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Documents related to » History Financial


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.

HISTORY FINANCIAL: 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.

HISTORY FINANCIAL: 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...

HISTORY FINANCIAL: 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

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.

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

HISTORY FINANCIAL: 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

Use Financial Analytics Solutions for Bigger Profits
And you can learn about it in the executive brief financial analysis clears the profit haze.

HISTORY FINANCIAL: Use Financial Analytics Solutions for Bigger Profits Use 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
5/10/2009

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.

HISTORY FINANCIAL: CRM Vendors 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
11/2/2000

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.

HISTORY FINANCIAL: 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

Evaluating Financial Management Software: Is It Time for a Change?
Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example, does your current system generate the types of reports you need? And does it allow your processes to support your policies? Evaluate all the challenges you face with your current financial management software—and find out how you can overcome them with an upgrade.

HISTORY FINANCIAL: Evaluating Financial Management Software: Is It Time for a Change? Evaluating Financial Management Software: Is It Time for a Change? Source: Microsoft Document Type: White Paper Description: Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example, does your current system generate the types of reports you need? And does it allow your processes to support your policies? Evaluate all the challenges you
2/28/2008 12:02:00 PM

Throw Away Your Financial Statements: Managing by Metrics
Analyzing static, detailed financial statements has been the modus operandi for hundreds of years. Because many business management systems can isolate and create graphics of key performance indicators (KPI), businesses should now concentrate on KPIs, which influence profitability.

HISTORY FINANCIAL: Throw Away Your Financial Statements: Managing by Metrics Throw Away Your Financial Statements: Managing by Metrics Charles Chewning Jr. - October 31, 2008 Read Comments Originally published - September 15, 2005 Introduction Accounting systems have always had two primary goals: track information in detail and generate financial and operational reports. Until recently it has not been technologically possible to do anything else., except process information, create invoices, pay invoices, pay employees,
10/31/2008

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.

HISTORY FINANCIAL: 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


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