financial management

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Published By: Intacct Corporation     Published Date: Mar 31, 2014
Intacct financial management and accounting software streamlines and automates processes to help finance organizations improve the accuracy, reliability, and timeliness of business-critical data.
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quickbooks, accounting software, finance, financial management, intacct, data, budgeting
    
Intacct Corporation
Published By: Intacct Corporation     Published Date: May 07, 2015
Learn how you can quickly and clearly capture, validate, quantify, and report on the appropriate outcome metrics. And learn how the right financial management solution will position your organization for greater efficiency, greater growth, and, ultimately, greater success. Forward-thinking nonprofits are focusing on measuring outcomes. Download this white paper to discover: • What outcome metrics are—and why you need them • The differences between performance vs. outcomes • Which metrics are most important to your organization • How to get started (hint: gently)
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reporting, outcome metrics, financial management solution, nonprofit, funders
    
Intacct Corporation
Published By: Allscripts     Published Date: May 01, 2014
Know when, why and how your current EHR platform may fall short of delivering a transformative community of care—and develop a new value-based care model that elevates population health and grows revenue across your organization.
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allscripts, ambulatory ehr, ehr platform, grow revenue, population health, replace ehr, it systems, deploy, raw data, financial outcomes, ambulatory care, health management, idc health insights, balancing regulations, productivity, replacing ehr
    
Allscripts
Published By: Birst     Published Date: Jul 16, 2013
This whitepaper first looks at the fundamental requirements that a BI solution should deliver to your company. Next, this whitepaper covers the 11 Key Questions that you should be asking of a future BI technology partner. When the BI provider can answer Yes to all of these questions, you have BI that is capable of fulfilling your analytical and reporting needs .
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business intelligence, agile bi, self service bi, bi in the cloud, unified bi, mobile bi, embedded analytics, business analytics, sales analytics, hr analytics, marketing analytics, financial analytics, supply chain analytics, automated data management, dashboards, infrastructure
    
Birst
Published By: Birst     Published Date: Jul 16, 2013
Birst’s Salesforce Reporting and Analytics helps sales managers analyze all of the critical salesforce.com data to uncover insightful pipeline information. Combining sales data with marketing, financial and operational data to obtain a comprehensive view of the pipeline is where Birst excels.
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business intelligence, agile bi, self service bi, bi in the cloud, unified bi, mobile bi, embedded analytics, business analytics, sales analytics, hr analytics, marketing analytics, financial analytics, supply chain analytics, automated data management, dashboards, infrastructure
    
Birst
Published By: Birst     Published Date: Jul 16, 2013
Discover seven indications that you need advanced analytics for your CRM application and why they matter. Learn about common CRM data analysis pain points and how advanced CRM analytics can solve them.
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business intelligence, agile bi, self service bi, bi in the cloud, unified bi, mobile bi, embedded analytics, business analytics, sales analytics, hr analytics, marketing analytics, financial analytics, supply chain analytics, automated data management, dashboards, infrastructure
    
Birst
Published By: Birst     Published Date: Jul 16, 2013
Covering 23 vendors and 5 market segments, the 2013 Wisdom of Crowds Business Intelligence Market Study helps readers understand the current market landscape including the perceptions and plans of organizations adopting BI solutions, the latest user trends and technology.
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business intelligence, agile bi, self service bi, bi in the cloud, unified bi, mobile bi, embedded analytics, business analytics, sales analytics, hr analytics, marketing analytics, financial analytics, supply chain analytics, automated data management, dashboards, infrastructure
    
Birst
Published By: Birst     Published Date: Jul 16, 2013
This BI guide has 10 real-life business scenarios that will elicit your business intelligence requirements in plain English. Key stakeholders and executive sponsors will get an easy-to-digest view of business intelligence requirements without getting into the details.
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business intelligence, agile bi, self service bi, bi in the cloud, unified bi, mobile bi, embedded analytics, business analytics, sales analytics, hr analytics, marketing analytics, financial analytics, supply chain analytics, automated data management, dashboards, infrastructure
    
Birst
Published By: Polycom     Published Date: Mar 13, 2015
As the financial services industry moves away from its historic focus—on high margin business, banking, brokerage, insurance, trading, wealth management, and payment companies—they must rethink and strengthen the ways they interact with markets and customers. Organizations that fail to provide personalized services for their clients or to satisfy increasingly demanding customers will struggle to keep their position as competitors innovate at every turn.
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investment, security, financial transmission, profits, innovative technology, unified communication
    
Polycom
Published By: Pega     Published Date: Sep 11, 2015
Download thsi white paper to learn how financial institutions can implement full end-to-end compliance and risk management through Pega BPM: -Transforming compliance from burden to benefit -Ensuring KYC, Suitability and Affordability compliance -Managing and measuring complaints to resolution -Providing governance, control and transparency around new products -Agility to extend to new risks and regulatory requirements -One common platform with specialized rules by regulatory requirement, geography and risk type
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Pega
Published By: CA Technologies EMEA     Published Date: May 25, 2018
The latest version of CA Project & Portfolio Management facilitates core financial activities with the ease and familiarity of a spreadsheet. Two years ago, CA began to reevaluate how organizations were leveraging their project and portfolio management solutions. Our goal was to identify ways CA Project & Portfolio Management (CA PPM) could better serve every user.CA PPM 15.3 simplifies the job of the financial manager with Microsoft Excel® -like functionality, embedded communication and collaboration features, and direct links to the industry’s most popular reporting and business intelligence tools. Today, CA PPM provides financial managers with the ability to visualize, manage and take advantage of data like never before—all from inside the solution.
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budgets, project, cash, flows, finance, project, management
    
