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Documents related to » financial analysis tools


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.

FINANCIAL ANALYSIS TOOLS: Financial ISV Partnership Financial ISV Partnership Source: Xoriant Corporation Document Type: White Paper Description: 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
3/4/2010 4:31:00 AM

A Pocket Guide for Financial Services
You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS).

FINANCIAL ANALYSIS TOOLS: A Pocket Guide for Financial Services A Pocket Guide for Financial Services Source: CrownPeak Document Type: Checklist/Guide Description: You ve made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web
3/3/2008 11:32:00 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...

FINANCIAL ANALYSIS TOOLS: 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

Standards for Financial Plans
Discover the standards for financial plans.You'll wonder how you ever managed without it.Free white papers 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.

FINANCIAL ANALYSIS TOOLS: Standards for Financial Plans Standards for Financial Plans Source: Alight Document Type: White Paper Description: 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
3/23/2010 1:21:00 PM

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).

FINANCIAL ANALYSIS TOOLS: 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 PSCU knew
11/28/2007 2:39:00 PM

PCI Compliance Cost Analysis
The Payment Card Industry Data Security Standard (PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service providers maintain the highest degree of information security. However, many retailers are still questioning its effectiveness and necessity in light of the high cost of compliance. Read this white paper to find out what this cost really means for your organization.

FINANCIAL ANALYSIS TOOLS: PCI Compliance Cost Analysis PCI Compliance Cost Analysis Source: Solidcore Systems, Inc. Document Type: White Paper Description: The Payment Card Industry Data Security Standard (PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service providers maintain the highest degree of information security. However, many retailers are still questioning its effectiveness and necessity in light of the high cost of compliance. Read this white paper to find out what
1/7/2008 5:27:00 PM

Block Unprecendented Assault on Your Customers Personal and Financial Data
Find out more in winning the pci compliance battle, a practical guide to pci compliance, including a comprehensive plan for the secure handling, pr...

FINANCIAL ANALYSIS TOOLS: Your Customers Personal and Financial Data Block Unprecendented Assault on Your Customers Personal and Financial Data If some of the biggest names can get caught off guard, how can you prevent it from happening to you? Bank of America, Citigroup, Polo Ralph Lauren, Hotels.com, and CardSystems Solutions have all suffered negative publicity and financial losses due to a major data security breach. You can protect yourself—with the industry s easiest, most cost-effective and highly automated solution
12/29/2008

Cloud-Based Financial Software: Contracting and Negotiating Strategies
Find out in Evaluating and Contracting for Cloud Financials.

FINANCIAL ANALYSIS TOOLS: Cloud-Based Financial Software: Contracting and Negotiating Strategies Cloud-Based Financial Software: Contracting and Negotiating Strategies Your company might be interested in the business benefits and lower cost structure of cloud-based financial software solutions. But how do you protect yourself against hidden costs—and get the kind of agreement that best suits your company s needs? Find out in Evaluating and Contracting for Cloud Financials . You ll learn about the advantages of cloud-based
12/13/2011 2:00:00 PM

IDC MarketScape: Worldwide IT Education and Training 2012 Vendor Analysis
This study assesses key technology vendors participating in the IT education market as a line of business (LOB) to support the sale of their technologies. Based on IDC's research, observations, and interviews with many of the key participants in the market, this document provides several dozen practices or approaches to successfully building, maintaining, and growing a training business. Know the key research findings.

FINANCIAL ANALYSIS TOOLS: IDC MarketScape: Worldwide IT Education and Training 2012 Vendor Analysis IDC MarketScape: Worldwide IT Education and Training 2012 Vendor Analysis Source: MindShare Document Type: White Paper Description: This study assesses key technology vendors participating in the IT education market as a line of business (LOB) to support the sale of their technologies. Based on IDC s research, observations, and interviews with many of the key participants in the market, this document provides several dozen practices
2/15/2013 10:49:00 AM

The Role of Network Behavior Analysis and Response Systems in the Enterprise
Your operations and assets are under multiple points of attack, both inside and outside your network. Organizations face escalating security risks and network availability requirements as they open their networks for communications and transactions with key customers, business partners, and employees. That’s why you need to ensure efficient monitoring and enhancement of your network security posture and operations.

FINANCIAL ANALYSIS TOOLS: The Role of Network Behavior Analysis and Response Systems in the Enterprise The Role of Network Behavior Analysis and Response Systems in the Enterprise Source: Lancope, Inc. Document Type: White Paper Description: Your operations and assets are under multiple points of attack, both inside and outside your network. Organizations face escalating security risks and network availability requirements as they open their networks for communications and transactions with key customers, business partners, and
6/29/2007 2:51:00 PM

Oracle Financial Analyzer to Hyperion Planning Migration
This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are familiar with OFA or similar multidimensional database applications.

FINANCIAL ANALYSIS TOOLS: Oracle Financial Analyzer to Hyperion Planning Migration Oracle Financial Analyzer to Hyperion Planning Migration Source: Linium Document Type: White Paper Description: This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are
2/5/2010 3:32:00 PM


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