Valley Park, 63088, MO,
United States
FEFA Financial Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by FEFA Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 FEFA Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FEFA Financial has purchased the following applications: Intuit Enterprise Suite for ERP Financial in 2025, Google Workspace (Formerly Google G-Suite) for Collaboration in 2024, Google Tag Manager for Tag Management 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 FEFA Financial is running and its propensity to invest more and deepen its relationship with Intuit , Google , Orion Advisor Solutions 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 FEFA Financial revenues, which have grown to $3.0 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 FEFA Financial 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 |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Enterprise Suite | ERP Financial | ERP Financial Management | n/a | 2025 | 2025 |
In 2025, FEFA Financial implemented Intuit Enterprise Suite, an ERP Financial solution, to consolidate accounting, payroll, HR, cash flow forecasting, and marketing capabilities across its corporate group. CFO Keaton Trager selected Intuit Enterprise Suite as an alternative to migrating to larger ERP vendors such as NetSuite or Sage Intacct, emphasizing the product met multi entity and dimensional reporting needs without a complex migration.
The deployment of Intuit Enterprise Suite centered on configuring core financials, multi entity journal entries, dimensional reporting, dashboards, and an embedded cash flow forecast to replace manual aggregation across entities. Configuration prioritized intercompany journal entry workflows and entity level and consolidated reporting, enabling faster month end close processes and direct visibility into product mix and profitability by customer segment.
Mailchimp functionality inside Intuit Enterprise Suite was used for email marketing, event communications, lead nurturing, and compliant template management, providing a direct link between marketing activities and financial segmentation. Operational coverage spans finance and accounting, marketing, sales enablement, and compliance across five legal entities under FEFA Financial and its holding company, supporting approximately 2,000 client households.
The rollout emphasized rapid adoption by a lean finance team of three, leveraging familiarity with Intuit products to minimize training time and reduce reliance on specialized consultants. Governance changes included approved marketing templates for compliance, dimensional reporting standards for sales segmentation, and centralized procedures for intercompany entries and cash flow review to streamline decision making.
FEFA Financial reported immediate efficiency gains after adopting Intuit Enterprise Suite, with accounting staff saving roughly two hours per week and the CFO recovering 10 plus hours per month during financial close. The multi entity journal entry capability was cited as an immediate cost saver, and the company avoided the consultant driven migration and extensive training that would have been required with alternative ERP vendors.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2024 | 2024 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2024 | 2024 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2024 | 2024 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2023 | 2023 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||