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Documents related to » financial planner programs


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 PLANNER PROGRAMS: 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

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 PLANNER PROGRAMS: 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

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 PLANNER PROGRAMS: 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

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 PLANNER PROGRAMS: 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

The 1 Percent Solution: How to Drive Your Financial Performance
There are seven core operational measures that can be leveraged to fine-tune a company’s business processes and achieve a higher return on capital employed (RoCE). Even modest gains in these measurements can spur a significant increase in RoCE. If the level of performance against each core operational measure rises by just one percentage point, for example, RoCE can nearly double.

FINANCIAL PLANNER PROGRAMS: How to Drive Your Financial Performance The 1 Percent Solution: How to Drive Your Financial Performance Source: Infor Document Type: White Paper Description: There are seven core operational measures that can be leveraged to fine-tune a company’s business processes and achieve a higher return on capital employed (RoCE). Even modest gains in these measurements can spur a significant increase in RoCE. If the level of performance against each core operational measure rises by just one percentage point,
4/23/2007 1:18:00 PM

Customer Process Management Drives Profitability in Financial Services
As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge.

FINANCIAL PLANNER PROGRAMS: Management Drives Profitability in Financial Services Customer Process Management Drives Profitability in Financial Services Source: Aptean Document Type: White Paper Description: As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables
5/10/2007 3:26:00 PM

Vendor Spotlight: GMS Accounting and Financial Management System
In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not-for-profit organizations. Learn all about GMS’s customers and marketing positioning, and how the software addresses the challenges for not-for-profit accounting. Also featured is a high-level overview of GMS Accounting and Financial Management System functionality.

FINANCIAL PLANNER PROGRAMS: Spotlight: GMS Accounting and Financial Management System Vendor Spotlight: GMS Accounting and Financial Management System Source: Technology Evaluation Centers Document Type: TEC Report Description: In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not-for-profit organizations. Learn all about GMS’s customers and marketing positioning, and how the software addresses the challenges for
5/2/2011 5:03:00 PM

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, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.

FINANCIAL PLANNER PROGRAMS: Process Management Applicable to Financial Services? How Is Business Process Management Applicable to Financial Services? Hans Mercx - January 3, 2006 Read Comments 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
1/3/2006

TEC Programs for Consultants
Partner with TEC and we’ll equip your firm to deliver a variety of software evaluation and selection projects. Depending on your needs, we can set you up to deliver individual projects on a case-by-case basis, or to deliver multiple projects on an ongoing basis. We can also work with you to support your sales and marketing programs so you can make the most of your new capabilities. With over 50 successful consultant projects supported and a growing worldwide network of preferred partners, TEC is perfectly positioned to help you take your practice to the next level.

FINANCIAL PLANNER PROGRAMS: TEC's Consultant Programs, Software selection services, enterprise software evaluation, enterprise software comparison, enterprise software selection, enterprise software analysis.
8/30/2011 10:09:00 AM

Managing Financial Performance: Closing the Gap Between Strategy and Execution
In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

FINANCIAL PLANNER PROGRAMS: Managing Financial Performance: Closing the Gap Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Virtually all businesses produce plans and budgets—and then measure company progress against objectives. But high-performing companies go a step further by employing an enterprise performance management (EPM) solution to measure, manage, and monitor performance. In Managing Financial Performance: Closing the Gap Between Strategy and Execution ,
5/5/2011 11:05:00 AM

Operations Management in the UK Financial Services
The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide better customer service—while at the same time improving operations—these organizations must invest in a system that allows real-time visibility of the entire process.

FINANCIAL PLANNER PROGRAMS: Management in the UK Financial Services Operations Management in the UK Financial Services Source: Quocirca Ltd Document Type: White Paper Description: The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide better customer service—while at the same time improving operations—these organizations must invest
12/5/2007 8:48:00 AM


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