ARGI Financial Group
2110 High Wickham Place,
Louisville, 40245, KY,
United States
Louisville, 40245, KY,
United States
1 502 753-0609
Banking and Financial Services
ARGI Financial Group Technographics
ARGI Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ARGI Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 ARGI Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ARGI Financial Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2018, ClickDimensions Marketing Automation for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ARGI Financial Group is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Google 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 ARGI Financial Group revenues, which have grown to $8.0 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 ARGI Financial Group 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.
ARGI Financial Group Tech Stack and Enterprise Applications
ARGI Financial Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, ARGI Financial Group deployed Intuit Quickbooks Enterprise as its ERP Financial platform for corporate accounting and finance functions across its US based banking and financial services operations with roughly 80 employees. The implementation positioned Intuit Quickbooks Enterprise as the primary system of record for general ledger activity and core financial workflows.
Configuration focused on standard ERP Financial capabilities, including chart of accounts standardization, general ledger processing, accounts payable, accounts receivable, cash management, and financial reporting, with role based security and multi user Enterprise mode enabled to support concurrent finance and management users. Month end close workflows and reconciliations were implemented within Intuit Quickbooks Enterprise to centralize transactional posting and reporting.
Operational coverage centered on the corporate finance and accounting functions, with deployment and user training sized to an 80 person organization. The project leveraged internal staff experience with Sage 100, QuickBooks, and Microsoft Office to accelerate configuration and training, and reporting workflows were integrated with Microsoft Office for Excel based analysis and board reporting exports.
Governance emphasized access controls, formalized AP and AR approval routing inside the application, and audit trail controls available in Intuit Quickbooks Enterprise to support financial control and compliance needs. Process standardization for accounting workflows was a primary implementation objective, aligning the application, ERP Financial processes, and finance team responsibilities.
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ARGI Financial Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, ARGI Financial Group implemented Microsoft 365 to establish a cloud-based Collaboration environment. The deployment was provisioned as a single Microsoft 365 tenant scoped to the company’s corporate staff in the United States, and the company website shows active use of Microsoft 365 components. Implementation targeted productivity and document collaboration across approximately 80 employees, with tenant-level license assignment and centralized user provisioning configured through the Microsoft 365 admin experience. The rollout focused on organization-wide access and centralized administration rather than segmented site-by-site installations.
The Microsoft 365 implementation includes core Collaboration modules such as Exchange Online for email, SharePoint Online for document libraries, OneDrive for Business for file sync, Microsoft Teams for chat and meetings, and the Office desktop and web applications. Configuration emphasized role-based access controls, tenant management and standard collaboration workflows including team channels, shared document libraries and calendaring, with administration consolidated in the Microsoft 365 management plane. Microsoft 365 supports ARGI Financial Group’s corporate communication and file collaboration needs across the firm.
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Collaboration | Collaboration |
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2020 | 2020 |
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ARGI Financial Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ClickDimensions | Legacy | ClickDimensions Marketing Automation | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020 ARGI Financial Group deployed ClickDimensions Marketing Automation on their website as a Marketing Automation solution to support digital lead capture and customer engagement. The deployment is web embedded and focused on marketing and lead management functions for the firm headquartered in the United States, aligning the ClickDimensions Marketing Automation application with ARGI Financial Group marketing operations.
The implementation configured standard Marketing Automation capabilities including web tracking, forms and landing page capture, email campaign orchestration, and automated campaign workflows. ClickDimensions Marketing Automation was used to instrument site behavior and centralize campaign management, enabling marketing teams to create, schedule and segment communications while maintaining event level tracking and campaign attribution.
Operational coverage centered on the marketing function with workflow handoffs into sales and client operations for lead follow up and qualification. Governance emphasized campaign and form handling procedures, contact data hygiene and role based access controls to support consistent lead routing and compliance with internal process controls. Deployment scope was limited to the company website and internal marketing and sales processes, reflecting a compact implementation for an 80 person financial services firm.
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ARGI Financial Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2018 | 2018 |
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ARGI Financial Group 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at ARGI Financial Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Partner, CFO, Financial & Tax Advisor | Manager | Finance | |
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Chief Operations Officer | CXO | Finance | |
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Chief Development Officer | CXO | Finance | |
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Director of Business Development and Marketing | Director | Marketing | |
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Apps Being Evaluated by ARGI Financial Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ARGI Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ARGI Financial Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD ARGI Financial Group Technographics
ARGI Financial Group is a Banking and Financial Services organization based in United States,
with around 80 employees and annual revenues of $8.0 million.
ARGI Financial Group operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and ClickDimensions Marketing Automation,
covering areas like ERP Financial, Collaboration and Marketing Automation.
ARGI Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and ClickDimensions.
ARGI Financial Group recently adopted applications including
Google Workspace (Formerly Google G-Suite) in 2020, ClickDimensions Marketing Automation in 2020 and Microsoft 365 in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ARGI Financial Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates ARGI Financial Group’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 ARGI Financial Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.