Financial Planning Solutions: A Buyer’s Guide

Published by Workday

Selecting the right financial planning solution shouldn't be an impluse buy. To equip your organisation to thrive in the age of urgency, it's vital to approach the selection process with a clear head. As this eBook describes, a sucessful selection process requires: 

  • Specifying your goals
  • Considering important industry trends
  • Weighing key solutions qualities 
  • Identifying a usable and functional solution
  • And examining how to run a sucessful buying process

Read this buyer's guide before you purchase a new planning solution! It will help you think through the various factors involved in choosing the right vendor.

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Related Categories Financial Services, Annuities, Commercial Banking, Commercial Lending, Insurance, Pensions and Retirement, Securities and Investments, Financial Technology, Finance Accounts Payable, Payroll, Accounting Software, Revenue, Expenses, Budgeting, Forecasting