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BSI Financial
Location
1425 Greenway Dr,
Irving, 75038, TX,
United States
Website
https://www.bsifinancial.com/
Phone
1 972-347-4350
Artw industry
Banking and Financial Services
Employee
Revenue

BSI Financial Technographics

BSI Financial Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by BSI Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 BSI 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 BSI Financial has purchased the following applications: ClearCompany ATS for Applicant Tracking System in 2018, Rackspace Cloud for Application Hosting and Computing Services in 2012, Five9 Virtual Contact Center for Call Center in 2007 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems BSI Financial is running and its propensity to invest more and deepen its relationship with ClearCompany , Rackspace Technology , 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 BSI Financial revenues, which have grown to $100.0 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 BSI 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.

BSI Financial Data, Technology Stack, and Enterprise Applications
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
ClearCompany Legacy ClearCompany ATS Applicant Tracking System HCM n/a 2018 2018 In 2018, BSI Financial implemented ClearCompany ATS as its Applicant Tracking System. The ClearCompany ATS is used on the company careers website to centralize candidate intake and to provide a single system of record for hiring activity across corporate HR and talent acquisition teams. The implementation emphasized career site integration and standard applicant tracking workflows, including job requisition creation and approval, job posting management, candidate resume parsing and screening, interview workflow coordination, and offer tracking. Configuration focused on aligning requisition hierarchies and candidate stage definitions with existing recruiting practices to streamline recruiter and hiring manager collaboration. Operational coverage centers on HR and recruiting functions within BSI Financial, with ClearCompany ATS handling public job posting on the careers page and intake of external applications. No other third party integrations are documented in source materials, therefore the deployment is described primarily as a website-integrated Applicant Tracking System powering candidate lifecycle management. Governance changes associated with the rollout included formalizing requisition approval paths and defining hiring workflow ownership between recruiters and hiring managers, along with role based access to candidate records and hiring stages. The narrative reflects an implementation focused on embedding ClearCompany ATS into the company careers presence and establishing ATS driven hiring processes for BSI Financial.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Rackspace Technology Legacy Rackspace Cloud Application Hosting and Computing Services IaaS n/a 2012 2012
Application Hosting and Computing Services IaaS 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Five9 Legacy Five9 Virtual Contact Center Call Center CRM x 2007 2008 In 2007, BSI Financial implemented Five9 Virtual Contact Center to support its Call Center operations. The Five9 Virtual Contact Center deployment serves 110 agents across five locations within BSI Financial, aligning the application with the companys banking and financial services contact handling needs. The implementation leverages Five9 Virtual Contact Center core cloud contact capabilities typical of the Call Center category, including multichannel inbound and outbound routing, automated call distribution, interactive voice response, and a unified agent desktop with supervisory monitoring and reporting. Configuration focused on standardizing call routing logic and agent skill profiles to enable consistent customer engagement workflows across sites. BSI Financial integrated Five9 with its Fiserv technology stack to surface account and transaction context for agents during interactions, reflecting Five9s strength in third party integrations. Operational scope centers on customer service and account servicing functions across the five locations, with governance focused on centralized routing rules, consistent agent desktop workflows, and centralized reporting to support cross-site operations.
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Collaboration Collaboration 2017 2017
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Digital Signing Content Management 2022 2022
Enterprise Content Management Content Management 2013 2013
Intelligent Document Processing Content Management 2021 2021
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
ERP Financial ERP Financial Management 2015 2016
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Loan Management ERP Services and Operations 2021 2021
Loan Management ERP Services and Operations 2015 2016
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Secure Email Gateways (SEGs) CyberSecurity 2017 2017
IT Decision Makers and Key Stakeholders at BSI Financial
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by BSI Financial Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD BSI Financial Technographics

BSI Financial is a Banking and Financial Services organization based in United States, with around 500 employees and annual revenues of $100.0 million.

BSI Financial operates a diverse technology stack with applications such as ClearCompany ATS, Rackspace Cloud and Five9 Virtual Contact Center, covering areas like Applicant Tracking System, Application Hosting and Computing Services and Call Center.

BSI Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as ClearCompany, Rackspace Technology and Five9.

BSI Financial recently adopted applications including DocuSign eSignature in 2022, Salesforce Sales Cloud in 2021 and Vaultedge Mortgage Automation in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of BSI Financial’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates BSI 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 BSI Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.