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Documents related to » financial crm


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 CRM: 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 Fusion ~ E-Finance Wireless Leader?
Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)

FINANCIAL CRM: Financial Fusion ~ E-Finance Wireless Leader? Financial Fusion ~ E-Finance Wireless Leader? P. Hayes - April 6, 2000 Read Comments Event Summary WESTPORT, Conn., /PRNewswire/ -- Confirming its commitment to lead the e-finance marketplace into the rapidly emerging wireless marketplace, Financial Fusion, Inc. announced the formation of its new Web and Wireless Division along with the launch of its patent-pending Total Wireless product family - available for immediate implementation. Financial Fusion s focus
4/6/2000

Composing Collaborative Financial Applications
With its short term ownership under Baan all but forgotten, CODA has been doing well, owing to its astute offerings tailored to the preferences of each regional market, coupled with some recent appetizing acquisitions.

FINANCIAL CRM: Composing Collaborative Financial Applications Composing Collaborative Financial Applications P.J. Jakovljevic - November 14, 2005 Read Comments CODA s Profile Founded in 1979, and headquartered in the United Kingdom, CODA Group is a finance management systems specialist, and part of the publicly traded CODASciSys plc . group (AIM: CSY). After a series of changes which began in the late 1990s when it was first acquired and then divested by former Baan to Science Systems , and then in early 2000, CODA
11/14/2005

Is Your Financial Transaction Secure?
The FDIC imposes IT integrity ratings on financial institutions. These ratings are known as URSIT ratings and are not disclosed to the public. There is no easy discernable way to know how safe your on-line transactions are.

FINANCIAL CRM: Is Your Financial Transaction Secure? Is Your Financial Transaction Secure? L. Taylor - October 6, 1999 Read Comments Event Summary You want to start doing on-line banking but you keep hearing about information security incidents that make you skeptical of the process. How do you know if your financial institution has done due diligence to protect your assets from wily hackers, cavalier administrators, and other information technology sepulchers? If a large sum of money disappeared from your account, and
10/6/1999

Cloud-Based Financial Software: Contracting and Negotiating Strategies
Find out in Evaluating and Contracting for Cloud Financials.

FINANCIAL CRM: Cloud-Based Financial Software: Contracting and Negotiating Strategies Cloud-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
12/13/2011 2:00:00 PM

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 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 leadership from industry experts, and real-world case studies.

FINANCIAL CRM: TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer s Guide TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer s Guide Source: Technology Evaluation Centers Document Type: TEC Buyer s Guide Description: 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
12/7/2012 2:41:00 PM

SAP Details CRM Plans
On November 9, SAP outlined its Customer Relationship Management plans in preparation for its product delivery next month. In December the company is expected to launch a telesales application and Internet portal that it hopes will lay the foundation for the full CRM suite rollout early next year.

FINANCIAL CRM: direction, and has huge financial, sales and personnel resources to throw at the problem. Nevertheless, users are advised to consider both product maturity and functionality in their evaluations and make comparisons to competitive offerings.
11/17/1999

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 CRM: 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

Business Benefits of CRM in the Cloud for Midsize Companies
Midsize companies are increasingly recognizing the benefits of cloud computing--it's cost-effective and flexible. This paper identifies four key business requirements for successful implementation of customer relationship management (CRM) cloud applications and examines how one CRM cloud solution in particular meets these requirements and enables midsize companies to realize their growth aspirations.

FINANCIAL CRM: Business Benefits of CRM in the Cloud for Midsize Companies Business Benefits of CRM in the Cloud for Midsize Companies Source: Oracle Document Type: White Paper Description: Midsize companies are increasingly recognizing the benefits of cloud computing--it s cost-effective and flexible. This paper identifies four key business requirements for successful implementation of customer relationship management (CRM) cloud applications and examines how one CRM cloud solution in particular meets these
6/19/2012 10:58:00 AM

Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software
Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to determine the best-fit service provider for their implementation needs. Based on information provided to TEC by GMS Accounting Management Software (GMS) and its clients, this report focuses on real-life implementation projects delivered by the service provider to three of its existing clients.

FINANCIAL CRM: Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software Source: Technology Evaluation Centers Document Type: Accreditation Report Description: Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to
11/30/2011 3:27:00 PM

CRM: Past, Present, and Future
TEC analyst Raluca Druta surveys the history and evolution of customer relationship management (CRM) with a view to defining the CRM of the future. Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

FINANCIAL CRM: CRM: Past, Present, and Future CRM: Past, Present, and Future Source: Technology Evaluation Centers Document Type: TEC Report Description: Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and
9/25/2012 11:16:00 AM


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