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

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

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Assist Financial Services
Location
1533 Nw 2Nd St,
Madison, 57042, SD,
United States
Website
https://www.assistfinancialservices.com/
Phone
1 605-427-1006
Artw industry
Professional Services
Employee
Revenue

Assist Financial Services Technographics

Assist Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Assist 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 25 Assist 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 Assist Financial Services has purchased the following applications: Microsoft 365 for Collaboration in 2018, Google Tag Manager for Tag Management in 2019, Jack Henry FactorSoft for Portfolio and Investment Management in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Assist Financial Services is running and its propensity to invest more and deepen its relationship with Microsoft , Google , Jack Henry & Associates 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 Assist Financial Services 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 Assist 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.

Assist Financial Services Tech Stack and Enterprise Applications

Assist Financial Services Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Assist Financial Services CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2019 2019
Assist Financial Services Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Jack Henry & Associates Legacy Jack Henry FactorSoft Portfolio and Investment Management Investment Management n/a 2021 2021
In 2021 Assist Financial Services implemented Jack Henry FactorSoft using the FactorSoft Web Portal to deliver accounts receivable factoring and app-like 24/7 mobile access for transportation carriers in the United States. Jack Henry FactorSoft is a Portfolio and Investment Management application and was deployed as a web-hosted portal to extend digital self-service to carrier customers while centralizing portfolio management workflows for the firm. The deployment aligns web portal access with mobile-friendly interfaces to support after hours transaction origination and real-time account visibility. Configuration work focused on accounts receivable factoring workflows, customer self-service portals, portfolio management dashboards and reinforced authentication and security controls. The vendor announcement explicitly names Assist as a FactorSoft Web Portal user and highlights improved digital self-service, portfolio management and enhanced authentication and security as outcomes. Operational coverage centers on transportation carrier customers in the United States and impacted business functions include credit intake, receivables financing, collections oversight and customer service, with governance adjustments emphasizing tighter authentication policies and portal access controls to secure mobile access.
Assist Financial Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2019 2019

IT Decision Makers and Key Stakeholders at Assist Financial Services

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Assist Financial Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Assist Financial Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Assist Financial Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Assist Financial Services Technographics
Assist Financial Services is a Professional Services organization based in United States, with around 25 employees and annual revenues of $3.0 million.
Assist Financial Services operates a diverse technology stack with applications such as Microsoft 365, Google Tag Manager and Jack Henry FactorSoft, covering areas like Collaboration, Tag Management and Portfolio and Investment Management.
Assist Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Google and Jack Henry & Associates.
Assist Financial Services recently adopted applications including Jack Henry FactorSoft in 2021, Google Tag Manager in 2019 and Liquid Web Cloud Servers in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Assist Financial Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Assist Financial Services’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 Assist Financial Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.