Racine, 53403, WI,
United States
Johnson Financial Group Technographics
Johnson Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Johnson 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 1000 Johnson 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 Johnson Financial Group has purchased the following applications: Bottomline ePay for Payment Processing in 2018, FIS Relius for Benefits Administration, Pension Administration in 2015, Q2 Digital Banking Platform for Digital Banking in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Johnson Financial Group is running and its propensity to invest more and deepen its relationship with Bottomline Technologies , FIS Global , Q2 Software 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 Johnson Financial Group revenues, which have grown to $180.0 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 Johnson 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.
Johnson Financial Group Tech Stack and Enterprise Applications
Johnson Financial Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bottomline Technologies | Legacy | Bottomline ePay | Payment Processing | ERP | n/a | 2018 | 2018 |
In 2018, Johnson Financial Group implemented Bottomline ePay. The deployment uses Bottomline ePay on their website to manage customer-facing payment flows, positioned in the Payment Processing category and supporting online customer billing and payment collection functions.
Bottomline ePay was configured as a web-based payment processing integration, leveraging standard Payment Processing capabilities such as a payment gateway, hosted checkout interfaces, tokenization for card credentials, and transaction reporting and reconciliation modules. The implementation emphasizes secure online payment capture and centralized payment records, with Bottomline ePay serving as the primary payment channel on the public website.
Operational coverage centers on customer-facing web payments and the payments operations team, with the application supporting accounts receivable and treasury workflows related to customer collections. The implementation is oriented to the United States market and to enterprise finance and customer service functions within Johnson Financial Group, aligning the Bottomline ePay configuration to corporate payment acceptance policies.
Governance for the deployment focuses on payment operations oversight and compliance controls consistent with Payment Processing implementations, including controls around transaction reconciliation and secure handling of payment credentials. The narrative reflects a web-integrated Bottomline ePay deployment that centralizes online payment capture for Johnson Financial Group without documenting external system replacements or named integration partners.
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Johnson Financial Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2015 | 2015 |
In 2015, Johnson Financial Group implemented FIS Relius to support Benefits Administration,Pension Administration. The deployment positioned FIS Relius as the primary system for retirement plan processing and fiduciary compliance across the firm.
FIS Relius was configured to handle core Relius Administration tasks including compliance testing, year end calculations, and retirement plan daily administration. Functional coverage included Defined Contribution administration activities such as census importing, calculations, testing and preparation of 5500 filings, Crystal reports-driven reporting, QDRO approval workflows, and plan design aligned to maximum owner objectives.
Operational scope centered on plan administration and client service operations within Johnson Financial Group, supporting internal retirement plan specialists and plan sponsor servicing in Racine WI and company benefits teams. Reporting and reconciliation processes were instrumented through Crystal reports and year end calculation modules in FIS Relius to support statutory filings and client deliverables.
Governance and workflow controls emphasized compliance testing, daily administration and balancing, and structured QDRO approval processes, with technical specialists responsible for system administration and operational testing. The implementation reinforced centralized retirement plan administration capabilities using FIS Relius within Johnson Financial Group’s benefits operations.
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Johnson Financial Group ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Q2 Software | Legacy | Q2 Digital Banking Platform | Digital Banking | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Johnson Financial Group implemented the Q2 Digital Banking Platform and adopted Q2 Innovation Studio to consolidate and modernize customer journeys within the Digital Banking category. The deployment targeted consumer and commercial lines, as well as wealth management and insurance offerings, to create a unified customer view and provide instant access to multiple accounts for streamlined end user experiences.
The Q2 Digital Banking Platform was configured alongside Q2 Innovation Studio to enable rapid development of new workflows, new products and integrations with third party applications. Functional capabilities emphasized adaptable, segmentable dashboards and account aggregation to support individualized customer experiences across retail and commercial business functions.
Working with Q2 partner Tailwind to execute the digital strategy, Johnson Financial Group integrated third party applications and extended platform functionality across its product set to support consolidated account access and bespoke customer workflows. Operational coverage included consumer banking, commercial banking and adjacent wealth and insurance services, with platform development used to translate human advisory services into digital interactions.
Governance was organized under product and banking leadership to operationalize an optimized digital banking model, using iterative development in Q2 Innovation Studio to roll out segmented dashboards and tailored product flows. Since implementation, JFG reports reduced inbound customer support calls and requests, increased in app ratings and positive app store reviews, and improved customer experiences through flexible, adaptable dashboards and faster product integration.
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Digital Banking | ERP Services and Operations |
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2022 | 2022 |
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Johnson Financial Group 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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2023 | 2023 |
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Intelligent Document Processing | Content Management |
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2019 | 2019 |
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Johnson Financial Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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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 Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Johnson Financial Group PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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Johnson Financial Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Johnson Financial Group 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Johnson Financial Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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 Johnson Financial Group
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Johnson Financial Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||