Nassau Financial Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Nassau 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 500 Nassau 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 Nassau Financial Group has purchased the following applications: Adobe Connect for Audio Video and Web Conferencing in 2018, Swiftype for Application, Web and Enterprise Search in 2021, Talkdesk Proactive Outbound Engagement for Customer Engagement in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Nassau Financial Group is running and its propensity to invest more and deepen its relationship with Adobe Systems , Microsoft , Salesforce 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 Nassau Financial Group revenues, which have grown to $600.0 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 Nassau 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2013 | 2013 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Swiftype | Legacy | Swiftype | Application, Web and Enterprise Search | Content Management | n/a | 2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Talkdesk | Legacy | Talkdesk Proactive Outbound Engagement | Customer Engagement | CRM | n/a | 2023 | 2023 |
In 2023, Nassau Financial Group deployed Talkdesk Proactive Outbound Engagement as part of a broader Talkdesk Customer Experience Automation implementation that included Autopilot. The deployment uses the Customer Engagement application to expand outbound channels and support contact center outreach for the company’s insurance and retirement customers in the United States, aligning Talkdesk Proactive Outbound Engagement with policyholder communications and customer service operations.
Implementation focused on proactive outbound workflows, using Talkdesk Proactive Outbound Engagement for dialer activity and automated notifications, and leveraging Autopilot to centralize contact center routing and automated interactions. Based on Nassau’s Financial Services Experience Cloud deployment and Talkdesk published capabilities, the rollout targeted policyholder outreach and automated communications across customer service, with configuration around outbound dialer sequencing and notification templates. Operationally the initiative modernized customer service channels for Nassau’s US operations, and the project specifically cites a reduction in average handle time of approximately 90 seconds and lower transfer rates as measured after deployment.
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Marketing Automation | CRM |
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2022 | 2022 |
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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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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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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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2013 | 2013 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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