CUNA Mutual
5910 Mineral Point Road,
Madison, 53705, WI,
United States
Madison, 53705, WI,
United States
1 800-356-2644
Insurance
CUNA Mutual Technographics
CUNA Mutual Technographics, Software Purchases, AI and Digital Transformation Initiatives
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.
CUNA Mutual Tech Stack and Enterprise Applications
CUNA Mutual ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP | n/a | 2008 | 2008 |
In 2008, CUNA Mutual implemented Oracle PeopleSoft ERP as its ERP Financial platform. Oracle PeopleSoft ERP was provisioned to serve as the authoritative system for maintaining financial security information and to support financially significant CMFG systems across finance and shared services.
The deployment centralized PeopleSoft Financials modules for core accounting functions including general ledger, accounts payable, accounts receivable, fixed assets and period close orchestration, while integrating with Business Planning and Consolidation, BPC, for planning and consolidation and Business Objects for enterprise reporting. Identity and access governance responsibilities were tied to SailPoint IdentityIQ to enforce financial access controls and maintain security information. Configuration emphasized financial controls, role based security, and automated journal and payment workflows consistent with ERP Financial operational models.
Operational responsibility included maintenance of financial security information and support processes for all financially significant CMFG systems, covering finance, accounting and IT security operations. Governance incorporated centralized support processes and identity governance handoffs to ensure Oracle PeopleSoft ERP interoperation with BPC, Business Objects and SailPoint IdentityIQ.
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Expense Management | ERP |
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2012 | 2012 |
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CUNA Mutual 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 |
In 2018, CUNA Mutual implemented Phenom Talent CRM. Phenom Talent CRM, a Candidate Relationship Management application, was deployed alongside Phenom People on the company careers site to centralize candidate engagement and site-driven application capture.
Configuration work emphasized candidate profile consolidation, segmentation and nurture workflows, and automated engagement triggers typical of Candidate Relationship Management systems. The Phenom Talent CRM implementation included career site integration with Phenom People to capture applicant data and support recruiter-led outreach and candidate tracking.
Operational responsibility rested with recruiting and talent acquisition within HR, with governance aligned to HR operations and recruiting leadership to standardize candidate lifecycle workflows. The publicly accessible Phenom People career portal at https://cunamutual.phenompeople.com/ is the visible surface of the Phenom Talent CRM deployment, linking web-driven applicant interactions to the recruitment teams via the Candidate Relationship Management platform.
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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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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CUNA Mutual 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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IT Decision Makers and Key Stakeholders at CUNA Mutual
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Executive Vice President & Chief Human Resources Officer | CXO | HR | |
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Director, Employee & Labor Relations | Director | HR | |
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HR Business Partner | Manager | HR | |
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Director, Benefits | Director | HR | |
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Chief Analytics Officer | CXO | Finance | |
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Head of Enterprise Data Science & Analytics | Director | IT | |
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Chief Information Officer | CXO | IT | |
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Vice President - Sales | VP | Sales | |
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VP Sales | VP | Sales | |
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Vice President National Sales | VP | Sales | |
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Operations Manager | Manager | Finance | |
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National Sales Director | Director | Sales | |
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President & Chief Executive Officer | CXO | Finance | |
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Vice President, Sales Operations & Marketing | VP | Marketing | |
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Executive Vice-President, Chief Corporate Strategy, Human Resources and Employee Communications | CXO | HR | |
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Director, Sales Operations | Director | Sales | |
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Director of Talent | Director | HR | |
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VP Human Resources | VP | HR | |
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Talent Acquisition Manager | Manager | HR | |
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Regional Sales Associate | Manager | Sales | |
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VP Sales | VP | Sales | |
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Director, HR Business Partner | Director | HR | |
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Senior HR Manager | Manager | HR | |
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HR Business Partner | Manager | HR | |
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Senior Manager, Corporate Compensation | Manager | HR | |
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Sales Compensation Manager | Manager | HR | |
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CFO | CXO | Finance | |
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Deputy CIO | CXO | Finance | |
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Vice President Chief Risk and Assurance Officer | CXO | Risk | |
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Vice President Claims | VP | Customer Service | |
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Apps Being Evaluated by CUNA Mutual Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CUNA Mutual IT executives and key decision makers. This section highlights CUNA Mutual's latest recorded technology evaluations, including TurnKey Lender Platform for Loan Management on 2026-03-20, JHA OpenAnywhere for Digital Banking on 2026-03-04, and FIS Bancpac for Core Banking on 2025-05-06. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CUNA Mutual digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-03-20 | CUNA Mutual | Evaluated | Turnkey Lender | TurnKey Lender Platform | Loan Management | ERP Services and Operations |
| 2026-03-04 | CUNA Mutual | Evaluated | Jack Henry & Associates | JHA OpenAnywhere | Digital Banking | ERP Services and Operations |
| 2025-05-06 | CUNA Mutual | Evaluated | FIS Global | FIS Bancpac | Core Banking | ERP Services and Operations |
| 2024-06-26 | CUNA Mutual | Evaluated |
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Dealership Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD CUNA Mutual Technographics
CUNA Mutual is a Insurance organization based in United States,
with around 3300 employees and annual revenues of $4.05 billion.
CUNA Mutual operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, Phenom Talent CRM and SS&C Technologies Precision LM,
covering areas like ERP Financial, Candidate Relationship Management and Loan Management.
CUNA Mutual has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Phenom and SS&C Technologies.
CUNA Mutual recently adopted applications including
Salesforce Sales Cloud in 2021, SAP Business Planning and Consolidation in 2021 and UiPath RPA Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CUNA Mutual’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CUNA Mutual’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 CUNA Mutual technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.