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Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

EFG Companies Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Auto Master Systems Legacy Auto Master Systems (AMS) DMS Dealership Management ERP Services and Operations n/a 2016 2016
In 2016 EFG Companies deployed Auto Master Systems (AMS) DMS as its Dealership Management application to handle new account orders, product configurations, and dealer menu administration. The AMS DMS implementation was operated alongside AS400 systems for order processing, with teams validating XML coding for accuracy and performing pre and post production audits that were reported to account operations leadership. Configuration work emphasized account order processing, rate and pricing configuration, and product integration capabilities. Staff built Excel based rate pricing tools to support AMS DMS workflows, executed configuration changes for new account launches, product implementations and conversions, and maintained testing and validation routines for rates and forms. The AMS DMS connected to external network and menu partners, and the implementation included hands on integration work with client facing platforms such as Tail Light (SPAN, ProfitPro, MenuPro), EFG DRIVE Client Portal, EFG COMPASS e contracting application, and SPP Express portal. Reporting modules were used to deliver status on account launches, implementations and modifications, while ongoing operational reporting tracked new application users and key application performance metrics. Governance and operational processes centered on requirements gathering, integration testing, troubleshooting, and formalized audit and reporting cycles. Support workflows routed findings and status updates to an Account Orders Supervisor, and staff responsibilities included facilitating partner relationships, assisting representatives and internal clients, and maintaining launch and product implementation documentation.
IT Decision Makers and Key Stakeholders at EFG Companies
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by EFG Companies Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD EFG Companies Technographics

EFG Companies is a Banking and Financial Services organization based in United States, with around 170 employees and annual revenues of $22.0 million.

EFG Companies operates a diverse technology stack with applications such as Auto Master Systems (AMS) DMS, covering areas like Dealership Management.

EFG Companies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Auto Master Systems.

EFG Companies recently adopted applications including Auto Master Systems (AMS) DMS in 2016, highlighting its ongoing modernization strategy.

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