Santa Barbara, 93105-6187, CA,
United States
Ameriflex Financial Services Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Ameriflex Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 13 Ameriflex Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ameriflex Financial Services has purchased the following applications: benefitsCONNECT for Benefits Administration in 2011, Slack Connect for Collaboration in 2022, Hubspot CRM for CRM 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 Ameriflex Financial Services is running and its propensity to invest more and deepen its relationship with benefitsCONNECT , Salesforce , HubSpot 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 Ameriflex Financial Services revenues, which have grown to $2.0 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 Ameriflex Financial Services 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| benefitsCONNECT | Legacy | benefitsCONNECT | Benefits Administration | HCM | n/a | 2011 | 2011 |
In 2011 Ameriflex Financial Services partnered with benefitsCONNECT to deliver the billingCONNECT service, integrating Ameriflex flex and COBRA products with benefitsCONNECT’s capabilities for Benefits Administration across U.S. employer groups. The engagement was announced publicly as a joint service offering, positioning benefitsCONNECT as the customer-facing Benefits Administration application for employer payroll and billing workflows.
The implementation focused on configuring billing and COBRA processing capabilities within benefitsCONNECT, aligning benefits administration workflows with billingCONNECT orchestration for carrier invoice reconciliation and premium reconciliation. benefitsCONNECT was used to centralize premium billing logic, COBRA event handling, and reconciliation workflows, leveraging standard Benefits Administration functional patterns for enrollment, billing, and reconciliation processing.
Operational scope covered U.S. employer groups and business functions in payroll, billing and benefits administration, with integration of Ameriflex flex and COBRA product data into the benefitsCONNECT service. Governance took the form of a joint service offering between Ameriflex Financial Services and benefitsCONNECT, with public announcement and coordinated positioning to streamline carrier invoice reconciliation and premium reconciliation as stated in the engagement details.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2022 | 2022 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
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2012 | 2012 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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