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Financial Planning: Mastering the Key Value Drivers
In business, planning plays a fundamental role in analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it

financial managers society philadelphia  analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it can also be used to achieve a series of objectives, including regulatory compliance. In order to achieve these objectives, companies should consider implementing a unified customer performance management (CPM) solution—one that takes compliance into consideration. 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


Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

financial managers society philadelphia  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More...
People Don't Leave Bad Organizations. People Leave Bad Managers!
One of the most neglected areas of an enterprise is the warehouse. When errors occur here, the whole company is affected, so it is crucial that good managers

financial managers society philadelphia  Don't Leave Bad Organizations. People Leave Bad Managers! Introduction Have you noticed that everybody and her mother is talking about how to be a good leader? Books such as Leadership Styles and Strategies, The 21 Century Supervisor , and 9 Natural Laws of Leadership are just the three of 3,048,203 search results that MSN returned when I searched leadership books. But when I searched for how to be a good follower the search engine returned 3,219 of which many were martial arts and religious Read More...
The 2007 Microsoft® Office System in Financial Services
This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial

financial managers society philadelphia  Microsoft® Office System in Financial Services This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity. 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

financial managers society philadelphia  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...
QAD Enterprise Applications: 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 Applications: 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...
TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide
Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey

financial managers society philadelphia  2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought lead 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 Packages Software Evaluation Report
This financial software Software Evaluation Report anticipates as many factors as possible to establish your selection criteria for general ledger, accounts

financial managers society philadelphia  Software Evaluation Report This financial software Software Evaluation Report anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This Software Evaluation Report in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More...
Dynamics SL: 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  SL: 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...
A Positioning Process Helps Product Marketing Managers Do More
Because product marketing managers constantly juggle competing priorities, companies should consider implementing a formal positioning process as a way of

financial managers society philadelphia  Positioning Process Helps Product Marketing Managers Do More At most business to business (B2B) software companies, product marketing is being asked to do more with less head count. There aren't enough hours in the day to stay on top of competitive issues, customer requirements, and the needs of product management. And let's not forget about marketing, the lifeblood of every company. If you don't market effectively, there's a good chance you won't sell enough product to make a profit, and we all know Read More...
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...
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...
Financial Mobility-Balancing Security and Success
No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government

financial managers society philadelphia  Security and Success No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more. Read More...
Financial Forecasting & Planning Summit - September 9/10, Boston MA
Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

financial managers society philadelphia  your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you'll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting & Planning in your company, and develop an approach to a single repeatable financial planning cycle. Be in excellent company at the summit with the following confirmed speakers: Chief Read More...

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