AI Buyer Insights:

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● 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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● 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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

Affiance Financial
Location
600 Hwy169 S Ste 1750,
Saint Louis Park, 55426-1276, MN,
United States
Website
https://www.affiancefinancial.com/
Phone
1 952-544-9818
Artw industry
Professional Services
Employee
Revenue

Affiance Financial Technographics

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

Discover the latest software purchases and digital transformation initiatives being undertaken by Affiance Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Affiance 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 Affiance Financial has purchased the following applications: Microsoft 365 for Collaboration in 2016, Google Tag Manager for Tag Management in 2021, SS&C Advent Black Diamond for Asset and Wealth Management in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Affiance Financial is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , CodeTwo 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 Affiance Financial revenues, which have grown to $3.0 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 Affiance 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.

Affiance Financial Tech Stack and Enterprise Applications

Affiance Financial Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2023 2023
Affiance Financial CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2021 2021
Affiance Financial Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Advent Black Diamond Asset and Wealth Management Investment Management n/a 2022 2022
In 2022, Affiance Financial deployed SS&C Advent Black Diamond as its Asset and Wealth Management platform. Affiance Financial uses SS&C Advent Black Diamond on its website to provide client facing reporting and portfolio visibility that supports the firm s advisory service offering. SS&C Advent Black Diamond is used to deliver consolidated portfolio reporting, performance measurement, and client portal presentation layers consistent with Asset and Wealth Management workflows. The deployment supports investment advisory and client service functions across the company s advisory and operations teams, centralizing account hierarchies, standardized reporting templates, and scheduled reporting cadence. Operational governance is managed by advisory and operations staff who configure portfolio structures, reporting permissions, and client access controls to align system output with firm communications and compliance workflows.
Affiance Financial IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Affiance Financial

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

Apps Being Evaluated by Affiance Financial Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Affiance Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Affiance Financial digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Affiance Financial Technographics
Affiance Financial is a Professional Services organization based in United States, with around 25 employees and annual revenues of $3.0 million.
Affiance Financial operates a diverse technology stack with applications such as Microsoft 365, Google Tag Manager and SS&C Advent Black Diamond, covering areas like Collaboration, Tag Management and Asset and Wealth Management.
Affiance Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Google and SS&C Technologies.
Affiance Financial recently adopted applications including CodeTwo Email Signatures in 2023, Slack Connect in 2022 and SS&C Advent Black Diamond in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Affiance Financial’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Affiance 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 Affiance Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.