AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Affirma Tech Stack and Enterprise Applications

ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP Financial Management n/a 2008 2008
In 2008, Affirma implemented Intuit Quickbooks Enterprise in an ERP Financial deployment. The system served as the core financial ledger and reporting application for the finance organization, supporting creation of Profit & Loss, Balance Sheet and Income Statement reporting. Configuration emphasized standard financial modules, including the general ledger and transaction posting workflows, with a chart of accounts structured to support revenue, cost of goods sold and expense tracking. Affirma conducted financial analyses and used Intuit Quickbooks Enterprise alongside Power Query and Pivot Tables to extract, transform and visualize transactional data, producing consolidated reports and month-to-month analyses. Those analyses focused on revenue, COGS and expense trend lines and supported routine accounting and FP&A review cycles. Operational scope centered on the finance and accounting functions within the professional services firm, with a recurring monthly reporting cadence for Profit & Loss and trend analysis. Governance incorporated structured report generation and review processes that combined QuickBooks exports with Power Query transformations and Pivot Table models, formalizing the analytic workflow for month-to-month variance and trend assessment. Intuit Quickbooks Enterprise remained the named application for core ERP Financial reporting and month-over-month financial analysis.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2018 2018
In 2018, Affirma implemented Cisco Webex Meetings on its website. The deployment uses Cisco Webex Meetings in the Audio Video and Web Conferencing category to provide web-based video meeting access for clients and remote staff at the 150-employee professional services firm. The implementation embedded Cisco Webex Meetings into public-facing contact and scheduling pages to streamline virtual client engagements and remote consultations. Functional capabilities leveraged include real-time video conferencing, screen sharing, meeting recording, and hosted meeting controls consistent with Audio Video and Web Conferencing workflows, enabling synchronous client sessions and internal collaborative meetings. Operational scope centers on client services, account management, and delivery teams, with the website integration providing a primary access point for external participants and a central meeting portal for internal staff. Governance emphasis focused on standardizing meeting links and access via the website and aligning scheduling practices with client engagement workflows.
Collaboration Collaboration 2015 2015
Collaboration Collaboration 2015 2015
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft SharePoint Enterprise Content Management Content Management n/a 2014 2014
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Shopping Cart Management eCommerce 2025 2025
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Tracking and Recording CRM 2013 2013
Call Tracking and Recording CRM 2015 2015
CRM CRM 2016 2016
CRM CRM 2021 2021
Customer Experience CRM 2022 2022
Digital Advertising Platform CRM 2013 2013
Digital Advertising Platform CRM 2021 2021
Marketing Analytics CRM 2017 2017
Marketing Analytics CRM 2013 2013
Marketing Analytics CRM 2013 2013
Marketing Analytics CRM 2016 2016
Marketing Analytics CRM 2017 2017
Marketing Analytics CRM 2022 2022
Marketing Analytics CRM 2022 2022
Marketing Analytics CRM 2025 2025
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2018 2018
Sales Automation CRM 2015 2015
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2016 2016
PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Project Portfolio Management PPM 2024 2024
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Affirma

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Affirma Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Affirma IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Affirma digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Affirma Technographics
Affirma is a Professional Services organization based in United States, with around 500 employees and annual revenues of $100.0 million.
Affirma operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Cisco Webex Meetings and Microsoft SharePoint, covering areas like ERP Financial, Audio Video and Web Conferencing and Enterprise Content Management.
Affirma has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Cisco Systems and Microsoft.
Affirma recently adopted applications including Retention in 2025, Ahrefs Web Analytics in 2025 and Cloudflare CDN in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Affirma’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Affirma’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 Affirma technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.