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Updated: January 25, 2015.

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10 Questions to Ask Your Finance and Accounting Software Vendors Before You Buy ERP

Equip yourself with these in-depth questions before evaluating and interviewing vendors to find the right solution for your business.





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10 Strategies for Choosing the Right ERP Finance and Accounting Solution For Your Company

Imagine the possibilities if your Finance and Accounting can be automated and better connected to all systems and processes throughout the company.





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12 Sales Tax Tips For Small Businesses

To help your small business achieve greater success and security, we offer you 12 sales tax tips. Each tip was selected by an Avalara sales tax expert, and is designed to help you stay on top of the ever-shifting sales tax landscape. Learn how to help your small business achieve greater success and security. Read these 12 sales tips to help you stay on top of the ever-shifting sales tax landscape.





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20 Practical Tips on Single Sign-On and Strong Authentication from Practiced IT Professionals

Regulatory compliance and risk of a data breach are forcing financial institutions to implement more stringent policies and procedures. With the cost of a security breach far outweighing the cost of a solution, the benefits of Single Sign-On (SSO) and strong authentication are too significant to pass up. If you are an IT professional in banking or financial services, then you'll want to read this white paper that highlights advice from experts who have successfully deployed Imprivata174; OneSign174; Single Sign-On technology at their own organizations and who have measured the results against their investment.







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2013 Global Mobile Banking Functionality Rankings

Forrester used their Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking offerings of 15 retail banks in North America, Western Europe, and Australia across more than 50 criteria. This report, which forms part of their mobile banking strategy playbook, is intended to help eBusiness and channel strategy professionals to benchmark their own mobile banking offerings. You can use the data and practices in this report to understand the current state of mobile banking functionality, get a clear view of the mobile features the top banks offer to retail customers, and plan improvements to your own mobile banking services.





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2013 US Mobile Banking Functionality Rankings

With customer expectations rising and substantial business at stake, digital banking strategy teams know they need to keep improving their mobile services. This is one of three reports that detail the findings from Forrester8217;s global ranking of the mobile services of 15 banks across North America, Western Europe, and Australia. This report evaluates and ranks the mobile banking services of the four largest US banks across more than 50 criteria using their Mobile Banking Functionality Benchmark methodology. This research will help eBusiness and channel strategy professionals understand what functionality is being offered by the largest banks today and see what constitutes best practice in mobile banking.





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3 Recommendations for Professional Services to Tackle the Talent Cliff

Large professional services organizations (PSOs) are growing in excess of more than 13% over the past two years. However, data points to a looming "Talent Cliff," meaning fewer resources will be available to help PSOs grow. As a result, resource management has become even more important than ever. It is suggested by seven years of benchmark research that by leveraging the information infrastructure, these core questions can remain integral to not only the responsible LOB, but in the future, also the output of the entire organization: Sales and Marketing: What should we be selling at what price? Service Delivery: What resources are required, and how long are they needed? Do we have them and when are they available? What happens when there is scope creep to the work? Finance and Operations: How accurate are invoices, do they have all of the time and cost information on them? Did we forget to include anything? Which projects are the most profitable as well as clients and geographic practices?





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5 Mistakes to Avoid When Choosing Accounting Software

Selecting the best accounting system for your organization is a critical business decision. It takes plenty of resources, including dollars and time. But with this complimentary, fact-filled information kit, "5 Mistakes to Avoid When Choosing Accounting Software," from Sage Software it just became a whole lot easier. With over 25 years of experience and 4.7 million customers worldwide, we know what it takes to help businesses succeed in today's competitive market.







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5 Things You Need to Understand About Your Nexus Footprint

Download this white paper from Sabrix and Yetter Consulting Services, Inc. to learn how tax authorities are becoming more aggressive in seeking out revenue by targeting out-of-state companies for new sources of tax. Understand how to monitor your business activities as well as how states enforce nexus. Lastly, learn what you can do if you have identified nexus and how outsourced sales & use services can help you with your increased nexus footprint.





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7 Deadly Sales Tax Sins And What You Can Do About Them

Because of this, many companies relegate these tasks to the back office, assuming all is well. In fact, this assumption may be leading some companies to the point of no return. These seven sales tax sins are common errors with potentially devastating consequences. Each sin listed in this white paper is followed by remedial actions.





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9 Quick Safety Checks for Supply Chain Compliance

Manufacturers across all industries primarily view themselves as quality-focused, yet reducing overall costs remains their top priority. This inconsistency can be explained by the competing demands from internal economic drivers and external customer requirements for quality and efficiency, especially in an era of increasingly vocal and empowered consumers. In order to meet these competing demands, safety and compliance efforts must be both efficient and effective. This eBook provides an overview of key risk areas and 9 quick safety checks for: • Regulatory Compliance • Accounts Payable (AP) Compliance • Procurement Compliance





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A Comparison of Business Intelligence Capabilities Sage MAS 90 ERP and QuickBooks Enterprise Solutions

As companies grow, their organizational structure and decision-making processes may expand in complexity beyond managements' ability to run that business by the "seat of their pants." When this happens, they need a solution that offers true business intelligence in order to make well-informed decisions. This white paper examines QuickBooks Enterprise Solutions and Sage MAS 90 ERP with respect to their business intelligence capabilities and provides an overview on their key components and benefits for your business.Request this free White Paper to examine what accounting system is right for you!Written by Charles C. Chewning Jr., Solutions; Sponsored by Sage Software







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A Guide for Next Generation Communications Providers

Change has always been a constant for communications service providers. The rate of change has never been greater than it is right now. Fueled by increasing customer demand and technology innovation--in just two years the industry has gone from cell phones to smart phones to tablets. Massive change continues to come faster than most providers are equipped to handle. The competitive landscape has also changed rapidly with a growing field of companies launching everything from new WIFI, VOIP, wireless and broadband services to value-added services and cloud applications, and bringing them to market faster than traditional carriers.





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A New Approach to Centralizing Bank Connections

The global economic crisis is changing how banks and insurance providers operate and compete. It's forcing them to rethink business models and make hard choices about how to invest resources and which services to deliver. To succeed, banks must take a fresh look at how they operate, where they invest and how they manage technology.This white paper describes a new approach for how banks can connect to corporate customers and use a Managed File Transfer (MFT) platform to simplify data transfers, lower costs and deliver compelling services to customers.





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A New Look at the ROI for Enterprise Smart Cards

Datamonitor's survey of over 200 enterprises coupled with its analysis of the market for secure access smart card solutions has revealed:Close to 40 man hours per week would be saved by enterprises if identification credentials are replaced by a smart card and single sign on solution.62% of enterprises have experienced problems relating to passwords being shared, borrowed or stolen from within their organizations.Only 21% of enterprises are confident that passwords will provide sufficient user authentication for their businesses over the next five years.80% of respondents recognize that smart cards would provide benefits to their organizations.This is a Datamonitor white paper, Sponsored by ActivIdentity





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Aberdeen Group - Disclosure Management and Analytics: Paving Way for Organizational Transparency and Collaboration

Today's finance operations are exposed to exceeding amounts of data with less time to actually utilize that data to make decisions. So how are organizations handling this issue? Many organizations today rely on a combination of business intelligence (analytics) and financial reporting tools to gain a fresh perspective on business operations.





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Accelerate Insight for Financial Services: Reduce Risk. Stop Fraud. Increase Profits.

Financial services organizations face immense hurdles in maintaining profitability and building competitive advantage. This white paper outlines the analytic challenges facing these organizations and provides a clear path to providing the accelerated insight needed to perform in today's complex business environment to reduce risk, stop fraud and increase profits.





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Accounts Payable Automation Benefits

Keep up with the times--and your cash flow--by automating AP processes. Learn how to reduce costs, save time, and improve visibility with automated invoice processing built for SAP. In this white paper from ReadSoft, discover why companies are evolving from manual processes to AP automation. A must read for Finance/Accounting management!





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Achieving ROI from Your PCI DSS Investment

This white paper discusses the challenges of meeting PCI DSS compliance, as well as the ways in which organizations can leverage that work to provide better security, more easily meet future compliance requirements, and create operational efficiencies within their IT organization.This white paper includes: The challenges of meeting PCI DSS compliance. How you can more easily meet future compliance requirements.Solutions needed to create operational efficiencies within your IT organization. Download this white paper today.





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Address PCI DSS Requirements in Heterogeneous Environments

The Security Standards Council of the Payment Card Industry (PCI) owns and maintains the Data Security Standard (DSS), which is a rigorous set of requirements that all merchants, payment processors, point-of-sale vendors, and financial institutions must follow. The stiff penalties defined by PCI members are designed to ensure that all merchants and service providers work to maintain consumer trust of payment cards since that loss would impact the revenues of all merchants and financial institutions.Learn how to fully leverage Active Directory to address regulatory PCI DSS requirements, strengthen security, and enhance IT and end-user efficiency and productivity.





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Advances in Financial Disclosure and Risk Management

At a time when applying analytics to big data has become an imperative, IBM business analytics software uniquely enables your organization to apply analytics to decision-making, anytime, anywhere.





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Aligning Long-term Plans with Short-term Forecasts: Maintaining Productivity without Losing Sight of Goals

Determining long-term company goals and short-term planning are not necessarily similar disciplines and can be difficult to align. Still, since short-term plans are the baby steps that lead towards longer term success, it is important to ensure that short-term planning serves the overall direction that an organization wants to go in. In a business environment where conditions are constantly changing, this can prove quite difficult. Truly, 12% of respondents to Aberdeen's 2013 Financial Planning, Budgeting, and Forecasting survey indicated that operational forecasts are not aligned with overall business objectives. This indicates that those in charge of corporate strategy are unhappy with the forecasts prepared by operations because they are inconsistent with overall goals. Concurrently, 48% indicated that they have difficulty aligning operational execution with financial planning, budgeting, and forecasting. This indicates that those closer to the front lines do not understand how they are supposed to meet organizational goals in current business conditions. In order for the entire organization to be constantly working towards a common goal, Best-in-Class organizations are better able to align short-term operational plans, budgets, and forecasts with long-term organizational goals and initiatives. This report will illustrate how top performing organizations utilize a group of organizational capabilities and technologies in order to unite long and short-term plans.





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Aligning Risk and Finance in Banks

The survey and analysis was carried out independently by Chartis Research.





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Applying Electronic Records Management in the Document Management Environment: An Integrated Approach

A modern day Electronic Records Management (ERM) system must be capable of supporting a diverse number of statutory laws, be flexible enough to adapt to new rules and regulations, handle the continued tremendous growth in electronic records, and be accepted by the user, who has to actually use it. As many companies have learned, if a system of any type hinders, rather than helps the user, that system may simply not be used. While enabling compliance with federal and state regulations, and supporting internal business practices is absolutely required, an ERM system must also make solid financial sense to the company. Find out more by downloading this White Paper today!





