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Financial Planning Services - A Boon for Banks
White Papers While it's undeniable that offering financial planning services to customers can prove a worthy investment for banks, it must essentially follow a careful consideration of the bank's readiness to take on the rigors of the task.
[May 1, 2009, 1:18]
Microsoft Helps Kim Scott Financial Planning Save Nearly A$150,000 in One Year
White Papers Kim Scott Financial Planning wanted to increase communication across the business, improve time management and introduce a better work-life balance for staff. Staffs at the small regional firm were losing productive time because the company worked...
[February 20, 2008, 0:02]
Using Solver for Financial Planning
White Papers The Excel Solver add-in program can be a powerful tool for analyzing financial planning problems. In many financial planning problems, a quantity such as the unpaid balance on a loan or the amount of money needed for retirement changes over time.
[October 13, 2005, 0:00]
Oracle Retail Merchandise Financial Planning
White Papers Senior management sets strategic merchandise and financial objectives - and all the other departments aim to meet them. Independently, merchants, planners, store operations managers, and others create many low-level financial, store, item...
[October 20, 2005, 3:00]
Fonterra Co-Operative Group Establishes Global Financial Visibility, Enhances Strategic Planning
White Papers Fonterra needed a financial system that could increase efficiency across its rapidly expanding operations. Oracle's Hyperion Financial Management enables Fonterra's global employees to save results to a centralized database - eliminating the need...
[November 6, 2007, 0:00]
Business Continuity Planning: Old Concept, New Imperative in Financial Services
White Papers Continuous high performance is now a standard expectation of the marketplace regardless of the natural, technical, or human failures that can beset a Financial Services Institution (FSI). This is especially true today when global sourcing and...
[October 6, 2009, 1:22]
UWV Upgrades Financial IT System in 3.5 Months With Careful Planning and New Training Tools
White Papers The UWV requires a robust and reliable financial infrastructure to efficiently and accurately compile reports, annual accounts, and annual financial statements. In 2006, the UWV began to look at an upgrade to its legacy PeopleSoft system to ensure...
[February 9, 2008, 0:17]
SourceForge Creates Collaborative Financial Process With Adaptive Planning
White Papers SourceForge wanted to replace a budgeting solution consisting of 17 linked spreadsheets and involve department heads in the planning process. The challenge was to free up CFO from manual planning tasks.
[January 1, 2009, 0:00]
Feature Comparison: Oracle Enterprise Planning and Budgeting Mini-Pack B With Oracle Financial Analyzer
White Papers Oracle Enterprise Planning and Budgeting provides finance and business managers with the right information and self-service tools to help them understand the business better, control the planning process, and tune plans to improve results.
[November 3, 2005, 0:00]
Through Better Analysis of Company Operations and Financial Metrics, This Leading Motorcycle Manufacturer Increases the Benefits of Its Forecasting and Planning Solutions
White Papers The motorcycle manufacturer wanted to increase cost effectiveness, as well as improve market responsiveness and brand image. Its challenges were its slow speed to market, high inventory levels and high transportation costs.
[June 11, 2008, 1:01]
White Paper - Preparing Financial Projections
White Papers Financial planning is a critical activity for every business irrespective of its age and size. For new enterprises, the preparation of financial projections is integral to the business planning process.
[October 13, 2005, 0:00]
MONEY Magazine Financial Assistant
Downloads A collection of 45 problem-solving worksheets, conveniently grouped into 8 categories has been especially designed so non-experts and experts alike can manage over 150 different financial decisions including: Loans, Leasing and Mortgages Sales...
[April 3, 2007, 8:00]
Banco Compartamos S.A. Consolidates Information and Improves Planning and Budget Control
White Papers Banco Compartamos wanted to implement a solid and scalable IT infrastructure to improve budgetary and financial planning and consolidate financial information to provide access to up-to-date information for management decisions.
[October 11, 2008, 1:01]
Planning for the Enterprise - Leveraging Best Practices to Elevate Performance and Ensure Future Compliance
White Papers Planning provides a high-level picture of the business, an understanding of operational performance drivers, a sense for the impact of operational plans on financial results, and visibility into opportunities and risks.
[October 20, 2005, 0:00]
The Success Primer
Downloads The Success Primer -- Financial Planning for Beginners by author Sieg Pedde is an easy-to-follow manual for personal financial success. Don't understand mortgages, car loans, or retirement planning?
[March 17, 2004, 0:09]
A Unified Front
White Papers First Command Financial Planning offers financial advice, banking, insurance, and brokerage services to more than 300,000 active and retired U.S.military professionals and their families. The company deployed Sonic Enterprise Service Bus (ESB) to...
[April 4, 2007, 1:00]
Best Practices in Selecting Performance Management Software
White Papers A new generation of sophisticated, Web-based database applications is changing the way companies look at planning and financial reporting. These corporate performance management (CPM) solutions combine a wide variety of financial functions into a...
[May 15, 2007, 4:21]
What Does IT Really Cost: Managing Cost With ABC & TCO
White Papers There are several IT financial planning & charge-back mechanisms that can be used based on variable service levels options, technology refreshment life-cycles, allocation based and usage based cost models to manage cost.
[May 12, 2007, 1:00]
ExecPlanExpress
Downloads ExecPlan Express is a fully integrated software for the financial and tax planning of individuals. Whether you are a financial advisor, professional financial planner or just doing your own financial planning you will appreciate its usefulness for...
[October 24, 2008, 9:24]
FT.com to merge with FTMarketwatch.com
News Media group Pearson announced on Wednesday that it is planning to integrate financial news site FTMarketwatch.com into FT.com, the Web site of the Financial Times. Pearson is also planning to cut around 150 jobs at the Financial Times group, which...
[October 17, 2001, 10:43]
