Sartell, 56377, MN,
United States
Magnifi Financial Technographics
Magnifi Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Magnifi Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 375 Magnifi 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 Magnifi Financial has purchased the following applications: UKG Pro Recruiting (ex UltiPro Recruiting) for Recruiting, Applicant Tracking System in 2020, Q2 Digital Banking Platform for Digital Banking in 2022, Eltropy AI Platform for Generative AI Platforms in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Magnifi Financial is running and its propensity to invest more and deepen its relationship with UKG , Q2 Software , MeridianLink 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 Magnifi Financial revenues, which have grown to $40.0 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 Magnifi 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.
Magnifi Financial Tech Stack and Enterprise Applications
Magnifi Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Recruiting (ex UltiPro Recruiting) | Recruiting, Applicant Tracking System | HCM | n/a | 2020 | 2020 |
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Magnifi Financial 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 | 2022 | 2022 |
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Loan Management | ERP Services and Operations |
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2022 | 2022 |
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Magnifi Financial AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Eltropy | Legacy | Eltropy AI Platform | Generative AI Platforms | AI Development | n/a | 2025 | 2025 |
In 2025, Magnifi Financial implemented the Eltropy AI Platform as a centralized omnichannel communication layer, categorized under Generative AI Platforms. The initiative targeted unification of chat, text, video and voice channels to standardize member engagement across consumer touchpoints.
The deployment included vendor-described modules aligned to AI Assistants and AI Intelligence, configured to provide real time agent assist, automated messaging workflows, conversation summarization, and intent classification for routing and response generation. Eltropy AI Platform was configured to surface AI suggestions to contact center agents and to automate routine member interactions while preserving human handoff for complex cases.
Operational coverage focused on contact center, mortgage and collections functions within the United States, with the platform instrumented across those departmental workflows to support frontline staff. The implementation centralized multichannel orchestration so chat, SMS, video and voice interactions could be managed through a single platform and correlated with existing operational processes.
Governance centered on role based access to AI features and staged module assignment, with AI Assistants and AI Intelligence capabilities mapped to specific business functions to control scope and user exposure. The deployment aimed to boost employee efficiency and improve first call resolution as stated in the vendor case study, while keeping operational ownership within contact center, mortgage and collections teams.
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Magnifi Financial AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2022 | 2022 |
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Chatbots and Conversational AI | AI-Powered Application |
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2023 | 2023 |
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Magnifi Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2022 | 2022 |
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Magnifi Financial 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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Web Content Management | Content Management |
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2023 | 2023 |
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Magnifi Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2022 | 2022 |
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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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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Tag Management | CRM |
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2022 | 2022 |
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Magnifi 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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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Magnifi Financial 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Magnifi Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Magnifi Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||