Parsippany, 7054, NJ,
United States
American Financial Resources Technographics
American Financial Resources Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by American Financial Resources and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 American Financial Resources employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that American Financial Resources has purchased the following applications: Encompass ERP for Food and Beverage ERP in 2018, Microsoft 365 for Collaboration in 2016, Adobe Marketo for Marketing Automation in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems American Financial Resources is running and its propensity to invest more and deepen its relationship with Encompass Technologies , Microsoft , 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 American Financial Resources revenues, which have grown to $65.0 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 American Financial Resources 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.
American Financial Resources Tech Stack and Enterprise Applications
American Financial Resources ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Encompass Technologies | Legacy | Encompass ERP | Food and Beverage ERP | ERP Services and Operations | n/a | 2018 | 2019 |
In 2018 American Financial Resources began operational use of Encompass ERP to manage post-closing and collateral administration under the Food and Beverage ERP category. Encompass ERP was used in Parsippany, NJ by Post Closing Assistant and Collateral Analyst roles to receive and organize incoming daily mail, scan final documents from title agencies, and set up, store and update customer files and regulatory paperwork within the system.
American Financial Resources Encompass ERP Food and Beverage ERP supported business functions including post-closing operations, collateral reporting, document imaging and records management. Functional capabilities implemented include customer file management, document scanning and storage, collateral exception tracking and shipping workflows, with explicit connectivity to a collateral tracking system, processing of title agency documents, and daily shipping coordination with warehouse banks and investor reporting workflows. Governance and process changes reflected operationalization of exception creation and tracking for collateral discrepancies, standardized daily mail and shipping procedures, and cross-employee communication protocols to resolve documentation and reporting issues.
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American Financial Resources Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, American Financial Resources implemented Microsoft 365 as its Collaboration platform. Microsoft 365 is explicitly referenced on the corporate website and is provisioned to serve the firmwide Collaboration needs of the United States based financial services organization.
The deployment centers on a cloud tenant model for Microsoft 365, providing core Collaboration capabilities such as Exchange Online email, SharePoint and OneDrive document services, and Teams-based communication and meetings. Configuration work emphasized tenant administration, user provisioning and mailbox and document store configuration to support corporate communications, document management and internal collaboration workflows.
Operational coverage spans corporate business functions including communications, records and document lifecycle management, and employee collaboration across the enterprise. Governance attention focuses on tenant-level identity and access controls, role based administration and information protection controls customary for banking and financial services, with the platform surfaced on the company website as part of the organizations collaboration footprint.
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Collaboration | Collaboration |
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2021 | 2021 |
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American Financial Resources CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016 American Financial Resources implemented Adobe Marketo as a Marketing Automation platform on its website. The implementation placed Adobe Marketo at the center of web-based lead capture and digital engagement for the firm, aligning the Marketing Automation capability with the companys marketing and demand generation functions.
Configuration emphasized cloud SaaS deployment patterns common to Marketing Automation, with the Adobe Marketo instance instrumenting website forms, tracking visitor activity, and supporting campaign orchestration. The deployment leveraged core Marketing Automation functionality such as email campaign management, landing page and form handling, lead nurturing workflows, and lead scoring to operationalize inbound marketing from the company website.
Operational ownership rests with the marketing organization, where Adobe Marketo is used to coordinate cross-channel campaign execution and maintain a centralized marketing operations workflow. Governance focuses on campaign lifecycle control, data capture standards for web-based leads, and attribution-ready tracking implemented through the site integration, ensuring American Financial Resources Adobe Marketo Marketing Automation supports marketing and demand generation business processes.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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American Financial Resources ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2017 | 2017 |
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American Financial Resources PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2016 | 2016 |
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American Financial Resources IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at American Financial Resources
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Apps Being Evaluated by American Financial Resources Executives
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