Norwell, 02061-1639, MA,
United States
Radius Financial Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Radius 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 60 Radius 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 Radius Financial Group has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2020, Slack Connect for Collaboration in 2022, Conduent BlitzDocs for Document Management in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Radius Financial Group is running and its propensity to invest more and deepen its relationship with HubSpot , Salesforce , Conduent 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 Radius Financial Group revenues, which have grown to $7.0 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 Radius 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.
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Conduent | Legacy | Conduent BlitzDocs | Document Management | Content Management | n/a | 2011 | 2011 |
In 2011, Radius Financial Group implemented Conduent BlitzDocs to enable borrowers to access, acknowledge and e-sign mortgage documents and to upload physically signed documents. Radius Financial Group used Conduent BlitzDocs as its Document Management solution supporting U.S. mortgage origination, with an explicit focus on borrower collaboration and loan origination document workflows.
The deployment configured e-signature capture, secure document upload, role based access controls, audit trails, and automated routing consistent with Document Management platform capabilities. Workflows were set up to capture electronic acknowledgements and route both e-signed and uploaded physical documents into the loan file, reducing manual reconciliation and reliance on fax transmissions and hard copy shipping.
Operational coverage centred on borrower facing channels and back-office loan origination teams, aligning electronic acknowledgement, compliance evidence capture, and record retention around the Conduent BlitzDocs repository. Governance changes formalised electronic sign off and document handling procedures, which improved borrower collaboration and back-office processing efficiency for loan origination and document management as reported.
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2020 | 2020 |
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CRM | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2022 | 2022 |
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Application Performance Management | ITSM |
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2023 | 2023 |
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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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2019 | 2019 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2022 | 2022 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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