AI Buyer Insights:

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● 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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● 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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

Advisors Financial Strategy
Location
18310 Montgomery Vlg 24,
Miami, 33299, FL,
United States
Website
https://www.advisorsfinancialgroup.com/
Phone
1 305-625-4171
Artw industry
Professional Services
Employee
Revenue

Advisors Financial Strategy Technographics

Advisors Financial Strategy Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that Advisors Financial Strategy has purchased the following applications: 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 Advisors Financial Strategy is running and its propensity to invest more and deepen its relationship with Orion Advisor Solutions 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 Advisors Financial Strategy 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 Advisors Financial Strategy 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.

Advisors Financial Strategy Tech Stack and Enterprise Applications

Advisors Financial Strategy CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Redtail CRM CRM CRM n/a 2021 2021
In 2021, Advisors Financial Strategy implemented Orion Redtail CRM to centralize client records and standardize advisor workflows. Orion Redtail CRM is deployed as the firm wide CRM to support client onboarding, contact management, and ongoing advisor servicing, aligning the Company Application Category Business Function relationship as Advisors Financial Strategy Orion Redtail CRM CRM client relationship management. Configuration emphasizes core CRM capabilities common to the CRM category, including consolidated contact and household records, activity and task management, calendar synchronization, and basic workflow automation for client follow ups. The implementation leverages Orion Redtail CRM native contact management and tasking features to create repeatable advisor workflows and to reduce fragmented client data across spreadsheets and email. The CRM is integrated with the company website to capture inbound inquiries and route prospects into the system for follow up, reflecting a web to CRM lead capture architecture. Operational coverage is focused on the advisory team and client service activities, making the system the primary source of truth for client-facing staff and advisor task orchestration. Governance is centralized, with a single administrative owner responsible for data hygiene, contact taxonomy, and workflow templates, and the rollout aligns with small firm operational scale by phasing user configuration and training across advisors. Change management centered on standardizing entry protocols and establishing CRM ownership to maintain record accuracy and consistent client communication practices.

IT Decision Makers and Key Stakeholders at Advisors Financial Strategy

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

Apps Being Evaluated by Advisors Financial Strategy Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Advisors Financial Strategy IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Advisors Financial Strategy digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Advisors Financial Strategy Technographics
Advisors Financial Strategy is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Advisors Financial Strategy operates a diverse technology stack with applications such as Orion Redtail CRM, covering areas like CRM.
Advisors Financial Strategy has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Orion Advisor Solutions.
Advisors Financial Strategy recently adopted applications including Orion Redtail CRM in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Advisors Financial Strategy’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Advisors Financial Strategy’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 Advisors Financial Strategy technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.