Finicity
434 W Ascension Way #200,
Murray, 84123, UT,
United States
Murray, 84123, UT,
United States
1 801-984-4200
Professional Services
Finicity Technographics
Finicity Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Finicity and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 Finicity employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Finicity has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Drift AI Chatbot for Chatbots and Conversational AI in 2019, Fullstory Anywhere for Data Warehouse 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 Finicity is running and its propensity to invest more and deepen its relationship with Oracle , Drift , FullStory 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 Finicity revenues, which have grown to $150.0 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 Finicity 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.
Finicity Tech Stack and Enterprise Applications
Finicity ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Intuit QuickBooks Online | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Finicity implemented Oracle NetSuite ERP, an ERP Financial application. The implementation targeted finance and HR operations and included a General Ledger conversion from Intuit QuickBooks Online, with operational activity centered on the Salt Lake City office.
The Oracle NetSuite ERP deployment was configured to support General Ledger accounting, accounts payable workflows, payroll processing, and benefits deduction administration including HSA accounts. The team implemented paperless processing for all Accounts Payable and maintained procedures to post entries not automatically entered by the system, while running biweekly payroll processing. Process documentation was created to train staff and standardize procedures, and payroll processing time was streamlined from eight hours to one hour.
Operational data work included converting automatic deductions from an old bank account to a new bank account and performing monthly reconciliation of bank and balance sheet accounts within NetSuite. The implementation supported the rollout of new benefit plans for medical, dental, vision, and HSA, with benefit deductions entered and reconciled in the ERP.
Governance and workflow restructuring emphasized end to end documentation, employee training on NetSuite processes, and HR support for employment law questions tied to benefits administration. The project completed the transition of the General Ledger from Intuit QuickBooks Online to Oracle NetSuite ERP and established standardized month end reconciliation and accounts payable controls.
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Finicity AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019 Finicity implemented Drift AI Chatbot on its public website. Drift AI Chatbot is deployed as a Chatbots and Conversational AI solution to support marketing, sales, and customer support workflows and to provide real time conversational engagement on web pages.
The implementation centers on web embedded conversational workflows and automated lead capture and qualification, with configurations for handoff to human agents and predefined escalation rules. Drift AI Chatbot is operated with content governance and bot training processes, and it is instrumented for conversation analytics and reporting to inform marketing and support playbooks.
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Finicity Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FullStory | Legacy | Fullstory Anywhere | Data Warehouse | Analytics and BI | n/a | 2024 | 2024 |
In 2024, Finicity implemented FullStory Anywhere to strengthen behavioral analytics capabilities within its Data Warehouse approach. The deployment centralized session level data capture and sensitive data controls to support fraud detection and user experience analysis, and FullStory Anywhere surfaced session level behavioral signals that the case study links to improved funnel conversions and faster ticket resolution.
Configuration emphasized data capture, privacy and access controls, and event tagging to make behavioral signals available to analytics and fraud workflows. Operational coverage focused on product, support and fraud teams in the United States, with governance practices centered on handling sensitive financial data within FullStory Anywhere and routing behavioral insights into analytics and ticketing processes. The implementation aligned with Data Warehouse workflows by producing structured behavioral datasets suitable for downstream analytics and fraud modeling.
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Finicity Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2013 | 2013 |
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Finicity CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2013 | 2013 |
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Finicity 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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IT Service Management | ITSM |
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2019 | 2019 |
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Finicity PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2014 | 2014 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Finicity 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Finicity 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Finicity
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Vice President and Controller | VP | Finance | |
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Accounting Manager | Manager | Finance | |
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Apps Being Evaluated by Finicity Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Finicity IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Finicity digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Finicity Technographics
Finicity is a Professional Services organization based in United States,
with around 800 employees and annual revenues of $150.0 million.
Finicity operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Drift AI Chatbot and Fullstory Anywhere,
covering areas like ERP Financial, Chatbots and Conversational AI and Data Warehouse.
Finicity has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Drift and FullStory.
Finicity recently adopted applications including
Fullstory Anywhere in 2024, AdRoll in 2021 and ZoomInfo Chorus in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Finicity’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Finicity’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 Finicity technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.