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Are Current Economic Conditions Trending Toward a Value Added Tax in the U.S.?

Has the time come for VAT in the U.S? It is unclear, but one thing IS clear. In health care and tax reform, the conditions have never been more appropriate to consider emulating the successful experience of VAT seen in so many other nations. This article discusses:Reasons liberals and conservatives have traditionally opposed the ideaHow federal budget deficits are driving the conversation around VATHow VAT might impact tax distribution in the U.S. Read this thought provoking article from Thomson Reuters tax analyst and VAT specialist, Diogo Denczuk, titled, "Is the U.S. Finally Ready for Value Added Tax?" to learn why VAT may soon happen in the U.S.





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Are You Leaving No Stone Unturned?

Today many finance executives are going "back to basics," but that's just the beginning. They're also relentlessly seeking creative ways to help ensure they maintain the cash flow their companies need to continue operating. Some of these include:Re-evaluating their financial toolkitLooking for operations and back-office efficienciesConsidering "one-off" savings such as selling assetsThe competition is already using these ideas and more to save money and maintain liquidity. Find out how you can implement them too. Download now for free.





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Automating Sales and Use Tax Compliance: Making Sense of a Complex Regulatory Environment

By automating sales and use tax management, organizations can avoid mistakes, increase efficiency, and avoid the costs of negative audits. This report highlights: Why sales tax compliance is big issue with companies in 2014 Why automation helps companies sail through audits What technologies the best-in-class are using to manage their taxes





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Avoid the Banks and Get the Loan Your Business Needs FAST & EASY

Business Cash Advance offers you fast working capital based on future credit card sales. You can obtain business funding quickly without guarantees, liens, or collateral normally required for small business loans. To be eligible for business cash advance you need to be in business for one year and process an average credit card sales volume of at least $5,000 per month.When you need urgent funds for your business, there are more than just banks to turn to. Using this buyer's guide, you'll learn the ins and outs of business cash advance, its positives and negatives, and tips on selecting reputable BCA providers, while providing up to three business cash advance vendors that will immediately quote you on their services.





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Banks Betting Big on Big Data and Real-Time Customer Insight

See how bank executives surveyed by Bloomberg Businessweek are using new data-management technology to their advantage to win new business and deliver consistent, customized customer service.





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Beagle Research Report: Five Key Success Factors for Subscription Vendors

The United States is no longer an agrarian economy and farming is the business of only three percent of the population today. So very few companies organize their businesses based on crop prices and weather patterns. This report will examine five critical success factors that most subscription companies face and they all boil down to customer data -- how much of it a company can gather and how they analyze it to exploit the information it contains. Together, these success factors forecast how subscription companies succeed or fail.





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Bean Counter to Business Leader: The Changing Role of the CFO

Download this white paper to find out how to connect technology to strategies that support the evolution of a CFO to a "wizard"8212; someone who performs the role of trusted advisor, prophet, sorcerer, and more. Understand how taking a fresh look at current business processes and wisely choosing which ones to improve can ensure an escape from the transaction-focused bean counter role. The 5 strategies include:Improving visibility and context of the data employees need to succeedIdentifying and resolving a business pain that is reducing profitsEnsuring financial goals and business goals are linked8212;and attainedBeing a watchdog and vocal supporter of projects that support regulatory compliance (IFRS) and technology investment (XBRL)Empowering the organization: ensuring decisions can be made at the right levelsExplore why these topics are most critical in creating order and direction in a changing and sometimes chaotic business climate, and also which technologies can be most helpful in the CFO's pursuit of success and impact.





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Benefits Selling

Benefits Selling is the industry's leading publication for brokers and agents selling group, voluntary and retirement products. Each issue provides sales tips, tools and techniques to help you create a lucrative employee benefits practice.





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Best Practices for Budgeting, Forecasting and Reporting

Achieve more accurate budgets, timely re-forecasts and improved decision-making with this outline of best practices and related technologies used by leading companies.The corporate budgeting, forecasting, and reporting process presents a formidable challenge to many companies. Companies that are able to address budgeting obstacles and improve their process are rewarded with:More accurate budgetsMore timely re-forecastsImproved decision-makingFostering a disciplined financial management culture that delivers a true competitive advantageLearn how you can achieve these goals. This paper Best Practices for Budgeting, Forecasting and Reporting outlines the best practices and related technologies used by leading companies.





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Best Practices for Choosing the Right Accounting Software

Maybe it's time to trade in your aging infrastructure and embrace a new generation of cloud-based financial systems that streamline your processes, improve productivity, and generate greater insights and visibility.As you embark on a challenging evaluation cycle, download our free and concise eBook: 8220;Best Practices for Choosing the Right Accounting Software: Achieving Best-in-Class Financial Management8221;. You'll learn how to:Define your functional requirements8211;identify the core processes that are 8220;musts8221; as well as automation to support more complex needs.Define technical and operational requirements8211;you'll see how a cloud-based system can lower IT costs, reduce risk, and improve productivity.Conduct a thorough evaluation8211;get some key tips on prioritizing capabilities, assessing vendor capabilities, identifying ROI sources, and more.Download your free copy today!





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Best Practices in Reconciliation: 10 Steps to Improving Efficiency and Reducing Risk

This free white paper explores the ways firms like yours are benefiting from installing automated reconciliation in their back offices. One of the simplest steps companies can take to become more efficient and profitable, automated matching is quickly becoming a competitive necessity.Learn:How automated reconciliation can boost productivity, scalability, compliance, and client serviceThe key capabilities to look for when considering reconciliation IT frameworksThe pros and cons of three possible automation routes: homegrown, vendor, and hosted solutionsThe most effective procedure for modeling a reconciliation workflowWhy sticking with manual reconciliation is costing you opportunitiesPlus, get a step-by-step breakdown of the upside of automation, as well as the potential risks to avoid.If you've been considering automated reconciliation, or simply wondered about the trades you're missing, download this free white paper now for a crisp and balanced analysis.





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Best Practices Kit - Budgeting, Forecasting and Reporting

The corporate budgeting, forecasting, and reporting process presents a formidable challenge to most companies, regardless of size or industry. Budgeting is often seen as burdensome and time consuming. Yet budgeting is also a crucial element of financial management, which in turn is a huge contributor to a company's overall success or failure. As a result, companies that are able to address budgeting obstacles and improve their process will be rewarded with:More accurate budgetsMore timely re-forecastsImproved decision-makingCompanies can overcome planning challenges and achieve these goals by applying budgeting and forecasting best practices and leveraging new technologies.





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Better Results through Better Planning, Budgeting & Forecasting

To assist in delivering improved overall business performance, CFOs have reasserted their role as owners of both financial and management information and processes. A corporation with the right processes in place is able to turn its attention to added value finance: evaluating strategies, assessing how to drive top line growth, improve the bottom line, and using assets more effectively. Most management processes are linked to each other in one way or another. Budgeting and planning, for instance, are intrinsically intertwined with other financial processes like consolidation, reporting, risk management and analysis. These processes, in turn, provide critical insight for managing risk, steering corporate performance and shareholder value, as well as making strategic decisions.





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BlogNotions Finance Newsletter: Monthly eNewsletter Featuring Blogs from Industry Experts

BlogNotions' Finance eNewsletter delivers a diverse series of perspectives provided by finance, accounting, and tax thought leaders, and delivers compelling updates on topics ranging from accounting, banking, financial planning, trading, and much more. This newsletter not only provides thought provoking content, but also is accompanied by an open forum for savvy finance professionals to collaborate with experts in the industry.Don't miss this valuable eNewsletter, subscribe today!





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Bloomberg Open Symbology for Financial Instruments

Any action or condition that adds friction, opacity and/or cost to transaction processes detracts from the value sought by the principal parties in a trade. Proprietary market identifiers add unnecessary complexity and risk to the trading community. An open symbology framework for financial instrument identifiers can help the entire community of interest eliminate layers of complexity, introduce process transparency and reduce both operational risk and cost. Organizations can redirect resources to optimize efficiency or drive innovation. This podcast describes how open symbology will affect the securities industry.





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Blueprint for the Cloud

Recognizing the disruption that cloud computing will have on the technology industry, vendors are rapidly shifting their offerings to the cloud. Emulating early movers like Amazon Web Services, Google App Engine, and Microsoft Azure, many vendors are shifting their business offerings to be more elastic, on-demand, and usage-based.





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Business Analytics for Midsize Banks

The midsize banking industry is rife with complexity and unpredictability. Having the right customer insight at the right time can help banks deepen customer relationships, prevent attrition, and improve profitability without increasing overall risks. With Business Analytics, midsize banks can expect an array of immediate and long term benefits.





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Call Tracking: Measuring Campaign Effectiveness the Old Fashioned Way

Marketers, publishers and agencies are rediscovering a tool for generating leads and proving ROI to their clients...the telephone. New technology has made call tracking affordable and scalable to the needs of both national and local advertisers.See how call tracking and monitoring technology is being used to generate qualified leads and measure campaign effectiveness across any online or offline medium, including print, Web, television and radio campaigns.Hosted by eStara Connections from ATG





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Can't Do This in the ERP System

Many companies have achieved success through the implementation of an Enterprise Resource Planning (ERP) system to facilitate operational coordination across functional departments. However, the ERP system may not be the answer for every situation a firm’s accounting department may encounter. This article outlines the pros and cons of utilizing the corporate financial accounting system (ERP/GL) for fixed assets management and tax depreciation, and reviews an alternative strategy. The “pitfalls” and “lessons learned” come from decades of successful engagements involving consultations and integration of GAAP, tax depreciation, and fixed assets management solutions in organizations ranging from SMBs to the Fortune 100.





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Case Study: Pursuing Excellence at Safeway's Employee Service Center

Within the corporate walls of Safeway, at the Employee Service Center (ESC), a team of executives and employees have undergone a transformation. The ESC was the first group within Safeway to participate in a process improvement pilot using Lean Six Sigma to evaluate the company's HR, payroll and accounting processes. The results? A 60 percent reduction in rework, more than $500k in annual savings, and a renewed sense of pride and optimism amongst ESC employees.





