AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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.
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.
Collaboration Collaboration 2016 2016
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.
Enterprise Content Management Content Management 2022 2022
Security National Financial Corporation ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
IT Service Management ITSM 2021 2021
Security National Financial Corporation PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2022 2022
Security National Financial Corporation IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2012 2012
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2012 2012
Security National Financial Corporation CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021
Secure Email Gateways (SEGs) CyberSecurity 2014 2014
Web Application Firewalls (WAF) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Security National Financial Corporation

First Name Last Name Title Function Department Email Phone
Vice President/CIO C-Level IT
Sr. VP Operations VP Operations
Vice President IT Operations VP IT
Help Desk Team Lead Non Manager IT
System Administrator - Help Desk Tech Non Manager IT

Apps Being Evaluated by Security National Financial Corporation Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Security National Financial Corporation IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Security National Financial Corporation digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Security National Financial Corporation Technographics
Security National Financial Corporation is a Banking and Financial Services organization based in United States, with around 1186 employees and annual revenues of $335.0 million.
Security National Financial Corporation operates a diverse technology stack with applications such as Microsoft Power BI, Zoom and DocuSign eSignature, covering areas like Analytics and BI, Audio Video and Web Conferencing and Digital Signing.
Security National Financial Corporation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Zoom Video Communications and DocuSign.
Security National Financial Corporation recently adopted applications including Microsoft Power BI in 2024, Microsoft SharePoint in 2022 and Twilio Sendgrid in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Security National Financial Corporation’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Security National Financial Corporation’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 Security National Financial Corporation technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.