AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● 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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

CNL Financial Group
Location
450 S Orange Ave,
Orlando, 32801, FL,
United States
Website
https://www.cnl.com/
Phone
1 407-650-1000
Artw industry
Banking and Financial Services
Employee
Revenue

CNL Financial Group Technographics

CNL Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by CNL Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 CNL Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that CNL Financial Group has purchased the following applications: Oracle Cloud ERP Accounts Payable for AP Automation in 2016, Oracle Fusion Cloud Fixed Assets for Enterprise Asset Management in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing 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 CNL Financial Group is running and its propensity to invest more and deepen its relationship with Oracle , LexisNexis , Cisco Systems 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 CNL Financial Group revenues, which have grown to $130.0 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 CNL Financial Group 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.

CNL Financial Group Tech Stack and Enterprise Applications

CNL Financial Group ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Cloud ERP Accounts Payable AP Automation ERP n/a 2016 2017
In 2016, CNL Financial Group implemented Oracle Cloud ERP Accounts Payable to centralize payables and standardize invoice processing, positioned within the AP Automation category. The deployment focused on consolidating accounts payable workflows for the company finance function, aligning procure-to-pay touchpoints between AP and procurement teams. Oracle Cloud ERP Accounts Payable was configured to support automated invoice capture, supplier master management, approval routing, and matching logic consistent with AP Automation capabilities. Configuration work included structured invoice validation rules, configurable approval hierarchies, tax and withholding handling, and vendor portal access for invoice submission and inquiries, enabling finance teams to apply automated exception routing and audit trail controls. The implementation was integrated with Oracle Cloud Financials general ledger and the wider Oracle procurement modules to ensure consistent chart of accounts posting and purchase order matching. Governance changes emphasized role based approvals, documented invoice escalation processes, and strengthened transactional controls and auditability for the finance and procurement departments.
AR Automation ERP 2016 2017
ERP Financial ERP 2016 2017
CNL Financial Group ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Fusion Cloud Fixed Assets Enterprise Asset Management ERP Services and Operations n/a 2016 2017
In 2016, CNL Financial Group implemented Oracle Fusion Cloud Fixed Assets. The implementation positioned Oracle Fusion Cloud Fixed Assets as the central Enterprise Asset Management solution for the firm, providing a unified fixed asset accounting and asset lifecycle governance capability for the finance organization. Deployment was scoped to corporate finance and asset accounting processes enterprise wide and aligned with capital expenditure control and financial close cycles. Configuration emphasized canonical fixed asset register capabilities including asset master data, depreciation schedules, disposals, revaluations, and capitalization workflows, reflecting standard Enterprise Asset Management functional modules. Integrations were oriented toward core financial systems, notably general ledger and accounts payable interfaces, and toward reporting and tax accounting feeds consistent with fixed asset operations. Governance changes included formalized depreciation policies, asset tagging and audit controls, and workflow based approvals for asset additions and retirements.
Legal Practice Management ERP Services and Operations 2014 2015
CNL Financial Group Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2018 2018
In 2018, CNL Financial Group deployed Cisco Webex Meetings on its website. Using Cisco Webex Meetings on their website, CNL Financial Group uses Cisco Webex Meetings, an Audio Video and Web Conferencing application, to provide browser-based join links and hosted meeting pages that surface to external stakeholders and internal users alike. The implementation leverages Cisco Webex Meetings core capabilities, including real time audio and video conferencing, screen sharing, and in‑browser meeting access, aligned with standard Audio Video and Web Conferencing operational patterns. Operational coverage centers on corporate communications, client engagement and investor relations, with centralized account administration and meeting scheduling workflows managed by IT and business unit coordinators to support web-initiated sessions.
Collaboration Collaboration 2017 2017
CNL Financial Group Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2016 2016
CNL Financial Group CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Support CRM 2014 2015
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2017 2017
Sales Automation, CRM, Sales Engagement CRM 2014 2015
CNL Financial Group PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
CNL Financial Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2016 2016
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2020 2020
CNL Financial Group CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2014 2014

IT Decision Makers and Key Stakeholders at CNL Financial Group

First Name Last Name Title Function Department Email Phone
Chief Financial Officer CXO Finance
Director, Strategic Technology Director IT
Director, Business Solutions Director Finance
Director, Technology Operations Director IT
Financial Director Director Finance
Director of Accounting Director Finance
Business Application Developer II Non Manager IT
Show All Contacts

Apps Being Evaluated by CNL Financial Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CNL Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CNL Financial Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD CNL Financial Group Technographics
CNL Financial Group is a Banking and Financial Services organization based in United States, with around 600 employees and annual revenues of $130.0 million.
CNL Financial Group operates a diverse technology stack with applications such as Oracle Cloud ERP Accounts Payable, Oracle Fusion Cloud Fixed Assets and Cisco Webex Meetings, covering areas like AP Automation, Enterprise Asset Management and Audio Video and Web Conferencing.
CNL Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle and Cisco Systems.
CNL Financial Group recently adopted applications including Amazon SES in 2021, Cloudflare CDN in 2020 and Cisco Webex Meetings in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CNL Financial Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates CNL Financial Group’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 CNL Financial Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.