AI Buyer Insights:

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● 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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● 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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

Advisant Financial
Location
1110 W Lake Cook Road Ste 240,
Buffalo Grove, 60089, IL,
United States
Website
https://www.advisantfinancial.com/
Phone
1 847-947-8924
Artw industry
Banking and Financial Services
Employee
Revenue

Advisant Financial Technographics

Advisant Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Advisant Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Advisant Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Advisant Financial has purchased the following applications: TaxDome ERP for ERP Financial in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2016, Amazon EC2 for Application Hosting and Computing Services 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 Advisant Financial is running and its propensity to invest more and deepen its relationship with TAXDOME , Google , Amazon Web Services (AWS) 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 Advisant Financial 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 Advisant Financial 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.

Advisant Financial Tech Stack and Enterprise Applications

ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
TAXDOME Legacy TaxDome ERP ERP Financial ERP Financial Management n/a 2021 2021
In 2021, Advisant Financial implemented TaxDome ERP. The deployment is visible on the company website, indicating a cloud-hosted TaxDome ERP instance aligned with the ERP Financial category for the firm. TaxDome ERP is used to centralize core financial workflows, client engagement, and document management typical of ERP Financial solutions. Configuration work focused on billing and invoicing, client portal access, document lifecycle controls, and workflow automation to support a 10 person banking and financial services firm in the United States. Operational scope covers firmwide finance and client services, with role based access and standardized approval flows to govern billing and client communications. The implementation emphasizes application level consolidation of accounting and client relationship processes through TaxDome ERP, without named third party integrations disclosed.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2016 2016
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2019 2019

IT Decision Makers and Key Stakeholders at Advisant Financial

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Advisant Financial Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Advisant Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Advisant Financial digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Advisant Financial Technographics
Advisant Financial is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Advisant Financial operates a diverse technology stack with applications such as TaxDome ERP, Google Workspace (Formerly Google G-Suite) and Amazon EC2, covering areas like ERP Financial, Collaboration and Application Hosting and Computing Services.
Advisant Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as TAXDOME, Google and Amazon Web Services (AWS).
Advisant Financial recently adopted applications including Amazon Elastic Load Balancing (ELB) in 2022, TaxDome ERP in 2021 and Amazon EC2 in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Advisant Financial’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Advisant Financial’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 Advisant Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.