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1162 Resources for

Financial Planning

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Risk Management
View Available Dates and Locations Why be reactive, when you can be proactive? If you are tired of having to pull your team off critical path activities to deal with the crisis of the day, effective risk management is the solution. Risk management, as an integrated ...
Tags: Risk Management, Financial Planning, Strategy, Financial Services, Security, Finance, Management
Training 2008-02-01
VeterinaryGate Advanced (exe)
VeterinaryGate is a Multi-User Veterinary Office Billing Software, Veterinary Software and FREE Veterinary Pracitce Software for Samll-Large Veterinary Practice that contain all the Financial, Clinical, and Operational elements For a successful running Medical Office. For Single and Multiple Practice to Manage Animal/Pet Medical Records, Vaccination Records, Lab Tests, Prescriptions Writer,...
Tags: MedSites, VeterinaryGate, Taxes, Insurance, Free Trade, Financial Planning, Financial Accounting, Finance, Business Operations, Corporate Insurance
Software downloads 2008-02-20
Avaya IQ: Making the Business Case for Intelligent Contact Center Reporting
How contact center reporting and analytics can deliver rapid return on investment. Contact centers are under increasing pressure to lower technology costs and increase the return on every investment. Avaya IQ helps you achieve these goals. This next-generation reporting and analytics platform gives you the information you...
Tags: Business Case, Analytics, Contact Center, Avaya Inc., Call Centers, Customer Relationship Management (CRM), Financial Planning, It Operations, Enterprise Software, Software, Finance
White papers 2007-11-01
My Inventory (exe)
My Inventory is a fun and easy to use home and office inventory manager that allows the end user to provide an additional layer of protection to the insurance coverage they maintain. By having an inventory and photos of possessions it acts as proof and as a reminder should the...
Tags: Possession, Inventory, Insurance, Financial Planning, Business Operations, Corporate Insurance, Finance
Software downloads 2008-02-08
Colseguros Saves 25% to 30% on IT Maintenance and Operational Costs
Founded in 1874, Colseguros is Colombia's first insurance company. The company wanted to find an integrated insurance platform to support all business units. The challenge was to improve the company's capacity to provide new products and services to meet the customers' needs in a responsive, secure and reliable way and...
Tags: Oracle Corp., Information Technology, Colseguros, Insurance, Financial Planning, Business Operations, Corporate Insurance, Finance
Case studies
Apptical Corp. Sets Bar for Life Insurance Industry With Its SoundDecisions Tele-Underwriting Application
Apptical Corporation, headquartered in Boca Raton, FL, is a telephone inspection / telephone interview service provider recognized nationally for audio enhanced solutions that meet real-world risk management needs. Apptical Corp, needed to develop an application to help solve one of its most critical business issues: obtaining reliable, accurate, and concise...
Tags: Phone, Risk Management, Life Insurance, Hipaa, Telecom & Utilities, Financial Planning, Regulatory Compliance, Financial Services, Strategy, Security, Regulations, Healthcare, Government, Finance, Human Resources, Policies And Procedures, Management
Case studies
SARES-REGIS Group Delivers Self Service and New Options to Employees and Clients
SARES-REGIS Group is one of the largest, most diversified real estate companies in the western United States. SARES-REGIS Group wanted to manage human resources and financials, including industry-specific real estate processes, throughout the enterprise. The challenge was to maintain the highest level of security for employees and clients and give...
Tags: Oracle Corp., SARES-REGIS Group, Financial Management, Real Estate, Financial Accounting, Investment, Financial Planning, Finance, Business Operations
Case studies
Aviva Life Insurance Relies on the NetApp Unified Storage Approach
Aviva Life Insurance Company India Pvt. Ltd., one of India's leading private life insurance companies, serves customers from 106 offices across the country. The company wanted to consolidate MS SQL applications to improve operational efficiency and ensure scalability for rapid growth. The company also wanted to improve storage utilization and...
Tags: Aviva Plc., Life Insurance, NetApp, Aviva Life Insurance, Insurance, Storage, Financial Planning, Business Operations, Corporate Insurance, Hardware, Finance
Case studies
Microsoft Dynamics Webcast: Introduction to BIO (Business Intelligence Optimization) for Microsoft Dynamics SL (Level 100)
The viewer of this webcast will see how Microsoft Dynamics SL can help the organization gain better command and control over business drivers. BIO (Business Intelligence Optimization) for Microsoft Dynamics SL is an easy-to-use analytics solution that can provide people throughout the organization with personalized, role-based score cards that can...
Tags: Microsoft Dynamics, Webcast, Optimization, Microsoft Corp., Pricing, Business Intelligence, Tools & Techniques, Financial Planning, Digital Media, Databases, Marketing, Enterprise Software, Software, Data Management, Management, Finance, Consumer Electronics, Personal Technology
Webcasts
Advanced Data Analysis Helps Pelephone Keep Its Customers Satisfied
Israel's Pelephone is unquestionably at the cutting edge of the cellular telephone business. As part of a general overhaul of its IT infrastructure, and after an extended period of intense testing of some different proposed solutions, Pelephone decided to deploy the most scalable and powerful customer analytics solution yet developed...
Tags: Data Analysis, Analytics, Applix Inc., Financial Planning, Data Mining, Databases, Finance, Enterprise Software, Software, Data Management
Case studies
A Case Study: Banknorth Group, Inc.
