CIG Financial
6 Executive Cir,
Irvine, 92614, CA,
United States
Irvine, 92614, CA,
United States
1 949-250-7102
Banking and Financial Services
CIG Financial Technographics
CIG Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CIG Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 CIG 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 CIG Financial has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2013, Nortridge Loan Management for Loan Management in 2013, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CIG Financial is running and its propensity to invest more and deepen its relationship with Microsoft , Nortridge Software , Formstack 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 CIG Financial revenues, which have grown to $30.0 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 CIG 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.
CIG Financial Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2013 | 2013 |
In 2013, CIG Financial implemented Microsoft Dynamics GP as its core ERP Financial application. The project lead defined and implemented the companys financial system conversion to Microsoft Dynamics GP, leading project planning, system set up and deployment and the data migration of the companys historical accounting data to Microsoft Dynamics GP.
Configuration work concentrated on core financial modules including general ledger, accounts payable and accounts receivable, and structured reporting for consolidated financial statements. The implementation included configuration of financial statement package creation and reconciliation workflows, and the project lead supervised, coordinated and performed system testing and provided post conversion support as the primary point of contact for the Microsoft Dynamics GP accounting system.
Integrations focused on consolidating multiple data sources into Microsoft Dynamics GP, with direct supervision to ensure accounting data integrity during and after migration. Operational coverage included Corporate Accounting and Accounts Operations and extended to consolidated reporting for company subsidiaries, with continuous information exchange between executives, Finance and IT to support month end close activities.
Governance and process changes were operationalized through a designated project lead who directed staff actions for the monthly accounting close and established a new month end close cadence. The project lead created, analyzed and reviewed monthly financials for the consolidated company and subsidiaries, led monthly review sessions with executives and general managers to align operational and financial understanding, and performed additional analysis related to company asset securitizations.
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Nortridge Software | Legacy | Nortridge Loan Management | Loan Management | ERP Services and Operations | n/a | 2013 | 2014 |
In 2013, CIG Financial implemented Nortridge Loan Management for its auto finance operations in the United States, selecting the solution to support core loan servicing and administrative workflows within its finance function. The implementation targeted the companys Loan Management needs and positioned Nortridge Loan Management as the central application for collateral and servicing data across the auto finance book.
The deployment used explicit modules for collateral tracking and workflow automation, with Nortridge Loan Management configured to capture collateral records, enforce collateral lifecycle events, and automate task routing for servicing activities. Configuration emphasized loan servicing workflows, exception handling rules, and reporting feeds to support operational oversight and productivity tracking.
CIG Financial went live on January 1, 2014, and the rollout covered its U.S. auto finance operations and servicing teams. Post go live the firm reported immediate efficiency gains, improved reporting, and better productivity measurement following the Nortridge deployment, reflecting adoption by operations and finance staff.
Operational governance was adjusted to leverage workflow automation for task assignment and escalation, and reporting capabilities were used to refine productivity measurement and servicing controls. The implementation narrative centers on Nortridge Loan Management as the implemented Loan Management platform supporting collateral tracking, workflow automation, loan servicing workflows, and enhanced operational reporting.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, CIG Financial implemented Microsoft 365. Microsoft 365 serves as the company core Collaboration platform, providing workplace productivity features such as email, calendaring, document collaboration, content sharing, and client productivity tools across the organization, and the company references Microsoft 365 usage on its public website which suggests web-facing artifacts or integrations with customer channels.
The deployment at this 100-employee banking and financial services firm is organized to support finance, operations, and customer service workflows, with configuration focused on managed mailboxes, shared document libraries, and user productivity clients to enable cross-department collaboration. Governance emphasis is placed on centralized account administration, user access controls, and content management policies consistent with financial services operational needs, while specific third-party integrations or implementation partners are not documented.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2019 | 2019 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
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|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at CIG Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by CIG Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CIG Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CIG Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD CIG Financial Technographics
CIG Financial is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $30.0 million.
CIG Financial operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Nortridge Loan Management and Microsoft 365,
covering areas like ERP Financial, Loan Management and Collaboration.
CIG Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and Nortridge Software.
CIG Financial recently adopted applications including
Liquid Web Cloud Servers in 2021, Formstack Forms in 2020 and Twilio Sendgrid in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CIG Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CIG 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 CIG Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.