AI Buyer Insights:

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● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

Strategic Financial Solutions
Location
200 2Nd Ave Se,
Cedar Rapids, 52401-1241, IA,
United States
Website
https://www.sfsolutionsllc.com/
Phone
1 319-362-2149
Artw industry
Insurance
Employee
Revenue

Strategic Financial Solutions Technographics

Strategic Financial Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Strategic Financial Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Strategic Financial Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Strategic Financial Solutions has purchased the following applications: iCIMS Recruit Applicant Tracking System for Applicant Tracking System in 2021, Allego Conversation Intelligence for Speech Recognition AI in 2022, Zoom for Audio Video and Web Conferencing 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 Strategic Financial Solutions is running and its propensity to invest more and deepen its relationship with iCIMS , UKG , Allego 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 Strategic Financial Solutions revenues, which have grown to $3.0 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 Strategic Financial Solutions 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.

Strategic Financial Solutions Tech Stack and Enterprise Applications

Strategic Financial Solutions HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
iCIMS Legacy iCIMS Recruit Applicant Tracking System Applicant Tracking System HCM n/a 2021 2021
Employee Experience, Employee Engagement HCM 2020 2020
Strategic Financial Solutions AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Allego Legacy Allego Conversation Intelligence Speech Recognition AI AI-Powered Application n/a 2022 2022
In 2022, Strategic Financial Solutions deployed Allego Conversation Intelligence as part of a Sales enablement and onboarding initiative. Strategic Financial Solutions used Allego, including Allego Conversation Intelligence, to analyze sales calls, improve onboarding, and boost seller productivity across its US sales organization. The implementation emphasized conversation intelligence capabilities for call recording ingestion, automated transcript analysis, and coachable-moment detection, integrated into onboarding content and seller enablement workflows. Configuration concentrated on surfacing call themes, objection patterns, and coaching artifacts to support ramp plans and structured coaching, with Allego Conversation Intelligence serving as the primary analytics and coaching engine. Operational coverage was focused on the US sales organization and tied to sales onboarding and coaching functions, embedding conversation intelligence into recurring coaching cadences and enablement processes. Allego materials cited roughly a 20% productivity gain as an outcome, and governance centered on enablement ownership for content curation and coaching workflow enforcement.
Strategic Financial Solutions 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 2021 2021
Collaboration Collaboration 2016 2016
Collaboration Collaboration 2017 2017
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2022 2022
Strategic Financial Solutions Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2020 2020
Digital Signing Content Management 2020 2020
Strategic Financial Solutions CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2016 2016
Customer Experience CRM 2022 2022
Customer Support CRM 2021 2021
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2019 2019
Tag Management CRM 2019 2019
Strategic Financial Solutions ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
Strategic Financial Solutions PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2013 2013
Transactional Email PaaS 2023 2023
Strategic Financial Solutions IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2024 2024
Cloud Storage IaaS 2020 2020
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2022 2022
Strategic Financial Solutions CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Strategic Financial Solutions

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Strategic Financial Solutions Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Strategic Financial Solutions IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Strategic Financial Solutions digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Strategic Financial Solutions Technographics
Strategic Financial Solutions is a Insurance organization based in United States, with around 25 employees and annual revenues of $3.0 million.
Strategic Financial Solutions operates a diverse technology stack with applications such as iCIMS Recruit Applicant Tracking System, Allego Conversation Intelligence and Zoom, covering areas like Applicant Tracking System, Speech Recognition AI and Audio Video and Web Conferencing.
Strategic Financial Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as iCIMS, Allego and Zoom Video Communications.
Strategic Financial Solutions recently adopted applications including Salesforce Sales Cloud in 2024, Amazon EC2 in 2024 and SparkPost in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Strategic Financial Solutions’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Strategic Financial Solutions’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 Strategic Financial Solutions technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.