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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.
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 e financial


Financial Fusion ~ E-Finance Wireless Leader?
Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone

e financial  messages, news, weather, and e-commerce features. (Source: Financial Fusion) Market Impact Financial Fusion has formed a wireless branch of their operation to provide financial organizations, such as Old Kent, with full wireless connectivity for their clients. While Old Kent and Financial Fusion are not the first to offer wireless e-finance, the venture represents yet another step forward to the wireless age. Financial Fusion offers a pre-packaged wireless solution aimed directly at e-finance. The

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » e financial

Great Plains Reports Financial Results for the Second Quarter


On December 16, Great Plains Software, Inc., a leading provider of fully integrated front office/back office e-business solutions for the mid-market, announced financial results for the fiscal quarter ended November 30, 1999. Great Plains reported record second quarter revenues of $47.4 million, a 49% increase over the same period last fiscal year. Revenues from the Great Plains platform products, Dynamics and eEnterprise, grew 54% to $45.8 million in the quarter.

e financial  Plains Reports Financial Results for the Second Quarter Event Summary On December 16, Great Plains Software, Inc., a leading provider of fully integrated front office/back office e-business solutions for the mid-market, announced financial results for the fiscal quarter ended November 30, 1999. Great Plains reported record second quarter revenues of $47.4 million, a 49% increase over the same period last fiscal year. Revenues from the Great Plains platform products, Dynamics and eEnterprise, grew 54% 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.

e financial  such common reporting to elaborate financial statements for external users, such as, for example, decision makers, stakeholders, and suppliers. These users also have some rights—legal or moral—to access certain financial information about an organization, but generally have to rely on negotiation or specific regulations to obtain it. Financial reporting applications can support the process of data summarization for the benefit of external users, while helping organizations to share information as Read More

Is Your Financial Transaction Secure?


The FDIC imposes IT integrity ratings on financial institutions. These ratings are known as URSIT ratings and are not disclosed to the public. There is no easy discernable way to know how safe your on-line transactions are.

e financial  ratings are only assigned every other year, and only began being assigned this past April. With technology changing so quickly, and the pace at which financial institutions are jumping on-line, one wonders if once every 24 months is enough. Furthermore, if a bank receives an egregious URSIT rating of 5, which holds the description Risk management processes are severely deficientand strategic plans do not exist or are ineffective. wouldn't you want to know this before doing on-line business with them? Read More

Composing Collaborative Financial Applications


With its short term ownership under Baan all but forgotten, CODA has been doing well, owing to its astute offerings tailored to the preferences of each regional market, coupled with some recent appetizing acquisitions.

e financial  Collaborative Financial Applications CODA's Profile Founded in 1979, and headquartered in the United Kingdom, CODA Group is a finance management systems specialist, and part of the publicly traded CODASciSys plc . group (AIM: CSY). After a series of changes which began in the late 1990s when it was first acquired and then divested by former Baan to Science Systems , and then in early 2000, CODA changed its name to CODASciSys. (See Baan Posts $236 Million Loss and Sells Off Coda for Nearly $40M Read More

The 2011 Buyer's Guide to Accounting and Financial Software


Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download this buyer guide for a comprehensive overview of how cloud computing can help, including a handy chart comparing software delivery models and vital tips for evaluating cloud solutions for finance and accounting.

e financial  2011 Buyer's Guide to Accounting and Financial Software Too often, finance professionals must contend with outdated financial and accounting systems that present spiraling overhead costs, functional limitations, and unnecessary risks. And that makes it challenging for them to respond to complex business issues such as frequent regulatory change and increased compliance challenges--as well as requirements for visibility across multiple entities, currencies, and tax and regulatory frameworks. Download Read 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 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.

e financial  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. Read More

Canadian Financial Executives Research Foundation


The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies financial management issues.

e financial  Financial Executives Research Foundation The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies financial management issues. Read More

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.

e financial  with SOX. Under SOX, executives must sign off on all financial statements, which have to comply with strict regulations and be monitored with a process control. There are several key indicators organizations have to take into consideration when aiming for SOX success. These indicators are collaboration, security, control, iteration, adaptation, and measurability. Collaboration involves employees across departments or offices, as well as external people, working together to collect data, consolidate data, Read More

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...

e financial  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, Read More

TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software


Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your company.

e financial  2013 Market Survey Report: What Organizations Want in Accounting and Financial Software Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your Read More

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.

e financial  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. Read More

The Rising Financial Importance of Service


For the Best-in-Class, service is a profit center and a competitive differentiator. As a result, these organizations are yielding soaring financial results. Download this infographic from the Aberbeen Group and see how organizations can win by providing best-in-class service to their customers.

e financial  Rising Financial Importance of Service For the Best-in-Class, service is a profit center and a competitive differentiator. As a result, these organizations are yielding soaring financial results. Download this infographic from the Aberbeen Group and see how organizations can win by providing best-in-class service to their customers. Read More

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 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.

e financial  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. Read More