Denver, 80202-5959, CO,
United States
Everence Financial Advisors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Everence Financial Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Everence Financial Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Everence Financial Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2021, Cincom Eloquence CCM for Customer Engagement in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Everence Financial Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , FormSite 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 Everence Financial Advisors 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 Everence Financial Advisors 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
|
|
|
|
|
Collaboration | Collaboration |
|
2022 | 2022 |
|
|
|
|
|
Survey and Questionnaire | Collaboration |
|
2017 | 2017 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
|
|
|
|
|
Web Content Management | Content Management |
|
2017 | 2017 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cincom Systems | Legacy | Cincom Eloquence CCM | Customer Engagement | CRM | n/a | 2024 | 2024 |
In 2024, Everence Financial Advisors implemented Cincom Eloquence CCM to modernize document management for its financial-services operations in the United States. The deployment targeted customer communications and regulatory compliance, aligning with the Customer Engagement category and concentrating on finance and member communications including ACA SBC forms.
The Cincom Eloquence CCM implementation centralized template management, automated template development workflows, and standardized output generation for customer and regulatory documents. Template library consolidation and authoring efficiency were explicit objectives, with the project reducing average template development time by 25 percent and consolidating the template library by 15 percent. These capabilities were configured to support version control, reusable content blocks, and template parameterization consistent with Customer Engagement document production patterns.
Operational coverage focused on finance and member communications teams across the United States, and the rollout established formal template governance and change-control processes to manage regulatory form updates. The deployment is documented in Cincom's customer success story, which describes the implementation context and the emphasis on compliance and customer communication workflows.
|
|
|
|
|
Customer Experience | CRM |
|
2018 | 2018 |
|
|
|
|
|
Customer Experience | CRM |
|
2015 | 2015 |
|
|
|
|
|
Customer Support | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Analytics, Sales Analytics, Customer Support | CRM |
|
2014 | 2014 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Tag Management | CRM |
|
2016 | 2016 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2023 | 2023 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2023 | 2023 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||