Lincoln Financial
150 North Radnor-Chester Road Suite A305,
Radnor, 19087, PA,
United States
Radnor, 19087, PA,
United States
1 484-583-1400
Banking and Financial Services
Lincoln Financial Technographics
Lincoln Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Lincoln Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11024 Lincoln 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 Lincoln Financial has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2015, In-House Absence Management for Absence and Leave Management in 2017, V3locity Insurance Administration for Insurance ERP in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Lincoln Financial is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Emburse 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 Lincoln Financial revenues, which have grown to $11.71 billion 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 Lincoln 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.
Lincoln Financial Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2015 | 2015 |
In 2015, Lincoln Financial implemented Oracle PeopleSoft ERP to centralize finance processes supporting individual annuities and employer contribution accounts. The deployment targeted ERP Financial capabilities for daily fund balancing, journal entry processing into the PeopleSoft general ledger, and suspense account reporting.
Core functional capabilities included automated daily upload of journal entries into Oracle PeopleSoft ERP general ledger, reconciliation workflows to balance daily processed funds across lines of business including Director and Multi-Fund, and case management processes for monitoring individual annuities and employer contribution accounts. The implementation formalized suspense account procedures with monthly and bi-monthly reporting, and supported accounts receivable activities for contact and collection of overpaid funds from participants and other carriers.
Operational coverage focused on finance and collections teams, with processes to coordinate with outside collection agencies, plan managers, and other carriers when reclaiming overpayments. Daily operational cadence was defined around journal uploads and fund balancing, while reporting and collections workflows were structured to support multiple lines of business.
Governance elements included creation and maintenance of procedure manuals for the team’s daily processes, verification routines for suspense accounts, and a feedback loop for staff to recognize and implement process improvements. Workflows mandated daily journal uploads, periodic suspense reporting, and coordinated collections outreach to participants and external carriers as part of routine ERP Financial operations.
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ERP Financial | ERP Financial Management |
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2021 | 2021 |
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Expense Management | ERP Financial Management |
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2018 | 2018 |
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Expense Management | ERP Financial Management |
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2017 | 2017 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| In-House Applications | Legacy | In-House Absence Management | Absence and Leave Management | HCM | n/a | 2017 | 2018 |
In 2017, Lincoln Financial implemented In-House Absence Management as an internal Absence and Leave Management capability supporting HR and benefits workflows in the United States. The implementation is recorded as an HR process area deployment for leave administration and integrated claims and absence tracking, and the In-House Absence Management application operates absence-related APIs and services to support those workflows.
The configuration emphasizes core absence and leave modules, including leave entitlement and balance tracking, claims and case tracking tied to absence events, workflow orchestration for approvals and documentation, and reporting for HR operations. In-House Absence Management was configured to expose API services for programmatic lookups and status updates, reflecting a services-oriented architecture typical for enterprise absence tooling.
Integrations are centered on HR and benefits workflows, with the record indicating direct API and service connections that feed absence status and claims information into HR processes. Operational scope is focused on the United States and on HR and benefits functional areas, with the application supporting centralized absence data and process orchestration across those teams.
Governance of the implementation was organized within the HR process area, with configured approval flows and claims routing embedded in the application to align leave administration and benefits adjudication. The narrative reflects an in-house built Absence and Leave Management solution, instrumented for API driven integration with Lincoln Financials HR and benefits operations.
