X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 banking and finance blogs


Sales Force Automation Buyer’s Guide
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of

banking and finance blogs  goods, business Surado Solutions Banking and finance, health care, education, homeland security, manufacturing and technology Target Software Fundraising TreeHouse Interactive Channel sales Trimble Consumer goods XTEL Consumer goods manufacturing   About FOCUS   Our Mission Our mission is to support business professionals' critical purchase decisions by creating and distributing the highest quality, most relevant purchase research and tool sets. Our Approach To ensure maximum insight and relevancy,

Read More


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.  

Start Now

Documents related to » banking and finance blogs

Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms


Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

banking and finance blogs   Read More

Strategic Profitability Management: An Opportunity for Finance Departments


Finance departments are uniquely qualified to lead the effort to optimize profitability because of their neutrality, numbers orientation, and analytical abilities. However, as finance departments move to implement profitability management they need to recognize the challenges they may face. This white paper discusses how to manage profitability more effectively.

banking and finance blogs   Read More

Modern Finance In The Digital Age: Return on Investment Best Practices


For businesses in the digital age, modernizing their finance departments is more critical than ever before. Installation of enterprise resource planning (ERP) tools is understood to be essential, allowing companies to streamline previously complicated and outdated processes. Using cloud technology to perform analysis of big data gives businesses the ability to improve how and when to assign assets, but without implementing best practices alongside the ERP software, your business can’t maximize the benefits of this new technology.

Different options for return on investment (ROI) analysis are possible with cloud-based technology, such as allowing users to develop a controlled return on investment profiles on smaller, more focused projects, or in some cases, how to circumnavigate outmoded software and hardware, saving person hours and creating less confusing profiles.

In this white paper, learn how to modernize your financial organization and apply return on investment best practices in conjunction with cloud technology not only to maximize analytics based on big data, but to empower finance across the board, even attracting the right people to your team. Learn about how to achieve increased financial savings, and how to develop support systems for predictive and focused analytics, as well as for strategic outcomes. When a modern system takes full advantage of everyone’s skill sets, exceptional results are possible.

banking and finance blogs   Read More

Cloud Financials Come of Age


For finance executives, the financial advantages of cloud computing are undeniable. Shifting the costs of hardware and software from a capital investment to an operating expense makes software-as-a-service (SaaS) more affordable, and far more accessible. Learn how SaaS financials tools can free finance executives from the constraints of on-premise solutions, allowing them to concentrate on growth, regulation, and risk.

banking and finance blogs   Read More

Building a Best-run Finance Organization: A New Role to Address Today’s Business Realities


One company executive has a growing influence in today’s boardroom—the chief financial officer (CFO). And the role of the finance organizations that these CFOs lead is expanding as well. Examine the changing role of the finance organization in today’s business environment, learn how your CFO can take on a more prominent role in defining company strategy, and find out how you can develop a best-run finance organization.

banking and finance blogs   Read More

From Transaction to Transformation: How Financial Software Keeps Pace with Business


As finance departments face increased expectations to play a strategic role in their enterprise’s development, finance executives look to financial software solutions to help increase growth and manage resources. But when most software solutions support standard business requirements, how do you choose the one that is best suited to your company?

In this report, TEC's senior research analyst Aleksey Osintsev looks at the rising importance of choosing the right accounting and financial software suite and how to approach the evaluation of a modern financial management solution. Financial applications are outlined and compared, including Sage ERP X3, Infor EFM, and Oracle E-Business Suite.

banking and finance blogs   Read More

Releasing Resources to Support Growth: The Long-term Benefits of Finance Transformation


Senior finance executives in all industries recognize the long-term benefits of transaction-processing automation on resource allocation. Transaction automation frees time and resources that can be allocated for decision support and financial planning and analysis. The result: sustained, profitable top-line growth and risk reduction. Find out other benefits of improving your back-office processes through automation.

banking and finance blogs   Read More

The Strategic CFO: Success Secrets of High-performing Finance Teams


Finance executives must meet a growing number of challenges if their companies are to continue being profitable. So how can they deliver strong performance in every aspect of their businesses? The answer: by deploying a corporate financial management system that expands the capabilities of their core activities—a system that extends its reach to automate other processes within the enterprise.

banking and finance blogs   Read More

IT Infrastructure Trends in Banking


In the current regulatory environment, banks are facing two levels of challenges. While they are under pressure to expand beyond home territories, they also face stifling regulatory constraints. These restrictions are forcing banks to maximize on every capital expenditure they make. Such financial and regulatory reforms, in the face of the economic slowdown, have positive effects on quality assurance, governance and data management. But it also forces banks to hold capital that they would otherwise invest. This environment has made it vital for banks to sharpen their analytical and forecasting capabilities. Find out how the burden of regulation, expansion, cost optimization, and business transformation can be shared by an expert partner to foster an environment for growth.

banking and finance blogs   Read More

SAP Ushers In Simple Finance on HANA Enterprise Cloud


At its SAPPHIRE NOW 2014 mega conference, SAP declared war on complexity, in many ways. One example is the introduction of SAP Simple Finance, a set of solutions rewritten for simplicity within global finance departments.

banking and finance blogs   Read More