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CRM for Financial and Insurance Markets
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...
 

 analysis of financial statements


Throw Away Your Financial Statements: Managing by Metrics
Analyzing static, detailed financial statements has been the modus operandi for hundreds of years. Because many business management systems can isolate and

analysis of financial statements  later because the drill-down analysis will require several days if not weeks to complete, once the financial statements have been published. This style of after-the-fact management may have been the only way to conduct business in the past, but technological and more specifically, reporting advances now make it possible to identify these problem areas as they develop. Management by Metrics Technology can currently support the concept of digital dashboards that can display information in a graphical form

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CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons... Get this template

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CRM for Financial and Insurance Markets
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...

Documents related to » analysis of financial statements

Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part One: Executive Summary


Enterprise performance management (EPM) is an emerging portfolio of applications and methodologies with business intelligence (BI) architectures and technologies at its core.

analysis of financial statements  retrieve these groups for analysis purposes. Dimensions are not limited to the GL accounts, since they can be set on all master records stored in the database such as customers, vendors, items, fixed assets, and so on. Dimension values are sub-units of dimensions. For example, a dimension called department can have sub-units such as sales, administration, and so forth. This is a powerful concept and tool, which allows nearly unlimited configurations to meet a company's needs and business processes, but it Read More

Financial Analysis Clears the “Profit Haze”


Designed to be agile and dependable, financial analysis solutions can bring clarity to the reasons behind your company’s growth, and help steer you toward future growth. Learn how financial analysis solutions enhance the value of your existing business support systems, and distill enterprise-wide information to answer the question: How can we increase revenue, maximize profits, and increase our competitive advantage?

analysis of financial statements  the Financial Analysis , Analysis of Financial Performance , Content of a Financial Analysis , Financial Analysis Conflict , TEC Technical Analysis , Specifically on Profitability Analysis , Get Info on Financial Analysis , Analysis on the Financial Industry , Financial Analysis Solution , Enterprise Profitability Challenge , TEC Financial Analytics Solutions , Fundamental Analysis Tool , Quantitative Analysis . Executive Brief Corporate executives are constantly looking for ways to increase revenue, prof Read More

Integrating Actuals into Financial Plans


Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

analysis of financial statements  rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting. Read More

Financial Reporting-Who Needs It?


Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

analysis of financial statements  Builders  Financial Reporting and Analysis Microstrategy  MicroStrategy Report Services Oracle  Oracle Hyperion Financial Management SAP   SAP BusinessObjects Financial Consolidation SAS  SAS Financial Management TIBCO  Spotfire Analytics Strategic Vision Finally, a recent post by my colleague Aleksey Osintsev , “ Accountants Deserve Better? ,” reinforces the idea that a financial reporting application can help not only to provide accurate and summarized financial data, but also to improve the Read More

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.

analysis of financial statements  Risk through Financial Processes: Embedding Governance, Risk, and Compliance Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. SAP Americas is a subsidiary of SAP AG, the world's largest business software company and the third-largest software supplier overall. SAP Americas' corporate headquarters is located in Newtown Square, PA, a suburb of Read More

IBM Cognos Financial Analytics


IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service.    

analysis of financial statements  Cognos Financial Analytics IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service. Read More

AKG of America


AKG of America needed an open system based on industry standards, and one that was packaged, not custom developed. AKG also needed a system with enough flexibility to sustain growth. Find out why AKG chose Infor Visual.

analysis of financial statements  of America AKG of America needed an open system based on industry standards, and one that was packaged, not custom developed. AKG also needed a system with enough flexibility to sustain growth. Find out why AKG chose Infor Visual. Read More

Eco-mode: Benefits and Risks of Energy-saving Modes of UPS Operation


Many newer uninterruptible power supplies (UPS) systems have an energy-saving operating mode known as “eco-mode” or by some other descriptor. Nevertheless, surveys show that few data centers actually use this mode, because of the known or anticipated side effects. Unfortunately, the marketing materials for these operating modes do not adequately explain the cost/benefit tradeoffs. This paper shows that eco-mode provides a reduction of approximately 2% in data center energy consumption and explains the various limitations and concerns that arise from eco-mode use. Situations where these operating modes are recommended and contraindicated are also described.

analysis of financial statements  mode: Benefits and Risks of Energy-saving Modes of UPS Operation Many newer uninterruptible power supplies (UPS) systems have an energy-saving operating mode known as “eco-mode” or by some other descriptor. Nevertheless, surveys show that few data centers actually use this mode, because of the known or anticipated side effects. Unfortunately, the marketing materials for these operating modes do not adequately explain the cost/benefit tradeoffs. This paper shows that eco-mode provides a reduction of Read More

Analysis of TeleCommunication Systems, Inc. Release of Menu Driven Wireless Web Capability For SMS


The advent of menu driven wireless web capabilities for SMS (Short Message Service) will allow carriers to offer their subscribers fully personalized web based menus for quick access to stock quotes and bi-directional transactions such as e-business or gaming.

analysis of financial statements  Web Capability For SMS Analysis of TeleCommunication Systems, Inc. Release of Menu Driven Wireless Web Capability For SMS P. Hayes - May 11, 2000 Event Summary In April TeleCommunication Systems, Inc. (TCS), a leading developer of software applications that enable wireless carriers and enterprises to extend their capabilities to wireless devices, announced the availability of Interactive Menus, a new capability of the TCS Short Message Service Center (SMSC) for TDMA, CDMA and GSM networks. Market Impact 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 ...

analysis of financial statements  Forecasting & Planning Summit - September 9/10, Boston MA Don't miss out on revolutionary trends shaping 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 Read More

Financial Mobility-Balancing Security and Success


No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more.

analysis of financial statements  financial mobility,financial mobility concerns,BYOD,BYOD financial security,consumerization cost savings,Fiberlink,MaaS360 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...

analysis of financial statements  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

TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide


Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought leadership from industry experts, and real-world case studies.

analysis of financial statements  2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought Read More