Ohio National Financial Services, Inc
1 Financial Way,
Cincinnati, 45242, OH,
United States
Cincinnati, 45242, OH,
United States
1 513-794-6100
Banking and Financial Services
Ohio National Financial Services, Inc Technographics
Ohio National Financial Services, Inc Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ohio National Financial Services, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1800 Ohio National Financial Services, Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ohio National Financial Services, Inc has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2018, RegEd Regulatory Exam Management for Learning and Development in 2019, Ebix WinFlex Multi-Carrier for Insurance ERP 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 Ohio National Financial Services, Inc is running and its propensity to invest more and deepen its relationship with Oracle , RegEd , Ebix 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 Ohio National Financial Services, Inc revenues, which have grown to $352.0 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 Ohio National Financial Services, Inc 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.
Ohio National Financial Services, Inc Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP Financial Management | n/a | 2018 | 2019 |
In 2018, Ohio National Financial Services, Inc implemented Oracle Cloud ERP as its ERP Financial solution. The company entered the project with no prior Oracle experience and with their previous system 18 upgrades behind, and they selected a Cloud product to enable frequent upgrades and reduce customization drift.
The Oracle Cloud ERP deployment focused on core financial and procurement capabilities, including Oracle Smart View and OTBI for real-time reporting, Self-Service Procurement for budget owner control, and Procure to Pay consolidation that unified Procurement, Accounts Payable, and Budget workflows. Configuration emphasized auditability and document tracking so users can see who uploaded and approved documents and when transactions posted, replacing prior manual paper reporting that could be 12 to 24 hours out of date.
Operational integration concentrated on moving siloed processes into a fully integrated Procure to Pay flow, combining Procurement, AP, and Budget functions within Oracle Cloud ERP. The implementation worked to embed approval logic into Oracle workflow functionality, creating systematic routing and role-based approvals instead of paper signoffs, and the team instituted discipline around updates and customizations to support the Cloud upgrade cadence.
Governance and rollout addressed common adoption risks, with formal change management and training to counter resistance to change and to help users understand cross-module impacts of front-end actions. The project timeline also absorbed a regulatory interruption when a Department of Labor ruling required a three month delay to reallocate resources and address compliance needs before go-live. Outcomes called out by the team include faster, real-time reporting via Oracle Smart View and OTBI, improved visibility into transactional ownership and approvals, more efficient purchase control through Self-Service Procurement, and systematic AP approval workflows implemented in Oracle Cloud ERP.
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| RegEd | Legacy | RegEd Regulatory Exam Management | Learning and Development | HCM | n/a | 2019 | 2019 |
In 2019, Ohio National Financial Services, Inc implemented RegEd Regulatory Change Management and is inferred to be using RegEd Regulatory Exam Management within the Learning and Development category. The deployment focused on supporting Ohio National’s insurance operations in the United States through RegEd’s enterprise compliance suite.
Implementation centered on regulatory change capture, an obligations register, configurable tasking and approval workflows, and document and evidence retention capabilities typical of regulatory change management. Use of RegEd Regulatory Exam Management is inferred as a complementary capability for exam scheduling, candidate tracking, and assessment workflows that align training requirements with regulatory obligations.
The configuration appears to centralize regulatory event tracking and maintain auditable logs and workflow assignments across compliance, regulatory relations, and learning teams, tying regulatory requirements to training records and assessment workflows within the RegEd suite. No external system integrations are specified in source materials, the operational coverage is stated as insurance operations in the United States, and the solution is described as an enterprise compliance implementation.
Governance changes emphasized structured policy and rule review cycles, formalized approval paths, and audit evidence capture through the RegEd platform to support regulatory relations and compliance reporting. The deployment is described as streamlining the end to end process of tracking and managing regulatory changes for Ohio National’s US insurance operations.
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ebix | Legacy | Ebix WinFlex Multi-Carrier | Insurance ERP | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021 Ohio National Financial Services, Inc implemented Ebix WinFlex Multi-Carrier as part of its Insurance ERP footprint, a move reported by Ebix to expand carrier participation for multi-carrier illustrations and distribution. The engagement centers on the Ebix WinFlex Multi-Carrier illustration and analytics platform, deployed as cloud-based illustration functionality for the carrier and distribution workflows.
The implementation includes core illustration and analytics capabilities, enabling multi-carrier illustration orchestration and standardized sales illustration workflows across distribution. The Ebix WinFlex Multi-Carrier platform was configured to support illustration generation and analytics for product comparisons and distribution-facing quote processes, aligning with typical Insurance ERP functional terminology for policy illustration, scenario analysis, and sales enablement.
The deployment was announced in early 2021 with an estimated same-year go live, scoped to support sales and illustration processes across the United States distribution channel. Governance emphasis was on expanding carrier participation and centralizing multi-carrier illustration processing for the distribution organization, with cloud delivery used to provision illustration services to field and intermediary sales channels.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Collaboration | Collaboration |
|
2020 | 2020 |
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Collaboration | Collaboration |
|
2020 | 2020 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Web Content Management | Content Management |
|
2020 | 2020 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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EPM | EPM |
|
2017 | 2018 |
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Financial Consolidation and Close | EPM |
|
2017 | 2017 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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IT Service Management | ITSM |
|
2018 | 2018 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2022 | 2022 |
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Governance, Risk and Compliance | TRM |
|
2024 | 2024 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Transactional Email | PaaS |
|
2018 | 2018 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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DDoS Protection | CyberSecurity |
|
2021 | 2021 |
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Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Ohio National Financial Services, Inc
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Ohio National Financial Services, Inc Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Ohio National Financial Services, Inc Technographics
Ohio National Financial Services, Inc is a Banking and Financial Services organization based in United States,
with around 1800 employees and annual revenues of $352.0 million.
Ohio National Financial Services, Inc operates a diverse technology stack with applications such as
Oracle Cloud ERP, RegEd Regulatory Exam Management and Ebix WinFlex Multi-Carrier,
covering areas like ERP Financial, Learning and Development and Insurance ERP.
Ohio National Financial Services, Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, RegEd and Ebix.
Ohio National Financial Services, Inc recently adopted applications including
RegEd Regulatory Change Management in 2024, RegEd Compliance Management in 2022 and Ebix WinFlex Multi-Carrier in 2021,
highlighting its ongoing modernization strategy.
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available to Premium subscribers.
Our research team continuously updates Ohio National Financial Services, Inc’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
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