-end Processes for Financial | MA Financial Activities and Processes | MA Unified Financial Processes Streamline Operations | MA Financial Process Optimization | MA Financial Processes Accounts Receivable | MA Piece Flow in Financial Processes | MA Content Financial Processes | MA Business and Finance Clients to Build | Financial Processes MA | Looking for Read More

Reduce the Pain of ERP Upgrades with Better Planning


Enterprise resource planning (ERP) systems now support many organizations’ most important business processes, and house their most sensitive corporate data. As a result, senior management needs to fully understand both the timing and project plan before proceeding with any ERP upgrade. Learn how to plan and manage your next ERP upgrade project, and develop an overall corporate strategy for maintaining your ERP system.

ma better manage financial processes  125 Summer Street Boston, MA 02110 Tel: +1 (617) 542-6600 Fax: +1 (617) 542-5670 © Copyright 2007 by AMR Research, Inc. AMR Research® is a registered trademark of AMR Research, Inc. No portion of this report may be reproduced in whole or in part without the prior written permission of AMR Research. Any written materials are protected by United States copyright laws and international treaty provisions. AMR Research offers no specific guarantee regarding the accuracy or completeness of the information Read More

Invensys Production Solutions - Can Historic Strengths And The 'Protean Boost' Overcome Its Liabilities?


Invensys has created a new group within its Production Management Division called Invensys Production Solutions. The group includes the PRISM and Protean process ERP products plus the resources of Invensys Validation Services group. While the unit should have much strength, it also has certain liabilities that must be addressed.

ma better manage financial processes  Overcome Its Liabilities? Event Summary Recently, after a lengthy and painstaking soul-searching exercise, Invensys plc , the global automation and controls group with headquarters in the UK, created a new group within its Production Management Division (PMD) called Invensys Production Solutions (IPS) ( www.invensysproductionsolutions.com ). The group will include the PRISM and Protean process ERP products plus the resources of Invensys Validation Services group ( www.vtc-usa.com ), a Montreal, Read More

The Name and Ownership Change Roulette Wheel for Marcam Stops at SSA Global Part Four: What SSA Global Gets


The acquired company, although constantly morphing from Marcam to IPS back to Marcam, has a good track record and a heritage of selling solutions to manage divisional or autonomous plant sites within selected process industries.

ma better manage financial processes  Change Roulette Wheel for Marcam Stops at SSA Global Part Four: What SSA Global Gets What Does SSA Global Get? SSA Global announced it has acquired Marcam , a provider of specialized, operational-level enterprise resource planning (ERP) solutions for process manufacturers, from Invensys plc , the global automation and controls group with headquarters in the UK, and from which SSA Global also bought Baan about a year ago. Before we delve deeper into the merger''s strengths and weaknesses, let us revisit Read More

SAS and Action-Oriented Business Processes: Alliances, Partnerships, and Acquisitions


Combining deep analytics with BI solution functionality, expanding in certain verticals, and by acquiring several well thought out companies, have been key for SAS to further entrench itself in the market.

ma better manage financial processes  Typical functional components of MA include customer data cleansing and analysis tools, and campaign management systems. SAS has been able to tackle the market owing to its protracted expertise in predictive analytics , which includes all analytics, both tools and packaged applications, that are more complex in their mathematics than core analytics. Core analytics are those used to define or analyze a current or past state, consisting of both tools and packaged applications that compute frequencies, Read More

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.

ma better manage financial processes  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. Read More

Financial Forecasting and Planning Summit, London UK, June 2-3, 2011


Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you're interested in learning about the latest innovations in financial pl...

ma better manage financial processes  Shell, Barclays Corporate, and many more. In an era of intense global competition and challenging markets, learn how innovations in financial forecasting and planning can help your company excel. For more information, to register, or to download the PDF brochure, visit Financial Forecasting & Planning Summit * today! * Presented by the IE Group For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

ma better manage financial processes  November 2, 2000 Event Summary The 1933 Glass-Steagal Act that prohibited the alliance of banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their product offerings around the needs of the customer. The reorganization also brings the need for these large organizations to 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.

ma better manage financial processes  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

Risks of Using Excel as a Financial Planning Tool


Structured planning can make all the difference to your business’s growth. But are you using the right tools? Spreadsheets may not be meeting your financial management and budget planning needs. Find out the risks of using spreadsheets as a planning tool, and how enterprise performance management can help consolidate your departments’ financial information and budgets to give you real-time views of business performance.

ma better manage financial processes  Tool Structured planning can make all the difference to your business’s growth. But are you using the right tools? Spreadsheets may not be meeting your financial management and budget planning needs. Find out the risks of using spreadsheets as a planning tool, and how enterprise performance management can help consolidate your departments’ financial information and budgets to give you real-time views of business performance. 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.  

ma better manage financial processes   Read More

Cloud-Based Financial Software: Contracting and Negotiating Strategies


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ma better manage financial processes  cloud based financial software contracting negotiating strategies,cloud,based,financial,software,contracting,negotiating,strategies,based financial software contracting negotiating strategies,cloud financial software contracting negotiating strategies,cloud based software contracting negotiating strategies,cloud based financial contracting negotiating strategies. Read More

ITIL-Living Processes


The case company decided to carry out an information technology infrastructure library (ITIL) implementation, and in so doing hoped to make production in IT more visible, increase customer satisfaction, and maintain or increase employee satisfaction in IT. Implement Consulting Group facilitated the process selection and design and managed the requirement collection, selection, and implementation phases of the project.

ma better manage financial processes  to carry out an information technology infrastructure library (ITIL) implementation, and in so doing hoped to make production in IT more visible, increase customer satisfaction, and maintain or increase employee satisfaction in IT. Implement Consulting Group facilitated the process selection and design and managed the requirement collection, selection, and implementation phases of the project. Read More

On the Road to Compliance: Linking Processes and Documents


The US Sarbanes-Oxley Act has significantly impacted budgets, personnel allocation, business processes, and documentation. But leveraging a technology solution can smooth the overall compliance process. By investing in a content-centric business process management solution, organizations can automate and improve their compliance. This leads to an effort that is more effective and more efficient, and that ultimately saves money.

ma better manage financial processes  a content-centric business process management solution, organizations can automate and improve their compliance. This leads to an effort that is more effective and more efficient, and that ultimately saves money. Read More

Generate Better Leads for Better Sales Results


Many buy cycles start months before sellers are even aware of them. A system that provides reps with immediate awareness of a lead’s interest is critical, as is linking marketing’s and sales’ efforts, coordinating campaigns, and consolidating access to information and reporting—including manager dashboards. Learn how eliminating the gap between sales and marketing can increase lead quality and increase sales performance.

ma better manage financial processes  for Better Sales Results Many buy cycles start months before sellers are even aware of them. A system that provides reps with immediate awareness of a lead’s interest is critical, as is linking marketing’s and sales’ efforts, coordinating campaigns, and consolidating access to information and reporting—including manager dashboards. Learn how eliminating the gap between sales and marketing can increase lead quality and increase sales performance. Read More