| 1. |
Financial Fusion ~ E-Finance Wireless Leader? (3 Pages)
by P. Hayes
Apr 6, 2000
Abstract : 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….)
Type: Article
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| 2. |
Scotia McLeod by Maximizer Software
Abstract : Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success.
Type: White Paper
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| 3. |
ScotiaMcLeod by Maximizer Software
Abstract : Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success.
Type: White Paper
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| 4. |
Microsoft Joins XML Specification Committee for Financials (3 Pages)
by M. Reed
May 2, 2000
Abstract : Microsoft (NASDAQ: MFST) has joined the Extensible Business Reporting Language (XBRL) committee to help launch an XML-based standard for translating financial reports between applications. Formerly known as the Extensible Financial Reporting Markup Language (XFRML), the language should allow companies to use the Internet to exchange financial reports.
Type: Article
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| 5. |
Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part Two: Challenges and User Recommendations (4 Pages)
by P.J. Jakovljevic
Nov 22, 2003
Abstract : Although CPM (aka EPM) starts with strong financial management, it will eventually extend beyond financial planning to almost all areas of corporate activity. Therefore, organizations choosing BI suites should consider both their financial management tools and future integration with key business-area solutions (for example, PLM, CRM, and SCM).
Type: Article
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| 6. |
CRM Vendors Cash In On The Financial Services Industry (3 Pages)
by L. Talarico
Nov 2, 2000
Abstract : Last yearﾒs deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.
Type: Article
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| 7. |
Getting Strategic Planning and Financial Planning in the Same Bailiwick (10 Pages)
by John Diezemann
Oct 1, 1999
Abstract : To provide useful financial insight on projects, financial managers need to think about business strategy more like a series of options than a single projected cash flow. While the concepts of options are certainly familiar to most executives, the trick to valuing strategic choices lies in the complex and often overwhelming task of understanding the interaction between strategic options. This article provides a breakthrough planning approach for (1) rapidly realizing the business capabilities dictated by strategy (2) aligning process, technology and organization design and (3) through the financial lens of 'real options' shows how to quan
Type: Article
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| 8. |
J.D. Edwards Teams with FRx Software to Improve Reporting Solutions (3 Pages)
by M. Reed
Jan 14, 2000
Abstract : J.D. Edwards recently announced support for financial reporting solutions from FRx Software. This software makes it possible to consolidate information from multiple databases, platforms, and servers to provide a complete financial picture.
Type: Article
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| 9. |
Yantra - Leader in Distributed Order Management, But Wait There’s More by Olin Thompson and PJ Jakovljevic
Jul 17, 2002
Abstract : Yantra appears to be ahead of the pack in applications for distributed order processing and related needs, but it is far from a household name. For Yantra to progress to the position in the market justified by its product offerings, marketing gaps need to be addressed.
Type: Article
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