AI Buyer Insights:

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

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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

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

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

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

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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

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

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

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

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

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

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

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

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

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

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

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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

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

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

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

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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

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

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

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

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

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

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

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

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

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

ABD Insurance and Financial Services
Location
777 Mariners Island Blvd. Suite 250,
San Marcos, 94404, CA,
United States
Website
https://www.theabdteam.com/
Phone
1 650-488-8565
Artw industry
Professional Services
Employee
Revenue

ABD Insurance and Financial Services Technographics

ABD Insurance and Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by ABD Insurance and 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 350 ABD Insurance and 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 ABD Insurance and Financial Services has purchased the following applications: Vertafore RiskMatch for Analytics and BI in 2019, Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing 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 ABD Insurance and Financial Services is running and its propensity to invest more and deepen its relationship with Vertafore , Zoom Video Communications , Microsoft 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 ABD Insurance and Financial Services revenues, which have grown to $40.0 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 ABD Insurance and 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.

ABD Insurance and Financial Services Tech Stack and Enterprise Applications

ABD Insurance and Financial Services Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vertafore Legacy Vertafore RiskMatch Analytics and BI Analytics and BI n/a 2019 2019
In 2019, ABD Insurance and Financial Services implemented Vertafore RiskMatch as a core Analytics and BI capability. Brent Rineck joined ABD early on as CIO and directed strategic technology planning that positioned RiskMatch among the newest pieces of the agency technology stack. The implementation focused on embedding portfolio benchmarking and coverage validation into agent workflows so coverage levels could be assessed against industry norms and against companies of similar size and risk profile. This configuration supports client advisory conversations and helps mitigate agency liability when a client experiences a claim that may not be fully covered. Vertafore RiskMatch was configured to operate within ABD's underwriting and risk assessment processes, delivering analytics-driven guidance to policy placement, limit selection, and coverage recommendation activities. The deployment targeted agency operations and producer workflows, enabling agents to validate limits and endorsements during quoting and policy review. Governance and process changes centered on formalizing coverage validation checkpoints and updating underwriting procedures under CIO oversight to operationalize analytics outputs. The result is an implemented Vertafore RiskMatch Analytics and BI capability that provides coverage assurance to clients and reduces exposure for ABD Insurance and Financial Services.
ABD Insurance and Financial Services Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2020 2020
In 2020 ABD Insurance and Financial Services implemented Zoom as its core Audio Video and Web Conferencing application, embedding Zoom meeting access directly on its public website. The deployment positioned Zoom as the primary real-time collaboration surface for client engagement and internal meetings. Zoom was configured to deliver standard Audio Video and Web Conferencing capabilities including multi-party video meetings, screen sharing, session recording, scheduling, and webinar-style presentations. The Zoom application supports virtual consultations and remote advisor sessions, reflecting typical conferencing workflows used by professional services firms. Deployment and operational control are centralized through corporate IT for the company’s United States operations, with administrative controls applied to user provisioning, meeting security, and guest access. Operational scope emphasizes client-facing advisory teams and internal collaboration across sales and service functions, with the website-embedded Zoom access enabling one-click client join flows and public-facing meeting scheduling points.
Collaboration Collaboration 2017 2017
ABD Insurance and Financial Services Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2021 2021
In 2021, ABD Insurance and Financial Services deployed DocuSign eSignature as a Digital Signing capability on its public website to enable electronic execution of client agreements and policy documents. The implementation is focused on web-embedded signing workflows that surface signature requests directly from customer-facing pages, positioning DocuSign eSignature as the primary digital signature mechanism for client onboarding and policy execution across the firm. Configuration emphasized standard eSignature functional modules including reusable templates, envelope routing and recipient sequencing, authentication options, signing ceremony controls, and the audit trail for compliance. The DocuSign eSignature instance is integrated with the company website so that web forms and document generation processes initiate signature envelopes and capture signed artifacts, while role-based access and audit logging support internal governance and signature authority controls for insurance and financial services workflows.
ABD Insurance and Financial Services CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2021 2021
Customer Experience CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2021 2021
ABD Insurance and Financial Services ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
ABD Insurance and Financial Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2020 2020
Single Sign-On (SSO) IaaS 2018 2018
ABD Insurance and Financial Services CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021
Secure Email Gateways (SEGs) CyberSecurity 2017 2017

IT Decision Makers and Key Stakeholders at ABD Insurance and Financial Services

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by ABD Insurance and Financial Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ABD Insurance and Financial Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ABD Insurance and Financial Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD ABD Insurance and Financial Services Technographics
ABD Insurance and Financial Services is a Professional Services organization based in United States, with around 350 employees and annual revenues of $40.0 million.
ABD Insurance and Financial Services operates a diverse technology stack with applications such as Vertafore RiskMatch, Zoom and DocuSign eSignature, covering areas like Analytics and BI, Audio Video and Web Conferencing and Digital Signing.
ABD Insurance and Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Vertafore, Zoom Video Communications and DocuSign.
ABD Insurance and Financial Services recently adopted applications including DocuSign eSignature in 2021, Adobe Experience Cloud in 2021 and Hotjar in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ABD Insurance and Financial Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates ABD Insurance and 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 ABD Insurance and Financial Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.