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Why should CRM Matter to Financial Services Executives

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New World of Finance

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Finance

Green Beacon Solutions and Microsoft Dynamics help finance organizations improve operations, drive performance, and manage risk.

Recent business and technology trends have resulted in the increasing complexity of the finance role.

  • Information explosion – more information than ever before and growing exponentially.  How do you keep track of it?  How do you find the information you need?  How do you know what’s important to keep and what can be discarded?
  • Globalization – supply chain demands. Complex products and processes mean dependence on the global supply chain and risk of major losses if it breaks down.  Also risk of quality control (as has been the case recently with exports from China to the US
  • Globalization – currency risk.  Optimizing returns in a global money market with high fluctuations.
  • Accounting scandals and the increased board and shareholder scrutiny that followed them.  Government regulations like Sarbanes-Oxley and MiFid.  Far more regulations, far more scrutiny than ever before.

These compelling events have made the finance role more complex and more strategic.  You are no longer responsible for just closing the books every quarter, you are responsible for operations across your organization and getting involved with key operational issues such as profitability, data analysis, and operational excellence.

With Green Beacon Solutions and Microsoft Dynamics you can gain efficiency and insight to meet the demands of your organization.

  • Access data from various sources and unify in a single platform
  • Analyze data for relevant insight and plan for action
  • Audit and track the huge amount of data you need to interact with

Read about the New World of Finance