Financial Engines
1050 Enterprise Way 3rd Floor,
Sunnyvale, 94089, CA,
United States
Sunnyvale, 94089, CA,
United States
1 408-498-6000
Banking and Financial Services
Financial Engines Technographics
Financial Engines Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Financial Engines and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Financial Engines employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Financial Engines has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2007, LeaseCalcs for Lease Management in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Financial Engines is running and its propensity to invest more and deepen its relationship with Oracle , LeaseCalcs , Cisco Systems 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 Financial Engines revenues, which have grown to $480.0 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 Financial Engines 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.
Financial Engines Tech Stack and Enterprise Applications
Financial Engines ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2007 | 2007 |
In 2007, Financial Engines implemented Oracle NetSuite ERP to centralize core accounting and financial management processes. The implementation is categorized under ERP Financial and was scoped to address the company finance organization and accounting workflows at the US-based firm.
The Oracle NetSuite ERP deployment concentrated on core financial modules, including general ledger, accounts payable, accounts receivable, fixed asset management, revenue recognition, and financial reporting. Configuration work emphasized chart of accounts standardization, period close sequencing, and automated journal processing to support month end and statutory reporting routines.
The solution was provisioned as a cloud ERP Financial platform, leveraging NetSuite SaaS architecture to deliver multi-tenant application services, role based access controls, and system level audit trails. Connectivity relied on standard integration patterns typical for ERP Financial systems, using API and batch data interfaces to exchange payroll data, expense and billing records, and operational finance feeds with adjacent systems.
Governance focused on centralizing financial controls, enforcing segregation of duties through application role models, and instituting a staged rollout across finance subfunctions. Operational changes included revised month end workflows and approval chains to align with the Oracle NetSuite ERP configuration and to support consistent financial close procedures.
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Financial Engines ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LeaseCalcs | Legacy | LeaseCalcs | Lease Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Financial Engines implemented LeaseCalcs for Lease Management. The vendor listing identifies Financial Engines as a customer of LeaseCalcs, positioning the application as the company’s lease accounting and administration solution.
The implementation centered on LeaseCalcs capabilities common to Lease Management deployments, including a lease accounting engine, amortization and payment schedule generation, journal entry preparation, and disclosure reporting consistent with contemporary lease accounting standards. LeaseCalcs was configured to support finance and accounting workflows, producing schedules and accounting outputs used in period close and statutory reporting.
Operational governance for the deployment aligned with corporate finance and accounting functions, embedding audit trail and control features into lease administration workflows and month-end close processes. Configuration and procedural changes focused on standardizing lease data capture, lease classification, and recurring lease accounting routines within the finance organization.
The narrative links Financial Engines, LeaseCalcs, and Lease Management, emphasizing application-level functionality such as lease accounting automation, schedule management, journal generation, and disclosure reporting as the core business function supported by the implementation.
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Financial Engines Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Financial Engines deployed Cisco Webex Meetings on their website. The implementation places Cisco Webex Meetings in the Audio Video and Web Conferencing category as the web-accessible meeting layer, providing browser-based join points and embedded meeting links for public facing pages and internal portals to support virtual client interactions and internal collaboration.
Configuration centers on standard Cisco Webex Meetings capabilities such as meeting scheduling, audio and video streams, screen sharing, moderator controls, and recording, aligning with Audio Video and Web Conferencing functional workflows for corporate communications and client engagement. Governance and operational use are structured around centralized provisioning and standardized meeting templates to enforce access controls and meeting moderation practices across business functions that rely on web-enabled conferencing.
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Collaboration | Collaboration |
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2017 | 2017 |
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Financial Engines Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Financial Engines CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2023 | 2023 |
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CRM | CRM |
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2005 | 2005 |
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CRM | CRM |
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2014 | 2014 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Financial Engines ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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Financial Engines PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Financial Engines 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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2014 | 2014 |
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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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2019 | 2019 |
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Cloud Storage | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Financial Engines 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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IT Decision Makers and Key Stakeholders at Financial Engines
| First Name | Last Name | Title | Function | Department | Phone | |
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Executive Vice President Marketing | VP | Marketing | |
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President and Chief Executive Officer | CXO | Finance | |
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EVP & CFO | CXO | Finance | |
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Chief Investment Officer | CXO | Investment | |
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Apps Being Evaluated by Financial Engines Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Financial Engines IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Financial Engines digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Financial Engines Technographics
Financial Engines is a Banking and Financial Services organization based in United States,
with around 1000 employees and annual revenues of $480.0 million.
Financial Engines operates a diverse technology stack with applications such as
Oracle NetSuite ERP, LeaseCalcs and Cisco Webex Meetings,
covering areas like ERP Financial, Lease Management and Audio Video and Web Conferencing.
Financial Engines has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, LeaseCalcs and Cisco Systems.
Financial Engines recently adopted applications including
Zoominfo Platform in 2023, DocuSign eSignature in 2021 and Hotjar in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Financial Engines’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Financial Engines’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 Financial Engines technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.