AI Buyer Insights:

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

CDF Capital
Location
17701 Cowan, Suite 100,
Irvine, 92614, CA,
United States
Website
https://www.cdfcapital.org/
Phone
1 888-540-7112
Artw industry
Banking and Financial Services
Employee
Revenue

CDF Capital Technographics

CDF Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by CDF Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 CDF Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that CDF Capital has purchased the following applications: Finastra Phoenix EFE for Core Banking in 2011, Olark Live Chat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems CDF Capital is running and its propensity to invest more and deepen its relationship with Finastra , Olark , 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 CDF Capital revenues, which have grown to $4.0 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 CDF Capital 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.

CDF Capital Tech Stack and Enterprise Applications

CDF Capital 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 2011 2012
In 2011, CDF Capital implemented Finastra Phoenix EFE as its Core Banking platform. The deployment established Finastra Phoenix EFE as the primary loan servicing and portfolio management engine for the 50 employee community financial institution, centralizing loan lifecycle functions under a single Core Banking application. Finastra Phoenix EFE was configured to support core loan servicing capabilities, including loan booking, scheduled payment processing, loan portfolio tracking, and rate review workflows. The implementation also included insurance and escrow tracking and customer correspondence capabilities, enabling loan servicing staff to process monthly and weekly payments, perform rate reviews, and generate letters and customer-facing communications within the Phoenix EFE environment. Operational coverage focused on the loan servicing and customer service functions, with loan servicing analysts using Finastra Phoenix EFE for end to end servicing activities and portfolio maintenance. Governance was built around role based access and audit controls, and workflows were standardized to formalize booking, payment processing, insurance tracking, and periodic rate reviews to align operations with the Core Banking application.
CDF Capital AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Olark Legacy Olark Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
CDF Capital Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
CDF Capital eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2019 2019
CDF Capital CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Analytics CRM 2023 2023
Tag Management CRM 2018 2018
CDF Capital ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
CDF Capital IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2020 2020
CDF Capital CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at CDF Capital

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by CDF Capital Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CDF Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CDF Capital digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD CDF Capital Technographics
CDF Capital is a Banking and Financial Services organization based in United States, with around 50 employees and annual revenues of $4.0 million.
CDF Capital operates a diverse technology stack with applications such as Finastra Phoenix EFE, Olark Live Chat and Microsoft 365, covering areas like Core Banking, Chatbots and Conversational AI and Collaboration.
CDF Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Finastra, Olark and Microsoft.
CDF Capital recently adopted applications including Insightly Unbounce Conversion Intelligence Platform in 2023, New Relic APM in 2023 and Microsoft Entra ID (formerly Azure Active Directory) in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CDF Capital’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates CDF Capital’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 CDF Capital technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.