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Case Study: Wine Enthusiast uncorks millions in incremental revenue with ATG Recommendations

Wine Enthusiast chose ATG Recommendations to offer customers real-time, highly relevant product recommendations. Personalized Recommendations run on every product detail page on wineenthusiast.com. The company is seeing tremendous results and validated ROI by serving recommendations. Based on clickstream data and visitor history, ATG Recommendations is built on a science that truly delivers unique product recommendations to site visitors.Hosted by ATG





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Choosing an Accounting System

The right accounting and business management software can help turn your business data into business intelligence. Sage Software has a tool to help you make the process of selecting your software easier and more successful: Our must-read complimentary guide, How to Choose an Accounting System. With over 25 years of experience and over 5 million customers worldwide, we know what it takes to help distributors succeed in today's competitive market.





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Choosing the Right Time to Outsource Payroll for Your Growing Small Business

While it may seem advisable, as a small to medium business manager, to handle payroll yourself, you should carefully weigh the costs of such a choice. Payroll accounting entails some of the most time consuming tasks involved in operating a business. It is also the least strategic area of business. What it will do is consume a great deal of your time with mundane tasks that will need to be repeated for every pay period. Your time as a manager is best spent on strategic planning in areas of your business that can produce growth and a return on your investment.To help you make the right decision, sign up to receive this free guide and get instantly matched with qualified Payroll Accounting vendors to receive custom, no obligation quotes.





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Claims Magazine

Every issue includes reports on insurance fraud and crime rings, emerging trends in P&C-related litigation and legislation, forensic techniques, claims management and more.





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Confessions of a CFO: 6 Challenges that Keep CFOs Awake at Night

In this guide, written by and designed for CFOs and finance executives, you'll learn about specific actions that leading companies are taking to improve their performance by:Gaining control over deferred revenue and revenue recognition.Streamlining order management and the quote-to-cash process.Maximizing recurring revenue and automating billing and renewals.Improving cash and collections while decreasing churn.Speeding consolidation, reporting, and analysis across multiple business entities and currencies.Streamlining processes across your organization and reduce IT costs.





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Corporate Tax Governance For CFOs

This paper offers a practical approach to the tax planning process. CFOs don't have to be tax experts, but they do need a basic understanding of the income tax process and the corporate tax structure required to manage and report their company's global income taxes quickly and accurately. Information includes:Learning the basics of the Global Tax ProcessImplementing the required infrastructure to manage and report taxes





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CPM: Bridging the Gap Between Financial Control and Strategic Opportunity

In this whitepaper, learn how successful corporations are using CPM to make the right decisions, based on one financial "truth" that enables them to spend more time analyzing, planning and strategizing how to accelerate business performance and extend competitive advantage.





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Cross-Sell at a Crossroads: Part I

Financial institutions have adopted the method of cross-selling a wide range of products to customers as a mantra for growth. With hundreds of cross-sell solutions in production for a wide variety of customers, Equifax has gained a unique perspective over the past decade to help financial institutions implement successful cross-sell programs and best practices. Part I in this series will take a look at:Why relatively few institutions have been able to make the transition from ad-hoc selling to successful, long-term cross-sell programsThe barriers that must be overcome to cross the chasm between what institutions want to sell and what their customers want to buyWhy institutions must become effective relationship managers before they can be effective cross-sellersAn iterative, walk-before-you-run approach to implementing a long-term cross-sell program





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Customer Centricity in Banking: Driving Revenue and Loyalty

A harsh reality faces the banking industry today: Consumers use the words 8220;untrustworthy,8221; 8220;self-centered,8221; and 8220;greedy8221; to describe their interactions with banks. Trust is gone, and many account holders feel trapped with a bank they perceive as undesirable.The competitive environment has also increased the risk consumers perceive when selecting a bank. Financial institutions can no longer rely on older business models. The landscape is changing, and competition from unexpected global entrants is requiring a new focus on the customer.





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Developing an Information Strategy in the Financial Services Industry

When working in harmony, these actions improve processes, increase productivity, and enhance decision-making. This white paper explores how to use them to develop an effective and broad-reaching information strategy.





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Economics of Cloud Financial Software

Download the white paper 34;Economics of Cloud Financial Software34; and learn from cloud expert, Brian Sommer, CEO of TechVentive, who breaks down the different types of cloud options for finance and accounting solutions. If you are considering purchasing any cloud solution, this white paper is required reading. The white paper will help you:Understand, define, and explain the various flavors of cloud.Quantify the upfront and hidden costs of on-premises, hosted, and SaaS deployment methods.Discover the business and technical advantages of multi-tenant solutions.Identify the critical factors you should know when selecting a cloud vendor.





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Empowering Brokers to Identify and Combat Mortgage Fraud

This Equifax white paper provides deep insights into the different types of mortgage fraud that exist in today's marketplace and suggests solutions to aid mortgage brokers and how to avoid fraudulent activity. This paper includes information on the 'Top 10' high-risk states, where mortgage fraud is the most prevalent, and an overview of the preventative legislative measures these states have taken.





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Essential Features of a Modern Accounting System

Modern businesses are, by their nature, complex. But if you're using an accounting system that forces you to struggle with manual processes8212;limiting your flexibility and draining your productivity8212;you might as well be stuck in the Stone Age.But there's great news! It's 2014, and there's never been a better time to make the move to a modern accounting system.What features should you look for? Download this new checklist, 8220;Essential Features of a Modern Accounting System8221;, to learn how the right accounting system can help you:Automate financial processes and optimize workflows to fit your organization's business processes.Access real-time data to drive business insight and improve decision making.Lower IT costs and reduce technology risks with a best-in-class cloud architecture.





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FierceFinanceIT

Join your fellow financial managers and IT executives and subscribe to FierceFinanceIT's free, twice-weekly email newsletter to stay ahead of the curve.





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Finance Accounting Solution Checklist for Small to Mid-size Companies

This comprehensive checklist will help you determine and prioritize which questions to ask vendors as it relates to your company.





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Finance Accounting Solutions Buyer's Guide for Small to Medium Enterprises

The step-by-step guide includes important decision-making considerations such as benefits and costs across some of the top Finance & Accounting solution providers for small to midsize companies.





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Finance/Accounting Solutions Comparison Guide for Small to Midsize Companies

This solution comparison guide lines up the key vendors in the market and compares the most important factors in purchasing Finance & Accounting solution software and services for small to midsize companies.





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Financial Advisor

FA was created exclusively for independent financial planners and RIAs. Their mission is to provide advisors with the content they need to manage and grow their practices while helping clients achieve their most precious life goals. Operating on the premise that an individual's personal and financial lives are inextricably linked, the magazine tackles issues from college funding, second careers and divorce to charitable giving, business succession and retirement, estate and legacy planning. As a periodical aimed at established, sophisticated advisors, FA challenges traditional financial planning wisdom and introduces readers to new approaches in practice and investment management and helping clients to align their financial and personal life goals.





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Financial Institutions: How Leveraging Customer Data Can Rebuild Trust

As financial institutions begin to pick up the pieces from the last 18 months of disruption and the competitive landscape shifts, many expect a new wave of consolidation as stronger institutions acquire weaker players. The challenge for buyers: rapid integration of the organizations they're acquiring to achieve higher levels of customer service. Even banks committed to going it alone face the challenge of caring for skittish customers in a multichannel environment. In this 1to1 Executive Dialogue, Don Peppers, founding partner of Peppers & Rogers Group, and Steve Muran, financial industry subject matter expert with Infor, talk about the importance of customer retention, the need to integrate disparate sources of data, and the opportunity for financial institutions to rebuild customer trust as a means to competitive advantage.Written by 1 to 1 Media, Peppers & Rogers Group; Sponsored: by Infor.





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Financial Services Executive Kit

You're under pressure from commoditization, globalization, and increased regulatory and compliance directives; customers are more demanding about the kind and quality of service they receive; existing legacy systems are creating daunting and complex need for integration. Sterling Commerce enables you to cut through these overwhelming complexities, simplify IT environments, and drive profitable growth on a global scale.Your Financial Services Executive Kit includes: Payments Transformation: One step at a time - Tower GroupHelping Financial Institutions Manage Operational - Risk White PaperSterling Multi-Enterprise Finance Gateway: Helping financial services organizations meet the needs of their corporate business customersBNP Paribas case study - Russell Investment Group case study





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Financing Your Business Using Cash Advance

One of the most important concerns small business owners have is how to finance a business. A merchant cash advance, or (small) business cash advance can be a relatively easy way to finance a business. It is a one-time payment from a finance company to a business in exchange for an agreed upon percentage of upcoming credit card and/or debit card sales.Successful finance in business is a vital element in creating growth. Allow us to find a way to help you benefit from the advantages a business cash advance can provide. The first step toward obtaining the funds you need to really push your business forward is to find a reliable finance company that will work with your specific needs in mind.This InsideUp Buyer's Guide is designed to help you find the best finance companies for your business. Plus, you get instantly matched with highly qualified finance companies to receive custom, no obligation quotes.





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Five Questions to Ask Before Choosing Responsive Web Design for Your Financial Services Firm

Growing numbers of banks and financial service organizations are adopting responsive web design to address heated demand for multi-device application access. Should your firm do the same? Though responsive design may not always be the best solution to your mobility needs, it offers extremely attractive advantages, and is a powerful option to increase the number of customers who can use your applications effectively. If you39;re a CXO, IT leader, or business executive looking for increased customer satisfaction, support efficiencies, and build competitive advantage for your financial services firm, read this white paper. It highlights five key considerations that are essential to assess whether responsive web design is the right choice for your financial services organization. You will learn Opportunity for competitive advantage is available due to low user satisfaction with current mobile technologies offered by financial service institutions Responsive design offers numerous benefits, with a few limitations Which banks and financial services firms are the early adopters of responsive web design Do you really need responsive web design? Misconceptions, timing and risk considerations About Nagarro Nagarro specializes in building complex, business-critical software and IT projects for leading companies in multiple industries, including banking and financial services. Headquartered in Silicon Valley and a member of the Allgeier Group in Germany, Nagarro is recognized worldwide for its technical expertise, agile deployment, and bedrock commitment to customer service. Recently, Nagarro was named to the Global Outsourcing 100® List by the IAOP® (International Association of Outsourcing Professionals®), earning the highest possible scores in three categories – Customer References, Employee Management and Executive Leadership. This ranking identified Nagarro among the 25 “Rising Stars”, with industry leadership noted in Financial Services (Banking, Markets) among others. Leading global financial services firms and finance ISVs trust Nagarro to help enhance product features, control costs, prevent revenue leakage, comply with regulatory mandates, and manage transformational challenges. We39;ve overhauled outdated banking systems, built SAP-based process automation systems and trading applications and developed applications that enable online and mobile banking, streamline mortgage and lease management, improve user experience, and enhance the efficiency of back-office operations.





