SNAP Financial
534 Cambie St,
Vancouver, V6B 2N7, BC,
Canada
Vancouver, V6B 2N7, BC,
Canada
1 604-628-1412
Banking and Financial Services
SNAP Financial Technographics
SNAP Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SNAP Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 SNAP Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SNAP Financial has purchased the following applications: Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2016, Microsoft 365 for Collaboration in 2021, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement 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 SNAP Financial is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Lumen Technologies 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 SNAP Financial revenues, which have grown to $10.0 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 SNAP Financial 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.
SNAP Financial Tech Stack and Enterprise Applications
SNAP Financial Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, SNAP Financial implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) to deliver enterprise reporting and analytics as part of its Analytics and BI efforts. The deployment centered on a SQL Server 2008 based data platform with Microsoft SSIS for ETL orchestration and Visual Studio 2013 used for package development, enabling a structured analytics stack composed of SSIS, SSAS, and SSRS components.
Implementation work focused on moderate to complex ETL design and development, including SSIS workflows that integrated the enterprise data warehouse and other enterprise data sources. Development tasks included authoring SQL scripts, stored procedures, and functions to augment ETL logic, designing ETL mapping and load processes, preparing and scheduling ETL workflows with scripting where necessary, and performing performance tuning of ETL mappings and load processes.
Integrations were explicitly implemented with existing systems such as Casitron and Salesforce, and bespoke data interfaces were developed using Python to exchange JSON, XML, web services, and CSV payloads with other enterprise systems. The Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) implementation also produced SSAS semantic models and SSRS reports to surface consolidated data for business users, while SSIS served as the primary integration and transformation layer.
Project governance involved close collaboration with the Data Architect to resolve technical and design issues, and with the business systems analyst to produce source to target data mappings and conduct user interviews to validate transformation rules. Test practices included preparing and executing unit and system integration test cases, troubleshooting code issues for timely resolution, and monitoring performance with recommendations for infrastructure adjustments to sustain the Analytics and BI environment.
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SNAP Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, SNAP Financial implemented Microsoft 365 as its primary Collaboration platform. The deployment targeted the 150 employee organization in Canada and provided Collaboration capabilities for corporate email, team coordination, and document lifecycle management, with Microsoft 365 explicitly referenced on the corporate website.
The Microsoft 365 implementation used standard Collaboration components such as Exchange Online for mail, Microsoft Teams for synchronous teamwork, and SharePoint and OneDrive for document storage and intranet content. Administration was centralized in a single Microsoft 365 tenant with role based access controls, identity management through Microsoft identity services, and information governance policies oriented around mailbox controls, team site access, and shared document workflows, supporting finance, operations, and customer support business functions.
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SNAP Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021, SNAP Financial implemented Salesforce Sales Cloud on its website as the primary Sales Automation,CRM,Sales Engagement platform. The deployment targeted a 150 employee Canadian financial services firm and placed Salesforce Sales Cloud at the center of lead capture and sales engagement workflows.
The Salesforce Sales Cloud implementation focused on core CRM and sales automation capabilities, including web lead capture mapped to contact and account records, lead routing and assignment rules, opportunity management with configurable sales stages, activity and task management for sales reps, and email template and engagement tracking features. Configuration emphasized pipeline visibility and sales engagement tooling consistent with the Sales Automation,CRM,Sales Engagement category.
Operationally the instance is used to capture website generated leads and convert them into structured Salesforce Sales Cloud records, supporting sales and client onboarding teams across the organization. Data model and record types were scoped to reflect commercial lending and retail product lines, and routing logic was implemented to direct prospects to appropriate internal teams.
Governance was established with a centralized Salesforce administrator, role based access controls, standardized opportunity stage definitions, and staged rollout of features to sales teams. Process changes included formalized lead qualification and handoff workflows within Salesforce Sales Cloud, supported by training and change management for end users.
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SNAP Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at SNAP Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
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Chief Financial Officer | CXO | Finance | |
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Director of Financial Planning and Analysis | Director | Finance | |
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CIO | CXO | Finance | |
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Apps Being Evaluated by SNAP Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SNAP Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SNAP Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD SNAP Financial Technographics
SNAP Financial is a Banking and Financial Services organization based in Canada,
with around 150 employees and annual revenues of $10.0 million.
SNAP Financial operates a diverse technology stack with applications such as
Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting), Microsoft 365 and Salesforce Sales Cloud,
covering areas like Analytics and BI, Collaboration and Sales Automation, CRM, Sales Engagement.
SNAP Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and Salesforce.
SNAP Financial recently adopted applications including
Microsoft 365 in 2021, Salesforce Sales Cloud in 2021 and Microsoft Azure Cloud Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SNAP Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SNAP Financial’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 SNAP Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.