Madison, 53705, WI,
United States
CUNA Mutual Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by CUNA Mutual and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3300 CUNA Mutual employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CUNA Mutual has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2008, Phenom Talent CRM for Candidate Relationship Management in 2018, SS&C Technologies Precision LM for Loan Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CUNA Mutual is running and its propensity to invest more and deepen its relationship with Oracle , Phenom , Workday 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 CUNA Mutual revenues, which have grown to $4.05 billion 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 CUNA Mutual 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2008 | 2008 |
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Expense Management | ERP Financial Management |
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2012 | 2012 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Phenom | Legacy | Phenom Talent CRM | Candidate Relationship Management | HCM | n/a | 2018 | 2018 |
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Core HR | HCM |
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2012 | 2012 |
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Learning and Development | HCM |
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2020 | 2020 |
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Technologies Precision LM | Loan Management | ERP Services and Operations | n/a | 2019 | 2020 |
In 2019, CUNA Mutual Group selected SS&C Technologies Precision LM to streamline origination, servicing, accounting, asset management and regulatory reporting for its commercial mortgage loan portfolio in the United States. The SS&C Technologies Precision LM deployment is categorized under Loan Management and was scoped to centralize loan data and standardize lifecycle workflows for finance and loan servicing functions.
The implementation covered core Loan Management capabilities, including automated loan origination workflows, servicing ledger and payment processing controls, accounting subledger support, asset management tracking and investor and regulatory reporting engines. The engagement explicitly replaced manual processes and spreadsheets, and the system was configured to support investor reporting and regulatory reporting workflows alongside day to day loan servicing operations.
Governance and rollout focused on consolidating finance and loan servicing processes around a single system of record, moving ownerable reporting tasks into automated reporting pipelines and instituting data controls to improve accuracy. The selection and deployment in 2019 were intended to improve automation, data accuracy and operational efficiency for CUNA Mutual Group’s commercial mortgage servicing and investor/regulatory reporting activities.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Event Management | Collaboration |
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2019 | 2019 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2020 | 2020 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2012 | 2012 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Treasury Management | TRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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iPaaS (Integration Platform as a Service) | PaaS |
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2017 | 2017 |
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Robotic Process Automation | PaaS |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Digital Workspace | IaaS |
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2012 | 2012 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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