Fora Financial
519 8th Ave 11th Floor,
New York, 10018, NY,
United States
New York, 10018, NY,
United States
1 212-947-0100
Banking and Financial Services
Fora Financial Technographics
Fora Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fora Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Fora 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 Fora Financial has purchased the following applications: Sage Intacct for ERP Financial in 2024, ADP Workforce Now for Core HR in 2020, Hubspot Live Chat for Chatbots and Conversational AI 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 Fora Financial is running and its propensity to invest more and deepen its relationship with Sage , ADP , HubSpot 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 Fora Financial revenues, which have grown to $20.0 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 Fora 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.
Fora Financial Tech Stack and Enterprise Applications
Fora Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2024 | 2024 |
In 2024, Fora Financial implemented Sage Intacct as its ERP Financial application to centralize finance and accounting operations. The deployment establishes Sage Intacct as the primary financial system for the company rather than referencing any prior platform, and the full application name Sage Intacct appears in public site instrumentation.
The implementation configures core ERP Financial capabilities including general ledger, accounts payable, accounts receivable, billing, cash management, and financial reporting. Configuration work emphasized chart of accounts standardization, role based access controls, automated close workflows, and multi entity consolidation capabilities aligned with typical ERP Financial best practices for a company with 200 employees. The architecture uses the cloud delivered model associated with Sage Intacct to provide hosted financial services and reporting.
Sage Intacct is surfaced on Fora Financials website, indicating public facing integration points or embedded financial pages that surface accounting driven content. Operational scope centers on finance and accounting teams within the United States and extends to treasury and revenue recognition workflows. Business functions impacted include accounting, billing, cash management, and management reporting.
Governance activities during rollout focused on establishing month end close procedures, role based permissions, and financial reporting governance to support audit readiness and operational controls. Ongoing configuration and change control appear scoped to finance leadership and system administrators to maintain ERP Financial processes within Sage Intacct.
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Fora Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2020 | 2020 |
In 2020, Fora Financial implemented ADP Workforce Now. Fora Financial uses ADP Workforce Now as its Core HR solution supporting HR, payroll, and workforce management for its approximately 200 employee organization.
The ADP Workforce Now deployment focuses on centralized employee records, benefits administration, time and attendance, payroll processing, and HR reporting capabilities. Configuration appears to cover employee lifecycle workflows including onboarding, offboarding, and compensation administration consistent with Core HR functional scope.
ADP Workforce Now is surfaced on Fora Financial's website, indicating public facing access or links to employee services and self service portals. Operational coverage centers on HR and finance teams, with managers using the system for approvals and HR administrators managing payroll cycles and compliance reporting.
Governance aligns with standard Core HR practices, including defined HR administrator roles, payroll approval workflows, and compliance oriented reporting processes. Change management and rollout scope are consistent with a mid market financial services employer, using ADP Workforce Now to centralize personnel data and standardize HR and payroll procedures.
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Fora Financial AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Fora Financial implemented Hubspot Live Chat on its public website. Fora Financial deployed Hubspot Live Chat as part of its Chatbots and Conversational AI capability to support customer acquisition and customer service functions through real time web conversations.
The implementation centered on a live chat widget and conversation management, with configuration of automated welcome messages, routing rules, and lead capture workflows. Hubspot Live Chat was configured to capture contact information and structured chat transcripts, enabling handoff from anonymous web visitors to named contacts and routing to sales or support queues.
Operational coverage was scoped to the corporate website, with business functions impacted including sales intake, customer support, and marketing lead capture. Governance focused on chat availability schedules, templated responses and ownership of the central conversation inbox, aligning chat workflows with existing customer engagement processes.
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Fora Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2016 | 2016 |
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Fora Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Intelligent Document Processing | Content Management |
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2017 | 2017 |
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Fora Financial eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2017 | 2017 |
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Fora Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Fora Financial ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Fora Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Transactional Email | PaaS |
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2020 | 2020 |
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Fora Financial 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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Fora Financial 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Fora Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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General Counsel, Chief Compliance Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Director of Information Technology Infrastructure | Director | IT | |
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Vice President of Finance | VP | Finance | |
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Finance Manager | Manager | Finance | |
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Apps Being Evaluated by Fora Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Fora Financial IT executives and key decision makers. This section highlights Fora Financial's latest recorded technology evaluations, including CallRail Call Tracking for Call Tracking and Recording on 2026-03-27. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Fora Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-27 | Fora Financial | Evaluated | CallRail | CallRail Call Tracking | Call Tracking and Recording | CRM |
FAQ - APPS RUN THE WORLD Fora Financial Technographics
Fora Financial is a Banking and Financial Services organization based in United States,
with around 200 employees and annual revenues of $20.0 million.
Fora Financial operates a diverse technology stack with applications such as
Sage Intacct, ADP Workforce Now and Hubspot Live Chat,
covering areas like ERP Financial, Core HR and Chatbots and Conversational AI.
Fora Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, ADP and HubSpot.
Fora Financial recently adopted applications including
Sage Intacct in 2024, CallRail Call Tracking in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Fora Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Fora Financial’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 Fora Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.