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Documents related to » financial proposal examples


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.

FINANCIAL PROPOSAL EXAMPLES: 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

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 PROPOSAL EXAMPLES: 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

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 PROPOSAL EXAMPLES: 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

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.

FINANCIAL PROPOSAL EXAMPLES: Is Your Financial Transaction Secure? Is Your Financial Transaction Secure? L. Taylor - October 6, 1999 Read Comments Event Summary You want to start doing on-line banking but you keep hearing about information security incidents that make you skeptical of the process. How do you know if your financial institution has done due diligence to protect your assets from wily hackers, cavalier administrators, and other information technology sepulchers? If a large sum of money disappeared from your account, and
10/6/1999

Financial Planning: Mastering the Key Value Drivers
In business, planning plays a fundamental role in analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it can also be used to achieve a series of objectives, including regulatory compliance. In order to achieve these objectives, companies should consider implementing a unified customer performance management (CPM) solution—one that takes compliance into consideration.

FINANCIAL PROPOSAL EXAMPLES: Financial Planning: Mastering the Key Value Drivers Financial Planning: Mastering the Key Value Drivers Source: Tagetik Document Type: White Paper Description: In business, planning plays a fundamental role in analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it can also be used to achieve a series of objectives, including regulatory compliance. In order to achieve these objectives, companies should consider implementing a unified customer
8/3/2007 5:05:00 AM

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.

FINANCIAL PROPOSAL EXAMPLES: Case Study: Financial Services Industry Case Study: Financial Services Industry Source: Panorama Software Document Type: Case Study Description: 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
11/5/2010 4:45:00 PM

Simplify and Comply: Integrated Solutions for Financial Services
As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance, firms need financial services software that can reduce the risk of noncompliance while addressing the scale of their operations. Find out how an integrated solution can help.

FINANCIAL PROPOSAL EXAMPLES: Comply: Integrated Solutions for Financial Services Simplify and Comply: Integrated Solutions for Financial Services Source: Oracle Document Type: White Paper Description: As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance, firms need financial services software that can reduce the risk of noncompliance while a
4/9/2008 2:51:00 PM

Oracle E-Business Suite (12.1) for Financial Packages Certification Report
Oracle E-Business Suite (12.1) is now TEC Certified for online comparison of financial packages in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

FINANCIAL PROPOSAL EXAMPLES: E-Business Suite (12.1) for Financial Packages Certification Report Oracle E-Business Suite (12.1) for Financial Packages Certification Report Source: Technology Evaluation Centers Document Type: Certification Report Description: Oracle E-Business Suite (12.1) is now TEC Certified for online comparison of financial packages in TEC s Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection
5/7/2010 11:21:00 AM

InterCompany Solution: Financial Transactions & Consolidation
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FINANCIAL PROPOSAL EXAMPLES: InterCompany Solution: Financial Transactions & Consolidation InterCompany Solution: Financial Transactions & Consolidation Source: CitiXsys Technologies Pty Ltd Document Type: Brochure Description: ... InterCompany Solution: Financial Transactions & Consolidation style= border-width:0px; />   comments powered by Disqus Source: CitiXsys Technologies Pty Ltd Learn more about CitiXsys Technologies Pty Ltd Readers who downloaded this brochure also read these popular documents! Talent Management for Small
5/12/2010 4:31:00 PM

Industrial & Financial Systems, IFS AB: Thriving on Product Flexibility and Incremental Deployability
IFS was one of the first ERP vendors to incorporate concepts of component technology and a high-level of integration with both its own and other vendors' components, all providing for flexibility, modularity and ongoing post-implementation system agility and incremental deployment. The Company supports most of the IT industry-accepted middleware standards and is well poised for future technological developments and requirements.

FINANCIAL PROPOSAL EXAMPLES: Industrial & Financial Systems, IFS AB: Thriving on Product Flexibility and Incremental Deployability Industrial & Financial Systems, IFS AB: Thriving on Product Flexibility and Incremental Deployability P.J. Jakovljevic - December 1, 1999 Read Comments Vendor Summary Industrial & Financial Systems, IFS AB is an internationally established provider of an extended enterprise resource planning (ERP) software package for medium-to-large sized companies. It covers manufacturing, supply chain management,
12/1/1999

Can ERP Speak PLM?Part Two: Examples and Recommendations
Product Lifecycle Management (PLM) solutions have to work with many other systems, not just ERP, so integration is not a new issue for PLM vendors. Most PLM vendors recognize the need for integration and have addressed the need in their toolkits. The additional work comes from integrating the concepts and semantics of one system to the next, if this business level integration has not already been provided between the two systems. This can be a big challenge for best of breed vendors, who may need to rely on systems integrators for much of this conceptual and semantic integration.

FINANCIAL PROPOSAL EXAMPLES:
8/2/2003


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