Columbus, 43215, OH,
United States
Nationwide Retirement Plans Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Nationwide Retirement Plans and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 24000 Nationwide Retirement Plans employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Nationwide Retirement Plans has purchased the following applications: SAP Concur Expense for Expense Management in 2011, Workday Absence Management for Absence and Leave Management in 2017, Fiserv Signature Bank Platform for Core Banking in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Nationwide Retirement Plans is running and its propensity to invest more and deepen its relationship with SAP , Workday , FIS Global 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 Nationwide Retirement Plans revenues, which have grown to $68.50 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 Nationwide Retirement Plans 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP Financial Management | n/a | 2011 | 2011 |
In 2011, Nationwide Retirement Plans implemented SAP Concur Expense as its Expense Management solution. The rollout established a centralized platform for submitting and auditing employee expense reports while aligning expense controls with Nationwide’s Travel & Expense Policy.
SAP Concur Expense was used to support core expense management capabilities including expense report auditing in compliance with corporate policy, corporate spend analysis to identify trends and potential fraud risk, and support for the Corporate Travel Card Program. Functional activity explicitly included assisting internal associates and outside vendors with invoice submissions, payment status inquiries, supplier setup, and remittance details, all executed through the SAP Concur Expense workflow and administrative interfaces.
Operational coverage extended across finance, travel, procurement, vendor management, and shared services teams. The Concur implementation incorporated use of Nationwide’s Unclaimed Funds database to assist external members in the escheatment process, and produced detailed expense accounting information delivered to internal business units such as Payroll and Benefits, Telecommunications and Equipment, and travel cost centers.
Governance centered on policy enforcement and audit workflows administered by dedicated audit associates who reviewed Concur expense reports, answered Travel & Expense Policy questions, and provided Corporate Travel Card Program support. The team also played a role in operational changes related to the repatriation of the FSSC Contact Center from India back to Columbus, reflecting coordination between expense operations and broader shared service center activities.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2017 | 2018 |
In 2017, Nationwide Retirement Plans deployed Workday Absence Management as its Absence and Leave Management solution to centralize leave processing for retirement plan operations. Workday Absence Management was configured to manage military leave workflows and absence to pay coding across Time Off, Short Term Disability, and Long Term Disability, and to instrument billing processes for Advanced Paid Time Off, arrears, and education reimbursement.
Configuration and operational modules included role-based case management for escalations tied to Absence, Payroll, Billing, and Vendor Files, a Military Leave Specialist workflow for end to end leave processing, and a maintained Absence to Pay Coding Sheet to ensure correct benefits coding. The implementation also encompassed onboarding and training processes for new contractors and subject matter expert coverage for ongoing absence policy interpretation.
The program collaborated directly with business partners in HRIT, OAR, Compensation, and Payroll during a system conversion and Workday project phase. Project activities included cut over planning, end to end system testing, and payroll compare testing, establishing integration points between absence transactions and payroll and benefits reconciliation processes.
Operational governance was institutionalized through a Team Lead serving as the primary contact for team operations, weekly case management audits to verify SLA adherence, and hands on escalation handling. The Military Leave Specialist role was noted for recognized service via an ESGR Freedom Award, reflecting subject matter expertise applied during rollout and ongoing leave administration.
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Benefits Administration | HCM |
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2017 | 2018 |
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Benefits Administration, Pension Administration | HCM |
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2012 | 2012 |
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Compensation Management | HCM |
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2017 | 2018 |
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Core HR | HCM |
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2015 | 2015 |
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Core HR | HCM |
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2017 | 2018 |
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Employee Engagement | HCM |
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2018 | 2018 |
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Employee Experience | HCM |
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2016 | 2016 |
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HR Service Delivery | HCM |
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2017 | 2018 |
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Learning and Development | HCM |
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2017 | 2018 |
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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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2017 | 2017 |
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Learning and Development | HCM |
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2015 | 2015 |
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Learning and Development | HCM |
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2015 | 2015 |
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Onboarding | HCM |
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2017 | 2018 |
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Payroll | HCM |
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2017 | 2018 |
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Performance and Goal Management | HCM |
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2017 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2017 |
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Time and Attendance | HCM |
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2017 | 2018 |
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Workforce Analytics | HCM |
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2018 | 2018 |
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Workforce Analytics | HCM |
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2017 | 2018 |
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Workforce Management | HCM |
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2020 | 2020 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Signature Bank Platform | Core Banking | ERP Services and Operations | n/a | 2011 | 2011 |
In 2011, Nationwide Retirement Plans implemented Fiserv Signature Bank Platform as its Core Banking solution. The deployment concentrated on supporting deposit and loan product accounting and back office operations for the retirement plans line of business. The Fiserv Signature Bank Platform provided a common processing layer for account servicing, transaction posting, and lifecycle management of deposit and loan products.
