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Documents related to » financial packages banks


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 routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

FINANCIAL PACKAGES BANKS: Financial Reporting—Who Needs It? Financial Reporting—Who Needs It? Jorge García - June 14, 2011 Read Comments Solid financial reporting applications are as 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
6/14/2011 4:13:00 PM

Financial 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.

FINANCIAL PACKAGES BANKS: Financial ISV Partnership Financial ISV Partnership Source: Xoriant Corporation Document Type: White Paper Description: 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
3/4/2010 4:31:00 AM

Integrating Actuals into Financial Plans
Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

FINANCIAL PACKAGES BANKS: Integrating Actuals into Financial Plans Integrating Actuals into Financial Plans Source: Alight Document Type: White Paper Description: Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using
3/23/2010 1:18:00 PM

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 PACKAGES BANKS: Top 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,
11/3/2009

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 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.

FINANCIAL PACKAGES BANKS: Financial Planning: Mastering the Key Value Drivers Financial Planning: Mastering the Key Value Drivers Source: Tagetik Document Type: White Paper Description: In business, planning plays a fundamental role in 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
8/3/2007 5:05:00 AM

Building a Business Case for Next-generation Enterprise Financial Systems
The role of finance departments needs to shift from cost center and scorekeeper to that of key advisor to the business. That’s why you need to change processes to help employees work more efficiently on high-value analytical tasks. Implementing next-generation enterprise financial systems will help balance control, transaction processing, and decision support—as well as lower your total cost of ownership.

FINANCIAL PACKAGES BANKS: Case for Next-generation Enterprise Financial Systems Building a Business Case for Next-generation Enterprise Financial Systems Source: SAP Document Type: White Paper Description: The role of finance departments needs to shift from cost center and scorekeeper to that of key advisor to the business. That’s why you need to change processes to help employees work more efficiently on high-value analytical tasks. Implementing next-generation enterprise financial systems will help balance control,
9/17/2007 3:37:00 PM

FAXCOM in Financial Services: Optimizing Business Workflow
Fax servers are essential for the financial services industry. Their reliability and security help transmit financial information quickly and safely. Financial institutions, however, also have workflow and document needs due to lots of back-office paperwork. Luckily, there are fax servers on the market that help financial institutions optimize workflow and business processes—organizing and reducing paperwork backlog.

FINANCIAL PACKAGES BANKS: FAXCOM in Financial Services: Optimizing Business Workflow FAXCOM in Financial Services: Optimizing Business Workflow Source: Biscom Inc. Document Type: White Paper Description: Fax servers are essential for the financial services industry. Their reliability and security help transmit financial information quickly and safely. Financial institutions, however, also have workflow and document needs due to lots of back-office paperwork. Luckily, there are fax servers on the market that help financial
9/26/2007 11:17:00 AM

The Buyer s Guide to Financial Management Software: The 10 Essentials of an Effective Financials Solution
Managing your company's financials is the backbone of your business and is vital to the long-term health of your company. But without the right financials tools to support rapid growth, critical financial processes can become a huge productivity drag. This paper outlines the 10 essentials of a complete financial management system and how the right solution can help you keep up with the rapidly changing business world.

FINANCIAL PACKAGES BANKS: The Buyer s Guide to Financial Management Software: The 10 Essentials of an Effective Financials Solution The Buyer s Guide to Financial Management Software: The 10 Essentials of an Effective Financials Solution Source: NetSuite Document Type: White Paper Description: Managing your company s financials is the backbone of your business and is vital to the long-term health of your company. But without the right financials tools to support rapid growth, critical financial processes can become a huge
8/7/2012 4:09:00 PM

Case Study: Financial Services Industry
The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

FINANCIAL PACKAGES BANKS: Case Study: Financial Services Industry Case Study: Financial Services Industry Source: Panorama Software Document Type: Case Study Description: The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its
11/5/2010 4:45:00 PM

Financial Excellence: Setting the Foundation for Business Success
To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this possible, and helps you eliminate departmental silos and streamline your business operations.

FINANCIAL PACKAGES BANKS: Financial Excellence: Setting the Foundation for Business Success Financial Excellence: Setting the Foundation for Business Success Source: SAP Document Type: White Paper Description: To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this
2/17/2011 10:25:00 AM

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.

FINANCIAL PACKAGES BANKS: Checklist: Choosing the Right Financial Services Vendor Checklist: Choosing the Right Financial Services Vendor Source: Inside Business Finance Document Type: Checklist/Guide Description: 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
4/29/2009 11:51:00 AM


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