BSI Financial
1425 Greenway Dr,
Irving, 75038, TX,
United States
Irving, 75038, TX,
United States
1 972-347-4350
Banking and Financial Services
BSI Financial Technographics
BSI Financial Technographics, Software Purchases, AI 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: Microsoft Dynamics GP for ERP Financial in 2015, ClearCompany ATS for Applicant Tracking System in 2018, ICE Mortgage Black Knight MSP for Loan 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 BSI Financial is running and its propensity to invest more and deepen its relationship with Microsoft , ClearCompany , ICE Mortgage Technology 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 Tech Stack and Enterprise Applications
BSI Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2015 | 2016 |
In 2015, BSI Financial implemented Microsoft Dynamics GP. The deployment established Microsoft Dynamics GP as the company's ERP Financial backbone, configured to support multiple legal entities and several sets of company general ledgers to reflect operations across multiple financial companies.
Microsoft Dynamics GP was configured with core financial modules including General Ledger, Accounts Receivable, Accounts Payable, bank reconciliation and cash management. Configuration supported daily posting of client payments, generation of monthly aged receivable reports, processing of monthly accruals, credit memo adjustments, coding and entry of invoices across multiple company ledgers, and reconciling general ledger accounts for month-end close and sign-off.
The implementation included integration with online banking channels to execute wires and ACH transfers for vendor and investor payments and to prepare checks for daily bank deposits, supporting cash flow tracking and collections workflows. Operational use is concentrated in the Accounting and Finance functions, where staff perform daily bank and account reconciliations, post daily and month-end financial transactions, and produce client statements and reconciliations; reporting workflows leverage Microsoft Excel exports for reconciliation and statement generation.
Governance and control practices were embedded in process workflows, including month-end close sign-off, role-based access to maintain client confidentiality, and segregation of duties around payment processing and reconciliations. The Accounting Analyst function is integrated into core transaction processing and control activities, responsible for posting payments to Microsoft Dynamics GP, resolving invoice and payment discrepancies, and supporting financial statement analysis across the company entities.
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BSI Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 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.
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BSI Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ICE Mortgage Technology | Legacy | ICE Mortgage Black Knight MSP | Loan Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, BSI Financial deployed ICE Mortgage Black Knight MSP to support Loan Management across its mortgage servicing operations. The implementation targeted borrower-facing servicing workflows, with a focus on handling both delinquent and current accounts and supporting contact center interactions.
ICE Mortgage Black Knight MSP was configured to operate the core servicing module, escrow management, payment processing and borrower communication workflows. Configuration emphasized inbound and outbound call handling, phone payment posting, website navigation support for payments and account inquiries, and workflow flags to escalate accounts to loss mitigation.
The deployment operated alongside and integrated with existing systems explicitly referenced by staff, including Sagent for loan data exchanges and Salesforce for case and customer relationship management, while Microsoft Word and Excel were used for documentation and reporting. Operational coverage included the customer service and loan servicing teams, with documented use by temporary customer service representatives in Irving, Texas during July 2021 to October 2021 who processed payments and handled borrower inquiries.
Governance focused on embedding legal and internal policy checks into servicing workflows, documenting escrow procedures and introducing an operational escalation path that connected borrowers showing financial hardship to loss mitigation agents. The narrative reflects ICE Mortgage Black Knight MSP, the Loan Management capabilities implemented, the integrations and operational scope supporting servicing and customer support functions at BSI Financial.
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Loan Management | ERP Services and Operations |
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2015 | 2016 |
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BSI Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2017 | 2017 |
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BSI Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2022 | 2022 |
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Enterprise Content Management | Content Management |
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2013 | 2013 |
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Intelligent Document Processing | Content Management |
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2021 | 2021 |
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BSI Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Center | CRM |
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2007 | 2008 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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BSI 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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BSI Financial 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at BSI Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by BSI Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BSI Financial IT executives and key decision makers. This section highlights BSI Financial's latest recorded technology evaluations, including ICE Mortgage Technology Velocify for Sales Automation, Marketing Automation on 2025-11-05, Microsoft Dynamics 365 for Finance and Operations for ERP Financial on 2025-01-30, and Sagent LoanServ Platform for Loan Management on 2024-06-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BSI Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
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
Microsoft Dynamics GP, ClearCompany ATS and ICE Mortgage Black Knight MSP,
covering areas like ERP Financial, Applicant Tracking System and Loan Management.
BSI Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, ClearCompany and ICE Mortgage Technology.
BSI Financial recently adopted applications including
DocuSign eSignature in 2022, ICE Mortgage Black Knight MSP 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.