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FX Futures Trading

The USFE's Spot Equivalent Foreign Exchange contracts provide a new way to participate in the growing global currency markets! Trade the same way you would over-the-counter, but in a real marketplace with the transparency and flexibility associated with a regulated exchange. Find out more with this free CD-ROM brought to you in partnership between MF Global and the USFE.





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Gain Visibility, Insight and Control with the CFO Performance Insight Solution from IBM

Watch today to gain more control with IBM CFO Performance Insight.





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Get Smart: Strategies to Leverage Mid-Market Supply Chain Analytics

In the past few years, the amount of data that companies must assimilate, transmit, analyze, and archive has grown to a critical mass. Using this information effectively requires: Sifting out the relevant information from the massive quantity of data available Implementing strategic management processes in order to turn the relevant data into actionable business intelligence Utilizing that BI for effective, measurable performance improvements and predictive analytics. A strategic roadmap is especially critical for mid-market companies that are just now being offered tools to fit their data analysis needs. This whitepaper provides strategies to help mid-market companies select the right business tool to handle this challenge.





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Global Finance

Global Finance delivers the full story; corporate finance, joint ventures and M&A, country profiles, capital markets, investor relations, currencies, banking, risk management, custody, direct investment, money management and all the rest-specifically tailored for corporate readers around the world.





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Global Price and Margin Management

In this Model N white paper, get an overview of the business challenges faced by high tech manufacturers in managing prices globally and the impact of pricing on gross margins, and learn about the value companies have realized from their investments in global price management.





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Global Workforce Management: Trends and Strategies for US Manufacturers

Global trade and foreign investments are expanding - not only in the largest nations but across a wide range of developed, developing, and Third World countries. As manufacturers expand and invest abroad, foreign governments are increasingly demanding assistance with economic development.This white paper presents findings from joint research to provide insight into global trade, investments, workforce trends and best practices.





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Headache vs. Hassle-Free: How Technology Can Ease the Burden of Regulatory Compliance

Lenders have long been on the receiving side of rigorous oversight and scrutiny from legislators and regulators. The last 10 years in particular have resulted in an unprecedented number of additional mandates requiring banks and other financial institutions to commit an ever-growing amount of resources to regulatory compliance.According to an American Banker poll, the implementation of the Financial Services Regulatory Relief Act in 2006 did little to relieve the sense of regulatory burden felt by lenders. Rather, the impression is that the burden is increasing.This white paper will review some of the key pain points associated with selected regulations, and explore how technology can help to lessen this burden.





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Hedge Your Currency Risks – Foreign Exchange Risk Management

Ensure that the success of your business depends on its operations and not unpredictable economic factors and volatile currency rates. Hedge your currency risks 8211; Learn how.Clear up the top 3 myths associated with currency hedgingLearn how to identify and mitigate your company's FX risksDiscover the key elements for a successful FX risk management strategyProtect your company from changes in an uncertain economy





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How California, Florida, New York, and Texas are changing the sales tax game

Sales and use tax compliance have never been more complicated. Determining where, when and how to collect sales tax and for which products and services is impossibly onerous. This paper explores several types of sales tax obligations that result from affiliate, web, ownership and other relationships.





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How Single Sign-On Helped Republic Bank Relieve Password Headaches

Republic Bank's employees were struggling to remember the complex passwords required to access the bank's critical software applications. If you are an IT professional in banking or financial services, then you'll want to watch this recorded webinar. In it, you'll hear from a security expert at Republic Bank who shares experiences on how his bank used Imprivata174; OneSign174; Single Sign-On technology to reduce the number of passwords and log-ins required of employees, mitigate the risks of password sharing, and ensure compliance with industry regulations.





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How to Attain PCI Compliance

IT security is on everyone's mind nowadays. In addition to such worries the finance and banking industry has to comply also with the Payment Card Industry Data Security Standards.Identity theft has become a major concern. The increase in stolen data has led to the hassle of consumers not only monitoring their credit card bills, but their entire credit history. PCI was created to avoid potentially catastrophic security incidents and create a baseline of accountability for those organizations involved in transacting business using their credit cards. eEye understands how this standard applies to all members, merchants and service providers who store, process or transmit credit card data. In addition eEye understands how the standard applies to all system components defined by as "any network component server, or application included in, or connected to, the cardholder data environment." Allow eEye to offer you some materials to help you face your challenges. eEye has helped many small and large organizations such as Prudential with their IT security challenges. This white paper outlines how you can:Build and Maintain a Secure NetworkProtect Cardholder DataMaintain a Vulnerability Management ProgramImplement Strong Access Control MeasuresRegulatory Monitor and Test NetworksMaintain an Information Security Policy





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How to comply with the Payment Card Industry Standard

As the deadline for the PCI Standard looms, it is more important than ever for institutions to ensure compliance and avoid penalties. By deploying a single, Unified Threat Management solution from Astaro, your PCI compliance can be addressed with minimal training and deployment planning, while enjoying an enterprise class of security tools in a single solution designed to make your network security experience more effective than ever before.This detailed white paper provides key information on how Astaro's award winning Unified Threat Management Security Gateways can be used to address all areas of PCI implementation on a single product.





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How to Save Money and Grow Your Business With an SBA 504 Loan

It is designed for purchase of fixed assets such as buildings or land or to refurbish existing buildings, buy long-term equipment or machinery, make street improvements such as grading, and install utilities, parking lots, or landscaping. The loan is a fixed-rate, long-term form of financing and cannot be used to pay off or consolidate existing working capital, purchasing inventory or refinancing debt.This free guide provides you with a concise list of questions to ask and mistakes to avoid when applying for a business loan, plus you would also receive complimentary quotes and proposals from several reputable lenders.





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How to Save on Credit Card Processing

With so many credit card processing companies in the market, and without adequate knowledge of this trade, it is hard to decide which merchant services provider is the best for your business. This Buyer's Guide addresses the most common questions merchants have about how to save on credit card processing, while providing up to three credit card processing vendors that can immediately quote you on their services.





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Hugh Young's Ten Golden Rules of Equity Investing

He has marshalled Aberdeen portfolios through numerous market cycles, and in this eBook reveals the secrets of his success, accompanied by the witty illustrations of cartoonist Fran Orford. Contents Include: Check how minority shareholders have been treated in the past Remember that companies are about people not assets Balance sheet strength is critical Understand what you39;re buying Be wary of over-ambition Think long term Benchmarks are measuring devices not portfolio-construction tools Take advantage of irrational behaviour Do your own research With this free eBook you will also receive updates in your email about future Harriman House offers.





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IDC White Paper - Blending Transactions and Analytics into a Single In-Memory Platform

See how a single data-management environment can help IT eliminate information delays and enable your financial institution to optimize sales by responding to current, dynamic conditions.





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Impacting Business with Online Training

Rapid product training and increasing sales revenue are immediate challenges to the financial services industry. Discover how Financial Services organizations are accelerating these business processes through web collaboration.In this white paper you will learn how multiple Financial Services organizations have rapidly and effectively trained a globally dispersed audience. You will also gain insight, from customers, into how WebEx is helping to create an e-learning ecosystem that offers complete solutions to streamline the process of making critical business knowledge available to the right people at the right time.





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Improving Business Performance through Effective IT and Business Collaboration

Dan Vesset, IDC analyst and the author of this paper, states that research shows that over the past 2 to 3 years, business analytics has become one of the top two IT investment priorities for organizations of all sizes. IT is under increasingly greater pressure to deliver on the promise of a comprehensive performance management solution based on a robust business analytics environment. This requirement is more difficult given the trends outlined and addressed in this paper, and Mr. Vesset recommends requirements for both IT development and organizational change.





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Improving Collections Recovery Rates with Employment Data Integration

The use of income data for assessing consumer credit applications is an established pillar of credit risk assessment. However, many current standard collection and employment verification processes are highly manual and costly. With the acquisition of TALX a data repository of consumer employment verification and income data Equifax sought to evaluate the impact automated access to employment verification might have on collections recovery rates. This paper summarizes the analysis Equifax performed to validate the degree to which the Employment Indicator separates collection performance within the various ranges of a statistically valid recovery score.





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Information Management for Midsize Companies

Are you getting the information you need to make timely business decisions? Is the business information you receive always reliable, or are errors introduced through the use of multiple spreadsheets with each user making their own changes? New technologies provide the ability to dramatically reduce the time needed to collect, review, and distribute information critical to the success of your business, while significantly reducing the potential for errors.





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Innovative Marketing Strategies in the Retail Finance Industry

The retail financial services industry has spent the last decade adapting to the deep structural changes associated with consolidation, globalization, and new regulatory environments. Today, with the ability to grow through acquisition behind most firms, the challenge lies in building on the foundations that have been laid and maximizing the value of existing customer relationships to drive new levels of profitability. Rather than focusing marketing resources on traditional outbound customer acquisition programs, today's leading banks are placing increased emphasis on making interactions more intelligent across all inbound and outbound channels as the means to maximize existing customer assets and meet today's strategic objectives.Recognizing the challenges and opportunities that companies in the retail finance industry now face, Infor CRM Epiphany has developed a powerful inbound marketing solution for today's leading companies.





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Inside Counsel

InsideCounsel provides business solutions to general and senior-level counsel, in-house, government, and law firm partners. With the business risks companies face today and the uncertainty of the economy, legal professionals are relying on InsideCounsel.





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Integrated Business Planning: Redesigning Planning for a More Dynamic Business Environment

Integrated Business Planning (IBP) is a new term applied to a longstanding objective: to bring together and improve the accuracy of the disparate strands of forward-looking activities across a corporation in order to foster internal alignment and enhance agility. The goal of IBP is to increase the organization's financial return and improve its strategic position. Unlike many business and technology three-letter acronyms, IBP means exactly what it says: It's about planning (not just budgeting) across an entire business (not just one department, business unit or function) in an integrated fashion. IBP incorporates advanced planning techniques, including driver-based planning, rapid planning cycles and rolling-quarters time frames. The paper investigates the planning practices and needs of individuals and organizations as well as the potential benefits from improving their existing processes, information and systems.Written by: Ventana Research





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Integrating Payroll & Retirement Plan Systems to Save Time, Money & Ensure Accuracy + Get a Free Month of Payroll Processing

Among these benefits is avoiding major concerns when the consequences for missed deadlines and inaccuracies could include IRS penalties.And if you feel that this is the right direction for your growing business, get a free month of Paychex Payroll Processing and start enjoying the benefits of outsourcing your payroll today.





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Introducing the SAP HANA Platform - Innovation Through Partnership with Cisco

SAP and Cisco make it easy to have real-time decision making right now.





