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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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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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 non banking financial institution


Will 2005 Validate Global Trade Management and Unify Financial and Physical Supply Chains?
The Internet opened the door for global trade. As the global trade management (GTM) space continues consolidating, market leadership belongs to companies that

non banking financial institution  only increase with time. Nonetheless, while many may see the rationale for sourcing goods from far-flung locations with cheaper labor and costs, not many clearly realize the intricacies and costs associated with such trading activities—a cost which often may negate the initial benefits of cheaper, nominal prices of imported items. Although many enterprises have made progress in improving aspects of their financial supply chains by implementing ERP or financial applications such as accounts receivable (A

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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

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » non banking financial institution

Navigating Global Trade Waters


Vastera has gradually migrated to become more of a services company than a mere enterprise software provider. Over the last few years it has grown its global trade know-how, consulting practice, and managed services division.

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How Can Insurance Carriers Retain and Reward True Producers?


The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.

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Achieving Growth: New Accounts versus Up-selling to Existing Accounts


A recent survey of chief executive officers has found that growth is again the number one priority, overtaking cost-cutting as their previous top concern. Can enterprise application providers to take advantage of this new focus?

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What's Ahead for Users on the Enterprise Infrastructure Battlefront?


The battle between Oracle, Microsoft, SAP, and IBM goes far beyond applications -- it goes right into the technology stack or the enterprise infrastructure. As a result, these vendors are drilling down deeper to compete with each other.

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Enterprise Performance Management: Financial Excellence and Beyond


Financial performance management—often categorized as one aspect of enterprise performance management—can help chief financial officers (CFOs) maximize their companies’ profitability, protect against non-compliance, and optimize efficiency by ensuring delivery of information when it is needed, in context. Learn more about a solution that can help you adapt to rapid business change and predict future financial performance.

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Financial Packages RFI/RFP Template


General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology

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People or Resources: The Financial Sector in a Crossroads


People management tools have become necessary, particularly in an environment such as the financial sector, where resources have become global and people require more complex management solutions.

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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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The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms


This white paper features insight about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also featured in this white paper: suggestions for identifying financial system functionality that will support your organization’s changing processes, and a descriptive checklist for soliciting such information.

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Standards for Financial Plans


Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans.

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