AI Buyer Insights:

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● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

Freedom One Financial Group
Location
4208 Six Forks Road, Suite 1700,
Raleigh, 27609, NC,
United States
Website
https://www.ptrustadvisors.com/
Phone
1 919-870-6822
Artw industry
Banking and Financial Services
Employee
Revenue

Freedom One Financial Group Technographics

Freedom One Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Freedom One Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 260 Freedom One Financial Group 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 One Financial Group has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2006 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 One Financial Group is running and its propensity to invest more and deepen its relationship with Oracle 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 One Financial Group revenues, which have grown to $30.0 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 One Financial Group 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 One Financial Group Tech Stack and Enterprise Applications

Freedom One Financial Group ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2006 2006
In 2006, Freedom One Financial Group implemented Oracle NetSuite ERP. The deployment targeted finance and accounting for the United States based banking and financial services firm with approximately 260 employees and $30,000,000 in revenue, using the ERP Financial application to centralize transactional accounting and statutory reporting. Oracle NetSuite ERP was configured to deliver core financial management capabilities including general ledger, accounts payable, accounts receivable, cash management, fixed asset accounting, billing, and consolidated financial reporting. The implementation leveraged the cloud based SaaS architecture of Oracle NetSuite ERP to standardize the chart of accounts, automate journal processing, enforce period close workflows, and apply revenue recognition controls typical of ERP Financial systems. Operational scope covered finance, accounting, and treasury functions across corporate operations in the United States, with configuration focused on centralized master data for customers and suppliers, approval workflows for payables and receivables, and audit trail instrumentation for regulatory compliance. Governance emphasis included standardized financial controls, role based security and segregation of duties, and documented month end close procedures to align process discipline with the Oracle NetSuite ERP deployment.

IT Decision Makers and Key Stakeholders at Freedom One Financial Group

First Name Last Name Title Function Department Email Phone
CEO CXO Finance
Managing Director, Chief Investment Officer Director Investment
Chief Operating Officer CXO Finance
Show All Contacts

Apps Being Evaluated by Freedom One Financial Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Freedom One Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Freedom One Financial Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Freedom One Financial Group Technographics
Freedom One Financial Group is a Banking and Financial Services organization based in United States, with around 260 employees and annual revenues of $30.0 million.
Freedom One Financial Group operates a diverse technology stack with applications such as Oracle NetSuite ERP, covering areas like ERP Financial.
Freedom One Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle.
Freedom One Financial Group recently adopted applications including Oracle NetSuite ERP in 2006, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Freedom One Financial Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Freedom One Financial Group’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 Freedom One Financial Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.