AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Nassau Financial Group Data, Technology Stack, and Enterprise 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
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2013 2013
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
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.
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2021 2021
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Treasury Management TRM 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
Transactional Email PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2013 2013
Cloud Storage IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Nassau Financial Group
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Nassau Financial Group Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Nassau Financial Group Technographics

Nassau Financial Group is a Insurance organization based in United States, with around 500 employees and annual revenues of $600.0 million.

Nassau Financial Group operates a diverse technology stack with applications such as Adobe Connect, Swiftype and Talkdesk Proactive Outbound Engagement, covering areas like Audio Video and Web Conferencing, Application, Web and Enterprise Search and Customer Engagement.

Nassau Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Adobe Systems, Swiftype and Talkdesk.

Nassau Financial Group recently adopted applications including Talkdesk Proactive Outbound Engagement in 2023, Slack Connect in 2022 and Salesforce Marketing Cloud in 2022, highlighting its ongoing modernization strategy.

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Our research team continuously updates Nassau Financial Group’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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