Configuration prioritized automation of previously manual accounting processes, month-end reconciliation workflows, and outstanding item research and resolution. Functional modules and capabilities implemented included deposit processing, loan servicing, transaction posting, exception handling, and an integrated general ledger interface. These capabilities were configured to generate accounting entries and reconciliation data required by enterprise financial systems.
Nationwide integrated Fiserv Signature with Peoplesoft GL to centralize ledger posting and financial control for bank deposit and loan products. Implementation work included detailed documentation of process flows and procedures, development of accounting entry review processes within Fiserv Signature, and training for back office teams. Cross-team coordination and enterprise methodology were applied to align operational handoffs between core banking operations and finance.
Governance established recurring month-end reconciliation ownership and outstanding item resolution workflows, with business leads responsible for procedure documentation and frontline training. Operational scope remained focused on back office accounting for Nationwide Bank deposit and loan products, and program work emphasized building repeatable processes and institutionalizing operational ownership.
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Field Service Management | ERP Services and Operations |
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2018 | 2018 |
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Legal Practice Management | ERP Services and Operations |
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2019 | 2019 |
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Legal Practice Management | ERP Services and Operations |
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2020 | 2020 |
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Legal Time and Billing | ERP Services and Operations |
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2017 | 2017 |
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Travel Management | ERP Services and Operations |
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2019 | 2019 |
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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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2021 | 2021 |
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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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2014 | 2018 |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2013 | 2013 |
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Analytics and BI | Analytics and BI |
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2013 | 2013 |
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Analytics and BI | Analytics and BI |
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2015 | 2015 |
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Analytics and BI | Analytics and BI |
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2022 | 2022 |
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Analytics and BI | Analytics and BI |
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2015 | 2015 |
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Data Warehouse | Analytics and BI |
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2019 | 2019 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2018 | 2018 |
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Content Management | Content Management |
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2020 | 2020 |
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Contract Lifecycle Management | Content Management |
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2018 | 2018 |
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Digital Signing | Content Management |
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2021 | 2021 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2018 | 2018 |
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Product Information Management | eCommerce |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Analytics | CRM |
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2011 | 2011 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2018 | 2018 |
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Sales Automation, Sales Engagement | CRM |
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2016 | 2017 |
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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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2016 | 2016 |
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EPM | EPM |
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2016 | 2016 |
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Financial Consolidation and Close | EPM |
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2019 | 2019 |
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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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2018 | 2018 |
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Database Performance Monitoring | ITSM |
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2024 | 2024 |
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IT Service Management | ITSM |
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2015 | 2015 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Procure to Pay | Procurement |
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2018 | 2018 |
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Sourcing | Procurement |
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2018 | 2018 |
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Supplier Relationship Management | Procurement |
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2018 | 2018 |
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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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2019 | 2019 |
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Configure Price Quote (CPQ) | SPM |
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2022 | 2022 |
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Incentive Compensation Management | 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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AML, Fraud and Compliance | TRM |
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2012 | 2013 |
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Governance, Risk and Compliance | TRM |
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2015 | 2015 |
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Risk Management | TRM |
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2019 | 2019 |
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Treasury Management | TRM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Extract, Transform, and Load (ETL), Data Replication | PaaS |
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2015 | 2015 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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Test Automation Platform | PaaS |
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2019 | 2019 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Backup as a Service (BaaS) | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Data Warehouse Appliance | IaaS |
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2019 | 2019 |
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Database Management | IaaS |
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2016 | 2016 |
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Network Management and Monitoring | IaaS |
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2018 | 2018 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Cloud Access Security Brokers (CASB) | CyberSecurity |
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2014 | 2015 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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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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2021 | 2021 |
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