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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Business Alliance Financial Services Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Finastra Legacy Finastra Phoenix EFE Core Banking ERP Services and Operations n/a 2015 2015
In 2015 Business Alliance Financial Services implemented Finastra Phoenix EFE as its Core Banking application, placing explicit operational control of loan servicing and loan administration onto the new platform. The deployment centered on servicing workflows and operational controls rather than broad channel or retail banking modules, aligning the application with the company’s loan servicing function. Finastra Phoenix EFE was configured to support loan boarding and end to end loan lifecycle management, including processing loan payments, advances and participation loans. The implementation included mail and statement generation for customer communications and year end IRS 1098 processing, and a structured reporting layer with custom reports created per credit union, plus scheduled monthly SBA and annual USDA reporting. Operational ownership for Finastra Phoenix EFE rested with the Loan Servicing Department, where system administration tasks included setting parameters for new credit unions and participants, creating bespoke reports, and running daily operational reports for accuracy. The system supported cross functional coverage with the Loan Documentation Department and auditor-facing credit verification procedures, embedding the Core Banking application directly into compliance and loan operations workflows. Governance for the deployment emphasized role based administration and process controls, with administrators training staff, assigning work, and conducting annual evaluations tied to system use and reporting accuracy. Custom parameterization per participant and the creation of tailored reporting artifacts were used as primary controls to manage multi-credit union servicing within Finastra Phoenix EFE, maintaining operational traceability for auditors and internal stakeholders.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2022 2022
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
accessiBe Legacy accessWidget Web Content Management Content Management n/a 2023 2023
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2023 2023
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2022 2022
IT Decision Makers and Key Stakeholders at Business Alliance Financial Services
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by Business Alliance Financial Services Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Business Alliance Financial Services Technographics

Business Alliance Financial Services is a Banking and Financial Services organization based in United States, with around 1500 employees and annual revenues of $170.0 million.

Business Alliance Financial Services operates a diverse technology stack with applications such as Finastra Phoenix EFE, Zoom and accessWidget, covering areas like Core Banking, Audio Video and Web Conferencing and Web Content Management.

Business Alliance Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Finastra, Zoom Video Communications and accessiBe.

Business Alliance Financial Services recently adopted applications including accessWidget in 2023, Google Tag Manager in 2023 and Zoom in 2022, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Business Alliance Financial Services’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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