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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

tools financial  hoc analysis and reporting tools available to them to perform more inprocess analysis, thereby increasing insight and further contributing to reducing the time needed for the financial close. Automated Internal Control Processes As global regulatory mandates multiply and grow more stringent, manual approaches to control activities are becoming untenable. By embedding automated controls into your financial close process, you can move away from resource-intensive manual control activities to address Read More...
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&n...
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Documents related to » tools 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

tools financial  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 need for their internal decision making. But financial reporting tools can go beyond the scope of such common reporting to elaborate financial statements for Read More...
Reporting Tools
Analysis and reporting services are an important part of the enterprise resource planning process. Microsoft Dynamics NAV has been designed to give users

tools financial  them. Microsoft Business Intelligence Tools Excel Microsoft's Excel software provides additional support for analyzing or reporting data maintained in Microsoft Dynamics NAV, creating a convenient and flexible resource for analysis and reporting tasks. To access this functionality, data from Microsoft Dynamics NAV is transferred to Excel for further analysis or reporting purposes. The following example shows how you can take a closer look at a customer's order details. In Microsoft Dynamics NAV, open the Read More...
IBM Cognos Financial Analytics
IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also

tools financial  analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service. Read More...
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

tools financial  because, while the customized tools have penetrated between 20 to 30 percent of companies in other sectors, this type of development is almost non-existent in the financial sector. About the Author Manuel Carneiro Caneda has a PhD in economic and business sciences, a BA in sociology, and two master's degrees. He currently teaches strategic management at the Universidad Francisco de Vitoria in Spain and is executive of the multinational consulting firm Tea-CEGOS S.A. He worked in several multinational Read More...
Serenic Navigator: Financial Packages Competitor Analysis Report
This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and

tools financial  Navigator: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More...
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

tools financial  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. 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

tools financial  other authentication and authorization tools, the process engine can duplicate and synchronize the authentication and authorization process to make it more efficient and to reduce the risk of failures. Finally, the interface component enables users to access the BPM solution through a variety of applications and interfaces, such as browsers, portals, e-mail, etc. Besides these core components, BPM can have components that contain industry-specific information, such as rules builders, form builders, and Read More...
Microsoft Dynamics GP 10.0 for Financial Packages Certification Report
Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of financial packages in the Accounting Evaluation Center. The certification seal is a

tools financial  Dynamics GP 10.0 for Financial Packages Certification Report Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of financial packages in the 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. Read More...
Spotfire Financial Analytics
Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their

tools financial  Financial Analytics Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their data, asking questions to reveal hidden patterns and biases. Users can easily change views, filters, and queries. Users can share sessions with colleagues or export them to applications like Word, Excel, PowerPoint, and Adobe Acrobat. Read More...
Cloud-Based Financial Software: Contracting and Negotiating Strategies
Find out in Evaluating and Contracting for Cloud Financials.

tools financial  Based Financial Software: Contracting and Negotiating Strategies Your company might be interested in the business benefits and lower cost structure of cloud-based financial software solutions. But how do you protect yourself against hidden costs—and get the kind of agreement that best suits your company's needs? Find out in Evaluating and Contracting for Cloud Financials . You'll learn about the advantages of cloud-based solutions how the cloud delivery model works how to get a cloud-based service Read More...
New Generation of BI Tools More Powerful and Easier to Use
To learn how a new generation of BI tools can give you the knowledge you need to make the right business decisions at the right time, check out the...

tools financial  Generation of BI Tools More Powerful and Easier to Use If knowledge is truly power, how do you convert your data into knowledge ? With business intelligence (BI) . BI can take the data from your ERP system and organize it into ways that give you knowledge about your markets, your customers, your business, and the way it's being run. Meaningful, actionable knowledge that gives you the power to act. And adapt. And stay ahead of the competition. To learn how a new generation of BI tools can give you the Read More...
SAP ERP: Financial Packages Competitor Analysis Report
This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and

tools financial  ERP: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More...
CRM for Financial and Insurance Markets Software Evaluation Report
This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular

tools financial  for Financial and Insurance Markets Software Evaluation Report This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More...
Vendor Spotlight: GMS Accounting and Financial Management System
In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not

tools financial  Spotlight: GMS Accounting and Financial Management System In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not-for-profit organizations. Learn all about GMS’s customers and marketing positioning, and how the software addresses the challenges for not-for-profit accounting. Also featured is a high-level overview of GMS Accounting and Financial Management System functionality. Read More...

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