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Documents related to » CRM Financial Institutions


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.

CRM FINANCIAL INSTITUTIONS: Financial Reporting—Who Needs It? Financial Reporting—Who Needs It? Jorge García - June 14, 2011 Read Comments 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 to help with the technical processing of data (e.g., profit and loss reports, balance sheets, etc.) for the purpose of management accounting . And management can usually obtain whatever information they
6/14/2011 4:13:00 PM

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.

CRM FINANCIAL INSTITUTIONS: |  Customer Relationship Management (CRM) |  Enterprise Resource Planning (ERP) |  Human Capital Management (HCM) |  Information Technology (IT) |  Key Performance Indicators (KPIs) |  Return on Investment (ROI) |  Software as a Service (SaaS) |  Total Cost of Ownership (TCO)
3/23/2010 1:18:00 PM

Financial ISV Partnership
Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product.

CRM FINANCIAL INSTITUTIONS: Talent Journey TEC 2013 CRM Buyer s Guide for Medium and Large Enterprises Cloud Communications Services: Five Questions You Need to Address for Success 3 Key Areas to Reduce Costs with Lean Techniques Acronym-Related White Papers: Business Intelligence (BI) |  Customer Relationship Management (CRM) |  Enterprise Resource Planning (ERP) |  Human Capital Management (HCM) |  Information Technology (IT) |  Key Performance Indicators (KPIs) |  Return on Investment (ROI) |  Software as a Service (SaaS)
3/4/2010 4:31:00 AM

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 FINANCIAL INSTITUTIONS: Top 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,
11/3/2009

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 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 decisions.

CRM FINANCIAL INSTITUTIONS: |  Customer Relationship Management (CRM) |  Enterprise Resource Planning (ERP) |  Human Capital Management (HCM) |  Information Technology (IT) |  Key Performance Indicators (KPIs) |  Return on Investment (ROI) |  Software as a Service (SaaS) |  Total Cost of Ownership (TCO)
10/19/2011 4:01:00 PM

Making the Leap to CRM
Making the Leap to CRM. Find Free Suggestion and Other Solutions to Define Your Systems Implementation In Relation To CRM Implementation Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

CRM FINANCIAL INSTITUTIONS: Making the Leap to CRM Making the Leap to CRM Source: Oncontact Software Document Type: Checklist/Guide Description: Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before. Making the
7/26/2006 2:56:00 PM

Financial and Management Accounting with SAP for Banking
Recent changes in accounting standards and compliance, along with greater emphasis on managing risk and value, have introduced new key measures of bank performance and made it more important to coordinate the internal and external reporting of financials and risk. To meet these challenges, banks must do their utmost to more fully integrate their accounting data and processes.

CRM FINANCIAL INSTITUTIONS: |  Customer Relationship Management (CRM) |  Enterprise Resource Planning (ERP) |  Human Capital Management (HCM) |  Information Technology (IT) |  Key Performance Indicators (KPIs) |  Return on Investment (ROI) |  Software as a Service (SaaS) |  Total Cost of Ownership (TCO)
2/13/2007 3:45:00 PM

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, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.

CRM FINANCIAL INSTITUTIONS: and customer relationship management (CRM). BPM, in contrast, spans the entire enterprise. Nonetheless, despite BPM s seemingly horizontal applicability across industries and enterprises, many organizations might benefit from industry-specific, or vertical, BPM solutions. This article focuses on such solutions within the financial services (FS) industry. Core BPM Components BPM is made up of a wide range of components. Most of these components are industry-independent and can integrate with different
1/3/2006

AnyDoc Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR
PSCU Financial Services mediates disputes between its customers and their credit card companies. Many of these disputes require multiple pages of documentation as evidence—which need to be scanned. Its scanning process was draining its resources and PSCU knew it was time to get automated. Since deploying OCR for AnyDoc (an optical character recognition solution), PSCU has realized an annual savings of $125,000 (USD).

CRM FINANCIAL INSTITUTIONS: AnyDoc Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR AnyDoc Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR Source: AnyDoc Software, Inc. Document Type: Case Study Description: PSCU Financial Services mediates disputes between its customers and their credit card companies. Many of these disputes require multiple pages of documentation as evidence—which need to be scanned. Its scanning process was draining its resources and
11/28/2007 2:39:00 PM

Choosing the Right Financial Performance Management Solution
It doesn’t make sense to buy software based on price alone. Selecting a specific preferred vendor or spending as little as possible is the wrong choice if people will not use the purchased product and it winds up as “shelfware,” or if it hampers productivity and is an ongoing drain on resources. Learn the five questions financial professionals should ask before choosing a financial performance management (FPM) solution.

CRM FINANCIAL INSTITUTIONS: Asset Management TEC 2013 CRM Buyer s Guide for Medium and Large Enterprises Mobile Is the New Face of Engagement Acronym-Related White Papers: Business Intelligence (BI) |  Customer Relationship Management (CRM) |  Enterprise Resource Planning (ERP) |  Human Capital Management (HCM) |  Information Technology (IT) |  Key Performance Indicators (KPIs) |  Return on Investment (ROI) |  Software as a Service (SaaS) |  Total Cost of Ownership (TCO)
6/23/2010 2:29:00 PM

Use Financial Analytics Solutions for Bigger Profits
And you can learn about it in the executive brief financial analysis clears the profit haze.

CRM FINANCIAL INSTITUTIONS: Use Financial Analytics Solutions for Bigger Profits Use Financial Analytics Solutions for Bigger Profits Does it ever seem like you re shooting in the dark when it comes to making business decisions? You may get that feeling if you have only limited visibility into your company s financial state. Or if you have to rely on spreadsheets that contain errors and inconsistencies. Or if you re getting too many versions of the truth when it comes to analyzing your company s performance. If factors like these
5/10/2009


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