Salt Lake City, 84123, UT,
United States
Security National Financial Corporation Technographics
Security National Financial Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Security National Financial Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1186 Security National Financial Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Security National Financial Corporation has purchased the following applications: Microsoft Power BI for Analytics and BI in 2024, Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing 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 Security National Financial Corporation is running and its propensity to invest more and deepen its relationship with Microsoft , Zoom Video Communications , DocuSign 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 Security National Financial Corporation revenues, which have grown to $335.0 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 Security National Financial Corporation 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.
Security National Financial Corporation Tech Stack and Enterprise Applications
Security National Financial Corporation Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2024 | 2024 |
In 2024, Security National Financial Corporation deployed Microsoft Power BI as a central Analytics and BI capability to modernize mortgage reporting and enterprise dashboards. The initiative targeted executive and line-of-business stakeholders across mortgage and insurance business functions, and was anchored by a warehouse modernization effort that reorganized analytical data flows and models.
The implementation included development of end-to-end data pipelines that ingested and transformed data from commission systems and loan origination systems, with specific engineering to process XML-based commission data retrieved from multiple SOAP API endpoints using Python requests. Security National Financial Corporation designed a conformed borrower dimensional model and implemented dozens of dbt models with varied configurations to produce analytics-ready datasets, and it built a structured Silver intermediate layer in the warehouse to improve flexibility for downstream reporting. Microsoft Power BI was used to surface a suite of automated dashboards that replaced manual Excel reporting and provided stakeholders with actionable loan profitability insights.
Integrations were explicitly focused on the commission data feeds and loan origination systems, with pipelines converting XML SOAP payloads into normalized analytics tables and conformed dimensions. The project also instituted a UUID strategy to unify customer identities across the mortgage and insurance divisions, enabling cross-company data joins for reporting and cross-selling use cases. Operational coverage emphasized mortgage reporting workflows and executive reporting consumption.
Governance and process changes included redesigning numerous legacy data models as part of the warehouse modernization, standardizing the borrower dimension and dataset configurations for consistent reporting, and eliminating executive reliance on manual spreadsheets by automating Power BI delivery. The program partnered with stakeholders to uncover reporting limitations and accelerate turnaround time to fulfill requests, and it centralized analytics workflows to support repeatable data transformations and dashboard provisioning.
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Security National Financial Corporation Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Security National Financial Corporation implemented Zoom to support digital meetings and customer engagement on its public website. Zoom is deployed as a cloud-hosted Audio Video and Web Conferencing application providing meeting orchestration, video meetings, webinar hosting, screen sharing, recording, and audio dial-in capabilities, with embedded meeting links and registration workflows exposed on the corporate website to facilitate broker, client, and partner interactions.
Operational scope covers corporate collaboration and customer-facing engagement across Security National Financial Corporation, supporting remote sales discussions, underwriting coordination, and client service interactions. Governance emphasis has focused on standardizing conferencing practices, central account provisioning, and usage policies to align meeting hygiene and data protection, while the technical architecture relies on Zoom's SaaS delivery model and website embedding for browser based conferencing. The deployment positions Zoom as the primary Audio Video and Web Conferencing platform for internal teams and external client touchpoints.
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Collaboration | Collaboration |
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2016 | 2016 |
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Security National Financial Corporation Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Security National Financial Corporation implemented DocuSign eSignature as a Digital Signing solution on their website. The deployment embeds DocuSign eSignature into public-facing web workflows to enable electronic document execution and signer sessions directly from the corporate site, positioning DocuSign eSignature to support customer-facing contract acceptance and online signature capture for web channels.
The implementation leverages core DocuSign eSignature capabilities such as embedded signing flows, authentication controls, envelope management, and audit trails to preserve signature provenance and evidentiary records. Architecture centers on web integration using DocuSign APIs to initiate signing sessions and manage signed artifacts within web-hosted workflows, while governance aligns with electronic signature practices through configurable authentication and audit logging for centralized management of web-based document execution.
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Enterprise Content Management | Content Management |
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2022 | 2022 |
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Security National Financial Corporation ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Security National Financial Corporation PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2022 | 2022 |
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Security National Financial Corporation 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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Security National Financial Corporation 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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2014 | 2014 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Security National Financial Corporation
Apps Being Evaluated by Security National Financial Corporation Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||