CA Technologies EMEA
Published By: CA Technologies EMEA     Published Date: May 25, 2018
As cycles accelerate and timelines shorten, projects are being recognized—by necessity— as the delivery arm for strategy. In this environment, anything less than real-time access to real-time project data is too slow, because businesses need to know where they’re heading, not just where they’ve been. CA Project & Portfolio Management (CA PPM 15.3) has added new capabilities to support project, financial and resource management across individual initiatives and entire portfolios. We’ve also built new, embedded BI capabilities that make powerful data and insights more accessible to everyone.
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budgets, project, cash, flows, finance, project, management
    
CA Technologies EMEA
Published By: Moxie     Published Date: Feb 06, 2019
Download this report for an in-depth analysis of trends in customer experience management strategies for financial services companies. The study was developed using independent research and survey responses from 100 senior-level leaders across marketing, customer experience management, analytics, digital strategy, and innovation roles. After identifying key market stressors, the report analyzes the five key drivers of successful customer engagement: Customer Understanding, Prioritization, Design, Measurement, and Culture.
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customer engagement, customer experience, customer service
    
Moxie
Published By: Intel     Published Date: Mar 19, 2019
Technology has drastically transformed the banking industry and the way in which consumers transact. Mobile banking is now the new normal. Many consumers, especially millennials prefer to do most if not all of their financial transactions via smartphone due to the convenience in which it offers. Even so, the popularity of mobile banking does not imply that the end of retail banking is near as research has shown that consumers still prefer retail banking for complex services such as loan applications, new account openings and advisory services. Download the whitepaper to learn— • How to build a bank of the future by leveraging the Internet of Things • How to increase security, ease system management and reduce operational costs • The benefits of migrating to a thin-client infrastructure and going paperless
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Intel
Published By: TIBCO Software     Published Date: Nov 07, 2019
Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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TIBCO Software
Published By: TIBCO Software     Published Date: Nov 07, 2019
Is your risk infrastructure showing signs of strain in the face of FRTB, Basel III, and BCBS 239? Imagine a risk function where discrepancies among business, risk, and finance views are eliminated, setting the stage for advanced technologies, robotic process automation, and machine learning. Take a step beyond first generation data governance towards unified data and analytics across the enterprise. In this whitepaper, we explore how technology can help financial institutions not just automate compliance, but demonstrate organizational commitment to the change management process and adherence to the principles of regulations and law. Get insights into: How you can master regulatory change as part of transforming the risk function, elevating knowledge and data resources through governance, MDM, data science, and analytics An overview of the key market challenges for delivering a unified data management and governance model Real-world case studies from G-SIBs focused on data governanc
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TIBCO Software
Published By: Workday     Published Date: Sep 08, 2015
Download this white paper to understand the six key capabilities that separate Workday Financial Management from old-world business apps.
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financial systems, finance technology, workday, security, payroll software, financial management, cloud computing, modern financial mangement system
    
Workday
Published By: Workday     Published Date: Sep 08, 2015
Read the whitepaper to discover the benefits of moving finance operations to the cloud.
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cloud computing, finance in the cloud, cloud security, security, payroll software, financial management, cloud
    
Workday
Published By: IBM Business Analytics     Published Date: Feb 15, 2011
Read the findings of Nucleus Research's study on the challenges associated with external reporting (including XBRL) and the benefits that Cognos FSR provides.
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ibm, cognos, financial statements, productivity, reports, finance management, accounting, external reporting
    
IBM Business Analytics
Published By: McAfee     Published Date: Oct 28, 2014
Compliance and financial risk used to be the driving concerns for security and risk management. Read how managing risk today means making sense of more data: vulnerability scans, application and database logs, flows, access and session records, alerts, and trending analysis.
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security connected framework, big security data, big data, log management, siem
    
McAfee
Published By: Anaplan     Published Date: Mar 12, 2019
In 1973, CNL founder James M. Seneff, Jr. took a $5,000 loan from his father and began his own business by buying real estate in downtown Orlando for less than $3 a square foot. Forty years later, his investment has grown to become CNL Financial Group, one of the nation’s leading private investment management firms. Since its inception, CNL and/or its affiliates have formed or acquired companies with more than $33 billion in assets, and invested more than $15 billion in real estate assets.”
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Anaplan
Published By: FICO EMEA     Published Date: May 21, 2019
Fintechs and challenger banks have put a dent in the financial services universe. By developing compelling new products, services and experiences, these companies have set a new standard and raised customers expectations. While traditional banks work to meet these raised expectations, the challenge for new market entrants is turning their beachheads into sustainable, profitable businesses. FICO facilitates this transformation with a set of industry-leading fraud management capabilities.
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fitech, fraud, compliance, challenger banks, banking, financial services
    
FICO EMEA
Published By: UNIT4 CODA     Published Date: Aug 22, 2011
Financial executives need to have a no-compromise approach to financial modeling and application choice, irrespective of where these applications are deployed.
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unit4 coda, best-of-class strategy, cloud computing, saas, aberdeen group, financial executives, financial modeling, applications choice, business applications, cfo, financial management, solution deployment methods
    
UNIT4 CODA
Published By: Kaseya     Published Date: Mar 12, 2015
To get the most out of their computer automation initiatives, financial institutions must take a step back, assess their current IT environments, adjust as needed and make important decisions regarding the future of their IT infrastructures.
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financial institutions, it automation, it environments, it infrastructure, maintenance, network compliance, network security, software management
    
Kaseya
Published By: Kaseya     Published Date: Mar 12, 2015
Banks want to use technology to work smarter, better and faster to maintain regulatory compliance, reduce risk and increase productivity. Automated IT systems management is helping them reach those goals in a seamless, efficient manner.
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automated management systems, software management, it automation, financial institutions, regulatory compliance, security management, software patches, audit violations
    
Kaseya
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