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financial modeling

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Published By: Salesforce     Published Date: Nov 19, 2015
Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.
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investing
    
Salesforce
Published By: CA Technologies EMEA     Published Date: Sep 11, 2018
Modern solutions like CA PPM continue to raise the bar above last-generation IT demand management tools, continuously providing new features to ease the burden of the PMO, the financial manager, the resource manager and the product manager. In the last few years, new vendors looking to exploit the large and increasingly influential project and portfolio management (PPM) market have developed modules that “snap” into their SaaS platforms. These vendors claim their tools are easy to install, easy to manage and save customers money. It sounds too good to be true. And for most organizations, it is. Carefully consider whether you need a PPM solution that is only capable of providing low-level functionality for the project manager, or if your organization could benefit from PPM technology that provides 360-degree optics across your organization, delivers actionable business intelligence and enables extensive modeling and forecasting capabilities to make data-driven business decisions.
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CA Technologies EMEA
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: UNIT4 CODA     Published Date: Aug 22, 2011
Financial executives need to have a no-compromise approach to financial modeling and application choice, irrespective of where these applications are deployed.
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unit4 coda, best-of-class strategy, cloud computing, saas, aberdeen group, financial executives, financial modeling, applications choice, business applications, cfo, financial management, solution deployment methods, it spending, risk management, spend management, expense management
    
UNIT4 CODA
Published By: iKnowtion     Published Date: Nov 17, 2011
Learn how a financial services company can retain critical customer assets, and their method for predicting customers that will transfer assets in and out of accounts and the expected amounts.
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customer intelligence, customer loyalty, crm solutions, customer profiling, probability choice models, trigger marketing, financial services, profitability, data modeling, marketing analytics, iknowiton, crm solutions/software, customer experience/engagement, business intelligence, market research, usability
    
iKnowtion
Published By: IBM     Published Date: Dec 12, 2006
This white paper outlines the components of the Banking Data Warehouse (BDW) and how they assist financial institutions in addressing the data modeling and data consolidation issues relating to the SOX regulations.
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data warehousing, database warehousing, data consolidation, sarbanes oxley compliance, sox, compliance, banking, bdw, banking data warehouse, sarbanes-oxley act, security, ibm, data management, auditing, high availability, data quality, software compliance
    
IBM
Published By: IBM     Published Date: Dec 12, 2006
This white paper will outline the components of the Banking Data Warehouse (BDW) and how they assist financial institutions to address the data modeling and data consolidation issues relating to the Basel II Capital Accord. 
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data warehousing, bdw, banking data warehousing, compliance, risk management, basel ii, ibm, security, it management, knowledge management, data management, auditing, encryption, policy based management, security management, security policies, business intelligence, data protection, customer experience management, document management
    
IBM
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