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  2. Chart of accounts - Wikipedia

    en.wikipedia.org/wiki/Chart_of_accounts

    A chart of accounts (COA) is a list of financial accounts and reference numbers, grouped into categories, such as assets, liabilities, equity, revenue and expenses, and used for recording transactions in the organization's general ledger. Accounts may be associated with an identifier (account number) and a caption or header and are coded by ...

  3. Solium - Wikipedia

    en.wikipedia.org/wiki/Solium

    It also does 409A valuations (see Internal Revenue Code section 409A). The company has ~3,000 clients [ 2 ] and has offices in Canada , the United States , the UK , Europe and Australia . [ 3 ] [ 4 ] Morgan Stanley announced a definitive agreement to acquire Solium in February 2019 [ 5 ] for approximately CAD$1.1 billion (US$900 million), a 40% ...

  4. Customer relationship management - Wikipedia

    en.wikipedia.org/wiki/Customer_relationship...

    In 2013 and 2014, most of the popular CRM products were linked to business intelligence systems and communication software to improve corporate communication and end-users' experience. The leading trend is to replace standardized CRM solutions with industry-specific ones, or to make them customizable enough to meet the needs of every business ...

  5. Express Scripts - Wikipedia

    en.wikipedia.org/wiki/Express_Scripts

    For the fiscal year 2017, Express Scripts reported earnings of US$4.517 billion, with an annual revenue of US$100.065 billion, a decline of 0.2% over the previous fiscal cycle. Express Scripts shares traded at over $64 per share, and its market capitalization was valued at over US$53.6 billion in October 2018. [47]

  6. Social selling - Wikipedia

    en.wikipedia.org/wiki/Social_selling

    Revenue Attribution is a technique employed by some sales organizations (e.g., ADP, CBIZ, Prudential) to measure social selling effectiveness. These companies explicitly identify new deals sourced or influenced by social, using the value of those deals to quantify the success of social selling. [ 18 ]

  7. Oracle Corporation - Wikipedia

    en.wikipedia.org/wiki/Oracle_Corporation

    Oracle Corporation is an American multinational computer technology company headquartered in Austin, Texas. [5] Co-founded in 1977 in Santa Clara, California, by Larry Ellison, who remains executive chairman, Oracle was the third-largest software company in the world in 2020 by revenue and market capitalization. [6]

  8. Empire Life - Wikipedia

    en.wikipedia.org/wiki/Empire_Life

    The company provides individual life, health and investment products as well as group life and health products through independent distribution partners including financial advisors, management general agents, national account firms and employee benefit producers. Empire Life is the parent company of Empire Life Investments Inc., a Canadian ...

  9. Employee Retirement Income Security Act of 1974 - Wikipedia

    en.wikipedia.org/wiki/Employee_Retirement_Income...

    The Employee Retirement Income Security Act of 1974 (ERISA) (Pub. L. 93–406, 88 Stat. 829, enacted September 2, 1974, codified in part at 29 U.S.C. ch. 18) is a U.S. federal tax and labor law that establishes minimum standards for pension plans in private industry.