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Documents related to » financial proposal overview


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 OVERVIEW: 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

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 OVERVIEW: 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

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 OVERVIEW: 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 PROPOSAL OVERVIEW: 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

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.

FINANCIAL PROPOSAL OVERVIEW: Employee Fraud within Financial Services Employee Fraud within Financial Services Source: Actimize Document Type: White Paper Description: 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
10/8/2007 5:08:00 PM

CRM Vendors Cash In On The Financial Services Industry
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

FINANCIAL PROPOSAL OVERVIEW: Cash In On The Financial Services Industry CRM Vendors Cash In On The Financial Services Industry L. Talarico - November 2, 2000 Read Comments L. Talarico - November 2, 2000 Event Summary The 1933 Glass-Steagal Act that prohibited the alliance of banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to
11/2/2000

Financial Excellence: Closing Your Books Quickly
Find out in the white paper the financial close: optimizing performance and driving financial excellence.

FINANCIAL PROPOSAL OVERVIEW: Financial Excellence: Closing Your Books Quickly Financial Excellence: Closing Your Books Quickly Thanks to time-consuming and labor-intensive compliance regulations—such as Sarbanes-Oxley (SOX)— producing quality financial statements and closing your books quickly is more difficult than ever . And the stakes are high. A fast financial close offers you time and cost savings; better relations with shareholders, investors, and regulatory agencies; timely, better-informed management decisions; more time
9/1/2009

Accupointe Company Overview
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FINANCIAL PROPOSAL OVERVIEW:
7/22/2010 12:56:00 PM

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.

FINANCIAL PROPOSAL OVERVIEW: The Rising Financial Importance of Service The Rising Financial Importance of Service Source: ServiceMax Document Type: White Paper Description: 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. The Rising Financial Importance of Service
6/12/2013 10:59:00 AM

The Sarbanes-Oxley Act and International Financial Reporting Standards
Recent legislation has bought about unparalleled emphasis on corporate governance and regulatory compliance. In the United States, the Enron and Worldcom affairs have led to a new law Sarbannes-Oxley. In Europe, the EU parliament has decided that all countries must streamline the laws for financial reporting in accordance with IFRS rules from IASC. Bringing organizations into compliance with new demands for corporate governance is having immediate and long-term effects. In this paper we discuss the current business environment, those facets of legislation impacting manufacturers and how QAD enterprise suite of applications can assist you in achieving corporate governance and regulatory compliance quickly, efficiently, and cost-effectively.

FINANCIAL PROPOSAL OVERVIEW: Sarbanes-Oxley Act and International Financial Reporting Standards The Sarbanes-Oxley Act and International Financial Reporting Standards Source: QAD Document Type: White Paper Description: Recent legislation has bought about unparalleled emphasis on corporate governance and regulatory compliance. In the United States, the Enron and Worldcom affairs have led to a new law Sarbannes-Oxley. In Europe, the EU parliament has decided that all countries must streamline the laws for financial reporting in
5/25/2005 10:37:00 AM

The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms
Discover the best-of-class financial systems strategy: an alternative to enterprise resource planning (ERP) platforms.Download this free white paper. This white paper features insight from the UNIT4 group about issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also included are TEC’s suggestions for identifying financial system functionality that supports your organization’s changing processes, and a checklist for soliciting such information about enterprise software solutions.

FINANCIAL PROPOSAL OVERVIEW: The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms Source: Technology Evaluation Centers Document Type: White Paper Description: This white paper features insight from the UNIT4 group about issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also included are TEC’s suggestions for identifying financial system
7/6/2010 10:54:00 AM


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