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Investment Advisor

Investment Advisor magazine has become the Advisor to Advisors. With authoritative features, product surveys, planner profiles, and monthly articles on improving client relationships; Investment Advisor covers the spectrum of portfolio management. If you are a financial planner, Investment Advisor magazine is your primary reference source.Please note - Investment Advisor is a magazine for professional advisors and planners, it is not for personal investment advice.





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Investment Week

Investment Week provides the market with authoritative, objective and independent news, features and analysis that offer business opportunities, research and educational material.





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It's Good to Have Options

Terry Savage hosts this interactive educational DVD on equity options from The Options Industry Council. Terry and Exchange instructors explain and discuss basic options terminology, how exchange listed options are traded and how individuals can get started. Also includes educational resources to help individuals make responsible investment choices.





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Key Benefits of Leasing Equipment for Your Business

There are advantages and disadvantages in leasing the equipment though. The key to successfully leasing the equipment you need is to ensure that you are getting quality equipment as well as lease terms that work with your business goals.This free guide provides you with a concise list of questions to ask and mistakes to avoid when leasing equipment for your business, plus you would also receive complimentary quotes and proposals from several reputable equipment leasing vendors.





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Kony Mobile Banking Solution

A global financial services company with 200+ million customer accounts and operations in over 140 countries asked Kony to orchestrate the rollout of a global mobile solution with customization for country-specific rules in over 30 countries throughout Asia, Europe and the U.S. The solution had to provide customers with localized banking functionality on the mobile phone of their choice.





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Learn How to Trade With the World's Award-Winning Forex Broker

The valuable lessons in this guide are written and updated consistently by Bforex's experienced analysts. These lessons were created with every type of Forex trader in mind. Therefore, the aim is to provide a valuable resource and enable you to gather additional tools for your Forex trading experience. Download this comprehensive guide to Forex today and join the dynamic world of Forex trading.





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Less Burn. More Return - How Core Vendor Contracts Impact Community Bank and Credit Union Value

After the deepest economic and industry downturn since the Great Depression, banks are now dealing with a “new normal” characterized by increasingly tight interest margins, sluggish economic growth, intensified competition, and increased regulatory pressures and compliance costs. To survive and make money, community financial institutions must become more efficient. There’s a critical need to increase bank efficiency ratios by finding new sources of non-interest income and reducing non-interests expense. Unbeknownst to most community bankers, core banking and ancillary IT services represent one of the more promising and risk-free sources of improved cost efficiency. The Business Performance Innovation Network is working with leading analyst and consulting firms serving the community financial sector to demonstrate how much these institutions can save when they restructure current contracts with their core service and IT vendors based on a national market values for these services. The level of savings and their impact on bank efficiency will surprise many bankers.





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Longview Platform Replaces Cumbersome Spreadsheets with Fully Integrated Planning, Budgeting & Forecasting Process

The Edinburgh Woollen Mill Group implemented the Longview Performance Management Platform to replace a cumbersome, time-consuming and error-prone budgeting and planning process based on spreadsheets, with an automated system that accelerates the budgeting process. This left more time for finance staff to analyze and understand their financial data. By fully integrating store-level planning input with input from head office, Longview makes it easy for EWM to project a consolidated view of its business and where it's heading. See the benefits of automating your process, such as:Time-consuming, error-prone, manual spreadsheet tasks eliminatedStore-level planning input fully integrated with head office inputFaster process allows more time for understanding and interpreting dataWeb-based input templates accelerate data collection and consolidationComplex calculations handled easily, and flexible, granular reporting





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Making The Move - What to Do When You've Outgrown QuickBooks

QuickBooks provided the basic bookkeeping capabilities you needed to start your company. But things have changed. You have more customers. More employees. More complexity. In short, your growing business isn't so small anymore. The decisions you need to make aren't either.Download this white paper to uncover the 37 essential tips for evaluating and purchasing software to manage your business. Here are just a few of the tips we will share with you:How to create an accounting system needs analysisWhat to consider and whom to consider when setting your objectivesHow to uncover the features you can't live withoutAnd more





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Managed File Transfer for Banking, Insurance and Financial Institutions

Whether users are transferring files between trading partners or within an organization, Inovis manages the entire MFT lifecycle and is the only enterprise-wide service that spans the disparate platforms found in a typical business. From onboarding and visibility, through communications and exception management, Inovis ensures users' business-critical information is standardized, synchronized and streamlined.Whether delivering MFT as an outsourced service or deploying solutions behind the corporate firewall, Inovis manages governance and security standards so all the transferred data meets strict industry requirements. Drawing on its more than 25 years of experience, Inovis is redefining the way companies execute managed file transfer and accelerating growth while achieving core business objectives.View this Executive Brief to learn more about how the Inovis Managed File Transfer solution can work for you.





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Managed File Transfer for the Financial Industry: The Need for a Strategic Approach

In a financial environment governed by increasingly stringent regulations and consumer demands for privacy, bridging those gaps, while still ensuring the necessary flow of information among partners and within the organization, has become critically important. In addition to examining these requirements, this white paper discusses a way to fulfill them that usually goes by the name of Managed File Transfer (MFT). The topics included in this white paper are:More Data + More Regulations + More Partners = More ChallengesThe Evolution of File TransferComprehensive, Controlled, Centralized Information ExchangeLeveraging the Trading Hub





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Managing Tax Compliance: A Mid-Market CFO Benchmark Study

This groundbreaking, independent study provides insight into the unique challenges and cost-drivers surrounding tax compliance, as well as interest in new approaches to addressing this perennial obligation. Over 500 mid-market CFOs and senior finance executives were interviewed to provide a snapshot of the current tax compliance landscape.





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Managing Through Change: The Power of Rolling Forecasts, By Steve Player, Beyond Budgeting Round Table

Many executives are concerned about trends such as high demand for resources and the acceleration of business. They also question whether their traditional planning, budgeting, and forecasting tools will allow them to be successful or even survive. The good news is many organizations are finding success by adopting rolling forecasts as the means to become more adaptive. This white paper reviews common traditional budgeting problems and provides answers for your organization.





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Managing Transaction Tax Audit Risk

Tax audits are increasing in pace, scope and severity as a result of the economic conditions. This paper:Discusses the new burden of transaction tax compliance, with an eye towards helping businesses preserve cash before, during and after a tax audit.Examines the rising internal costs of compliance as a result of the current economic downturn.Provides a roadmap for how companies can be proactive in preserving precious cash as they meet their mounting compliance obligations.





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Moody's Economy.com - Into the Woods: Mortgage Credit Quality, Its Prospects and Implications

This Moody's Economy.com special study utilizes unique data from Equifax and Moody's Investor Services to assess future levels of credit degradation and where the greatest challenges will be realized. The study evaluates the threat mortgage credit problems pose to the housing market and broader economy, and the scenarios under which these problems could result in an economic recession. This special report is written by Moody's Economy.com, Inc., Sponsored by Equifax.





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National Underwriter Life & Health

The magazine leverages its unique industry knowledge, news development skills, brand recognition and editorial credibility, to be the voice of authority when it comes to reporting the news of the life and health industry, what it means, how it came to pass, and what it portends for the future.





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National Underwriter Property & Casualty

This year, we're investing in the industry's most reputable and trusted brand, National Underwriter Property & Casualty, by integrating the field8211;tested and sales-driven coverage of American Agent & Broker.





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Navigating the Voluntary Disclosure Process

Nexus laws are constantly shifting and often becoming more aggressive, the need to understand a company's nexus status is increasingly important. If nexus is discovered, how does a company minimize back penalties and interest, and avoid being reported to other states? How does a company negotiate with local states, and what are the consequences of this voluntary disclosure process? Download this white paper from tax expert Sean Evans of DuCharme, McMillen & Associates, Inc. for tips on navigating the Voluntary Disclosure Agreement process.





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Need Business Equipment? 3 Leasing Programs You Should Know About

This guide provides you with a concise list of questions to ask and problems to avoid when leasing equipment for your business.To better understand your options, they'll also provide you with complimentary, no-obligation price quotes from top Business Equipment Leasing vendors based on your specific needs so that you'd be able to better compare the choices available to you.





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New Realities of Replacing Your Accounting System

But when your existing software comes up short, why fall into the trap of putting it on life support8212;supplementing with spreadsheets and other remedial efforts8212;when it's actually never been easier to upgrade to a better, more robust financial management system.This new white paper from Mint Jutras takes a look why companies like yours are choosing to replace their financial systems, and recommends strategies to simplify the selection process, including how to: Establish baseline metrics to justify the investment.Define the right selection criteria.Evaluate whether you need to consider mobile functionality or a cloud application.





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On-Demand Records Management: Meeting the Challenge

Effective records management has never been more crucial to meeting corporate governance, risk management and operational mandates. Yet half of enterprises lack a fully implemented records management program. Download this white paper to learn how strategic outsourcing can help you mitigate risks, apply best practices, meet compliance mandates and improve overall records management ROI.





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Optimize Your Mobile Banking Strategy

This Forrester report identifies how digital banking teams must change gears from running mobile banking like a pilot to operating as a mature practice that focuses on optimizing the mobile banking experience and delivering against Key Performance Indicators (KPIs).





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Organizing Dynamics GP – Free Chapter from Microsoft Dynamics GP 2010 Cookbook

Dynamics GP provides a number of features to better organize the overall system and improve its usefulness for all users. This chapter is designed to demonstrate how to implement and fine tune these features to provide the most benefit.In this chapter, they will look at:Speeding up account entry with Account AliasesGaining visibility with Horizontal Scroll ArrowsStreamlining payables processing by prioritizing vendorsGetting clarity with User Defined fieldsDeveloping connections with Internet User Defined fieldsGaining additional reporting control with Account RollupsRemembering processes with an Ad hoc workflowImproving financial reporting clarity by splitting purchasing accountsSpeeding up lookups with Advanced LookupsGoing straight to the site with Web LinksPackt Enterprise books can be summed up through the tagline "Professional Expertise Distilled". They take in-the-trenches knowledge from experienced software professionals, and distil it into a single, easy to follow manuscript.





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Outperform With Accurate, Meaningful, and Fast Cash Flow Analysis

Cash is the lifeblood of most organizations. Forecasting Cash Flow has become an essential element in SMB growth strategy. But for most companies, 90-95% of planning and forecasting focuses on the income statement. The development and analysis of cash flow is left for the "last day" or the eleventh hour and almost an after-thought in this process even though its use is highly critical to making key strategic decisions.This white paper analyzes various planning and forecasting tools available to you, beyond the capabilities of spreadsheets, and offers the solutions that allow companies to incorporate Cash Flow reporting into the budgeting and forecasting process.





