TD&T Financial Group
317 High Ave E,,
Oskaloosa, 52577, IA,
United States
Oskaloosa, 52577, IA,
United States
1 641-672-2523
Professional Services
TD&T Financial Group Technographics
TD&T Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TD&T Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 TD&T Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TD&T Financial Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2004, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2019, Hubspot CRM for CRM in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TD&T Financial Group is running and its propensity to invest more and deepen its relationship with Intuit , Exclaimer , HubSpot 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 TD&T Financial Group revenues, which have grown to $5.0 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 TD&T Financial Group 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.
TD&T Financial Group Tech Stack and Enterprise Applications
TD&T Financial Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2004 | 2004 |
In 2004, TD&T Financial Group implemented Intuit Quickbooks Enterprise as its core ERP Financial solution. The deployment followed a small-business server-hosted multi-user architecture typical for that period, with centralized company files accessible to authorized accounting and operations staff. Implementation emphasized configuration for a multi-entity chart of accounts and consolidated reporting aligned to a 50-person professional services firm. Intuit Quickbooks Enterprise served as the authoritative financial system for accounts, invoicing, and cash management.
Configuration centered on core financial modules including general ledger, accounts payable, accounts receivable, and inventory management, with payroll processing enabled through native functionality where required. Role-based user permissions were implemented to separate duties between finance and billing teams, and internal processes were restructured to align transaction approvals and month-end close procedures to the new system. Operational scope covered finance and accounting across the United States-based firm, with desktop clients and a host workstation providing multi-user access. Intuit Quickbooks Enterprise reporting and audit trails were instrumented to support billing cycles and period close workflows.
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TD&T Financial Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2019 | 2019 |
In 2019, TD&T Financial Group implemented Exclaimer Cloud Signatures for Office 365. TD&T Financial Group deployed Exclaimer Cloud Signatures for Office 365 as a Digital Signing solution to standardize email signatures across its Office 365 environment and to render consistent signature elements on the company website.
The implementation focused on cloud-hosted signature management, leveraging template-driven signature design and centralized signature application rules. Configuration included user attribute mapping from the Office 365 directory to populate contact fields and mail flow integration to apply signatures at send time, while a web signature renderer was used to publish signatures on the corporate website.
Deployment covered the company email estate and external website contact signatures, with centralized governance delivered through the Exclaimer Cloud console. Signature policy controls and template versioning were used to enforce consistent corporate communications across TD&T Financial Group.
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TD&T Financial Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020 TD&T Financial Group deployed Hubspot CRM, a CRM solution, to centralize client records and capture website-generated leads. Using HubSpot on their website is an explicit component of the implementation and supports direct lead ingestion into the Hubspot CRM instance for follow up by the firm.
The implementation leveraged core CRM capabilities including contact management, deal pipeline configuration, marketing forms and web tracking, and straightforward automation to enforce contact lifecycle states. Hubspot CRM was configured to reflect small team sales workflows, with pipeline stages and contact properties tuned for professional services engagement tracking.
Operational coverage focused on sales, marketing and client service teams within the company, with the website integration feeding form submissions and behavioral signals directly into the CRM. The deployment used cloud SaaS delivery typical of Hubspot CRM, providing a unified record for lead assignment and activity history across customer facing functions.
Governance was organized around role based access and basic lead routing rules, establishing ownership and standardizing follow up processes across the organization. Configuration emphasized data hygiene and process automation to ensure consistent lead handling, while maintaining a compact, administrable setup appropriate for a 50 person professional services firm.
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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TD&T Financial Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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TD&T Financial Group 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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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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TD&T Financial Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at TD&T Financial Group
| First Name | Last Name | Title | Function | Department | Phone | |
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Owner/Tax Manager | Manager | Finance | |
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Principal/Owner | Director | Finance | |
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Senior Staff Accountant | Manager | Finance | |
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IT Manager | Manager | IT | |
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Apps Being Evaluated by TD&T Financial Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TD&T Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TD&T Financial Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD TD&T Financial Group Technographics
TD&T Financial Group is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
TD&T Financial Group operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Exclaimer Cloud Signatures for Office 365 and Hubspot CRM,
covering areas like ERP Financial, Digital Signing and CRM.
TD&T Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Exclaimer and HubSpot.
TD&T Financial Group recently adopted applications including
The Trade Desk in 2021, Hubspot Marketing Automation in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TD&T Financial Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TD&T Financial Group’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 TD&T Financial Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.