X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 financial services

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

Financial Packages Software Evaluation Report

This financial software Software Evaluation Report anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This Software Evaluation Report in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. 

Start Now

Documents related to » financial services

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 services  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, Read More

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 services  variety of markets, from financial services and government to healthcare and manufacturing. In fact, vendors have different forms and workflows for each industry that companies can use as the basis for their BPM solution and that they can customize to their specific needs or structure in order to optimize their processes. This customization is, in fact, fairly simple as BPM solutions are designed in such a way that business analysts are capable of doing most of the process development, thereby limiting th Read More

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.

financial services  Business Process Excellence in Financial Services , Driving Management Excellence in Financial , Management Financial Excellence , Excellence in Retail Financial Services , Vocational Excellence for Financial , Benchmarking Financial Services , Managers Guide to Financial Excellence , Introduction Financial , Recognized for Excellence in Financial , Highlight Financial Excellence , Download Excellence in Financial Management , Evaluating Financial , File Download Excellence , Event for Financial Services Read More

Top Software for Financial Services Companies


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

financial services  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. Read More

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 services  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. Read More

Yellow Professional Services (Pty) Ltd


Yellow Professional is a South African based services company providing IT solutions for a range of local, international and multinational clients allowing these clients to manage the business and technological complexities of the digital economy. We believe that it is our people that make Yellow what it is. We have a team of great people with a passion for technology that are respectful, open and accountable, operate within strict ethical guidelines and are willing to take on big challenges. We provide best professional services and support structures to create and support solutions that are unique to our client's needs. Yellow Professional’s solutions go beyond standard products by leveraging client's resources and fulfilling business needs. Our consultants have a proven track record of providing seamless process improvement, software implementation, and business intelligence solutions with a thorough understanding of your organization resource and business objectives.

financial services  Professional Services (Pty) Ltd Yellow Professional is a South African based services company providing IT solutions for a range of local, international and multinational clients allowing these clients to manage the business and technological complexities of the digital economy. We believe that it is our people that make Yellow what it is. We have a team of great people with a passion for technology that are respectful, open and accountable, operate within strict ethical guidelines and are willing Read More

Acumatica Financial Management Suite


The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts receivable, accounts payable, tax management, and other functionality. Acumatica financials are designed for companies with complex requirements, but are easy to use in smaller organizations. The modules in the Financial Suite are integrated with each other and also with the other Acumatica suites.    

financial services  Financial Management Suite The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts receivable, accounts payable, tax management, and other functionality. Acumatica financials are designed for companies with complex requirements, but are easy to use in smaller organizations. The modules in the Financial Suite are integrated with each other and also with the other Acumatica suites. Read More

IPC Global Services


IPC Global is a Systems Integrator (SI) and Elite QlikView Solution Provider of Enterprise Intelligence Solutions (EI). We specialize in Solution Sales and ROI, Solution Architecture, Project Management, Custom Development, Publishing, Training, Governance and Support. We help your organization uncover its Enterprise Intelligence through, Visual Analytics, Business Discovery, Business Intelligence, Comparative Analysis, Benchmarking Performance Management, Mobile BI, Collaboration, and Self Service. IPC Global connects all your systems within your Enterpise Intelligence and allows you to view and share all the data both (in-house and outside data) within the same or other many functional areas through QlikView, Data Marts, Data Warehousing, ETL, Meta Data Management, .NET/Java Automations, Enterprise Framework, Cloud Computing, Implementation Methodology We cover the following industry segments: Consumer Products, Retail & Distribution, Healthcare & Life Sciences, Manufacturing, Banking & Financial Services, Infrastructure Services, Public Sector & Education.

financial services  Sciences, Manufacturing, Banking & Financial Services, Infrastructure Services, Public Sector & Education. Read More

Oracle Financial Analytics


Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses and revenue contributions.  

financial services  Financial Analytics Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments'' expenses and revenue contributions. Read More

Use Financial Analytics Solutions for Bigger Profits


And you can learn about it in the executive brief financial analysis clears the profit haze.

financial services  Financial Analytics Solutions for Bigger Profits Does it ever seem like you''re shooting in the dark when it comes to making business decisions? You may get that feeling if you have only limited visibility into your company''s financial state. Or if you have to rely on spreadsheets that contain errors and inconsistencies. Or if you''re getting too many versions of the truth when it comes to analyzing your company''s performance. If factors like these are creating a haze that''s obscuring the true state Read More

BT Global Services


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

financial services  Global Services There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again. Read More

Top 7 Reasons Services Organizations Need ERP


Services organizations require specialized software to help them overcome business challenges unique to this industry sector. An ERP for services solution enables better decision making and ultimately gives these organizations a competitive edge by harnessing their most valuable asset: knowledge. Find out the key business challenges these organizations need their software to address.

financial services  7 Reasons Services Organizations Need ERP Services organizations require specialized software to help them overcome business challenges unique to this industry sector. An ERP for services solution enables better decision making and ultimately gives these organizations a competitive edge by harnessing their most valuable asset: knowledge. Find out the key business challenges these organizations need their software to address. Read More

Taking Control of Your Business: Growing Profitably in the Professional Services Market


How can a professional services firm grow profitably while providing clients with the services and project pricing they demand? The firm must rely on best-practice solutions to gain control over every aspect of business—from business development to resource planning to billing. Firms that plan and staff projects by relying on combinations of spreadsheets and management instinct will fall behind.

financial services  Act (SOX) and International Financial Reporting Standards (IFRS) significantly impact professional services firms. On the client side, many companies are transforming fundamental business processes in order to comply with SOX and IFRS mandates. And these alterations are a major driver for engaging professional services firms. Regulatory changes also impact professional services firms internally. For example, audit firms must now perform global risk and conflict checks before engaging a new client or Read More

ERP for Services Software Comparison Report


To find out, simply use TEC's ERP for services comparison reports to compare any three ERP for services solutions of your choice.

financial services  for Services Software Comparison Report There are a lot of new dedicated ERP for services solutions on the market, and here''s your chance to compare them—quickly and easily. Some of the leading solutions include Epicor for Service Enterprises, OpenAir PSA, IFS Applications, Deltek PPM and EVM products, SAP Business ByDesign, Oracle E-Business Suite, and Microsoft Dynamics AX. But which one is best for your organization? To find out, simply use TEC''s ERP for Services Comparison Reports to compare any Read More