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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 financial companies


Top Software for Financial Services Companies
For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

financial companies  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.

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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

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 mediation, provisioning, rating, reporting, financial systems, and billing for voice, data, content, and utility services. 

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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 is still a key part of today’s global finance function. Do you know how to overcome the barriers to a fast, high-quality close? Discover solutions that can help you improve your close times and address the challenges of automating and testing internal controls.

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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 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.

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Davidson 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.

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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.

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Throw Away Your Financial Statements: Managing by Metrics


Analyzing static, detailed financial statements has been the modus operandi for hundreds of years. Because many business management systems can isolate and create graphics of key performance indicators (KPI), businesses should now concentrate on KPIs, which influence profitability.

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Six Common Mistakes Companies Are Making Today


Read this white paper to learn about the most common mistakes companies are making during a down economy—and find out how you can use business intelligence (BI) to avoid these same mistakes. Plus, take a quick quiz to evaluate your own company’s BI quotient and find out which BI approach will help you avoid these blunders.

financial companies   Read More

Business Benefits of CRM in the Cloud for Midsize Companies


Midsize companies are increasingly recognizing the benefits of cloud computing--it's cost-effective and flexible. This paper identifies four key business requirements for successful implementation of customer relationship management (CRM) cloud applications and examines how one CRM cloud solution in particular meets these requirements and enables midsize companies to realize their growth aspirations.

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E-Business Suite: 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.

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Financial Packages


Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

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Rockler Companies Moves to VISI’s ReliaCloud Service


VISI Incorporated, a provider of data center solutions, announced that it has signed a three-year agreement with Rockler Companies to provide ReliaCloud services for Rockler Companies, Inc. The ReliaCloud services provide a virtualized, outsourced production server environment for Rockler. Rockler supplies specialty hardware, tools, and woodworking products through retail stores and

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