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Paraccel Analytic Database: Fraud Analytics for Financial Services

ParAccel delivers the scalable performance demanded by business analysts working to detect fraudulent credit card activity in minutes, rather than hours or days. This solution brief explains how Fidelity Information Services (FIS) executives realized that they needed an analytics database solution that could keep up with fraud complexity and improve detection rates.





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Pensions & Investments

Try two issues of Pensions & Investments - Risk Free! Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. Written by a worldwide network of reporters and correspondents, Pensions & Investments' coverage includes business and financial news, legislative reports, global investments, product development, technology, investment performance, executive changes, corporate governance and other topics crucial to the people who drive the world of professional money.Subscribe to Pensions & Investments for over 50% off the Single issue price! You will receive 2 RISK-FREE issues of Pensions & Investments plus access to the latest issue and archives online. You can choose to continue to receive 24 additional issues (26 issues total) for just $299. Over $250 off their single issue price.





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Plan Sponsor

Plan Sponsor is written for executives with responsibility for their organizations' retirement plans. Features include articles on pension legislation, 401(k) plan design, investment options, and market surveys.





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Planning and Budgeting: Improving Effectiveness through Best Practices and Technology

In Ventana Research's new benchmark executive summary, Robert D. Kugel, Senior VP of Research, found "an over-reliance on desktop spreadsheets and lack of consistent processes result in a lot of wasted time." Are you falling into this trap? How can you escape? Download Ventana's executive summary which uncovers five key attributes to effective planning and budgeting:Insight - into corporate performance and the factors driving resultsAccuracy - that can support smooth operational functioningAlignment - of corporate, departmental, and individual objectivesAgility - with coordinated responses to changeCollaboration - across the enterprisePublished by: Ventana Research; Sponsored by: Infor





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Planning, Budgeting and Forecasting: Software Selection Guide

This paper addresses the challenges of planning, budgeting and forecasting in a spreadsheet environment and highlights the advantages of using a software solution designed specifically for dynamic planning. The business challenges and drivers are discussed, including organizational and technological best practices to follow. A Planning Software Selection Matrix is included to assist decision makers in selecting the most appropriate planning software for their specific business processes and needs.





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Predictive Modeling for True-Name Fraud

The risk and exposure associated with true-name fraud has sparked demand for advanced solutions that can identify this type of activity at the source: the time of application. By implementing real-time, cost effective solutions with a low false-positive rate, lenders will increase compliance with legislation. This paper includes background on identity theft and summarizes the performance of both the original and the refined models. It is designed to help financial institutions learn more about the challenges of risk modeling for fraud.





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Preparing for the Upswing

There are always key areas of any business that cannot be cut if the business is to remain ready for an economic upswing. Find out how some companies consider the current climate a window of opportunity to:Invest in core activitiesCultivate the most qualified employeesMaintain customer relationshipsTo see how other midsize companies are allocating their spend more efficiently. Download now for free.





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Professional Adviser

Through close contact with the financial adviser community, Professional Adviser offers an insightful, valuable and practical analysis of the business issues affecting the market as well as of wider industry trends and issues, including regulation. Each issue offers industry news coupled with strong educational pieces designed to dispel the myths that surround complex financial products and issues, helping the reader to develop their business and deliver more value to the clients.





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Professional Pensions

Professional Pensions delivers extensive news and features coverage for the corporate pensions and investment industry. Offering unrivalled news and feature coverage of the key issues facing schemes and their sponsors, Professional Pensions hosts regular roundtable and panel debates providing in-depth analysis on a range of investment, administrative and legal topics. This coverage is further enhanced by authoritative supplements including reports on major industry sectors such as property investment, specialist managers, local authority schemes, group risk and consultants. There is also a monthly round-up of latest trends within defined contribution provision, DC World, and a quarterly supplement looking at changes in the local government pension fund marketplace.





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Profitably Managing Risk in Your Credit Portfolio

Over the past three years, credit issuers have aggressively acquired new consumer accounts in order to gain critical mass within their portfolios. With consumer friendly affinity offers, attractive teaser rates, and innovative credit terms, credit marketers have spared no expense in attempting to one up their competitors, emphasizing portfolio growth over profit margins and prudent portfolio risk.Credit risk management as a discipline, and the process of portfolio and account management are areas of renewed emphasis for financial institutions and, as of late, often the primary concern of institutional lenders.





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Protecting Content During Business Disruption: Are You Covered?

The unfortunate rise in business disruptions from natural disasters, accidents, and human intervention increasingly proves how business continuity and disaster readiness planning is necessary to any responsible business operation.While the nature, degree, and consequences of a disruption will vary, well-thought planning and the right systems infrastructure can clearly make the difference between inconvenience and catastrophe in the event of sudden interruption.Download this White Paper to learn how to protect your business from unplanned disruptions!





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QuickBooks 2014 For Dummies--Free Sample Chapters

With over four million of his books in print, CPA and perennial bestselling For Dummies author Stephen L. Nelson knows how to make QuickBooks and basic accounting easy for the rest of us. Small business owners, managers, and employees: if you want to use QuickBooks for your business, the new edition of this annual bestseller is the best place to start. From setting up the software to creating invoices, recording and paying bills, tracking inventory, getting reports, and crunching numbers for tax prep, you39;ll discover how to do it, why to do it, and get way more organized in the process. Gives small business owners the power to manage their own business accounting and financial management tasks using QuickBooks 2014 Helps you build the perfect budget, process payroll, create invoices, manage inventory, track costs, generate financial reports, balance accounts, and simplify your tax return prep Walks you through basic bookkeeping concepts, data management fundamentals, and need-to-know accounting guidelines to help you track your finances with ease Keep your business finances on track, on budget, and in control with QuickBooks 2014 and QuickBooks 2014 For Dummies.





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Rapid Product Rollout in Financial Services

Rapid product training and increasing sales revenue are immediate challenges to the financial services industry. Discover how Financial Services organizations are accelerating these business processes through web collaboration.In this white paper you will learn how Financial Services organizations have reported significant gains in the following areas:Decreased time-to-market.Improved effectiveness of training.Increased cost savings.Web collaboration provides these competitive advantages by enabling effective product rollouts that result in shortened sales cycles and increased employee productivity.





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Research

Research magazine is a broker trade publication that helps the retail financial professional build their businesses. Included are sales advice, financial planning articles and coverage of investment products such as mutual funds and variable annuities. Research articles and columns offer insight and advice in the areas of practice management, marketing, industry news, trends, and skills aimed at boosting broker production.





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Sage Software: The Economic Stimulus Package of 2008

The Economic Stimulus Act of 2008 was designed to make increased spending by business more attractive for the 2008 tax year. This provides companies with incentives to purchase assets and improve their business, enabling enterprises to reduce the cost of qualifying property by purchasing it and placing it in service in 2008. Careful planning will ensure that companies can write-off a larger portion of their asset purchases. Read this white paper to learn more about the depreciation changes in the legislation that affects your enterprise. Explore how you can maximize your benefits by analyzing the timing of asset purchases.





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Sales and Use Tax Compliance: What Makes Best-in-Class the Best

A recent survey by Aberdeen Group identified the real practices that make a company best-in-class (top 20%) or a laggard (bottom 30%) when it comes to sales and use tax compliance. This infographic illustrates: Why companies are prioritizing sales tax compliance The benefits of being best-in-class The key strategies that separate best-in-class from the laggards





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SBA's 7(a) Loan Program - For Your Start-up or Growing Business

The 7(a) is one of the few commercial loans available for those who need financing but lack sufficient down payment money or equity. For some types of businesses, 7(a) loans offer up to 100% loan to value. These include medical and dental practices, veterinary clinics, independent pharmacies, and funeral homes. It also offers flexibility in that they can be used for any valid business purpose. Plus, recent legislation has enabled larger businesses to obtain loans through the 7(a) program.Learn the important facts about this program in this free guide as well as the questions to ask and mistakes to avoid, plus receive complimentary quotes and proposals from several reputable providers.





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Selecting the Right Credit Card Processing Company for Your Business

A merchant account enables businesses to accept credit card payments, either electronically, or via a terminal. Choosing a good merchant account vendor is vital to the success of your business, but finding that perfect vendor can also be challenging. It is important to find a credit card processing company that you can rely on. This guide will help you through the selection process by providing answers to frequently asked questions about selecting a merchant account provider, as well as an overview of several top vendors.Plus, you get instantly matched with qualified merchant account vendors to receive custom, no obligation quotes.





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Shifting the Focus for Profitability

Whether it's more frequent cost reviews and forecasts, engaging your staff to help reduce expenses, or initiating compensation freezes, financial executives are looking everywhere for ways to enhance profitability. Learn more about how they're:Tracking liquidity and cash flowSeeking efficiencies in capital and overheadInspiring staff to help manage costsSee how other midsize companies are shifting their focus to boost the bottom line. Download now for free.





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Single Sign-On and Strong Authentication: A More Secure Front Door for Financial Institutions

The idea of requiring users to provide a second form of identity to gain access to information used to be seen as only necessary for remote access or top-secret jobs. Now, most organizations are deploying Strong Authentication and most regulatory bodies are mandating it. This white paper explains which forms of Strong Authentication are best; lays out considerations for evaluating Strong Authentication; and explores issues and trade-offs when deploying Strong Authentication.





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Spend with Confidence to Improve the Bottom Line

Extending payment schedules while speeding up collection may help ease strains on your company's liquidity, but it increases tension in the market that could grind business to a halt. That's why Corporate Card expense management products are superior to using petty cash and checks.The supplier gets paid quicklyYour company gets the floatYou save on the labor of processing paper-based paymentsDownload now for free.





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Stock Yards Bank & Trust Uses Single Sign-On to Make Employees More Productive and Keep Data Secure

As a financial institution, Stock Yards Bank & Trust must comply with a strong password policy to meet industry regulations in order to keep information secure. If you are an IT professional in banking or financial services, then this case study that explains how Imprivata174; OneSign174; Single Sign-On technology enabled bank employees to authenticate their identities during log-on with all of the bank's critical software applications is a must read.





