San Mateo, 94402, CA,
United States
Freedom Financial Network Technographics
Freedom Financial Network Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Freedom Financial Network and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 Freedom Financial Network employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Freedom Financial Network has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2020, Sterling Background Check for BackGround Screening in 2021, Microsoft Power BI for Analytics and BI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Freedom Financial Network is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Sterling Talent 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 Freedom Financial Network revenues, which have grown to $850.0 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 Freedom Financial Network 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.
Freedom Financial Network Tech Stack and Enterprise Applications
Freedom Financial Network ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2020 | 2020 |
In 2020, Freedom Financial Network implemented Oracle Cloud ERP as its core ERP Financial platform. The deployment supported a Tempe, AZ based financial services organization and was led by the Sr Director of Enterprise Systems who drove selection, configuration, and enterprise rollout for ERP alongside complementary enterprise technologies.
The Oracle Cloud ERP implementation covered a broad set of financial modules and functional capabilities, including Accounting Consolidation and Close, Financial Reporting, Debt and Equity reporting, Budgeting Planning and Forecasting, Order to Collections, Consumer Loan Funding and Servicing, Procurement and Payment, Fixed Assets, Revenue Recognition, Treasury, and Expense Reimbursement. Implementation work included data architecture design, data governance rules, system administration, and configuration of commissions and employee stock option workflows to align finance and compensation processes.
Oracle Cloud ERP was integrated into a multi-application landscape that included Oracle Cloud HCM, ServiceNow Employee Portal, Shareworks Equity Management, Xactly, ADP, and Adaptive Insights, with Oracle BI leveraged to generate role-specific dashboards. Reporting and analytics built on Oracle BI were surfaced through the SNOW employee portal, enabling manager dashboards for requisitions, team availability, training, call volumes, and departmental financial performance, and supporting Finance, Operations, and HR decisioning across multiple sites.
Governance and organizational change management were embedded in the program, with steering committees, end-to-end current and future state process mapping, redesign of roles and responsibilities, and ongoing administration by an internal ERP and HCM/HRIS team. The Sr Director led requirements gathering, system design, integrations planning, and established data governance and operational support processes to sustain Oracle Cloud ERP and its connected systems.
The implementation of Oracle Cloud ERP under the ERP Financial category formed the backbone for consolidated financial reporting, budgeting and forecasting, and integrated operational workflows across Finance, HR, and Operations. Deliverables explicitly included configured financial modules, integrated BI dashboards accessible via SNOW employee portal, and a staffed administration team to support over 2,500 employees across multiple locations.
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Expense Management | ERP |
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2014 | 2014 |
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Freedom Financial Network HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sterling Talent Solutions | Legacy | Sterling Background Check | BackGround Screening | HCM | n/a | 2021 | 2021 |
In 2021, Freedom Financial Network implemented Sterling Background Check from Sterling Talent Solutions. The Sterling Background Check deployment was scoped to support recruiting and HR functions, with initial emphasis on technical hiring for Engineering, Design, and Product teams tied to FFN's fintech product lines and the recruiting operations in San Francisco.
The Sterling Background Check implementation used standard BackGround Screening capabilities including identity verification, criminal records screening, employment and education verification, and automated adjudication workflows. Configuration prioritized candidate consent capture, role based access for recruiting and HR users, and orchestration of screening stages to align with the company recruiting pipeline managed through tools such as Jobvite and sourcing channels like LinkedIn Recruiter, hireEZ, and Seekout.
Governance was organized around recruiting and HR operational ownership, with formalized screening packages and adjudication rules to ensure consistent application across product hiring streams. The deployment positioned Sterling Background Check to operate as the central BackGround Screening service for candidate clearance workflows, compliance recordkeeping, and coordinated handoffs between talent acquisition and HR operations.
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Benefits Administration | HCM |
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2020 | 2020 |
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Core HR | HCM |
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2020 | 2020 |
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Employee Recognition and Rewards Management | HCM |
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2013 | 2013 |
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Payroll | HCM |
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2020 | 2020 |
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Recruiting Chatbot | HCM |
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2019 | 2019 |
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Time and Attendance | HCM |
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2020 | 2020 |
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Freedom Financial Network Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, Freedom Financial Network deployed Microsoft Power BI to establish an enterprise Analytics and BI capability. The corporate BI team was structured to drive BI and analytics strategy and execution, developing and executing the enterprise BI roadmap and agenda while centralizing prioritization and governance for analytics initiatives.
Implementation focused on standardized data models, self-service dashboards, and operational reporting delivered through Microsoft Power BI, with complementary analytical solutions on Tableau and backend processing on SQL Server 2016 and Google BigQuery. The deployment combined a centralized BI orchestration layer with developer-managed datasets, enabling report distribution, scheduled refreshes, and governed semantic models across the environment.
Operational scope covered enterprise business functions coordinated by the corporate BI team, aligning roadmap delivery across finance, risk, and product analytics while instituting data governance and lifecycle controls. Governance activities included standardized data definitions, model versioning, role-based access controls, and a staged rollout plan managed by the corporate BI organization to scale Microsoft Power BI dashboards and analytic services.
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Freedom Financial Network 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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Freedom Financial Network CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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Freedom Financial Network ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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Freedom Financial Network PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Freedom Financial Network 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Freedom Financial Network 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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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2021 | 2021 |
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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 Freedom Financial Network
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Freedom Financial Network Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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