Glen Allen, 23060, VA,
United States
A.W. Smith Financial Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by A.W. Smith Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 A.W. Smith Financial Group 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.W. Smith Financial Group has purchased the following applications: Daysmart StormSource AppointmentPlus for Interview Scheduling in 2017, SilverSky Email Protection for Secure Email Gateways (SEGs) in 2019 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.W. Smith Financial Group is running and its propensity to invest more and deepen its relationship with DaySmart Software , SilverSky 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.W. Smith Financial Group 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.W. Smith Financial Group 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DaySmart Software | Legacy | Daysmart StormSource AppointmentPlus | Interview Scheduling | HCM | n/a | 2017 | 2017 |
In 2017, A.W. Smith Financial Group implemented Daysmart StormSource AppointmentPlus. The deployment uses Daysmart StormSource AppointmentPlus as an Interview Scheduling application embedded on the company website to surface booking for candidate interviews and client consultations. As a 10 employee insurance firm, the implementation is scoped to small team administrative and client engagement workflows.
Configuration focused on standard Interview Scheduling capabilities, including a web booking widget, configurable appointment types and duration, time slot management, and automated email confirmations and reminders. The implementation includes an administrative interface for availability management, user permissions, and scheduling rules to align interview availability with staff calendars. These functional modules support both scheduled interviews and client-facing appointment workflows.
The AppointmentPlus instance is embedded directly on A.W. Smith Financial Group web pages to capture external bookings, and it interoperates with internal calendar and email systems to surface availability and send notifications. Operational coverage spans HR recruiting activities and client services scheduling, enabling front desk or administrative staff to manage bookings. Integration points are limited to web embedding and calendar and notification flows.
Governance is organized around a centralized administrator for account configuration, scheduling policy definitions, and user access controls, with business processes adjusted to route interview requests through the AppointmentPlus booking flow. Rollout emphasis was on embedding the booking experience on public pages and configuring appointment types to match small firm hiring and client meeting processes.
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SilverSky | Legacy | SilverSky Email Protection | Secure Email Gateways (SEGs) | CyberSecurity | n/a | 2019 | 2019 |
In 2019 A.W. Smith Financial Group deployed SilverSky Email Protection as its Secure Email Gateways (SEGs) solution, with public indicators on the company website showing the application in use. The implementation covers firmwide email traffic for the ten person insurance broker, providing protection for client-facing communications and internal email exchange across the organization.
SilverSky Email Protection was provisioned as a cloud-delivered Secure Email Gateways (SEGs) implementation, routed through standard MX record configuration to channel inbound and outbound mail through the vendor filtering stack. Functional capabilities implemented align with common SEG workflows and include spam and phishing detection, attachment and URL scanning, quarantine and administrative review queues, policy management via a centralized admin console, and basic reporting for email security events. Governance was established through centralized administrative controls and quarantine review processes to manage workflow for blocked messages and policy exceptions, enabling organization level control of email filtering and incident handling.
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