Augusta Financial
25129 The Old Rd #350,
Santa Clarita, 91381, CA,
United States
Santa Clarita, 91381, CA,
United States
1 661-260-2970
Banking and Financial Services
Augusta Financial Technographics
Augusta Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Augusta Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Augusta Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Augusta Financial has purchased the following applications: Microsoft 365 for Collaboration in 2021, DocMagic IDP for Intelligent Document Processing in 2014, Xandr Invest (ex AppNexus DSP) for Digital Advertising Platform 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 Augusta Financial is running and its propensity to invest more and deepen its relationship with Microsoft , DocMagic , Intuit 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 Augusta Financial revenues, which have grown to $20.0 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 Augusta Financial 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.
Augusta Financial Tech Stack and Enterprise Applications
Augusta Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021 Augusta Financial deployed Microsoft 365 as its Collaboration platform, and their public website surfaces Microsoft 365 usage. The Microsoft 365 deployment supports internal communication and document collaboration for banking and financial services business functions, including finance, operations, and client services.
Implementation follows common Collaboration patterns, including tenant provisioning, identity integration, and configuration of mail, messaging, and cloud file services to enable team collaboration and information sharing. Microsoft 365 components typically used in this category include Exchange Online, Microsoft Teams, SharePoint, and OneDrive for Business, and the presence of Microsoft 365 on the corporate site indicates these services are surfaced to employees alongside the public website.
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Augusta Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocMagic | Legacy | DocMagic IDP | Intelligent Document Processing | Content Management | n/a | 2014 | 2014 |
In 2014, Augusta Financial implemented DocMagic IDP within its Intelligent Document Processing environment to centralize loan documentation and closing workflows. The deployment focused on supporting retail mortgage operations for VA, FHA and CONV purchases and refinances, and established DocMagic IDP as the primary engine for document generation and compliance artifacts.
The implementation emphasized document drawing through DocMagic, automated document capture and data extraction, and generation of Closing Disclosures. Functional capabilities implemented included document drawing and template management, closing disclosure preparation, TRID compliance checkpoints, audit of loan documents, and structured review workflows for escrow and lender underwriting conditions. The platform was also used to review purchase contracts, escrow documents, and to validate and accept evidence of insurance as part of the funding readiness process.
Integrations and operational coverage were explicitly scoped to funding orchestration through Point Central and wire requests routed to two warehouse banks, while internal workflows connected DocMagic IDP outputs to underwriting and escrow review steps. Operational ownership sat with a small centralized closing and funding team, with a manager overseeing and training four staff members who executed verification and funding readiness tasks. Verbal verification of employment was formalized as a pre-funding gate, and audit checkpoints were built into the DocMagic IDP workflows to prevent funding without required confirmations.
Governance and rollout included creation of training manuals and reference materials, centralized process documentation, and role-based tasking for the four person team to maintain TRID compliance and consistent CD preparation. The operational design emphasized repeatable audit trails for loan document reviews and coordinated handoffs between document generation, underwriting condition clearance, escrow review, and funding execution through the integrated funding and warehouse bank processes.
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Augusta Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Xandr Invest (ex AppNexus DSP) | Digital Advertising Platform | CRM | n/a | 2021 | 2021 |
In 2021, Augusta Financial deployed Xandr Invest (ex AppNexus DSP) as a Digital Advertising Platform to manage programmatic advertising on its corporate website. The deployment places Xandr Invest at the center of the companys digital marketing and customer acquisition function and establishes a single platform for demand-side campaign orchestration.
The implementation configures core DSP capabilities including programmatic bid management, audience targeting and segmentation, creative trafficking, campaign pacing and budget controls, and reporting and analytics. Xandr Invest (ex AppNexus DSP) is used to create and manage campaign line items, frequency controls, and real-time bidding strategies consistent with standard Digital Advertising Platform workflows.
Technical integration is focused on the website, using tag or script deployment to surface programmatic inventory and client-side connection patterns, complemented by server-side programmatic endpoints for supply path connectivity. The architecture is consistent with a cloud-hosted DSP model, where campaign configuration, bidding logic, and analytics operate in the vendor platform while ad delivery is executed through site-level tag integration.
Operational ownership sits with marketing and marketing operations, who govern campaign approval, creative and audience standards, and reporting cadence. Governance adjustments emphasize campaign workflow orchestration and monitoring to support programmatic buying through Xandr Invest (ex AppNexus DSP) as the firms Digital Advertising Platform for web-based advertising.
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Marketing Automation | CRM |
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2019 | 2019 |
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Augusta Financial 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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Transactional Email | PaaS |
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2017 | 2017 |
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Augusta Financial 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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 Augusta Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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AVP, Closing/Post-Closing | VP | Investment | |
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CEO/President | CXO | Finance | |
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Chief Administrative Officer | CXO | Finance | |
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VP of Operations | VP | Operations | |
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Controller | Director | Finance | |
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Apps Being Evaluated by Augusta Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Augusta Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Augusta Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Augusta Financial Technographics
Augusta Financial is a Banking and Financial Services organization based in United States,
with around 120 employees and annual revenues of $20.0 million.
Augusta Financial operates a diverse technology stack with applications such as
Microsoft 365, DocMagic IDP and Xandr Invest (ex AppNexus DSP),
covering areas like Collaboration, Intelligent Document Processing and Digital Advertising Platform.
Augusta Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and DocMagic.
Augusta Financial recently adopted applications including
Microsoft 365 in 2021, Xandr Invest (ex AppNexus DSP) in 2021 and Google Cloud Platform (GCP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Augusta Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Augusta Financial’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 Augusta Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.