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Published By: insightsoftware     Published Date: Oct 19, 2018
Never has so much pressure fallen on the shoulders of finance to be timely and credible with the reporting of financial results. Ninety percent of financial executives report feeling pressured to close the books faster, according to a recent Adra Match study. This burden is driven by the needs of managers who have less time than ever before to make important tactical decisions. To download this White Paper, please complete the following form.
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insightsoftware
Published By: Frontier Communications     Published Date: Dec 22, 2016
When you choose Frontier as your partner, your bank or financial services firm can take advantage of this experience and our extensive portfolio of network and equipment solutions. We will work closely with your team to assess your current situation, determine future communications requirements, and select products and services that fit into your timeframe and budget. What’s more, Frontier backs everything up with local customer support.
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Frontier Communications
Published 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
Published By: insightsoftware     Published Date: Oct 19, 2018
Today, organizations are squeezing their finance and accounting functions like never before. Expectations are at an all-time high, yet resources are increasingly scarce. They must maintain controls, compliance, and keep up with complex accounting rules — all while meeting business demands for faster turnaround and lower costs.
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insightsoftware
Published By: Prophix     Published Date: Jun 03, 2016
Discover how best-in-class organizations are using financial consolidation as the catalyst to better strategic financial analysis and business decision making. Learn about how the best finance operations deliver faster, more accurate and more automated close and consolidations. Hear about Space Saver a Prophix customer and how his company uses Prophix for financial consolidation and to help them plan their product inventories, their product discounting strategies, and their product mix.
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financial consolidation, best practices, prophix, productivity, competitive advantage
    
Prophix
Published By: CA Technologies_Business_Automation     Published Date: Jun 29, 2018
You’ve made a major investment in Oracle E-Business Suite applications to run your critical enterprise processes. But these processes stretch beyond Oracle E-Business Suite and rely on a mix of custom and packaged applications. Management of your critical enterprise processes has become a pressing challenge. Too many staff are tied up in managing the process, as well as finding and diagnosing process errors. SLAs are frequently missed, and customers perceive poor quality of service due to the recurring errors and delays, which are now impacting your critical processes, such as financial period end close, invoicing, payroll and materials requirements planning (MRP) processing. You’ve decided it’s time to consider automation. Automating Oracle E-Business Suite processes end-to-end can eliminate 90% of business process errors. Download this whitepaper to find out how.
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CA Technologies_Business_Automation
Published By: Vena Solutions     Published Date: Oct 29, 2018
Based on in-depth research and customer interviews, the annual Nucleus Research Value Matrix map out the corporate performance management (CPM) market landscape, evaluating vendors on a matrix contrasting usability and ease-of-use versus features and depth of functionality. Read or download the 2018 edition to uncover the most up-to-date CPM landscape, to find the best finance software solution for your needs, and to see why Vena led the pack in usability to land in the Leader quadrant for the third straight year.
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nucleus research, cpm matrix, cpm technology value, cpm technology matrix 2018, excel replacement, financial planning, budgeting, forecasting, financial modeling, business modeling, finance what-if scenarios, financial close and consolidation, risk and audit management, erp data integration systems, adaptive insights, hyperion, anaplan, prophix, vena solutions
    
Vena Solutions
Published By: Anaplan     Published Date: Mar 05, 2015
Financial consolidation systems are the ‘engine room’ of the corporate finance department, enabling companies of all sizes to comply with regulatory reporting requirements, company law and global accounting standards as well satisfy management’s need for periodic management reporting. But all is not well with standalone consolidations applications that were developed in the 1990’s and which are still commonplace in some of the world’s largest multinationals. According to one recent report, 47 percent of companies have made substantial investments in the last year in their financial close, filing, and reporting. Yet, despite the considerable sums of money invested in the process, management teams across the globe remain dissatisfied with the quality and timeliness of management information.
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consolidation, planning, survey, performance, sales, audience, finance, strategic exercise, compliance, software soliutions
    
