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Bank of America
Bank of America is a multinational banking and financial services company. It has a retail banking footprint that covers approximately 80 percent of the U.S.
of America Bank of America is a multinational banking and financial services company. It has a retail banking footprint that covers approximately 80 percent of the U.S. population and serves approximately 57 million consumer and small business relationships at 5,600 banking centers and 16,200 automated teller machines (ATMs).
ERP for the Services Industry (Non-manufacturing) RFI/RFP Template
Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing...
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HR System for Banks, Financial Institutions
A multinational bank turned to TEC for help selecting a fully integrated human resources (HR) solution. Find out how the selection project played out.
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Case Study: Leading Online Bank Automates with Job Scheduling Solution
An online American bank, providing various financial services, needed to replace its legacy script-driven batch job processes with a job scheduling solution
Bank Security Online | Bank Services Online | Online Business Bank Account | ROI Banking Applications |
Microsoft's Dynamic New Approach to Professional Services Automation
In the short term, Microsoft Dynamics SL will likely follow the professional services automation (PSA) trend of extending functionality to the Web. In the long
They can also reconcile bank statements against transactions in the G L, AP, AR, and payroll modules. Another new feature in version 6.5 is support for SQL Server 2005 and Visual Studio 8.0. This allows increased flexibility for customizations. There are also additional features in distribution with EDI integration and purchase order management. However, the majority of new features are found in the business portal. New features in the business portal include extranet functionality, item request entry
Checklist: Choosing the Right Financial Services Vendor
Today’s economic environment requires you to evaluate whether your current financial institution is in it for the long haul and can offer the full breadth of
delivered from one source—your bank. Your primary concern in selecting a financial services institution should be the security of your assets and data. Find out what to look for, and what to avoid.
Checklist: Choosing the Right Bank for Your Business
Here's a handy checklist to make sure you cover all the bases and ask all the right questions when you go about comparing banks.
as choosing the right bank for your business? Cover yourself with the right questions , tips, and advice. Download your PDF copy of Checklist: Choosing the Right Financial Services Vendor today. For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Special Offer Files 2009
Killer Key Performance Indicators for Professional Services
With the growing significance of services to the bottom line, it’s never been more important to effectively monitor, measure, and manage your services business.
Key Performance Indicators for Professional Services With the growing significance of services to the bottom line, it’s never been more important to effectively monitor, measure, and manage your services business. Knowing which key performance indicators (KPI) can help drive success and contribute to your bottom line is essential. But with over 150 KPIs available, where do you start? Discover how these few small key improvements can help your service business performance.
How Shared Services Can Increase Your Organization’s Efficiency and Productivity
By consolidating common functions so that fewer people and systems are supporting a broader group of business units, shared services can help your company
Shared Services Can Increase Your Organization’s Efficiency and Productivity By consolidating common functions so that fewer people and systems are supporting a broader group of business units, shared services can help your company leverage economies of scale in these areas. However, before you can successfully execute such a change, the people and systems of your organization need to be ready. This white paper discusses the steps that need to be considered when moving to a shared-services model.
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
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.
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...
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,
Top Software for Financial Services Companies
For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.
Software for Financial Services Companies Comparing software solutions for financial services companies can be difficult and time-consuming—but at TEC we make it quick and easy In just seconds, you can get free side-by-side software comparison reports. Choose from all the leading vendors—including Microsoft, SAP, Oracle, UNIT4, Sage, IBM, MicroStrategy, Infor, Epicor, META4, NuView, NOW Solutions, Cézanne Software, PRELYTIS, QlikTech International, TARGIT, Cougar Mountain Software—and many more.
Securing XML Web Services: SSL, XML Firewalling, and Beyond
There’s no universal solution for Web services security. Sometimes, access lists programmed into the Web services themselves are sufficient. Other times, Secure
XML Web Services: SSL, XML Firewalling, and Beyond There’s no universal solution for Web services security. Sometimes, access lists programmed into the Web services themselves are sufficient. Other times, Secure Sockets Layer (SSL) may be more than adequate. However, when granular message processing and auditing is essential, dedicated extensible markup language (XML) and Web services security technology will prove necessary. Which options are right for you?
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
Convergence of ERP and Field Services-One Vendor’s Leadership There is continued evidence that people-centric services organizations in both the public and private sectors are under increasing pressure to streamline their operations and gain cost efficiencies. For some industries, such as utilities, energy, and real estate management, the divergent needs of managing large physical assets and recurring smaller service needs is a challenge. For more information, please see part one of this series, An
An ERP Vendor Poised to Overtake the Services Market
Companies in the services industry need both asset and field services management, but current integrated asset and field services maintenance systems often fail
ERP Vendor Poised to Overtake the Services Market As the US and European markets continue to drive away from manufacturing toward a more services-centric model, the twin factors of workforce mobility and inherent “change” that are tied to people-based industries have spawned a host of new technologies, software applications, and support structures. Simple customer relationship management (CRM) strategies have birthed new wired and wireless field services management, remote asset management, and
TEC 2012 ERP for Services Buyer's Guide
ERP for services solutions are changing the way professional services companies do business by combining powerful project- and resource-management tools with
2012 ERP for Services Buyer's Guide ERP for services solutions are changing the way professional services companies do business by combining powerful project- and resource-management tools with essential back-office functionality. Learn all about these solutions in TEC's 2012 ERP for Services Buyer's Guide. Plus get detailed product comparisons, a comprehensive vendor directory, customer success stories, and thought leadership from industry experts.
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