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Catholic Financial Services Corporation
Location
1100 W Wells St Ste 1,
Milwaukee, 53233, WI,
United States
Website
https://www.catholicfinanciallife.org/
Phone
1 414-278-6550
Artw industry
Insurance
Employee
Revenue

Catholic Financial Services Corporation Technographics

Catholic Financial Services Corporation Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Catholic Financial Services Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 90 Catholic Financial Services Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Catholic Financial Services Corporation has purchased the following applications: Roper iPipeline SSG Digital for Insurance Policy Administration in 2019, Microsoft 365 for Collaboration in 2017, Kentico Xperience CMS for Web Content Management in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Catholic Financial Services Corporation is running and its propensity to invest more and deepen its relationship with Roper Technologies , Microsoft , Kentico Software 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 Catholic Financial Services Corporation revenues, which have grown to $10.0 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 Catholic Financial Services Corporation 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.

Catholic Financial Services Corporation Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Roper Technologies Legacy Roper iPipeline SSG Digital Insurance Policy Administration ERP Services and Operations n/a 2019 2021
In 2019, Catholic Financial Services Corporation implemented Roper iPipeline SSG Digital as its Insurance Policy Administration platform to support individual life and annuity products across the United States. The deployment targeted new business and in force operations for fraternal insurers, consolidating quoting, illustrations and e application workflows into a single policy administration backbone. The Roper iPipeline SSG Digital implementation encompassed core modules for quoting, illustrations, e App intake and automated underwriting case management, plus e Delivery, claims processing, billing and member servicing capabilities. Configuration emphasized policy lifecycle orchestration and straight through processing for new business intake, employing business rules and policy administration logic to standardize issuance and post issue servicing workflows. Operational scope covered new business, underwriting, claims, billing and member service teams across the United States, aligning customer facing e App and illustration channels with back office policy maintenance. The deployment centralized policy data and orchestrated end to end workflows in Roper iPipeline SSG Digital to reduce manual handoffs and unify servicing operations for individual life and annuity lines. Governance and rollout prioritized modernization of new business and in force operations to accelerate growth, improve member services and lower the cost of new customer acquisition, objectives stated for the program. Roper iPipeline SSG Digital functions as the single system of record for policy administration activities within Catholic Financial Services Corporations insurance operations.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Kentico Software Legacy Kentico Xperience CMS Web Content Management Content Management n/a 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2016 2016
Digital Advertising Platform CRM 2019 2019
Marketing Analytics CRM 2018 2018
Marketing Automation CRM 2013 2013
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2021 2021
Tag Management CRM 2018 2018
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2022 2022
IT Service Management ITSM 2023 2023
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2017 2017
IT Decision Makers and Key Stakeholders at Catholic Financial Services Corporation
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Catholic Financial Services Corporation Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Catholic Financial Services Corporation Technographics

Catholic Financial Services Corporation is a Insurance organization based in United States, with around 90 employees and annual revenues of $10.0 million.

Catholic Financial Services Corporation operates a diverse technology stack with applications such as Roper iPipeline SSG Digital, Microsoft 365 and Kentico Xperience CMS, covering areas like Insurance Policy Administration, Collaboration and Web Content Management.

Catholic Financial Services Corporation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Roper Technologies, Microsoft and Kentico Software.

Catholic Financial Services Corporation recently adopted applications including ConnectWise MPS in 2023, New Relic APM in 2022 and Constant Contact Email Marketing in 2021, highlighting its ongoing modernization strategy.

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

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