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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.
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 industry financial


Salesforce.com Offers Financial Industry Solutions
Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers

industry financial  com Offers Financial Industry Solutions Salesforce.com announced Salesforce1 for Financial Services , with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life

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

Compare Now

CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » industry financial

Infor SyteLine v.0 Benchmarked against Industry Average for Financial Packages Functionality [Infographic]


Check out the infographic to see a snapshot of the benchmark analysis of Infor SyteLine for financials.

industry financial  SyteLine v.0 Benchmarked against Industry Average for Financial Packages Functionality [Infographic] Financial packages and accounting systems manage procedures for accurately entering, tracking, and maintaining information related to an organization’s financial operations. Infor SyteLine v.9 ERP was recently TEC certified for financials, and a full product review report is now available.   Compare Infor SyteLine with other ERP and accounting solutions in the Financial Packages Evaluation Center . Read More

Fonolo for the Financial Industry: Reducing Call Center Costs While Improving the Customer Experience


As a company in the financial sector, you place extremely high demands on your call center. The complicated and sensitive nature of the calls requires an agent who is highly trained and experienced. This leads to a high cost per call. At the same time, sacrificing caller satisfaction is not an option. This creates a tough challenge: How do you decrease the cost per call, while improving the customer experience? Download this white paper to find out.

industry financial  for the Financial Industry: Reducing Call Center Costs While Improving the Customer Experience As a company in the financial sector, you place extremely high demands on your call center. The complicated and sensitive nature of the calls requires an agent who is highly trained and experienced. This leads to a high cost per call. At the same time, sacrificing caller satisfaction is not an option. This creates a tough challenge: How do you decrease the cost per call, while improving the customer experie Read More

Is Your Data Compliant? Electronic Recordkeeping Best Practices for the Financial Industry


Financial institutes are required to maintain and produce a variety of records related to their business activities, many of which exist in an electronic format. In order to satisfy the increasing number of regulatory mandates around electronic data, organizations should assess their regulatory obligations and streamline efforts to capture, maintain, identify, and produce these records to regulators. This white paper offers ten steps to guide organizations through this complex process.

industry financial  Practices for the Financial Industry Financial institutes are required to maintain and produce a variety of records related to their business activities, many of which exist in an electronic format. In order to satisfy the increasing number of regulatory mandates around electronic data, organizations should assess their regulatory obligations and streamline efforts to capture, maintain, identify, and produce these records to regulators. This white paper offers ten steps to guide organizations through 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.

industry financial  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

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.

industry financial  form Siebel's largest vertical industry segment. Financial services organizations must keep in mind that Customer Relationship Management is a philosophy for managing interactions with customers. The technology selection is only one part of a CRM initiative. Thus, in order to make the right selection, the strategy and resulting business requirements must be defined first. When it is time for a technology selection consider the relevant business development activity of the vendor. Siebel and E.piphany Read More

Financial Analysis Clears the “Profit Haze”


Designed to be agile and dependable, financial analysis solutions can bring clarity to the reasons behind your company’s growth, and help steer you toward future growth. Learn how financial analysis solutions enhance the value of your existing business support systems, and distill enterprise-wide information to answer the question: How can we increase revenue, maximize profits, and increase our competitive advantage?

industry financial  Financial Ratio Analysis | Industry Financial Analysis | Financial Stock Analysis | Why Financial Anlysis | TEC Financial Statement Analysis | Speeding Up Financial Analysis | Financial Investment Analysis | Financial Management Analysis | Market Financial Analysis | Define Financial Analysis | Definition of TEC Financial Analysis | Financial Analysis Risk | Sample Financial Analysis | Financial Statement Analysis Software | Detailed Financial Analysis | Advanced Financial Analysis | Complete Financial Read More

Financial Forecasting & Planning Summit - September 23/24, Mexico


Financial Forecasting & Planning Summit – September 23/24, Mexico. Don't miss out onrevolutionary trends shaping your industry at the Financial For...

industry financial  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 & Planning in your company, and develop an approach to a single repeatable financial planning cycle. And you’ll be in excellent company. Past speakers have 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.

industry financial  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. Read More

PeopleSoft Takes Aim at Foods Industry


PeopleSoft and Bradley Ward will integrate their products in an alliance aimed at the food processing industry. The completed solution will let companies' link real-time plant floor level data to ERP systems.

industry financial  Takes Aim at Foods Industry PeopleSoft Takes Aim at Foods Industry S. McVey - February 28th, 2000 Event Summary PeopleSoft recently announced a partnership with Atlanta-based Bradley Ward Systems, Inc., maker of plant floor execution software for the food industry. The two companies will work to integrate PeopleSoft applications for customer fulfillment, inventory planning, and demand management with Bradley Ward's KEY 2 Success NT-based product suite for planning, controlling, monitoring, and Read More

IFS Applications (version 8.0) for ERP for the Oil and Gas Industry (Upstream) Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for oil and gas industry (upstream) 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.

industry financial  the Oil and Gas Industry (Upstream) Certification Report IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for oil and gas industry (upstream) 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 Read More

CMMS in the Aviation Industry


There are many CMMS systems in the market that specialize in detailed maintenance, repair, and overhaul. When selecting a sysems for an airline, decision-makers have to be extra careful.

industry financial  in the Aviation Industry Introduction Every day, airlines face the challenge to reduce operation and maintenance costs and they are forced to look for better options. Advances in information technology (IT) have leveraged the development of enterprise resource planning (ERP), business process management (BPM), corporate process management (CPM), and computerized maintenance systems (CMMS). Although these solutions have been designed for general purposes, some of their features can be applied to very Read More

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.

industry 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. Read More