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Software Functionality Revealed in Detail
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 what is financial services


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

what is financial services  or external changes and what the efficiency of the processes is at this time. If the processes are influenced by either the market or internal changes, a BPM solution could be a positive influence on their business. Several BPM vendors have industry-specific solutions, industry-specific forms, pre-defined workflows, and other solutions available. This topic may be discussed in a future article.

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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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What Is Interconnect Billing?


When operators interconnect together to send and receive voice and other services, special requirements arise for the billing. Operator to operator interconnect billing, settlements, rate sheets, and charging policies are some of the areas that need special consideration.

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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 is still a key part of today’s global finance function. Do you know how to overcome the barriers to a fast, high-quality close? Discover solutions that can help you improve your close times and address the challenges of automating and testing internal controls.

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Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

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Checklist: Choosing the Right Financial Services Vendor


Today’s economic environment requires you to evaluate whether your current financial institution is in it for the long haul and can offer the full breadth of services that you may need. Many of these vital services can be delivered from one source—your bank. Your primary concern in selecting a financial services institution should be the security of your assets and data. Find out what to look for, and what to avoid.

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$40 Billion Is Being Wasted by Companies without Product Information Management Strategies-How Is Yours Coming Along?


Information errors are costing retailers and manufacturers a lot of money. Studies show that billions of dollars are wasted because of invoice errors caused by bad data. Most agree that eliminating product information errors will save money, but many of those same believers are not rushing to solve the problem. Why?

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Yet Another Branding Debacle (This Time, It's ERP for Services)


Organizations providing billable services to their clients can benefit from an enterprise resource planning solution. But what makes ERP for services different from solutions known as product portfolio management for professional services automation? And which is best for your organization?

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Beacon Application Services


Beacon has provided PeopleSoft consulting services since 1992. Today we are an Oracle Platinum Partner, having earned ‘Specialized Partner’ status in PeopleSoft Enterprise Financial Management, PeopleSoft Human Capital Management and PeopleSoft PeopleTools. We have also achieved Oracle Specialization in the Financial Services Industry.

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Configuration Data Services, Inc


Founded in 1970, Configuration Data Services, Inc. (CDS) is a privately owned corporation headquartered in Irvine, California (US). CDS provides expertise in product data management software development, integration, installation and implementation of database software, software maintenance, and database conversion.

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Taking Control of Your Business: Growing Profitably in the Professional Services Market


How can a professional services firm grow profitably while providing clients with the services and project pricing they demand? The firm must rely on best-practice solutions to gain control over every aspect of business—from business development to resource planning to billing. Firms that plan and staff projects by relying on combinations of spreadsheets and management instinct will fall behind.

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LAN Services


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

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