AI Buyer Insights:

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● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

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● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

A & I Financial Services
Location
9800 Pyramid Ct Ste 450,
Englewood, 80112-2671, CO,
United States
Website
https://www.assetsandincome.com/
Phone
1 303-690-5070
Artw industry
Professional Services
Employee
Revenue

A & I Financial Services Technographics

A & I Financial Services Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by A & I Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 13 A & I Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that A & I Financial Services has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2014, Zoom for Audio Video and Web Conferencing in 2022, Orion Redtail CRM for CRM in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems A & I Financial Services is running and its propensity to invest more and deepen its relationship with Microsoft , OVHcloud , Zoom Video Communications or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing A & I Financial Services revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for A & I Financial Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

A & I Financial Services Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2014 2014
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2019 2019
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Orion Advisor Solutions Legacy Orion Redtail CRM CRM CRM n/a 2021 2021 In 2021, A & I Financial Services implemented Orion Redtail CRM as its CRM and configured the system to operate with client-facing elements on its website. As a 13-employee professional services firm the deployment focused on consolidating contact records and capturing web leads into a centralized CRM instance. The Orion Redtail CRM implementation follows a cloud SaaS deployment model and applies core CRM capabilities including contact management, activity and task tracking, web lead capture and client intake form handling, appointment scheduling and document linking. Operational scope centers on advisory and client service functions to standardize intake, logging and ongoing client communications across the firm. Governance emphasized centralized client records and workflow standardization to support front-office service operations.
Customer Support CRM 2022 2022
Marketing Automation CRM 2018 2018
Tag Management CRM 2019 2019
IT Decision Makers and Key Stakeholders at A & I Financial Services
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by A & I Financial Services Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD A & I Financial Services Technographics

A & I Financial Services is a Professional Services organization based in United States, with around 13 employees and annual revenues of $1.0 million.

A & I Financial Services operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, Zoom and Orion Redtail CRM, covering areas like Application Hosting and Computing Services, Audio Video and Web Conferencing and CRM.

A & I Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Zoom Video Communications and Orion Advisor Solutions.

A & I Financial Services recently adopted applications including Zoom in 2022, Zendesk Service in 2022 and Orion Redtail CRM in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of A & I Financial Services’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates A & I Financial Services’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete A & I Financial Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.