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financial needs

Results 51 - 55 of 55Sort Results By: Published Date | Title | Company Name
By: VMware     Published Date: Apr 09, 2019
It’s no secret financial services organizations own and operate legacy solutions. Some of these core processes are front and center, meeting customer needs; others are in the middle, supporting account handling operations; and still many more are in the back-office, handling data and managing analytics. The challenge for financial leaders is to ensure these traditional systems don’t prevent the delivery of great digital experiences now and into the future.
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VMware
By: Netsuite DWASF Leads Display Q1 2015     Published Date: Oct 06, 2015
Money makes the world go ‘round, but can you tell your organisation’s “money story”—how it generates revenue and profits, maximises cash flow and steers clear of trouble? Not the practiced version that is supplied to the company’s investors, but the actual per unit economics, the metrics indicating the financial viability of the organisation, what is working well and what needs to be improved, and when to hit the brakes or pound the accelerator?
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revenue and profits, maximize cash flow, financial viability, money stiflers
    
Netsuite DWASF Leads Display Q1 2015
By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce
By: Intacct Corporation     Published Date: Jan 02, 2014
If you need better reporting, more automation, tighter internal controls, and greater visibility into your operations, it may be time to switch to a new accounting system. If you're like most small businesses, you've been using QuickBooks to manage your company's financials. It's well known. It's easy. It works. And it offers the functionality a business needs when it's starting out. But if your business has moved beyond the entry level, you may find you're doing more outside of QuickBooks—which is affecting your organization's productivity. If you need better reporting, more automation, tighter internal controls, and greater visibility into your operations, it may be time to switch to a new accounting system. How can you be sure? Discover why now's the time to graduate to a new financial management and accounting system.
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quickbooks, new accounting system, small business, company financials, financial management, accounting system, cloud computing, automation, business intelligence, business process automation, collaborative commerce
    
Intacct Corporation
By: Workday     Published Date: Mar 02, 2018
Today’s banks, credit unions, asset management firms, lending companies, and other financial services businesses operate in a highly competitive and regulated environment. Servicing clients, introducing new products and channels, and opening new markets as well as having insight into your loans, investments, and deposits is critical to your bottom line. At the same time, employing the right people is what drives your future. Workday provides financial management, human capital management, and planning/ budgeting in a single cloud-based system to support your needs.
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bank, credit unions, financial services, cloud-based system
    
Workday
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