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Software Functionality Revealed in Detail
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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

link financial  acquire new customers, and link different vertical applications together to become more efficient. FS organizations can use BPM solutions to their advantage in the following areas. Claims management Loan management Client intakes Conflict processing Compliance regulations Credit issuances Credit processing The Influence of SOX on FS Within the FS industry, compliance regulations are becoming extremely important, if not critical. Many North American organizations must comply with SOX. Under SOX, executives

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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

Financial Packages

Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.  

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Agresso + CODA, VITA + Link (+ CODA 2go): What's the Sum? (Part 1)


Over the last few years I have produced a number of articles and blog entries on two once-independent and occasionally competing products: Agresso Business World (ABW) and CODA Financials. Since early 2008, these two products and their related owner companies have become siblings within the Unit 4 Agresso parent. Unit 4 Agresso is a Netherlands-based business software company that has grown

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Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance


Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why embedding the components of GRC within your financial processes can help you track financial flows and alert you when things might go awry.

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Enterprise Asset Management Strategies: Creating Social and Financial Value by Going Green


Progressive companies are discovering that they can optimize processes and assets to make the best use of resources, reduce negative impact on the environment, and strengthen business results—all at the same time. Improving enterprise asset management (EAM) processes provides opportunities for you to create less waste, reduce resource use, and decrease emissions. Find out how you can take advantage of EAM’s benefits.

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Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part One: Executive Summary


Enterprise performance management (EPM) is an emerging portfolio of applications and methodologies with business intelligence (BI) architectures and technologies at its core.

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A Pocket Guide for Financial Services


You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS).

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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.

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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. 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.

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Oracle Financial Analyzer to Hyperion Planning Migration


This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are familiar with OFA or similar multidimensional database applications.

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A Smarter Way through Your Extended Close Cycle–Automated Financial Close Management (FCM)


Weeks of effort go into closing, consolidating, preparing, executing, and adjusting final numbers and narratives to report on any given financial period. Most companies use unconnected spreadsheets, email, and word processing documents to conduct the extended close cycle, from closing their books to filing their reports. But, all too often—and sometimes only hours before a filing deadline – financial close teams are made aware of a last minute change to the numbers.

A manual, disconnected extended close process that only loosely connects activities spanning the close process is too risky and inefficient. Even a small change made incorrectly during the final hours before a period closes can expose a company to the risk of financial errors and missed deadlines.

This paper reviews the processes involved in a company’s extended financial close process, the problems associated with a manual effort, and the benefits of using an integrated and automated single-platform solution for financial close management (FCM).

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TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software


Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your company.

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