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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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 financial planning industry


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

financial planning industry  Resources and Variables | Financial Planning | Operational Excellence in IT | Facilitate Excellence in Management of Wealth | Key Retail Financial Services Metrics | SAP Financial Excellence | SAP Excellence in Financial Management | SAP Achieve Superior Financial Performance | SAP Integrated Financial Management Solution | SAP Financial Excellence Achieve | SAP Optimize Financial Processes | SAP Performance Management Financial Excellence | SAP Keys to Financial Excellence | SAP Promote Financial

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » financial planning industry

Sales & Operations Planning in the Manufacturing Industry: A Current Perspective


Today, more and more manufacturing companies are exploring business processes that enable alignment between financial and operational goals. Results from a 2011 S&OP survey suggest that S&OP process investments are yielding tangible fruit. Understanding current challenges these companies are attempting to overcome should enable more effective functional alignment that delivers profitable growth and customer satisfaction.

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Financial Forecasting & Planning Summit - September 9/10, Boston MA


Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

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The Banking Industry: Planning the Road Ahead


Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional analyses can help management determine the feasibility of a strategy. An enterprise-wide, integrated planning and forecasting environment that reaches business units, products, customer segments, and geographies can align non-financial performance targets with high-level financial targets and help banks meet their goals.

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Financial Forecasting & Planning Summit - September 23/24, Mexico


Financial Forecasting & Planning Summit – September 23/24, Mexico. Don't miss out onrevolutionary trends shaping your industry at the Financial For...

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Sales & Operations Planning: A Two-part Journey to a Bigger Bottom Line


This whitepaper demonstrates how you can positively impact your bottom line through improved sales and operations planning (S&OP), defined as "continuously balancing supply and demand, while connecting the impact of operational decisions to your financial plan." In this regard, S&OP cannot be talked about in isolation. It includes elements of demand planning, supply planning, and budgeting. Its purpose is to create the demand-supply balance essential to guiding operational decisions that have been evaluated against the financial context. Effectively executed, S&OP will deliver improved inventory turns and margins, leading to increased revenue, higher customer satisfaction, and better use of capital. Download to learn more today.

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5 Tips to Effective Succession Planning


Succession planning systems manage business risk and ensure leadership and critical role continuity across all levels of an organization. This field guide will explore five critical steps to ensure that you get the most out of your succession planning investments.

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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.

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Managing Financial Performance: Closing the Gap Between Strategy and Execution


In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

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Financial Forecasting and Planning Summit, London UK, June 2-3, 2011


Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you're interested in learning about the latest innovations in financial pl...

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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.

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