PLS Financial Services
One South Wacker Drive, Suite 3600,
Chicago, 60606, IL,
United States
Chicago, 60606, IL,
United States
1 855-856-9757
Banking and Financial Services
PLS Financial Services Technographics
PLS Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PLS Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 PLS Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PLS Financial Services has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2015, Sterling Background Check for BackGround Screening in 2018, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PLS Financial Services is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , Sterling Talent Solutions 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 PLS Financial Services revenues, which have grown to $500.0 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 PLS Financial Services 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.
PLS Financial Services Tech Stack and Enterprise Applications
PLS Financial Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, PLS Financial Services implemented Microsoft Dynamics GP as its core ERP Financial application to support corporate accounting across the PLS Group. PLS Financial Services operates over 200 financial service centers across 12 states with a corporate finance organization responsible for consolidated financial reporting, regulatory reporting, tax support, budgeting, and audit coordination, and Microsoft Dynamics GP is cited as the primary accounting system used by Staff Accountant and Financial Reporting roles.
The Microsoft Dynamics GP deployment centers on core financial modules consistent with ERP Financial capabilities, including general ledger driven financial close workflows, accounts payable and receivable transaction processing, fixed asset accounting and budget management, with the Management Reporter add-on provisioned for statement and commentary production. Configuration emphasis is placed on month-end and year-end close sequencing, standardized reporting formats, and management reporting structures to support preparation of Management’s Discussion and Analysis and external audit footnotes.
Operational integrations and coverage are explicitly scoped to the accounting and financial reporting functions, tax preparation items, regulatory filings and loan covenant reporting cycles, and multi-location retail accounting for the companys 200 service centers. The environment is used by staff accountants, financial reporting teams and senior management to produce monthly financial statements and regulatory deliverables, and the Management Reporter tool is used to maintain reporting calendars and reporting formats.
Governance and process changes introduced alongside Microsoft Dynamics GP include establishment of a reporting calendar to enforce deadline adherence for financial close and regulatory reports, creation and maintenance of comprehensive accounting policy documentation, preparation of PBCs and organized work papers for audits, and role-based procedures for month-end close tasks. Controls and procedures referenced in job responsibilities emphasize US GAAP compliance and internal control practices, including SOX related controls where applicable.
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Expense Management | ERP |
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2013 | 2013 |
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PLS Financial Services HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sterling Talent Solutions | Legacy | Sterling Background Check | BackGround Screening | HCM | n/a | 2018 | 2018 |
In 2018, PLS Financial Services implemented Sterling Background Check as its BackGround Screening application to support hiring, onboarding, and employee status workflows. PLS Financial Services Sterling Background Check BackGround Screening Human Resources was used to centralize screening activity and to provide a single source of truth for new hire screening status across the organization.
The implementation focused on screening order initiation, result tracking, and adjudication workflows typical of BackGround Screening systems, with configuration to route incomplete or conditional results to HR coordinators for follow up. The Sterling Background Check configuration supported operational tasks handled by HR coordinators, including monitoring results, escalating incomplete documentation, and coordinating with managers on hiring status changes such as terminations, promotions, transfers, and annual reviews.
Integrations were implemented with UltiPro and Maximus as part of the operational environment, enabling background screening status to align with HR records and to support online I-9 completion processes noted by HR staff. The deployment covered HR teams across all locations, and the Sterling Background Check instance was accessed by coordinators who also collaborated with Payroll and field managers to resolve onboarding and pay issues tied to screening outcomes.
Governance and process controls were formalized through updates to the data entry handbook and adherence checks for internal and external hiring policies, with HR coordinators responsible for managing paperwork completeness and communicating significant issues to management. The implementation anchored background screening workflows within HR operations, improving coordination between screening results, I-9 verification, and personnel status management.
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Core HR | HCM |
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2020 | 2020 |
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Payroll | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2013 | 2013 |
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PLS Financial Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 PLS Financial Services implemented Microsoft 365 as its primary Collaboration platform. The rollout is documented on the corporate site and aligns with the company profile of a United States headquartered banking and financial services firm with roughly 3,000 employees, indicating enterprise scope for internal communications and content delivery.
The Microsoft 365 deployment provides core Collaboration capabilities, including enterprise email, cloud file storage and synchronization, intranet and document management, and real-time chat and meetings, with Microsoft 365 delivering browser-accessible assets observed on the public website. Governance for the environment is centered on tenant-level administration, content and access controls, and business user provisioning workflows consistent with Collaboration deployments, supporting corporate communications, knowledge management, and cross-functional productivity across the organization.
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PLS Financial Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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PLS Financial Services EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2015 | 2015 |
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PLS Financial Services TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2010 | 2010 |
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PLS Financial Services 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at PLS Financial Services
| First Name | Last Name | Title | Function | Department | Phone | |
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Sr VP and Chief Financial Officer | CXO | Finance | |
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Director of Finance | Director | Finance | |
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Director of Audit | Director | Finance | |
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Director of IT | Director | IT | |
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Corporate Accounting Manager | Manager | Finance | |
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Manager of Accounts Payable | Manager | Finance | |
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Team Lead Accounts Payable | Manager | Finance | |
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Senior Financial Reporting Manager | Manager | Finance | |
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Senior Procurement Manager | Manager | Procurement | |
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Director, Budgeting, Analysis & Purchasing | Director | Procurement | |
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Senior Manager of Benefits | Manager | HR | |
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Regional Manager of Human Resources | Manager | HR | |
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Senior Director Information Technology | Director | IT | |
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Vice President of Human Resources | VP | HR | |
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Senior Director of Operations | Director | Operations | |
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Senior Talent Acquisition Manager | Manager | HR | |
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Director of Human Resources | Director | HR | |
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Human Resources Manager | Manager | HR | |
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Senior Regional Manager of Human Resources | Manager | HR | |
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VP IT | VP | IT | |
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Manager of Accounts Payable | Manager | Finance | |
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Sr. Director and Controller | Director | Finance | |
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Apps Being Evaluated by PLS Financial Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PLS Financial Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PLS Financial Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD PLS Financial Services Technographics
PLS Financial Services is a Banking and Financial Services organization based in United States,
with around 3000 employees and annual revenues of $500.0 million.
PLS Financial Services operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Sterling Background Check and Microsoft 365,
covering areas like ERP Financial, BackGround Screening and Collaboration.
PLS Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and Sterling Talent Solutions.
PLS Financial Services recently adopted applications including
Hubspot Marketing Automation in 2021, UKG Pro HCM (ex UltiPro HCM) in 2020 and ADP Enterprise V5 in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PLS Financial Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PLS Financial Services’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete PLS Financial Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.