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Benefits Administration | HCM |
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2020 | 2020 |
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Benefits Administration | HCM |
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2018 | 2018 |
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Benefits Administration, Pension Administration | HCM |
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2016 | 2016 |
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Compensation Management | HCM |
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2019 | 2019 |
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Core HR | HCM |
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2019 | 2019 |
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Employee Engagement | HCM |
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2021 | 2021 |
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Employee Experience | HCM |
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2021 | 2021 |
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HR Service Delivery | HCM |
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2015 | 2015 |
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Learning and Development | HCM |
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2019 | 2019 |
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Learning and Development | HCM |
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2019 | 2019 |
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Onboarding | HCM |
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2019 | 2019 |
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Payroll | HCM |
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2019 | 2019 |
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Performance and Goal Management | HCM |
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2021 | 2021 |
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Performance and Goal Management | HCM |
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2019 | 2019 |
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Recruiting, Applicant Tracking System | HCM |
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2019 | 2019 |
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Talent Management | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2019 | 2019 |
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Workforce Analytics | HCM |
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2015 | 2015 |
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Workforce Management | HCM |
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2021 | 2021 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vitech Systems Group | Legacy | V3locity Insurance Administration | Insurance ERP | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Lincoln Financial implemented V3locity Insurance Administration from Vitech Systems Group as its Insurance ERP for group insurance products administration, deploying a Vitech SaaS ERP model on a $6M program. The initiative targeted core administration and policy servicing workflows for group benefits and was scoped to support approximately 5,000 end users across the organization.
The V3locity Insurance Administration implementation emphasized configuration of core policy administration capabilities consistent with Insurance ERP functional expectations, focusing on group product configuration, enrollment processing, and administrative workflow orchestration. The program mobilized an internal IT team of 25 to support implementations and a wide variety of hardware and software technologies, and the project plan included detailed schedules, cost estimation, and Statements of Work for requirements covering the 5,000 users.
Operational coverage concentrated on implementations, support, testing, training, and production deployment activities across business functions responsible for group insurance administration and customer servicing. The deployment followed a SaaS architecture model to centralize application provisioning and reduce local infrastructure footprint while aligning application administration with enterprise operational teams.
Governance and delivery employed Agile Scrum practices with two week sprints to deliver tested increments, along with formal user acceptance testing, training, production deployment validation, and risk identification. Project governance included vendor management, monitoring and controlling of design build and test phases, and ongoing status reporting to maintain schedule and budget discipline during the implementation of V3locity Insurance Administration as the organization level Insurance ERP.
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Insurance ERP | ERP Services and Operations |
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2015 | 2015 |
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Legal Practice Management | ERP Services and Operations |
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2013 | 2013 |
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Travel Management | ERP Services and Operations |
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2017 | 2017 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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Data Warehouse | Analytics and BI |
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2017 | 2017 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2019 | 2020 |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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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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Customer Support | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2017 | 2017 |
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Sales Automation, Sales Engagement | CRM |
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2016 | 2017 |
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Tag Management | CRM |
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2016 | 2016 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2012 | 2012 |
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IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Software Asset Management (SAM), IT Asset Management (ITAM) | IT Asset Management |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2019 | 2019 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2016 | 2016 |
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Sourcing | Procurement |
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2013 | 2013 |
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Supplier Relationship Management | Procurement |
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2016 | 2016 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2017 | 2017 |
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Configure Price Quote (CPQ) | SPM |
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2017 | 2017 |
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Incentive Compensation Management | SPM |
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2016 | 2017 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2016 | 2016 |
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Treasury Management | TRM |
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2014 | 2014 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management | PaaS |
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2017 | 2017 |
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API Management | PaaS |
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2017 | 2017 |
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Robotic Process Automation | PaaS |
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2015 | 2015 |
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Test Automation Platform | PaaS |
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2017 | 2017 |
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Test Automation Platform | PaaS |
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2017 | 2017 |
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Test Automation Platform | PaaS |
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2017 | 2017 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Data Warehouse Appliance | IaaS |
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2017 | 2017 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Retirement Recordkeeping | Professional Services |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Lincoln Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Lincoln Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Lincoln Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Lincoln Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Lincoln Financial Technographics
Lincoln Financial is a Banking and Financial Services organization based in United States,
with around 11024 employees and annual revenues of $11.71 billion.
Lincoln Financial operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, In-House Absence Management and V3locity Insurance Administration,
covering areas like ERP Financial, Absence and Leave Management and Insurance ERP.
Lincoln Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, In-House Applications and Vitech Systems Group.
Lincoln Financial recently adopted applications including
Benefit Plans Administrative Services Retirement Recordkeeping in 2023, SAP S/4 HANA in 2021 and Perceptyx Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Lincoln Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Lincoln 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 Lincoln Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.