Axcess Financial
7755 Montgomery Rd #400,
Cincinnati, 45236, OH,
United States
Cincinnati, 45236, OH,
United States
1 513-336-7735
Banking and Financial Services
Axcess Financial Technographics
Axcess Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Axcess Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Axcess 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 Axcess Financial has purchased the following applications: ADP SmartCompliance for Payroll Tax Compliance in 2018, Microsoft 365 for Collaboration in 2016, Dynatrace APM for Application Performance Management 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 Axcess Financial is running and its propensity to invest more and deepen its relationship with ADP , UKG , 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 Axcess Financial revenues, which have grown to $600.0 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 Axcess 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.
Axcess Financial Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP SmartCompliance | Payroll Tax Compliance | HCM | n/a | 2018 | 2018 |
In 2018, Axcess Financial deployed ADP SmartCompliance to centralize Payroll Tax Compliance and standardize payroll tax operations across its multi state footprint. The deployment positioned ADP SmartCompliance as the primary application for payroll tax filings, W2 processing, end of year reconciliation, and full company tax audit workflows, while supporting routine payroll processing performed every other month by a rotating payroll analyst team.
ADP SmartCompliance was configured to manage jurisdictional tax rules including state withholding, SUI, and local taxes, and to generate required tax filings and W2 outputs. The implementation included modules for tax calculation and filing orchestration, year end reconciliation, and file distribution via ADP Aline card processing for final wage disbursements, with operational controls for retroactive adjustments and payroll deductions.
The implementation integrated operationally with Workday for maintenance of payroll deductions, benefit and 401K adjustments, and retro processing, reflecting a coordinated payroll and HR record model during the broader Workday Implementation and accompanying Workday training and certifications. Operational coverage included multi worksite reporting and the delivery of monthly and quarterly financial reports to Treasury and Accounting, with the payroll function providing quarterly tax assistance alongside the payroll manager.
Governance and execution combined procedural controls and role based responsibilities, with rotating payroll analyst ownership of bi monthly payroll runs, a documented cadence for monthly and quarterly reporting, and direct employee and manager correspondence processes for payroll inquiries. The program also incorporated internal audit readiness through the full company tax audit process, and hands on Workday training to align payroll tax controls with HR and finance workflows.
|
|
|
|
|
Time and Attendance | HCM |
|
2007 | 2007 |
|
|
|
|
|
Workforce Management | HCM |
|
2007 | 2007 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Axcess Financial implemented Microsoft 365 as its Collaboration platform. The deployment is observable in their public website assets, indicating Microsoft 365 services are actively provisioned and surfaced in external web content.
Axcess Financial’s Microsoft 365 implementation centers on standard collaboration capabilities, including cloud email, team messaging and meetings, document libraries, and desktop and online productivity apps. Microsoft 365 is configured to provide Exchange Online style mail services, SharePoint Online document and intranet capabilities, OneDrive personal storage, and Teams collaboration features, alongside tenant-level administration and compliance tooling common to the Microsoft 365 suite.
Architecturally the rollout reflects a tenant-centric cloud deployment hosted within Microsoft 365, supporting enterprise collaboration for the company’s US operations. The implementation supports cross-functional business workflows in IT, finance, operations, and customer-facing teams by centralizing email, document collaboration, and real-time communication in a single Collaboration platform.
Governance is managed through centralized tenant administration in Microsoft 365, with role-based access controls, policy configuration for information governance, and administrative controls for mailbox and content lifecycle. The configuration and rollout approach emphasizes centralized management and standard collaboration controls consistent with Microsoft 365 operational practices.
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dynatrace | Legacy | Dynatrace APM | Application Performance Management | ITSM | n/a | 2020 | 2020 |
In 2020, Axcess Financial deployed Dynatrace APM for Application Performance Management on its public website to centralize observability of customer-facing digital channels. The implementation focused on monitoring web application performance and session-level visibility to support online account and loan servicing interfaces.
Dynatrace APM provided full stack observability capabilities consistent with Application Performance Management, including real user monitoring, distributed transaction tracing, automated anomaly detection, and consolidated dashboarding. Configuration concentrated on instrumenting web tiers and application services, enabling end to end tracing from browser interactions through application code to backend calls, and automating alerting and problem correlation to support incident response workflows.
Operational ownership was aligned with application operations and digital channels teams, consolidating monitoring governance and release verification practices around Dynatrace APM. Axcess Financial used Dynatrace APM for Application Performance Management to instrument production website traffic, support incident triage, and provide continuous observability for release and capacity planning.
|
|
|
|
|
IT Service Management | ITSM |
|
2018 | 2018 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Treasury Management | TRM |
|
2015 | 2015 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2018 | 2018 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
|
|
|
|
|
Web Application Firewalls (WAF) | CyberSecurity |
|
2019 | 2019 |
|
IT Decision Makers and Key Stakeholders at Axcess Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Axcess Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Axcess Financial IT executives and key decision makers. This section highlights Axcess Financial's latest recorded technology evaluations, including Microsoft Azure Cloud Services for Application Hosting and Computing Services on 2025-02-22. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Axcess Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Axcess Financial Technographics
Axcess Financial is a Banking and Financial Services organization based in United States,
with around 1000 employees and annual revenues of $600.0 million.
Axcess Financial operates a diverse technology stack with applications such as
ADP SmartCompliance, Microsoft 365 and Dynatrace APM,
covering areas like Payroll Tax Compliance, Collaboration and Application Performance Management.
Axcess Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ADP, Microsoft and Dynatrace.
Axcess Financial recently adopted applications including
Dynatrace APM in 2020, Amazon EC2 in 2020 and Proofpoint Email Security and Protection in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Axcess Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Axcess 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 Axcess Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.