Bellevue, 98004, WA,
United States
Symetra Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Symetra and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Symetra employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Symetra has purchased the following applications: SAP Concur Expense for Expense Management in 2012, Reflektive People Management Suite for Performance and Goal Management in 2019, Allvue Loan Management for Loan Management in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Symetra is running and its propensity to invest more and deepen its relationship with SAP , Stripe , Reflektive 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 Symetra revenues, which have grown to $3.45 billion 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 Symetra 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP Financial Management | n/a | 2012 | 2012 |
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Payment Processing | ERP Financial Management |
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2021 | 2021 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Reflektive | Legacy | Reflektive People Management Suite | Performance and Goal Management | HCM | n/a | 2019 | 2019 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Allvue Systems | Legacy | Allvue Loan Management | Loan Management | ERP Services and Operations | n/a | 2025 | 2025 |
In 2025 Symetra Investment Management deployed Allvue Loan Management to support its inaugural collateralized loan obligation and related portfolio, trade, collateral and accounting workflows in the United States. The Allvue Loan Management implementation went live in under two months and supported closing a $408 million CLO while automating agent notices, compliance and reporting.
The deployment focused on CLO and loan lifecycle capabilities typical of CLO/loan management, including trade capture and settlement, collateral tracking and substitution, portfolio accounting, and compliance reporting automation. Configuration emphasized workflow orchestration for CLO cash waterfall processing and agent notice automation, with business logic and reporting templates aligned to the firm’s investment and accounting rules.
Operational coverage centered on Symetra’s investment operations, portfolio management and accounting teams in the United States, supporting the inaugural CLO vehicle and its underlying loan portfolio. Integrations were limited to the scope described in the implementation notes, with the platform operating as the primary system for trade, collateral and accounting workflows for the CLO portfolio.
Governance and rollout followed an accelerated implementation schedule that moved the platform from project to production in less than two months, creating new operational procedures for agent notices, compliance checks and regulatory reporting. The implementation of Allvue Loan Management enabled Symetra to close the stated CLO transaction and to automate agent notices, compliance and reporting as part of the new operational model.
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Time Tracking and Billing | ERP Services and Operations |
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2011 | 2012 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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Customer Data Platform | CRM |
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2025 | 2025 |
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Customer Experience | CRM |
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2018 | 2018 |
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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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2020 | 2020 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | 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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2015 | 2015 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Application Performance Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2025 | 2025 |
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Risk Management | TRM |
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2016 | 2016 |
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Treasury Management | TRM |
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2016 | 2016 |
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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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2017 | 2017 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Professional Services | Professional Services |
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2020 | 2021 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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