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Technical Analysis of the Stock Market -- Free 209 Page eBook

In this free trading eBook form Wiley Trading, you’ll find a distillation of some of our most recent and most successful technical analysis trading books. Organized to walk traders through the primary technical skills to more sophisticated techniques, Technical Analysis of the Stock Market will teach you how to read charts, identify trades, spot buy signals, spot sell signals, and use pivot points to boost returns. In addition, chapters on point and figure charting and specific trade examples using technical analysis will help you refine your skills as a trader. Authors featured include the O’Neil Disciples Chris Kacher and Gil Morales, Jea Yu of Underground Trader, MarketWatch contributor Tom K. Lloyd, veteran trader John Person, Wyckoff practitioner David H. Weis, swing trader Adam Grimes, and the legendary technical analysis trader Tom Dorsey. Whether you’re a seasoned veteran of technical analysis or a newcomer, there are valuable lessons and advice in these pages for you. Register today and receive your FREE e-book filled with valuable content covering everything from pivot points and point & figure charting to buy and sell signals, the proven insights found here will put you in a better position to profit from your trading endeavors.





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Ten Types of Business Financing You May Not Have Tried

This guide will help you through the process of finding a lender who can best meet your needs as well as offer valuable tips on getting approved for the amount you need.To better understand your options, they'll also provide you with complimentary, no-obligation price quotes from top Business Financing providers based on your specific needs so that you'd be able to better compare the choices available to you.





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The 1% Solution: How to Drive your Financial Performance

Strict regulatory requirements. Highly competitive environments. Globalization. Ever-growing amounts of performance data. Increasing pressure to do more with less. The imperative to be demand driven. It's no wonder that measuring, reporting and overall business performance are hot topics. Companies in every industry are seeking ways to get a clear, accurate views of operational performance. Essentially, they need an effective, reliable approach to connect operational performance to financial results.Rod Clarke, an independent consultant researched this topic and produced "The 1% Solution," an executive report with a proposition as profound as it is simple. In "The 1% Solution," Clarke identifies seven core operational measures that can be leveraged to fine-tune a company's enterprise-wide business processes and achieve a higher return on capital employed. He found that each of these core measures positively affects the financial state of a company, in addition to its overall performance.In this Executive Report ... find out how to connect the seven core operational measures for success in the boardroom with activity at the shop floor and with the customer by cascading the measures through the organization and measuring what its done in a relevant, achievable way.Use this Report as an actionable framework to drive financial performance.





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The 10 Keys to Successful Trading

Jared Martinez, also known as the FX Chief, combines his words of wisdom rooted in personal experiences with fundamental Forex knowledge. This eBook is designed to help you succeed in the Forex market by discussing:10 key practices for trading in the ForexThe different levels and types of tradersHow to read candlestick chartsWhat drives the Forex marketAnd, more!Ready to start learning from the FX Chief? Download your free eBook now.





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The Business License Research Framework

The best-organized, most efficient companies in North America still struggle with the burden of their business licenses and live in fear of government interference. That’s because their tax departments know what happens when they run afoul of irksome (and often arbitrary) regulations. When acquiring companies, penetrating new verticals, opening new stores, or expanding existing operations, it’s better to get permission than pay for forgiveness. But although everybody agrees on the importance of compliance, getting there isn’t as easy as 1-2-3. Our researchers have conducted audits for thousands of sizable companies and we have always found gaps in their license portfolios. These license gaps come in many shapes and sizes, but there is a common thread; every company that is forced to delay a product launch, disrupt a prospering business, pay a costly penalty, or otherwise face punitive measures wishes they had done their research in advance. That’s where we often enter the picture. After a decade of consulting with large enterprises, we have developed a framework that guides our advanced research teams. It’s true that the process isn’t 1-2-3. It’s actually 1-2-3-4-5-6. Let’s jump in.





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The Buyside and the Three-Phase Evolution of Electronic Trading

In this free white paper, learn how to make sound trading decisions based on a clear vision of the changes now affecting the US market trading environment. Discover:How market factors are creating a fundamental paradigm shift, blurring the line between buyside and sellsideThe three key factors changing the relationship between trading sides, and how to make sure you've got them on your sideWhy the average execution has plummeted to around 400 shares8212;and how to make small trades work for youThe three evolutionary phases trading is about to go through8212;and how you can not only survive, but prosper in the face of changeA fundamental shift in trading markets has already begun. It could be an unprecedented opportunity8212;but only if you truly understand how to take advantage. This free white paper is your first step. Download it now.





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The CFO Guide to Budgeting Software: 10 key elements mid-sized companies should look for

Small to mid-sized businesses need the same financial performance control and measurement capabilities as a large corporation, but in a solution that's affordable, easy to implement and scalable.SMBs have generally four alternatives when selecting financial budgeting & planning tools: spreadsheets; accounting/ERP applications; Business Performance Management (BPM) solutions and budget point solutions. This guide looks at the strengths and limitations of each and offers the 10 must-have characteristics of today's best financial performance management solutions.





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The Challenges of Moving Financial Information Securely

With file sizes increasing and security becoming more important than ever before, companies are determining that email and FTP are no longer adequate for transferring critical files either inside or outside the organization. These best in class companies have found that these methods do not give the organization the audit trails, reports, security, or performance needed for secure, effective and efficient B2B file exchanges.Download this white paper today to learn why leading companies are turning to a more innovative and comprehensive approach called Managed File Transfer as a Service.





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The Definitive Guide to Sales & Use Tax

The Definitive Guide lays out sales & use tax basics as well as commonly misunderstood elements of sales tax compliance, to provide you a one-stop reference for all things sales and use tax related, including a state-by-state summary of tax rules and regulations. Covering everything from sales tax challenges to use tax statutes, this paper provides a detailed primer on sales and use tax compliance.





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The Definitive Guide to Subscription Commerce

Subscriptions used to be just for newspapers and magazines, but not anymore. The last 10 years have seen a dramatic increase in companies using the subscription model to offer everything from music, movies, and textbooks to cars for a monthly fee. Every day, more traditional players are joining the Subscription Economy in response to changing consumer habits. For most companies, this shift means relearning a lot about selling, pricing, packaging, and building customer loyalty. Companies need to move away from a manufacturing-oriented, product focused way of thinking, and embrace a world of services that fundamentally change customer relationships.





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The Essentials of Finance - Free Kit

The Essentials of Finance, brings together the latest in information, coverage of important developments, and expert commentary to help with your Finance related decisions.The following kit contents will help you get the most out of your Finance research:The Definitive Guide to Sales & Use TaxAsset Inventory AuditsThe Seven Deadly Sins of SPMAdvances in Financial Disclosure and Risk Management





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The Four Levels of Effective Expense Management

Employee-initiated expenses are the 2nd largest controllable cost after payroll in many companies. But still many companies are struggling to manage an appropriate level of cost containment where T&E is concerned. What are the most important tasks to consider when trying to effectively manage expenses? Should the priority reside in:Policy enforcement and complianceMobile access to enter and approve expensesAutomation and standardizationPreferred vendor programsPaperless processesDownload this white paper to see what your next best step should be in making the most of your expense management process.





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The Future is Now: Key Steps to a Game Changing Data Management Strategy

Learn the key steps to creating an efficient and effective data-management strategy that capitalizes on Big Data to drive faster, smarter decision making.





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The Hidden Costs of QuickBooks: Why Now's the Time to Graduate to Professional Financial Management Software

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 deeper functionality, improved automation, more robust security, tighter internal controls, and greater visibility, 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 professional financial management and accounting system. And you'll get the information you need to:Identify the hidden costs of staying with QuickBooks.Calculate the benefits you can expect from making a move now.Evaluate the available alternatives to find the right solution that will grow with your business.Understand how cloud computing makes it affordable to switch to a more robust solution.





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The Investment Rate

The Investment Rate is the most accurate leading longer term stock market and economic indicator ever developed. By registering, you will receive the most recent update by email, so you can evaluate The Investment Rate today. The Investment Rate, which has already been featured in Barron's, Reuters, and CNBC, has predicted all major market cycles since 1900 in advance. Find out what it says about the immediate future. Periodic updates are available through Stock Traders Daily.In addition, Stock Traders Daily offers six correlated proactive market strategies, which have both stood the test of time, and produced impressive results even in the tumultuous market of recent past. These can help you make money regardless of economic conditions, market direction, and without sacrificing time or lifestyle. They focus on risk control, because defense wins championships, but the performance is second to none. Access these strategies at any time. When combined with The Investment Rate, their strategies set everyone on the path to success.





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The Nonprofit CFO's Survival Guide: A Mini Field Manual

Nonprofit CFOs need to automate processes, improve productivity, create greater levels of transparency and visibility, enhance the governance of the organization, and strengthen the team's decision-making and strategic focus.Download the white paper 34;The Nonprofit CFO's Survival Guide: A Mini Field Manual.34; You'll discover best practices from numerous nonprofit finance experts that will help you:Understand why it's crucial to maintain stringent internal controls and cash management processes.Better manage accounting for funds and grants8212;the lifeblood of a nonprofit.Make sure your reporting offers the visibility to 34;know and show34; where you stand at any moment.Simplify your life by using a financial management system optimized for the business of your nonprofit.





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The Problem of Knowledge in Financial Markets

A highly pellucid and thought-provoking piece, it takes an unflinching look at what it means to be a successful investor engaged in the "living and strangely intelligent organism" of today39;s financial markets - the importance of self-knowledge, the vital role of history and stories, and the limits of certainty that every investor must come to terms with. This eBook exclusively reproduces the chapter as a standalone piece. It remains a striking and provocative piece of essential reading for every investor. With this free eBook you will also receive updates in your email about future Harriman House offers.





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The Real Estate Wholesaling Bible: The Fastest, Easiest Way to Get Started in Real Estate Investing--Free Sample Chapter

Wholesaling is by far the quickest and easiest way to make a killing in the world of real estate investing. Think of it as the "day trading" of real estate, except it is far simpler and less risky. In fact, when you learn how to do it the right way, you won39;t take on any risk at all. The Real Estate Wholesaling Bible teaches you everything you need to know to profit from real estate wholesaling, without any money, credit, or experience to get started. This rapidly expanding business is simple, profitable, and perfect for today39;s real estate market. Plus, it39;s an ideal system for making money even in the toughest of real estate markets. All you will need to get started is a computer, an Internet connection, this book, some passion, and a lot of curiosity. Teaches the mechanics of how to wholesale real estate, including exactly how to find, analyze, finance, and sell wholesale deals like clockwork Explains how to actually build a business and develop systems that are not dependent on you as the business owner Shows how to develop a turn-key, systems-dependent business that serves as a vehicle to all the people it touches: the owners, employees, and the community Many real estate investors idea of success focuses squarely on profitability. Author Than Merrill believes success happens when your real estate investment business is not only profitable, but also gives you the time to enjoy your life and fulfill your passions and dreams.





