AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

CFO4Life
Location
735 Plaza Blvd Ste. 100,
Coppell, 75019, TX,
United States
Website
https://www.mycfo4life.com/
Phone
1 214-637-9500
Artw industry
Banking and Financial Services
Employee
Revenue

CFO4Life Technographics

CFO4Life Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by CFO4Life and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 CFO4Life employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that CFO4Life has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2014, Microsoft 365 for Collaboration in 2021, Hotjar for Customer Experience 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 CFO4Life is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Contentsquare 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 CFO4Life revenues, which have grown to $3.0 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 CFO4Life 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.

CFO4Life Tech Stack and Enterprise Applications

CFO4Life ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2014 2014
In 2014, CFO4Life implemented Intuit Quickbooks Enterprise as its core ERP Financial application. The deployment centralized bookkeeping and financial reporting for the 30-employee United States banking and financial services advisory firm, establishing a single source of record for company and client billing transactions. The implementation configured standard ERP Financial capabilities including general ledger, accounts receivable, accounts payable, billing, cash management, and period end financial reporting, with role based access controls and transaction level audit trails to support compliance oriented workflows. Rollout prioritized the finance and accounting teams with staged cutover of invoicing and bank reconciliation processes, accompanied by user provisioning and documentation for month end close, and CFO4Life uses Intuit Quickbooks Enterprise within ERP Financial to manage accounting, billing, and financial reporting business functions.
CFO4Life Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2021 2021
In 2021, CFO4Life implemented Microsoft 365 as its primary Collaboration platform. CFO4Life deployed Microsoft 365 to provide cloud-hosted productivity and collaboration capabilities that are surfaced on the company website, supporting core finance and client-facing business functions at the 30-person firm in the United States. The deployment uses Microsoft 365 core collaboration modules, including cloud email and calendaring, document libraries and intranet capabilities, real-time chat and meeting services, and Office applications for desktop and web productivity. Architecture is centered on a cloud SaaS Microsoft 365 tenant model, with the implementation organized around centralized document management, shared collaboration workspaces, and tenant-level user provisioning and access controls to align collaboration, client file handling, and internal finance workflows.
CFO4Life CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contentsquare Legacy Hotjar Customer Experience CRM n/a 2017 2017
In 2017, CFO4Life implemented Hotjar on its public website as a Customer Experience application to capture behavioral and qualitative user signals for marketing and product teams. CFO4Life uses Hotjar to centralize website-based user research and Customer Experience analytics, aligning the application with digital channels and conversion-focused workflows. The implementation is centered on the Hotjar tracking snippet embedded across site pages, enabling session recordings, heatmaps, conversion funnel analysis, and on-site surveys and feedback polls to surface user friction and interaction patterns. Data collection is scoped to the corporate website and is used to inform UX and conversion optimization activities within marketing and product operations.
CFO4Life ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2020 2020
CFO4Life IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
CFO4Life CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at CFO4Life

First Name Last Name Title Function Department Email Phone
CEO, Executive Director and Founding Partner Director Finance
CIO and Founding Partner Manager IT
Principal, Tax Planning Director and Partner Director Finance
Director of Client Relations and Executive Assistant Director Customer Service
Show All Contacts

Apps Being Evaluated by CFO4Life Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CFO4Life IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CFO4Life digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD CFO4Life Technographics
CFO4Life is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.
CFO4Life operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Microsoft 365 and Hotjar, covering areas like ERP Financial, Collaboration and Customer Experience.
CFO4Life has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Microsoft and Contentsquare.
CFO4Life recently adopted applications including Microsoft 365 in 2021, Microsoft Azure Cloud Services in 2021 and Cloudflare CDN in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CFO4Life’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates CFO4Life’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 CFO4Life technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.