Financial Planning Solutions: A Buyers Guide

Financial Planning Solutions: A Buyers Guide

Published by: Research Desk Released: Mar 25, 2021

Five steps for selecting a Planning solution

By: Workday

Type: eBook

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

  •  Specifying your goals
  • Considering important industry trends
  • Weighing key solution qualities
  • Identifying a usable and functional solution
  • Examining how to run a successful 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.

Sponsor  By: Workday