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The Single Best Way to Save Time and Money on International Business Transactions

For help in successfully meeting these challenges, many companies turn to institutions that offer international payment services. International payment solutions can provide your business with a secure and cost-effective online platform to both send and receive money across borders and currencies. Why would my business need an international payment provider, you may ask. This is a valid question that some small business owners and managers raise when it comes to paying for offshore services and supplies. What advantages would the services of an international payment provider offer your business? And what factors should you consider when choosing a provider? These are all questions that we will address in this guide. We will show you how simple and streamlined the international payment process can be. Plus, we'll provide you with some important facts and variables to consider when weighing your choices as well as a complimentary no-obligation price quote from a reputable international payment provider.





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The Stoever Glass Municipal Bond Portfolio Planning Kit

With everything there is to know about municipal bonds, the single most important thing for investors to know is how to select the bonds that best suit their personal circumstances and investment goals. That may seem like an exaggeration, but it's not - and here is why. Almost without exception, investors who do not take the time to fully understand the many different types of municipals available to them, simply buy the highest yields they can find - assuming they are satisfied with the rating. And that has often proven to be one of the most costly mistakes a bond buyer can make. Because getting the highest yields means long term bonds or one of the long term bond funds, and those are precisely the tax-free investments that also put your principal at the greatest risk - regardless of the quality.To be a successful investor you must preserve your wealth as well as enhance it. So what you really want is not just the highest yield but rather the best combination of yield, safety and liquidity - considering your personal circumstances. And to get that you must learn to establish investment goals that suit your personal profile and buy the bonds that best serve those goals. That's the only way professional investors buy.





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The Strategic CFO: Success Secrets of High Performing Finance Teams

Too many finance organizations remain mired in ad hoc and fragmented financial environments, prone to process disruption and swallowed up by tactical demands. The CFOs in charge aren't providing compelling business value and advice. Find out what's different about the CFOs and finance teams that have become truly strategic. Learn how they separated themselves from others in the finance profession, driving their enterprises to new levels of performance. In this paper you will find:Four market drivers that are transforming the world of corporate financeThree top challenges confronting today's CFOFive critical success criteria that have guided top performing CFOs in their finance system investments





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The Transition from Spreadsheet Budgets to a Packaged Application: A Practical Guide for Small to Mid-sized Businesses

A no-nonsense look at transitioning from Excel budgeting to packaged applications. This white paper, authored by BPM Partners, a leading independent authority on Business Performance Management, does the research for you. It proposes a road map to help start the transition from a spreadsheet platform to an enterprise packaged application delivering:Greater accuracyStronger reportingEasier audit support Collaboration and accountabilityThis is a must-read for any finance professional who is frustrated with spreadsheets for budgeting and wants guidance on their transition to a budgeting solution that delivers more control, accountability and accuracy.





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ThinkAdvisor Daily Wire

This eNewsletter contains best practices, relevant statistics and timely industry trends that impact the investment industry - and analysis, commentary and advice to help you grow your business.





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Tier 2 Financial Success Story: Private Asset Management Firm

While searching for a virtualization solution, this private asset management firm soon realized the challenges in implementing virtualization within a budget and without added complexity. Learn how the organization was able to virtualize their environment in under an hour and at a fraction of the cost of other solutions. Read the complimentary case study now.





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Today's Financial Crisis and the Impact on Corporate Compliance

There is every reason to believe that history will replay itself during this current financial crisis with a new wave of corporate compliance requirements. Estorian LookingGlass helps companies introduce the orderly processes that they need to moderate and enforce policies across multiple content types.Estorian LookingGlass combines the power of an email archiving system and eDiscovery tool into one to give companies the foundation they need to comply with today's and tomorrow's legal requirements. Available in a software as a service model, organizations can deploy LookingGlass immediately and still have the ability to scale the software as business demands dictate.Published by: DCIG, LLC.Presented by: Estorian





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Top Companies Breeze Through Sales Tax Audits. Get the Sales Tax Management Playoff Playbook And See Why.

Best-in-class would plan, prepare, and execute as planned. The laggards could only hope for the best. In the real world, a lot of companies fall short with sales tax compliance. They don’t play to win and let “good enough” guide their strategies. Fortunately, the best-in-class aren’t that different from everyone else. They just focus on a few key areas that make all the difference: Fewer audits Fewer penalties Fewer tax errors More Time Spent on Customer Service The Aberdeen Group identified four best practices that keep the best-in-class in the winning bracket. Discover what they are and see how the best-in-class would match up against the laggards with the Sales Tax Management Playoff Playbook!





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Top Questions to Ask Before Selecting a Credit Card Processing Company

A Merchant Account acts as a clearing account for credit and debit card transactions, allowing your businesses to accept card payments directly from customers. If your business is considering what forms of payment to accept, or if you'd like to expand the payment options of your cash-only business, this free guide will explain in detail the pros and cons of accepting card payments. Plus, you get instantly matched with qualified merchant account vendors to receive custom, no obligation quotes.





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Transforming Finance: The Path to Effective Corporate Performance Management

Managing today's enterprise is an extremely complex undertaking when your big-picture view is very wide and multi-dimensional. This inherent complexity is compounded by the harsh and unforgiving nature of today's economic and regulatory climate caused by: the slow recovery from the recent economic downturn, with all its 'do more with less' pressures; relentless global competition, made even more fierce by a wave of partnerships, mergers and acquisitions; ever-increasing demands from customers; and the added pressure from regulatory scrutiny of accounting and financial reporting practices, thanks to the recent transgressions of a few highly visible corporations.In response to these pressures and to the rapidly growing complexity of today's business environment, a growing number of organizations of all sizes are implementing Corporate Performance Management solutions to achieve a better-managed and optimally performing organization.





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Transforming Financial Processes: Increase Efficiency, Accuracy, and Control

Ingersoll Rand implemented Longview Solutions' Performance Management Platform as part of a financial transformation project aimed at bringing new levels of efficiency, speed and control to strategic financial processes. The automation of data collection, improved workflow, more-flexible and more-timely reporting, and greater overall functionality have helped this global industrial manufacturing and services company achieve significant improvements in planning, forecasting and financial consolidation activities.





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Transforming Power of Open Symbology in the Financial Industry

Any action or condition that adds friction, opacity and/or cost to transaction processes detracts from the value sought by the principal parties in a trade. Proprietary market identifiers add unnecessary complexity and risk to the trading community. An open symbology framework for financial instrument identifiers can help the entire community of interest eliminate layers of complexity, introduce process transparency and reduce both operational risk and cost. Organizations can redirect resources to optimize efficiency or drive innovation. This white paper describes how open symbology will affect the securities industry.





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Understanding Business Intelligence and Your Bottom Line

Given that most companies can benefit from business intelligence tools, the real question is how much of this technology constitutes a good investment of time and energy? Based on the size of your company and budgetary constraints, determining what BI tools are needed for efficiency and profitability is a common goal. This information, provided by Sage Software, informs you of five of the most common business intelligence myths and provides guidelines for a high-performance, low cost solution.





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Understanding Financing Options That Can Help Your Business Grow

Each lender carries their own set of qualification criteria and approval processes for loan applicants, as well as different types of loans and repayment schedules. Some may require that you have an excellent personal credit history. Others offer loans to business owners with lower credit scores, but require additional collateral or documentation that demonstrates your ability to repay.This guide is designed to help you through the process of finding a lender who can best meet your needs. You will also find tips on how to get approved for the amount you need, plus get instantly matched with the Business Financing Loan programs that you could qualify for.





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Unified Business Performance Management

The premise of Business Performance Management (BPM) is simple: companies can optimize performance by setting goals, monitoring progress against those goals, and quickly reacting to change. Companies that embrace BPM are able to:consistently achieve ambitious objectiveseasily identify unexpected trendsrespond advantageously to outpace their competitorsIf the premise and processes are so straightforward, why are most companies unable to achieve exceptional performance? Most companies engage in all the appropriate steps, however many companies have not linked these steps together into an integrated, unified financial management process. Consequently, the majority of companies face significant inefficiencies and redundancies in their financial processes.Fortunately, the path to improved performance management does not have to be difficult. This white paper examines both the challenges of poorly integrated financial processes and the benefits of a unified approach. It also reviews technologies that enable companies to adopt BPM best practices.





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Universal Search for Financial Services Organizations

Financial services organizations are facing enormous information challenges 8211; especially around finding documentation that already exists in the organization. This informative web seminar will focus on how enterprises can manage their information through a universal search solution. With universal search, an organization can access all of its intranets, file shares, databases, business applications, and content management systems 8211; all through one search box.Learn about the benefits of universal search for financial services organizations, including:360176; view of the customer - As a financial institution, you have many touchpoints with your customers - at your branch locations, telephone support representatives and online. Instead of creating multiple silos of information, the Google Search Appliance lets you access all your customer information at once, for a true 360176; view.Timely Access to Information - As a financial institution, your investment decisions, risk decisions and customer decisions are based on timely, up-to-the-second information to provide a competitive edge. Empowering each employee with the information to make these decisions is a powerful reason why many financial institutions are turning to Google search technology.Manage distributed information - Instead of paying high-priced consulting to integrate global information silos, your users can easily search through all their information easily with the Google Search Appliance.





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Use Alternative Financing to Turn Receivables Into Cash

The solution is to work with an Alternative Financing company for your accounts receivable. The benefit is that you get the funds quickly, allowing you to concentrate on growing your business while the financing company collects the owed money. This approach can be helpful for many companies, regardless of business size or success.There are several factors small business owners should consider when choosing an Alternative Financing business.This InsideUp Buyer's Guide is designed to help you find the best Alternative Financing companies for your business. Plus, you get instantly matched with highly qualified Alternative Financing companies to receive custom, no obligation quotes.





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Using Automated Decisioning and Business to Improve Real-time Risk Management

In today's fluctuating economic environment, companies, especially financial institutions, stand to make strong gains from decision management if it is applied correctly. The introduction to this white paper, written by James Taylor, an expert in decision management, delves into predictive models, business rules and Champion Challenger testing as elements of successful decision management. The paper further examines the relevance of decision management to credit risk, how business rules can be defined and managed and how what-if analysis and Champion Challenger testing improve results.





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What a Factoring Agreement Really Says

Download the free report from The Receivables Exchange to learn how The Exchange has helped thousands of companies like yours get access to the working capital they need.





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Who's Getting Paid During the Subprime Crisis?

Traditional industry consensus is that consumers typically pay their bills according to a certain hierarchy. The subprime mortgage dilemma, however, has facilitated an emerging trend in consumer payment prioritization. This white paper details Equifax research that examines how prevalent this reprioritization is and provides insight into the type of consumers who exhibit this behavior.





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Magazine Catalog updated at 11:48 pm PST January 25 2015.