Henssler Financial
3735 Cherokee Street,
Kennesaw, 30144, GA,
United States
Kennesaw, 30144, GA,
United States
1 770-429-9166
Banking and Financial Services
Henssler Financial Technographics
Henssler Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Henssler Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Henssler 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 Henssler Financial has purchased the following applications: 8am CPACharge (formerly AffiniPay) for AP Automation in 2021, Microsoft 365 for Collaboration in 2015, Twilio Segment for Customer Data Platform in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Henssler Financial is running and its propensity to invest more and deepen its relationship with 8am , Intuit , Microsoft 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 Henssler Financial revenues, which have grown to $15.0 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 Henssler 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.
Henssler Financial Tech Stack and Enterprise Applications
Henssler Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 8am | Legacy | 8am CPACharge (formerly AffiniPay) | AP Automation | ERP | n/a | 2021 | 2021 |
In 2021, Henssler Financial deployed 8am CPACharge (formerly AffiniPay) to enable web-based AP Automation for payment capture and client remittance on its public website. The implementation positions 8am CPACharge as the firm’s payment processing and invoice settlement interface for accounts payable and treasury workflows.
Configuration centered on embedding 8am CPACharge payment forms and checkout flows into the corporate site, enabling secure card and ACH acceptance, tokenization, and payment authorization consistent with AP Automation functional expectations. Operational scope covered finance and accounting teams who route and reconcile web-initiated receipts within existing invoice handling and cash application processes, and governance focused on centralizing payment capture and formalizing approval routing for web-originated payments.
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ERP Financial | ERP |
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2013 | 2013 |
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Henssler Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Henssler Financial deployed Microsoft 365 as its Collaboration platform. The implementation is observable on their website, indicating active Microsoft 365 usage as part of the firm’s public-facing and internal collaboration footprint. For a 100-employee banking and financial services firm based in the United States, the deployment aligns with a single Microsoft 365 tenant architecture, with Azure Active Directory used for identity and user provisioning and centralized tenant administration.
Microsoft 365 was configured to provide core Collaboration capabilities including Exchange Online for corporate email, SharePoint Online for document management and intranet content, OneDrive for personal file storage, and Microsoft Teams for messaging and meetings. Operational coverage centers on corporate communications, document collaboration, and knowledge management across the organization’s business functions. Governance is exercised through tenant administration roles, identity and access controls, and policy-driven mailbox and sharing configurations to manage permissions and compliance risk.
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Henssler Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Segment | Customer Data Platform | CRM | n/a | 2020 | 2020 |
In 2020, Henssler Financial implemented Twilio Segment as its Customer Data Platform on its website. The deployment uses Twilio Segment JavaScript instrumentation to capture web events and standardize event schemas, creating unified customer profiles and enabling identity stitching across sessions. Twilio Segment functions as the central event hub for web-based customer signals, positioning the Customer Data Platform to support marketing automation, analytics, and client experience use cases.
Configuration emphasized event tracking, user attribute collection, audience definitions, and data routing through Segment's pipeline and tracking plan capabilities. Operational coverage is the public website, with governance focused on schema management and consent-aware data collection to provide consistent telemetry for marketing and digital channels. The implementation centers on centralized customer profiles and audience segmentation as the primary functional modules of Twilio Segment within Henssler Financial.
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Marketing Automation | CRM |
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2017 | 2017 |
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Henssler Financial ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Henssler Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2018 | 2018 |
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Henssler 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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2014 | 2014 |
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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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2014 | 2014 |
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Henssler 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Henssler Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Operating Officer | CXO | Finance | |
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President and Chief Investment Officer | CXO | Investment | |
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Principal, Managing Director | Director | Finance | |
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Chief Strategy Officer | CXO | Finance | |
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Apps Being Evaluated by Henssler Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Henssler Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Henssler Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Henssler Financial Technographics
Henssler Financial is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $15.0 million.
Henssler Financial operates a diverse technology stack with applications such as
8am CPACharge (formerly AffiniPay), Microsoft 365 and Twilio Segment,
covering areas like AP Automation, Collaboration and Customer Data Platform.
Henssler Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as 8am, Microsoft and Twilio.
Henssler Financial recently adopted applications including
8am CPACharge (formerly AffiniPay) in 2021, HostGator in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Henssler Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Henssler 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 Henssler Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.