Anaplan
Published By: Fiserv     Published Date: Nov 06, 2017
Uncover Exceptions Easily and Certify Financial Statements with Confidence. With increasing regulatory requirements for insurance organizations and the need for executive management to sign off on financial statements, it is critical to ensure that there is detailed visibility into the underlying financial data. Ongoing emphasis on having a strong internal control structure for insurers brings into light reconciliation and certification as being the critical components to making it happen.
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automated reconciliation for insurers, automated reconciliation, automated certification for insurers, internal control structure, financial close, comprehensive reconciliation system, comprehensive reconciliation solution
    
Fiserv
Published By: Fiserv     Published Date: Nov 06, 2017
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
Published By: Teradata     Published Date: May 02, 2017
Given the economic realities of the past few years and uncertainty about the future economic climate, finance continues to face pressures to maintain and/or reduce budgets while also providing increased services to the business and the broader regulatory and investment community along with greater transparency. As a strategist and not just a bookkeeper, the CFO can provide meaningful and timely insight into corporate financial close information for executives to adapt to market changes and drive accountability through clear performance metrics.
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economy, reduce, budget, finance, investment
    
Teradata
Published By: Host Analytics     Published Date: Aug 01, 2017
Cloud financial corporate performance management solutions help the office of finance manage the financial close and apply appropriate controls throughout the accounting cycle. Application leaders should use this Magic Quadrant to identify vendors that are a good match for their business needs. The 2017 Gartner Magic Quadrant for Strategic CPM solutions provides valuable insights into the latest market trends, the current Leaders, and key vendor evaluation criteria. Download the Gartner report to learn: Why cloud has become the preferred deployment model Who the key vendors are and how they compare Why mega vendors no longer dominate the market Best practices in evaluating and selecting a vendor
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Host Analytics
Published By: Fiserv     Published Date: Mar 02, 2018
Uncover Exceptions Easily and Certify Financial Statements with Confidence. With increasing regulatory requirements for financial institutions and the need for executive management to sign off on financial statements, it is critical to ensure that there is detailed visibility into the underlying financial data. Ongoing emphasis on having a strong internal control structure for insurers brings into light reconciliation and certification as being the critical components to making it happen. When done properly, they assure accuracy of information flowing into the financial close process, with minimal risk of misstatement, and a full audit trail. The white paper, Certify with Confidence: How Automated Reconciliation Lets You Sign With Certainty, explains how a comprehensive reconciliation solution should work In today's regulatory climate, and why a comprehensive, end-to-end, automated reconciliation system is essential to protecting yourself and your company.
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automated reconciliation, automated reconciliation for banks, automated certification, automated certification for banks, internal control structure, financial close, comprehensive reconciliation system, comprehensive reconciliation solution
    
Fiserv
Published By: Fiserv     Published Date: Mar 02, 2018
According to the report, Benchmarking the Accounting Function 2015, only 56% of companies currently use automation to reconcile accounts. While many finance leaders want to change the process of reconciliation, the task can seem overwhelming. However, developing a plan does not have to be complicated or time-consuming – and the benefits far outweigh the risks. A smooth, stress-free financial close adds qualitative value to the company by freeing employees to focus on strategic initiatives and ways to grow business. A CFO’s Guide to Transforming the Financial Close shares how to build a center of excellence to streamline reconciliation so you can align objectives to overall business goals. Leading-edge automation tools can stop the madness of shuffling papers, sorting emails and searching spreadsheets, turning the reconciliation process from a cost center to a value-add for the company.
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automating financial close, streamlining reconciliation, data integrity, single version of truth, reconciliation process
    
