AI Buyer Insights:

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

National Association of Insurance and Financial Advisors (NAIFA)
Location
1000 Wilson Boulevard, Suite 1890,
Arlington, 22209, VA,
United States
Website
https://www.naifa.org/
Phone
1 877-866-2432
Artw industry
Professional Services
Employee
Revenue

National Association of Insurance and Financial Advisors (NAIFA) Technographics

National Association of Insurance and Financial Advisors (NAIFA) Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by National Association of Insurance and Financial Advisors (NAIFA) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 National Association of Insurance and Financial Advisors (NAIFA) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that National Association of Insurance and Financial Advisors (NAIFA) has purchased the following applications: Sage Intacct for ERP Financial in 2018, Zoom for Audio Video and Web Conferencing in 2019, HubSpot CMS for Web Content Management 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 National Association of Insurance and Financial Advisors (NAIFA) is running and its propensity to invest more and deepen its relationship with Sage , Zoom Video Communications , 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 National Association of Insurance and Financial Advisors (NAIFA) revenues, which have grown to $38.0 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 National Association of Insurance and Financial Advisors (NAIFA) 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.

National Association of Insurance and Financial Advisors (NAIFA) Tech Stack and Enterprise Applications

National Association of Insurance and Financial Advisors (NAIFA) ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sage Sage 50 Sage Intacct ERP Financial ERP Quisitive 2018 2019
In 2018, the National Association of Insurance and Financial Advisors (NAIFA) migrated its accounting environment to Sage Intacct, adopting Sage Intacct as its ERP Financial platform to unify multi entity accounting across the national office and 90 chapters. The move migrated operations off on premise Sage 50 installations and local servers that required VPN access, and the implementation was executed with Quisitive as the systems integrator. The implementation consolidated four national entities and nearly one hundred chapters and their subentities into a single cloud hosted accounting architecture. NAIFA configured a uniform chart of accounts and multi entity consolidation in Sage Intacct, enabling consolidated financial statements and organization wide visibility. Functional modules and capabilities implemented included core general ledger multi entity accounting, consolidated reporting, dashboards, invoicing and inter entity charging, with plans to leverage Sage Intacct budgeting capabilities in future phases. Quisitive led process redesign and technical configuration, rebuilding accounting workflows to align with a cloud native architecture and to accommodate NAIFA’s chapter accounting services model. Migration work included extracting data from local servers and eliminating VPN dependent access, while strengthening data security by moving to the cloud hosted Sage Intacct environment. The engagement leveraged Quisitive’s prior support for NAIFA’s Dynamics SL work to align cloud ERP best practices with the association’s operational needs. Operational scope covered the national finance office and accounting services provided to nearly 90 chapters across the United States, enabling department heads to access real time dashboards and drill into transaction details. Governance changes included standardizing the chart of accounts and centralizing reporting controls to support consolidated close and cross chapter collaboration. Process transformation prioritized uniform accounting policies, centralized consolidation workflows, and training led by Quisitive to transition chapter and national staff to the new system. NAIFA reported improved access to financials, enhanced data security, and better financial reporting and insights as explicit outcomes of the Sage Intacct deployment. The cloud based Sage Intacct environment provided around the clock access for remote work and removed the need to manage local server upgrades. NAIFA plans to extend the deployment by using Sage Intacct budgeting capabilities to provide standardized financial statements and budgeting recommendations for chapters.
National Association of Insurance and Financial Advisors (NAIFA) Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2019 2019
Collaboration Collaboration 2017 2017
Event Management Collaboration 2021 2021
National Association of Insurance and Financial Advisors (NAIFA) Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy HubSpot CMS Web Content Management Content Management n/a 2021 2021
National Association of Insurance and Financial Advisors (NAIFA) CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2018 2018
Customer Experience CRM 2020 2020
Digital Advertising Platform CRM 2017 2017
Marketing Automation CRM 2017 2017
Tag Management CRM 2014 2014
National Association of Insurance and Financial Advisors (NAIFA) PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2021 2021
Transactional Email PaaS 2022 2022
Transactional Email PaaS 2023 2023
National Association of Insurance and Financial Advisors (NAIFA) IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2014 2014
National Association of Insurance and Financial Advisors (NAIFA) CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at National Association of Insurance and Financial Advisors (NAIFA)

First Name Last Name Title Function Department Email Phone
IT Manager Manager IT
CFO CXO Finance
Chief Executive Officer CXO Operations
Vice President of Technology & Operations VP IT
Director of Finance Director Finance
Show All Contacts

Apps Being Evaluated by National Association of Insurance and Financial Advisors (NAIFA) Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from National Association of Insurance and Financial Advisors (NAIFA) IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the National Association of Insurance and Financial Advisors (NAIFA) digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD National Association of Insurance and Financial Advisors (NAIFA) Technographics
National Association of Insurance and Financial Advisors (NAIFA) is a Professional Services organization based in United States, with around 250 employees and annual revenues of $38.0 million.
National Association of Insurance and Financial Advisors (NAIFA) operates a diverse technology stack with applications such as Sage Intacct, Zoom and HubSpot CMS, covering areas like ERP Financial, Audio Video and Web Conferencing and Web Content Management.
National Association of Insurance and Financial Advisors (NAIFA) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Sage, Zoom Video Communications and HubSpot.
National Association of Insurance and Financial Advisors (NAIFA) recently adopted applications including SparkPost in 2023, Pathwire MailJet in 2022 and Cadmium Eventscribe in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of National Association of Insurance and Financial Advisors (NAIFA)’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates National Association of Insurance and Financial Advisors (NAIFA)’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 National Association of Insurance and Financial Advisors (NAIFA) technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.