Banknorth Group, Inc., one of the nation's top 35 financial services companies with $21 billion in assets, is undergoing a rapid growth strategy by quickly acquiring smaller banks and fee based businesses in an effort to increase its presence in the Northeast. Banknorth's unique approach to community banking combines the...
Tags: Keane Inc., Financial Service, Banknorth Group Inc., Financial Planning, Financial Services, Financial Accounting, Finance
Case studies
Case Study: "How a Mid-Size Company Saved Over $870,000 on a $3 Million Microsoft Enterprise Agreement, in Less Than Three Weeks"
In late 2004 Microsoft offered a Midwestern-US based financial services corporation a range of options to renew and replace their existing Enterprise Agreement. This Case Study discusses the details of the Microsoft offers, of Microsoft Secrets' analysis and recommendations, and provides lessons in negotiating with Microsoft for Enterprise Agreements and...
Tags: Agreement, Microsoft Corp., Financial Planning, Financial Services, Finance
Case studies
WIN plc Integrates Financial Processes to Support Rapid Expansion
A pioneer in cross-operator Short Message Service (SMS) delivery, WIN plc provides innovative mobile data services to European clients, handling more than 30 million mobile transactions each month. The company wanted to replace tier-two, back-office financial system with an integrated Enterprise Resource Planning (ERP) suite that can process large transactions...
Tags: Oracle Corp., Financial, Financial Management, Financial Accounting, Investment, Financial Planning, Finance
Case studies
A-kassen for Selvstændige Automates Processes for Greater Efficiency and Easier Regulatory Compliance
A-kassen for SelvstaEndige (ASE) was established in 1976 as an unemployment fund for the self-employed and small business owners. The company wanted to ensure that long-term insurance policies comply with changes in national and regulatory policy and prevent discrepancies in the way individual cases are handled by implementing standard processes...
Tags: Oracle Corp., Small Business, Insurance, Financial Planning, Regulatory Compliance, Business Operations, Corporate Insurance, Finance, Human Resources, Policies And Procedures
Case studies
VMware Insures Improved Customer Service for Prudential
Prudential UK is part of the Prudential group and provides a range of financial products and services including annuities, corporate and individual pensions, savings and investment products to around seven million customers. In 2002 the company decided to establish an off-shore service centre in India to improve customer service levels...
Tags: Customer Service, Prudential Insurance Company Of America, VMware Inc., Prudential UK, Remote Access, Insurance, Virtualization, Server Virtualization, Product Marketing, Financial Planning, Customer Relationship Management (CRM), Storage, Telecommunications, Business Operations, Corporate Insurance, Hardware, Servers, Marketing, Finance, Enterprise Software, Software
Case studies
Norwegian Directorate of Taxes Improves Efficiency Collecting Taxes and Duties
The Norwegian Directorate of Taxes ensures that the nation's taxes are collected and designated correctly and maintains an accurate, up-to-date national population registry. The challenge was to eradicate lack of integration between different source systems; protect sensitive data and personal details in accordance with strict government requirements regarding security and...
Tags: Oracle Corp., Taxes, Free Trade, Databases, Financial Planning, Finance, Enterprise Software, Software, Data Management
Case studies
BNP Paribas Enables Fast, Predictable Response Times to Deliver Real-Time Pricing and Analytics
A major European provider of banking and financial services, BNP Paribas has operations in 85 countries and ranks among the world's top 15 banks by market capitalization and assets. The company wanted to reduce IT costs related to the company's legacy statistical analysis system. The challenge was to give thousands...
Tags: Oracle Corp., Statistical Analysis, Analytics, Pricing Strategy, BNP Paribas, Pricing, Financial Planning, Marketing Research, Marketing, Finance
Case studies
Sul America Health Care Finds Prescription for Productivity in TIBCO's BPM Software
With nearly 1.8 million customers, Sul America Health Care is Brazil's largest insurance provider. And, with the responsibility of processing more than 150,000 reimbursements each month, it manages one of Latin America's most complex insurance operations. Sul America recognized that its healthcare reimbursement process could be improved to save costs...
Tags: TIBCO Software Inc., Reimbursement, BPM, Insurance, Business Process Automation, Operational Planning, Financial Planning, Strategy, Business Operations, Corporate Insurance, It Operations, Finance, Management
Case studies
Unisys Case Study: Inland Revenue
New Zealand's Inland Revenue department provides tax administration and collection services and administers numerous social policy programs, ranging from child support to student loans. The department was looking for future-proofed environment combining 24/7 reliability and mission-critical performance - along with the ability to easily grow to support new initiatives. As...
Tags: Revenue, Solution, Unisys Corp., Taxes, Free Trade, Financial Planning, Finance
Case studies
e-Government Made Easy
Situated in the heart of the British Isles, the Isle of Man is an internally self-governing, dependent territory of the British Crown. With its own income tax and customs and excise services, the Island is an established low tax area that enjoys total independence from the United Kingdom on matters...
Tags: Unisys Corp., E-government, Taxes, Government, Financial Planning, Finance
Case studies

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Financial PlanningFairfield, OH 02/26/2008
Financial Planning SpecialistSan Diego, CA 02/14/2008
Financial PlanningBaltimore, MD 02/25/2008
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