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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&n...
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Documents related to » optimising your financial processes cfo


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

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Sustained Growth through Operational Excellence: Spotlight on Operations
Embarking on an operational excellence strategy should not be undertaken lightly. As with most company-wide initiatives, success requires planning, commitment

optimising your financial processes cfo  Operational Excellence Pursuit , Optimising Operational Costs , Incentives and Operational Excellence , Operational Excellence Means , Book Building Operational Excellence , Drives Operational Excellence , IT Operational Excellence , Best Practices for Operational Excellence , Operational Excellence Using , Operational Excellence Knowledge , Operational Excellence Quality , Business Excellence , Achieve Operational Excellence , Striving for Operational Excellence . Preface Sustained growth through Read More...
Winning your market - second in a series
Positioning Part 2: Choosing what you want to sayIn Part 1, I introduced positioning and talked about how easy it is to miss your mark. This time, we focus on

optimising your financial processes cfo  your market - second in a series Positioning Part 2: Choosing what you want to say In Part 1 , I introduced positioning and talked about how easy it is to miss your mark. This time, we focus on how successful campaign positioning depends on saying and doing just the right thing—at the right time—for the right audience. Advertising is great fun in that you can choose what you want to say about a product or service—but it’s also where trouble begins. Just as there are great salespeople who Read More...
Why Are You Afraid of (Re) Defining Business Processes?
We all are—except consultants who praise the importance of business processes, but sometimes don’t practice what they preach. Business processes can be simply

optimising your financial processes cfo  Are You Afraid of (Re) Defining Business Processes? We all are—except consultants who praise the importance of business processes, but sometimes don’t practice what they preach. Business processes can be simply good or bad habits that people follow mostly because it’s what they’ve always done rather than it being a way to work more efficiently. There are a few very good reasons that make people afraid of changing the way they do their business processes. Let’s take a look at some of them: Read More...
10 Ways in Which Knowing Your Clients Will Increase Your Sales
What are the common reasons for the failure of the majority of Web sites? Web development companies should focus more on the strategy behind the Web site, and

optimising your financial processes cfo  Ways in Which Knowing Your Clients Will Increase Your Sales What are the common reasons for the failure of the majority of Web sites? Web development companies should focus more on the strategy behind the Web site, and on how to attract more clients and improve internal operational efficiencies through the Web. Find out tips on how you can change your Web marketing strategy to achieve high return on investment (ROI) from your Web site, with minimal effort. Read More...
Standards for Financial Plans
Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet

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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

optimising your financial processes cfo  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...
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,

optimising your financial processes cfo  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. Read More...
Managing Financial Performance: Closing the Gap Between Strategy and Execution
In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

optimising your financial processes cfo  Financial Performance: Closing the Gap Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Virtually all businesses produce plans and budgets—and then measure company progress against objectives. But high-performing companies go a step further by employing an enterprise performance management (EPM) solution to measure, manage, and monitor performance. In Managing Financial Performance: Closing the Gap Between Strategy and Execution , Read More...
Enhance Your Agility and Speed Up Your ROI with Mobile Business Intelligence
Most small and midsized enterprise (SME) leaders pride themselves on being able to react more quickly to customer requirements and market trends than larger

optimising your financial processes cfo  Your Agility and Speed Up Your ROI with Mobile Business Intelligence Most small and midsized enterprise (SME) leaders pride themselves on being able to react more quickly to customer requirements and market trends than larger competitors. This agility is a strategic differentiator for them. That’s why these businesses are working to increase their agility and responsiveness by using BI. See how mobile BI can help facilitate the adoption of BI—to enhance the agility and speed up the ROI of SMEs. Read More...
Knowing Your Prospect''s Influencers
A prospect is listening to many different people at the same time. While you are doing your best to influence the decision, the prospect sees you as only a

optimising your financial processes cfo  Your Prospect''s Influencers Introduction A prospect is listening to many different people at the same time. While you are doing your best to influence the decision, the prospect sees you as only a single input to decision-making. Prospects listen to many, with each type of influence having a different degree of trust and therefore of influence. Understanding where you stand and how to influence the influencers can help you win. Trust Is Critical Everyone has outside influencers. Think about who can 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

optimising your financial processes cfo  Vendors Cash In On The Financial Services Industry CRM Vendors Cash In On The Financial Services Industry L. Talarico - 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 Read More...
Executive Report: the New CFO Challenge
In the report a complete view of the enterprise, by CFO research services, you can see how tracking financial data as well as operational indicator...

optimising your financial processes cfo  Report: the New CFO Challenge One thing is clear: the role of the CFO has transformed into something much more than just analyzing spreadsheets. Your CFO must now bridge the gap between operational and financial planning in order to provide a complete view of your organization to the board of directors, investors, and governmental entities alike. CFOs are tasked with the responsibility of leading planning efforts that are more thorough, reliable, and efficient than before—which is especially 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

optimising your financial processes cfo   Read More...
Raising your Business Intelligence Quotient: 5 Things Your Company Can Do Now
This brief aims to introduce the notion of business intelligence (BI) quotient (BIQ) and how it can be used as a metric for accelerating the time to insight and

optimising your financial processes cfo  your Business Intelligence Quotient: 5 Things Your Company Can Do Now This brief aims to introduce the notion of business intelligence (BI) quotient (BIQ) and how it can be used as a metric for accelerating the time to insight and keeping the customer/end-user in perspective. It lists five best practices companies can follow right now to improve BIQ, discusses top products, costs, and vendor considerations, and provides buying advice directly from buyers—including worksheets every buyer needs. BEG Read More...

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