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Documents related to » e financial proposal


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: 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

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: 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

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: 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: 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

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.

FINANCIAL PROPOSAL: Process Management Applicable to Financial Services? How Is Business Process Management Applicable to Financial Services? Hans Mercx - January 3, 2006 Read Comments Introduction Business Process Management (BPM) is increasingly being used by organizations to improve internal processes in order to make them more efficient. But which processes are appropriate for BPM? Which industry, if any, has successfully deployed BPM? BPM in Vertical Markets BPM is already used in a variety of markets, from financial
1/3/2006

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 ...

FINANCIAL PROPOSAL: 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 Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you ll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting &
9/2/2010 3:01:00 PM

Success Keys for Proposal Automation
Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are a necessary evil. If you're thinking about automating your proposal process, there are ten critical success keys to a successful implementation.

FINANCIAL PROPOSAL: Success Keys for Proposal Automation Success Keys for Proposal Automation Tom Sant - September 25, 2006 Read Comments In today s economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don t you put that in writing for me? Why Do
9/25/2006

People or Resources: The Financial Sector in a Crossroads
People management tools have become necessary, particularly in an environment such as the financial sector, where resources have become global and people require more complex management solutions.

FINANCIAL PROPOSAL: People or Resources: The Financial Sector in a Crossroads People or Resources: The Financial Sector in a Crossroads Manuel Carneiro - May 3, 2005 Read Comments Introduction Ten years ago, in the mid-nineties, the financial sector faced four main challenges: market globalization, financial freedom, non-intermediation, and the importance of new technologies in business practices. Today, the first three challenges have been met, while the fourth is still being grappled with. The fourth challenge, technology,
5/3/2005

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: 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

Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report
Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting Evaluation Center. Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting Evaluation Center. 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: Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report Source: Technology Evaluation Centers Document Type: Certification Report Description: Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting Evaluation Center. The certification seal is a valuable indicator for organizations relying on the
5/10/2011 9:43:00 AM

2011 Buyer s Guide to Accounting and Financial Software
Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

FINANCIAL PROPOSAL: Guide to Accounting and Financial Software 2011 Buyer s Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today s Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the new
7/28/2011 10:00:00 AM


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