Automated Financial Systems (AFS)
123 Summit Drive,
Exton, 19341, PA,
United States
Exton, 19341, PA,
United States
1 610-524-9300
Professional Services
Automated Financial Systems (AFS) Technographics
Automated Financial Systems (AFS) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Automated Financial Systems (AFS) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Automated Financial Systems (AFS) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Automated Financial Systems (AFS) has purchased the following applications: Adobe Connect for Audio Video and Web Conferencing in 2018, Marigold Emma Email for Marketing Automation in 2021, Cohesity DataProtect for Backup as a Service (BaaS) in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Automated Financial Systems (AFS) is running and its propensity to invest more and deepen its relationship with Adobe Systems , Cisco Systems , Microsoft 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 Automated Financial Systems (AFS) revenues, which have grown to $70.0 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 Automated Financial Systems (AFS) 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.
Automated Financial Systems (AFS) Tech Stack and Enterprise Applications
Automated Financial Systems (AFS) Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Automated Financial Systems, Inc. implemented Adobe Connect as its Audio Video and Web Conferencing solution and embedded Adobe Connect into its public website to deliver client-facing webinars and live virtual meetings. The deployment positions Adobe Connect as a primary audio, video and screen sharing layer for customer engagement and internal collaboration across the firm.
Adobe Connect was configured to support standard conferencing capabilities typical for the Audio Video and Web Conferencing category, including persistent meeting rooms, content sharing, live presentation streaming, session recording, and participant controls for moderated webinars and training sessions. These functional capabilities align with business functions in a professional services firm, specifically client delivery, training, and sales enablement workflows.
Operational ownership is described by site embedding and centralized scheduling, with governance focused on access controls, session scheduling and recording retention policies to support consistent external-facing events. The implementation signals a web-integrated conferencing architecture where Automated Financial Systems, Inc., Adobe Connect, Audio Video and Web Conferencing and client engagement are directly linked for marketing and service delivery use cases.
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Automated Financial Systems (AFS) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Marigold | Legacy | Marigold Emma Email | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021, Automated Financial Systems, Inc. implemented Marigold Emma Email as its Marketing Automation solution. The deployment focuses on email communications initiated from the company website and on subscriber capture to support marketing and client outreach.
Marigold Emma Email is configured to handle campaign management and template driven message delivery, including reusable templates, scheduled sends, A B testing, and segmentation to target client cohorts. The implementation includes website email sign up forms and subscription management to enforce consent and unsubscribe workflows, along with reporting dashboards for campaign performance and deliverability monitoring.
Operational ownership is allocated to marketing and client services teams, who use Marigold Emma Email to orchestrate client newsletters, service announcements, and nurture sequences tied to website interactions. Governance covers campaign approval workflows, list hygiene, and permissions for subscriber data, with the Marigold Emma Email instance instrumented on the AFS website to capture opt ins and track engagement signals for marketing operations.
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Automated Financial Systems (AFS) IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cohesity | Legacy | Cohesity DataProtect | Backup as a Service (BaaS) | IaaS | n/a | 2019 | 2019 |
In 2019, Automated Financial Systems, Inc. implemented Cohesity DataProtect as its Backup as a Service (BaaS) solution across both company sites. The deployment was led from the Exton, PA IT organization and focused on centralized backup orchestration for virtual and physical server estates managed by the internal infrastructure team.
Cohesity DataProtect was configured to support VM protection workflows and to expose NAS-style file services with block-level deduplication, and default virtual machine templates were created for automated provisioning through the Cohesity platform. The configuration work emphasized template-driven automation for VMware VM deployments and integration of deduplication into primary backup and file service policies.
The implementation integrated Cohesity with the broader infrastructure stack that the IT team administered, including VMware hypervisors, Windows Server 2016 upgrade planning from 2008r2, Red Hat Satellite for Linux provisioning, and RHEL 8 host administration. Azure was integrated into the Cohesity data protection platform as part of the rollout, and on-premises identity and service components such as Active Directory, DHCP, DNS, Group Policy, and WSUS were managed to align protection and recovery workflows.
Governance and operational ownership were concentrated with the Senior Network Administrator and Backup Engineer who served as subject matter expert for the Cohesity platform, Data Protector, Active Directory, and enterprise patching and group policy. The project combined template-driven deployment, cross-platform protection policies, and cloud integration to standardize backup operations across sites, while planning activities included Azure rollout and Windows Server upgrades to align protected workloads with the new Backup as a Service (BaaS) deployment.
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Container Service | IaaS |
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2021 | 2021 |
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Automated Financial Systems (AFS) CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Automated Financial Systems (AFS)
| First Name | Last Name | Title | Function | Department | Phone | |
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Director, Network Services Group | Director | IT | |
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Director, Database Administration & Online Systems Integration | Director | IT | |
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Technical Lead | Manager | Operations | |
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Senior Technical Lead | Manager | Operations | |
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Apps Being Evaluated by Automated Financial Systems (AFS) Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Automated Financial Systems (AFS) IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Automated Financial Systems (AFS) digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Automated Financial Systems (AFS) Technographics
Automated Financial Systems (AFS) is a Professional Services organization based in United States,
with around 400 employees and annual revenues of $70.0 million.
Automated Financial Systems (AFS) operates a diverse technology stack with applications such as
Adobe Connect, Marigold Emma Email and Cohesity DataProtect,
covering areas like Audio Video and Web Conferencing, Marketing Automation and Backup as a Service (BaaS).
Automated Financial Systems (AFS) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Adobe Systems, Marigold and Cohesity.
Automated Financial Systems (AFS) recently adopted applications including
Microsoft 365 in 2021, Marigold Emma Email in 2021 and Red Hat OpenShift Container Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Automated Financial Systems (AFS)’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Automated Financial Systems (AFS)’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 Automated Financial Systems (AFS) technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.