financial management

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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
    
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
    
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
    
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, data management
    
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: 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, security
    
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
    
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
Published By: Netsuite DWASF Leads Display Q1 2015     Published Date: Nov 19, 2015
"Managing your company's financials is the backbone of your business and is vital to the long-term health and viability of your company. To continue applying the necessary financial rigor to support rapid growth, you need the right tools to most efficiently achieve this. Read this white paper to understand 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.
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financial management, ten essentials, business world, enterprise applications
    
Netsuite DWASF Leads Display Q1 2015
Published By: MuleSoft     Published Date: Oct 13, 2015
Improving data management is critical for streamlining regulatory reporting, monetizing customer analytics, and democratizing data-driven decision-making. Financial firms must transform their data management approach to unlock data from its silos, incorporate unstructured information from non-traditional sources, and integrate information whether on-premises, in the cloud, batch-based, or real-time. As this evolution continues, technology leaders must consider integration holistically across the enterprise and create an agility layer that is key to future-proofing their data management architecture. Read this whitepaper to learn: -Data management challenges in financial services -Best practices to manage data in financial institutions -Integration strategies for optimal data management
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back office systems, operational effectiveness, unlocking data, business imperatives, modernizing legacy systems, enterprise applications
    
MuleSoft
Published By: Delta Risk     Published Date: Jun 07, 2016
Recent high profile, high impact cyber breaches at some of the largest financial institutions in the United States have highlighted the fact that boards of directors need to take an active role in the management of cyber risk. This Viewpoint offers the Delta Risk perspective on how boards should engage in the management of cyber security risks, stressing four priority activities.
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cyber threats, security breaches, malware and vulnerabilities, internet security, security
    
Delta Risk
Published By: Microsoft     Published Date: Jul 20, 2018
Microsoft commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study to examine the potential return on investment (ROI) enterprises may realize by shifting some or all their management and operations from on-premises, hosted, and outsourced implementations to Azure’s infrastructure-as-a-service (IaaS) offering. The purpose of this study is to give readers a framework to evaluate the potential financial impact, or ROI, of leveraging Azure IaaS for their organizations. Benefits gained by interviewed customers that migrated or re-architected some or all workloads from on-premises to IaaS include: › Greater revenue opportunities from business-to-business (B2B) and customer web channels with a solution that is more mobile and reliable, and meets scale and seasonality needs. › Increased profits from those revenues. › Improved production efficiency. › Reduced datacenter, IT resource, and outsourcing costs. › Easier and faster software and hardware management (such as p
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Microsoft
Published By: SAP Concur     Published Date: Aug 07, 2019
"Companies need to provide a seamless experience for their road warriors who are traversing the globe in search of new clients, attending conferences, exploring new business opportunities and checking on projects. The goal of automating the T&E function isn’t just to save the company time and money, although that is a significant consideration. With policies in place, companies can ensure that business travelers are adhering to allowances for meals, hotels and other travel-related expenses. Companies that establish clear policies for how employees can book and pay for travel — and which vendors to use — can negotiate discounts and rewards with hotels, rental car agencies and airlines. In addition to the financial benefits of an expense management policy, employee satisfaction is also at stake. Creating a realistic travel policy that is clear, simple and easily accessible makes employees happy. A quick and hassle-free travel expense management process reduces traveler stress, enabling
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SAP Concur
Published By: Balihoo     Published Date: May 28, 2010
One of the major challenges facing manufacturers' marketing teams in their efforts to make reseller co-op marketing more effective is at the very heart of what defines the century-old co-op marketing concept -- the coordination and execution of programs and financial transactions across two separate organizations. Today, when the manufacturer is working with hundreds if not thousands of different resellers, the scale and breadth of the effort can be overwhelming. However breakthroughs are not only possible today,but quite achievable by applying specialized and fully integrated technology solutions, bringing co-op marketing management into the modern age.
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co-op marketing, co-op advertising, reseller marketing
    
Balihoo
Published By: IBM     Published Date: Feb 08, 2008
Technology has helped financial institutions work harder and faster than ever before. The downside: Sensitive data is more vulnerable than ever before. Financial Insights offers ideas and solutions to improve Information Security (IS). Click to learn more on protecting your most important assets, your data.
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bank, banks, financial, financial institutions, fisma, compliance, data security, information management
    
IBM
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