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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

financial managers society philadelphia  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). Read More

PPM for Internal Departments
A business practice that assists organizations to align their portfolio of projects with their business strategy. Typically IT departments employ an IT governance framework to ensure that their PPM...
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Documents related to » financial managers society philadelphia


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

financial managers society philadelphia  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
Infor SunSystems: 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

financial managers society philadelphia  SunSystems: 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
E-Business Suite: 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

financial managers society philadelphia  Business Suite: 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
Epicor Enterprise: 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

financial managers society philadelphia  Enterprise: 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 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

financial managers society philadelphia  Cash In On The Financial Services Industry CRM Vendors Cash In On The Financial Services Industry L. Talarico - November 2, 2000 Event Summary The 1933 Glass-Steagal Act that prohibited the alliance of banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their product Read More
Canadian Financial Executives Research Foundation
The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies

financial managers society philadelphia  Financial Executives Research Foundation The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies financial management issues. 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

financial managers society philadelphia  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 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

financial managers society philadelphia  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
2011 Buyer's Guide to Accounting and Financial Software
Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

financial managers society philadelphia  Guide to Accounting and Financial Software 2011 Buyer's Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today's Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the new Read More
HR System for Banks, Financial Institutions
A multinational bank was looking for a fully integrated human resources (HR) solution to replace its legacy system. To find the right solution, the company

financial managers society philadelphia  System for Banks, Financial Institutions Company Profile Industry:   Bank Annual Revenue Range:   $501 million to $1 billion Company Size:   1,001 to 10,000 employees Number of Sites:   41–100 sites Approx. Num Of Users:   26–50 users Region:   Latin America (Mexico, Central America, and South America) North America (Canada and the United States) Project Profile 8  qualified bidders identified 8  RFIs issued Working list: Lawson - S3 Human Capital Management NuView - HR product suite Infor 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

financial managers society philadelphia  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
The Rising Financial Importance of Service
For the Best-in-Class, service is a profit center and a competitive differentiator. As a result, these organizations are yielding soaring financial results

financial managers society philadelphia  Rising Financial Importance of Service For the Best-in-Class, service is a profit center and a competitive differentiator. As a result, these organizations are yielding soaring financial results. Download this infographic from the Aberbeen Group and see how organizations can win by providing best-in-class service to their customers. 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

financial managers society philadelphia  Process Management Applicable to Financial Services? Introduction Business Process Management (BPM) is increasingly being used by organizations to improve internal processes in order to make them more efficient. But which processes are appropriate for BPM? Which industry, if any, has successfully deployed BPM? BPM in Vertical Markets BPM is already used in a variety of markets, from financial services and government to healthcare and manufacturing. In fact, vendors have different forms and workflows for Read More
Agresso: 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

financial managers society philadelphia  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

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