AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

Duncan Financial Group
Location
311 Main Street,
Irwin, 15642, PA,
United States
Website
https://www.duncangrp.com/
Phone
1 724-863-3420
Artw industry
Insurance
Employee
Revenue

Duncan Financial Group Technographics

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

Discover the latest software purchases and digital transformation initiatives being undertaken by Duncan 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 100 Duncan 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 Duncan Financial Group has purchased the following applications: Applied TAM for Agency Management in 2015, Zoom for Audio Video and Web Conferencing in 2020, Keap CRM for CRM in 2013 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Duncan Financial Group is running and its propensity to invest more and deepen its relationship with Applied Systems , Zoom Video Communications , Calendly 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 Duncan Financial Group revenues, which have grown to $10.0 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 Duncan 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.

Duncan Financial Group Tech Stack and Enterprise Applications

ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Applied Systems Legacy Applied TAM Agency Management ERP Services and Operations n/a 2015 2016
In 2015, Duncan Financial Group implemented Applied TAM as its Agency Management platform. The insurance firm based in the United States, with roughly 100 employees, centralized core policy administration and client account management workflows into Applied TAM to support agency operations and underwriting support. Implementation emphasized using Applied TAM as the authoritative system for policy records and customer data capture. Applied TAM was configured to handle policy entry and client lifecycle management, leveraging category-aligned capabilities such as policy data capture, document management, commission tracking, and workflow orchestration. Configuration work focused on business rules, role based access controls, and automation of routine entry tasks to standardize agency processing and reduce manual variance. Duncan Financial Group entered policies in Applied TAM and Epic Management Systems, operating a dual system policy entry model that required procedural governance and data reconciliation between systems. Operational coverage spanned agency operations and underwriting support, with governance measures including standardized policy entry procedures, centralized data stewardship, and end user training to manage cross system workflows.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2020 2020
In 2020, Duncan Financial Group implemented Zoom as its Audio Video and Web Conferencing solution. Zoom is embedded on the company website to support client facing virtual advisory sessions, sales and claims conversations, and internal collaboration across the firm's insurance teams. For the 100 employee United States based insurance firm the deployment emphasizes standard Audio Video and Web Conferencing capabilities including scheduled and ad hoc meetings, video and audio conferencing, screen sharing, meeting recording, and host controls. Configuration work focused on embedding meeting access and client booking flows on the public website, while operational governance centered on meeting access policies, host and attendee role configuration, and retention controls for recorded sessions. The implementation is positioned as a centrally managed communications service to support sales, underwriting and client service workflows and to provide consistent meeting configuration and security settings.
Online Meeting Scheduling Collaboration 2021 2021
Survey and Questionnaire Collaboration 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Keap (formerly Infusionsoft) Legacy Keap CRM CRM CRM n/a 2013 2013
In 2013, Duncan Financial Group implemented Keap CRM. The Insurance firm based in the United States and operating with approximately 100 employees configured Keap CRM as its core CRM to capture website leads and centralize client contact records. The deployment focused on CRM-led contact management, opportunity tracking, and basic marketing automation to support sales lifecycle activities. Keap CRM was embedded on the Duncan Financial Group website to capture prospect data via web forms and to initiate email automation workflows for lead nurture and client follow-up. Functional modules aligned with the CRM category include contact and opportunity management, email and marketing automation, and web-to-lead capture, which drive workflows across sales, marketing, and client service teams. Governance concentrated on consolidating contact records, standardizing follow-up sequences for web-generated leads, and establishing consistent pipeline management practices.
Marketing Automation CRM 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2013 2013
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Duncan Financial Group

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Duncan Financial Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Duncan Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Duncan Financial Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Duncan Financial Group Technographics
Duncan Financial Group is a Insurance organization based in United States, with around 100 employees and annual revenues of $10.0 million.
Duncan Financial Group operates a diverse technology stack with applications such as Applied TAM, Zoom and Keap CRM, covering areas like Agency Management, Audio Video and Web Conferencing and CRM.
Duncan Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Applied Systems, Zoom Video Communications and Keap (formerly Infusionsoft).
Duncan Financial Group recently adopted applications including Calendly in 2021, Ehealthapp in 2021 and Hubspot Marketing Automation in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Duncan Financial Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Duncan 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 Duncan Financial Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.