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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

chartered financial accountant cfa  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. Read More

Financial Packages
Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.
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Documents related to » chartered financial accountant cfa


Financial ISV Partnership
Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more

chartered financial accountant cfa  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
Financial Times Insight: Business Growth
Even in tough economic times, innovative small-to-midsized companies can still find opportunities for growth. Technology and business software solutions like

chartered financial accountant cfa  business growth,business growth alliance,business growth articles,business growth center,business growth company,business growth consultant,business growth consulting,business growth definition Read More
Standards for Financial Plans
Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet

chartered financial accountant cfa  for Financial Plans Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans. 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 ...

chartered financial accountant cfa  Forecasting & Planning Summit - September 9/10, Boston MA Don't miss out on revolutionary trends shaping 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 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

chartered financial accountant cfa  Packages Software Evaluation Report TEC's Financial Packages Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides extensive information about vendor or provider Read More
Evaluating Financial Management Software: Is It Time for a Change?
Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example

chartered financial accountant cfa  Financial Management Software: Is It Time for a Change? Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example, does your current system generate the types of reports you need? And does it allow your processes to support your policies? Evaluate all the challenges you face with your current financial management software—and find out how you can overcome them with an upgrade. 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

chartered financial accountant cfa  Vendors 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 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

chartered financial accountant cfa  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
Optimizing Financial Performance for a Competitive Edge
In addition to traditional duties like financial planning, reporting, and governance, chief financial officers (CFOs) and financial managers are being tasked

chartered financial accountant cfa  Financial Performance for a Competitive Edge Optimizing Financial Performance for a Competitive Edge If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Drive Performance with Financial and Operational Performance Management. SAP BusinessObjects enterprise performance management solutions can help you capitalize on the value of your corporate data, enabling your organization to become more agile and competitive by providing Read More
Epicor ERP 10: 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

chartered financial accountant cfa  ERP 10: 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
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

chartered financial accountant cfa  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. Read More
Salesforce.com Offers Financial Industry Solutions
Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers

chartered financial accountant cfa  com Offers Financial Industry Solutions Salesforce.com announced Salesforce1 for Financial Services , with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life Read More
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

chartered financial accountant cfa  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. Read More
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

chartered financial accountant cfa  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. Read More

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