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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.
Financial Packages RFI/RFP Template
General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology
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Customer Care and Billing (CC&B)
Customer care and billing (CC&B) solutions typically support providers of utilities, telephony, cable, or other services providing companies. CC&B software includes functionality for mediat...
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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
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 financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans.
Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The
Companies Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months.
The Financial Close: Optimizing Performance and Driving Financial Excellence
“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting@and
The inability of many companies to achieve a right-first-time financial close process is a critical hindrance to faster reporting cycles. It's linked to manual data entry, late delivery from reporting units, a lack of validation and controls, poor integration with source systems, and a lack of integration across multiple close processes. Data needs to be collected from different charts of accounts and multiple sources, including ledger systems, HR systems, and spreadsheets, and once collected,
How Is Business Process Management Applicable to Financial Services?
Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations
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Customer Process Management Drives Profitability in Financial Services
As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through
Process Management Drives Profitability in Financial Services As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge.
Employee Fraud within Financial Services
Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible
Fraud within Financial Services Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible internal threats. Employee fraud has become a growing problem in the financial sector—one that many institutions are not fully prepared to handle. Implementing automated detection technologies, however, can be their first line of defense to eradicating this problem.
SAP ERP: Financial Packages Competitor Analysis Report
This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and
ERP: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.
Best-of-Class Financial Systems: an Alternative to ERP
In Best-of-class Financial Systems: An Alternative to ERP, find outhow a best-in-class financial system might deliver all the functionalityyou real...
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2011 Buyer's Guide to Accounting and Financial Software
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Financial Packages Software Evaluation Report
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Packages Software Evaluation Report TEC's Financial Packages Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides extensive information about vendor or provider
Tier 1 ERP for Midsized Companies? You Bet!
You'll find the straight story in midsized companies: deciding when to move to tier-one ERP.
1 ERP for Midsized Companies? You Bet! Some people believe that tier-one enterprise resource planning (ERP) systems are overpriced and will make it harder to run their midsized business. The fact is, the right tier-one ERP system can be cost-effective; make it easier to manage your midsized business; and help make your company more competitive and profitable. Learn the truth about tier-one ERP systems , not the myths. You'll find the straight story in Midsized Companies: Deciding When to Move to Tier-one
SAS Financial Intelligence
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Financial Intelligence SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, risk management, and 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
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.
Canadian Financial Executives Research Foundation
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