Fiserv
Published By: Fiserv     Published Date: Mar 02, 2018
Uncover Exceptions Easily and Certify Financial Statements with Confidence. With increasing regulatory requirements for insurance organizations and the need for executive management to sign off on financial statements, it is critical to ensure that there is detailed visibility into the underlying financial data. Ongoing emphasis on having a strong internal control structure for insurers brings into light reconciliation and certification as being the critical components to making it happen. When done properly, they assure accuracy of information flowing into the financial close process, with minimal risk of misstatement, and a full audit trail. The white paper, Certify with Confidence: How Automated Reconciliation Lets You Sign With Certainty, explains how a comprehensive reconciliation solution should work In today's regulatory climate, and why a comprehensive, end-to-end, automated reconciliation system is essential to protecting yourself and your company.
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automated reconciliation for insurers, automated reconciliation, automated certification for insurers, internal control structure, financial close, comprehensive reconciliation system, comprehensive reconciliation solution
    
Fiserv
Published By: Fiserv     Published Date: Mar 02, 2018
Does your company still rely on a time-consuming and error-prone manual approach to reconciliation? Does it consolidate multiple data sources from disparate systems to close the books? Find out how one of the top 10 multi-line insurers automated the reconciliation process for over 3,000 accounts, resulting in fewer errors and quicker close times. Plus, the insurer now has visibility into all reconciliation items rather than reviewing 300 different Excel reconciliation documents!
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manual reconciliation, automated reconciliation for insurers, automated reconciliation, automated insurance reconciliation, automated reconciliation system, non-compliance, data reconciliation
    
Fiserv
Published By: Fiserv     Published Date: Mar 13, 2018
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
While being the backbone of many organization’s Offices of Finance and Accounting, it is now commonly acknowledged that this overreliance on Excel spreadsheets coupled with the lack of visibility associated with its use represents a very real risk. With automation available to improve both process efficiency and effectiveness, the challenge many companies face isn’t why they should transform their process but how. The key to overcoming this challenge is creating a strong business case for investment. One that not only sets out the objectives of the project but is also underpinned by a robust financial analysis, in the form of qualitative and quantitative ROI, and a thorough understanding of risk.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
One of the most common things we hear when we speak to companies about improving their financial close process through automation is “But I already have an ERP system.” It’s true that an ERP goes a long way towards helping manage some of the financial close process. However, there is still a great deal of work that is taken outside of the ERP each period end and managed manually.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
Trintech is a global software provider with over 1,700 customers in over 100 countries. Across the globe, we focus on delivering value to our customers through local representation to build a community where we are known as a trusted partner to deliver best practice and enable process improvement.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
In our previous eBook, “Part 1: Enabling Financial Transformation through Technology,” we examined the “why” of Record to Report transformation and briefly described ‘how” you can achieve this through the implementation of Record to Report technology. Now that you understand the “why” and the “how” it’s time to put it into action to ensure a successful Record to Report transformation delivery. But first we need to lay the framework, as the majority of you have probably never embarked on a financial transformation journey before or have experience with a technology purchase or implementation of this calibre.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
Over the past few years, terms such as: ‘Modern Finance,’ ‘Continuous Accounting’ and ‘Robotic Process Automation’ have all created buzz across the finance industry. These have been launched as a response to the challenges facing finance around attracting and retaining high quality employees, the rising risks due to the difficulty in certifying accurate data, today, and the expectation that finance has a role in driving the business forward.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
Typically, Shared Services Center (SSCs) automation initiatives have been undertaken to reduce costs and improve efficiency. These goals are achieved relatively easily within the first few years, most immediately through reduced labor costs and centralized activities. In fact, standardization and centralization deliver up to 50% savings. During subsequent phases, technology automation and outsourcing cut costs further. But, if cost reduction is the only clearly defined goal, organizations will reach a point of diminishing returns.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
By leveraging Record to Report technology, you can effectively manage the entire R2R cycle in one place with one single view of all your relevant controls. Software not only provides you with the means of collating all this data in a single view, but also can eliminate those white spaces between key control components and enable you to standardize across your business.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
In terms of reconciliations, we tend to spend most of our time simply gathering data before we can even begin to think about reconciling it. Once the data is finally in the right format, the majority of our time is then spent manually going through the matching process, rather than spending that time focused on the areas that are most critical to us, as can be seen in the diagram on the right.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
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