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

Evaluate 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

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

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 2007 Microsoft® Office System in Financial Services


This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity.

financial services  Microsoft® Office System in Financial Services This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity. 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

Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line?


Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the service industry. Simultaneously, professional services automation (PSA) became a viable software category. Consequently, deciphering the difference between ERP and PSA remains a challenge.

financial services  relationship management Resource planning Financial services components Business intelligence Project costing and billing Hospitality component Knowledge management Project accounting Nonprofit components ERP for Services and PSA Strategy When evaluating solutions for service organizations, it''s important to identify the particular organization''s business strategy. Smaller PSOs tend to prefer best-of-breed PSA solutions that can integrate with their existing IT infrastructure. Typically, smaller service Read More

Web-site Strategy for Organizations in the Corporate Services Industry


As marketing budgets shrink and companies in the corporate services industry aim to leverage their Web sites as less expensive alternatives to traditional marketing tools, Web-site strategy is becoming more important. Web-site strategy must focus on enhancing credibility, strengthening existing relationships, generating leads, and more. Get tips on how to create a Web-site strategy that will help you achieve these goals.

financial services  site Strategy for Organizations in the Corporate Services Industry Bwired is a leading website technology company. We help our customers make rapid, substantial improvements to the performance of their organisations by addressing issues in website strategy, technology and design. Source : Bwired Resources Related to Website Strategy for Organisations in the Corporate Services Industry : Strategy (Wikipedia) Corporate services (Wikipedia) Website Strategy for Organisations in the Corporate Services Read More

Oracle JD Edwards EnterpriseOne 9.0 for Financial Packages Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages 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 services  Edwards EnterpriseOne 9.0 for Financial Packages Certification Report Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages 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. Read More

Services Resource Planning: How Integrated PSA, CRM, and Financials Can Transform Your Services Business


Enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) are all part of a standard software system for many companies today. But for project- and service-driven companies, an emerging type of software is making things easier to combine the most important elements of these solutions to support the whole bidding-to-billing lifecycle. Services resource planning (SRP) provides the basis of a system covering everything from initiation and planning to resource management, execution, and closing of projects and services.

Services- and project-based organizations make up a larger part of the business landscape today, as the economy has become more service- and project-driven in recent years. This project-driven service economy depends upon knowledge-worker productivity, and accurately predicting this productivity, including the time, skills, materials, and intellectual property that are required to produce favorable client outcomes, can help companies to succeed in a competitive landscape.

Whereas many companies still use standalone accounting, CRM, and PSA solutions that are not integrated, the new SRP applications in the cloud have emerged to remove those silos and manage the entire project lifecycle. Read this white paper to find out more about services resource planning and why professional services businesses need to consider this new type of software to help manage their project lifecycles.

financial services  Integrated PSA, CRM, and Financials Can Transform Your Services Business Enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) are all part of a standard software system for many companies today. But for project- and service-driven companies, an emerging type of software is making things easier to combine the most important elements of these solutions to support the whole bidding-to-billing lifecycle. Services resource planning (SRP) Read More

Sage 300 ERP 6.0 Certification Report (ERP for Services)


Sage 300 ERP (formerly Sage ERP Accpac) 6.0 is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP 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 services  300 ERP 6.0 Certification Report (ERP for Services) Sage 300 ERP (formerly Sage ERP Accpac) 6.0 is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP 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. Read More

Professional Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms


Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or integrate their knowledge base.

financial services  Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or Read More

Metalearn Services


Founded in 2003, Metalearn is an end-to-end learning solutions company. The company offers a customizable and scalable learning management system (LMS), consulting services, and custom content development. Metalearn works with several large enterprises in India and around the globe. Clients include Fidelity, HP, Dell, Igate, Accenture, Dr. Reddy's, Honeywell, Microsoft, and The Commonwealth of Learning. The company is headquartered in Bangalore, India, with offices in Fort Lauderdale, Florida (US); Dubai, United Arab Emirates; Adelaide, Australia; and Singapore.

financial services  Services Founded in 2003, Metalearn is an end-to-end learning solutions company. The company offers a customizable and scalable learning management system (LMS), consulting services, and custom content development. Metalearn works with several large enterprises in India and around the globe. Clients include Fidelity, HP, Dell, Igate, Accenture, Dr. Reddy''s, Honeywell, Microsoft, and The Commonwealth of Learning. The company is headquartered in Bangalore, India, with offices in Fort Lauderdale, Read More

Professional Services and Support


Professional services address very specific needs, such as public relations, portfolio management, software engineering, etc. They are provided by specialized individuals, companies, or departments within a company.

Even though support may be considered a part of the professional services business area, a distinction has to be made between the two. Support usually refers to technical support, which is a special type of professional service requiring highly qualified technicians who have experience providing assistance with technology products. While consultants who provide professional services usually charge clients for each project and the amount of time spent for it, support teams are usually paid a monthly or yearly fee.

financial services  Services and Support Professional services address very specific needs, such as public relations, portfolio management, software engineering, etc. They are provided by specialized individuals, companies, or departments within a company. Even though support may be considered a part of the professional services business area, a distinction has to be made between the two. Support usually refers to technical support, which is a special type of professional service requiring highly qualified Read More