Nashville, 37201, TN,
United States
Pinnacle Financial Partners Technographics
Pinnacle Financial Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pinnacle Financial Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3309 Pinnacle Financial Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pinnacle Financial Partners has purchased the following applications: JHA SmartPay for Payment Processing in 2018, UKG Great Place to Work Emprising for Employee Experience, Employee Engagement in 2023, Vertafore AMS360 for Agency Management 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 Pinnacle Financial Partners is running and its propensity to invest more and deepen its relationship with Jack Henry & Associates , UKG , Vertafore 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 Pinnacle Financial Partners revenues, which have grown to $1.40 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 Pinnacle Financial Partners 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.
Pinnacle Financial Partners Tech Stack and Enterprise Applications
Pinnacle Financial Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jack Henry & Associates | Legacy | JHA SmartPay | Payment Processing | ERP | n/a | 2018 | 2018 |
In 2018, Pinnacle Financial Partners implemented JHA SmartPay from Jack Henry & Associates for Payment Processing, integrating the application into its public website to enable online payment capture and customer facing payment flows. The deployment of JHA SmartPay on the website establishes a direct Payment Processing channel between customers and the bank for card and electronic payments, aligning the application to online origination and eCommerce style interactions.
Configuration work for JHA SmartPay focused on standard payment gateway capabilities typical of the Payment Processing category, including authorization and settlement orchestration, tokenization for card data handling, and hosted or API based web payment endpoints to reduce direct card data handling in front end systems. The implementation relied on site level integration with the banks web properties and on payment operations workflows to process authorizations, settlements, and exception handling across customer payment events.
Operational ownership for the JHA SmartPay implementation sits with payments operations and IT, with governance touching reconciliation processes, dispute and chargeback handling, and PCI scope considerations for web payment channels. Business functions impacted include online customer payments, merchant services related workflows, and retail banking payment processing, with ongoing management covering software configuration, payment rule sets, and operational runbooks for web based payment processing.
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Pinnacle Financial Partners HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Great Place to Work Emprising | Employee Experience, Employee Engagement | HCM | n/a | 2023 | 2024 |
In 2023, Pinnacle Financial Partners deployed UKG Great Place to Work Emprising as part of its Employee Experience,Employee Engagement tooling and is using UKG Great Place to Work Emprising on its corporate website. The implementation surfaces engagement surveys and employer brand content publicly while provisioning internal survey access and reporting for HR stakeholders across the organization, aligning engagement measurement with public recruiting and employer reputation signals. Pinnacle Financial Partners has approximately 3309 employees, which informs the scale of survey cadence and audience segmentation used in the application.
The deployment emphasizes a web-embedded publishing model coupled with the application’s survey administration, benchmarking analytics, pulse survey configuration, recognition workflows, and reporting dashboards to support people operations and talent acquisition messaging. Governance is structured through HR and people teams who manage survey cadence, content approval, and publication to the website, while analytics and dashboarding provide operational visibility for HR management and employer brand teams.
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Pinnacle Financial Partners ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vertafore | Legacy | Vertafore AMS360 | Agency Management | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, Pinnacle Financial Partners deployed Vertafore AMS360 as its Agency Management solution on its website. The implementation surfaces Vertafore AMS360 capabilities through web-hosted client interactions and internal agency workflows to support insurance-related administration alongside broader banking and financial services operations.
Vertafore AMS360 was configured to deliver core Agency Management functionality, including policy administration, client and contact management, document repository and retention, workflow automation, and billing and commission processing as typical category modules. Configuration work emphasized policy lifecycle management, document indexing and retrieval, role-based access controls, and automated task routing to align agency operations and client servicing processes.
The deployment is presented via the company website to enable client-facing access and agent self-service, while internal access provisions support producer desks and client service teams. Specific system-to-system integrations and implementation partners were not detailed in the source information, so the observed scope centers on embedding Vertafore AMS360 into Pinnacle Financial Partners website-delivered workflows.
Governance and operationalization relied on standard Agency Management controls, including user role definitions, approval workflows, and standardized operating procedures for policy servicing and document governance. The narrative positions Pinnacle Financial Partners, Vertafore AMS360, Agency Management as integrated with business functions for policy administration and client service rather than as a standalone point solution.
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Core Banking | ERP Services and Operations |
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2019 | 2019 |
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Digital Banking | ERP Services and Operations |
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2022 | 2022 |
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Digital Banking | ERP Services and Operations |
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2022 | 2022 |
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Pinnacle Financial Partners 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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2021 | 2021 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Pinnacle Financial Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2022 | 2022 |
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Pinnacle Financial Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2021 | 2021 |
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Pinnacle Financial Partners 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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Digital Workspace | IaaS |
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2018 | 2018 |
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Pinnacle Financial Partners CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Pinnacle Financial Partners
Apps Being Evaluated by Pinnacle Financial Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-04-02 | Pinnacle Financial Partners | Evaluated | FIS Global | FIS Core Banking | Core Banking | ERP Services and Operations |
| 2026-03-10 | Pinnacle Financial Partners | Evaluated | Fiserv | Fiserv BillMatrix | Payment Processing | ERP |
| 2026-02-28 | Pinnacle Financial Partners | Evaluated | symplr | symplr Workforce (ex API Healthcare) | Workforce Management | HCM |
| 2026-01-30 | Pinnacle Financial Partners | Evaluated |
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Customer Experience | CRM |
| 2025-10-29 | Pinnacle Financial Partners | Evaluated |
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Loan Management | ERP Services and Operations |
| 2025-10-22 | Pinnacle Financial Partners | Evaluated |
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Loan Management | ERP Services and Operations |
| 2025-10-02 | Pinnacle Financial Partners | Evaluated |
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Core Banking | ERP Services and Operations |
| 2025-09-09 | Pinnacle Financial Partners | Evaluated |
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Payment Processing | ERP |
| 2025-06-04 | Pinnacle Financial Partners | Evaluated |
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Core Banking | ERP Services and Operations |