AI Buyer Insights:

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● 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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● 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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

Corefino
Location
100 El Camino Real,
Burlingame, 94010, CA,
United States
Website
https://www.corefino.com/
Phone
1 650-458-0078
Artw industry
Banking and Financial Services
Employee
Revenue

Corefino Technographics

Corefino Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Corefino and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Corefino employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Corefino has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2008, Microsoft 365 for Collaboration in 2015, Automattic Jetpack CRM for CRM in 2014 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Corefino is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Automattic 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 Corefino revenues, which have grown to $1.0 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 Corefino 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.

Corefino Tech Stack and Enterprise Applications

Corefino ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2008 2008
In 2008, Corefino implemented Oracle NetSuite ERP for ERP Financial. The deployment centralized core accounting functions for the firm's finance organization and established a single system of record for transactional and summary financial data. Oracle NetSuite ERP was configured to support core ERP Financial capabilities typical for a small financial services firm, including general ledger, accounts payable, accounts receivable, billing, cash management, and financial reporting. Configuration emphasized streamlined invoice to cash and procure to pay workflows, chart of accounts standardization, and automated journal processing to reduce manual reconciliation work. The implementation used Oracle NetSuite ERP as a cloud hosted SaaS architecture, enabling access for finance staff and executive leadership without on premise infrastructure. Governance focused on centralized financial controls, role based access controls, regular close and reconciliation procedures, and consolidation of financial reporting processes across the organization. Operational scope covered the company's finance and accounting functions within the United States, aligned to the ERP Financial application and core bookkeeping and treasury activities.
Corefino Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015, Corefino implemented Microsoft 365 for Collaboration. The US-based banking and financial services firm with roughly 10 employees uses Microsoft 365 on its website and as the primary cloud collaboration platform supporting client interaction and internal operations. The Microsoft 365 deployment is cloud-hosted and configured to provide core Collaboration capabilities including enterprise email and calendaring, SharePoint Online and OneDrive style document management, and team communication and meetings functionality typical of Microsoft Teams. Administration is centralized within the Microsoft 365 tenant, with account provisioning, role-based access controls, and content governance configured to align with financial services operational needs. Corefino uses Microsoft 365 as its Collaboration platform for document storage, client communications, and internal workflows, integrating those capabilities into day to day business functions across the small organization.
Corefino CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy Automattic Jetpack CRM CRM CRM n/a 2014 2014
In 2014, Corefino deployed Automattic Jetpack CRM. The deployment uses Automattic Jetpack CRM as the customer relationship platform hosted on the company website, providing a CRM foundation for a small banking and financial services firm with approximately 10 employees. The implementation centralizes contact records and web-based lead capture workflows, aligning CRM functionality directly with customer-facing site interactions. Corefino's use of Automattic Jetpack CRM emphasizes contact management, lead capture, email communication orchestration, and basic segmentation and reporting capabilities typical of CRM platforms. Operational coverage spans sales and customer service activities, with configuration scaled for a compact team and web-embedded capture to sustain continuous lead intake. Governance focuses on consolidated customer records and simple workflow ownership within the existing small-team structure.
Corefino PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
Corefino IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Corefino

First Name Last Name Title Function Department Email Phone
Chairman & Founder CXO Finance
Operations Manager Manager Finance
Show All Contacts

Apps Being Evaluated by Corefino Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Corefino IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Corefino digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Corefino Technographics
Corefino is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Corefino operates a diverse technology stack with applications such as Oracle NetSuite ERP, Microsoft 365 and Automattic Jetpack CRM, covering areas like ERP Financial, Collaboration and CRM.
Corefino has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Microsoft and Automattic.
Corefino recently adopted applications including Google Cloud Platform (GCP) in 2021, SocketLabs Email APIs in 2018 and GoDaddy in 2016, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Corefino’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Corefino’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 Corefino technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.