Norcross, 30092-2979, GA,
United States
Goldleaf Financial Solutions Technographics
Goldleaf Financial Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Goldleaf Financial Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 493 Goldleaf Financial Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Goldleaf Financial Solutions has purchased the following applications: JHA SmartPay for Payment Processing in 2021, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Goldleaf Financial Solutions is running and its propensity to invest more and deepen its relationship with Jack Henry & Associates , Cisco Systems , Salesforce 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 Goldleaf Financial Solutions revenues, which have grown to $929.0 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 Goldleaf Financial Solutions 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.
Goldleaf Financial Solutions Tech Stack and Enterprise Applications
Goldleaf Financial Solutions ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jack Henry & Associates | Legacy | JHA SmartPay | Payment Processing | ERP | n/a | 2021 | 2021 |
In 2021, Goldleaf Financial Solutions deployed JHA SmartPay to handle customer-facing transactions on its corporate website, establishing a web-native Payment Processing capability. The implementation centers on online payment capture and settlement workflows, positioning JHA SmartPay as the primary Payment Processing channel for client billing and e-commerce payment flows on the site.
The deployment leverages core gateway and hosted checkout patterns typical for Payment Processing platforms, including tokenization for card data, card and ACH capture paths, payment routing and basic fraud screening workflows. Configuration work focused on embedding JHA SmartPay checkout flows into Goldleaf’s public web pages, adapting payment form behavior and session handling to the site’s authentication and user experience.
Operationally the rollout impacts client billing, accounts receivable and digital commerce touchpoints, with the website serving as the primary integration surface for JHA SmartPay. Governance emphasis is on transaction lifecycle orchestration, reconciliation-ready settlement records and operational handoffs between web operations and finance teams, reflecting standard Payment Processing implementation discipline.
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Goldleaf Financial Solutions 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, Goldleaf Financial Solutions implemented Cisco Webex Meetings for Audio Video and Web Conferencing. The deployment surfaces Cisco Webex Meetings directly on Goldleaf's public website to provide web-based meeting join flows and hosted virtual sessions, using Cisco's cloud conferencing platform as the primary interface for audio and video delivery. The implementation explicitly uses Cisco Webex Meetings as the customer-facing conferencing entry point for client engagements and advisor interactions.
The configuration leverages standard Cisco Webex Meetings capabilities such as scheduled meetings, browser-based join, screen sharing, and multi-party audio-video sessions to support client services, advisory teams, and internal collaboration. Operational coverage is focused on website-embedded meeting access and calendar-driven session initiation, aligning the Cisco Webex Meetings Audio Video and Web Conferencing implementation with customer-facing meeting workflows. Governance and access controls are managed through Goldleaf's IT and client services teams, centering on web publishing, meeting access permissions, and meeting moderation procedures.
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Goldleaf Financial Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2022 | 2022 |
In 2022, Goldleaf Financial Solutions implemented Salesforce Sales Cloud. Goldleaf Financial Solutions deployed Salesforce Sales Cloud as a Sales Automation,CRM,Sales Engagement solution to support sales, client engagement, and business development functions within the professional services firm.
The deployment uses a cloud-hosted Salesforce Sales Cloud instance integrated with the company website, leveraging web-to-lead capture and embedded tracking to create and route inbound leads directly into account and opportunity records. Core functional capabilities implemented include account and contact management, lead and opportunity management, activity and task automation, sales engagement sequencing, pipeline visibility, and reporting dashboards consistent with Sales Automation,CRM,Sales Engagement use cases. The environment is configured with workflow automation, validation rules, and role-based access controls to standardize sales processes and enable centralized CRM governance across sales and client-facing teams.
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IT Decision Makers and Key Stakeholders at Goldleaf Financial Solutions
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|---|---|---|---|---|---|---|
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Apps Being Evaluated by Goldleaf Financial Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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