Transamerica Retirement Solutions
6400 C Street SW,
Cedar Rapids, 52404, IA,
United States
Cedar Rapids, 52404, IA,
United States
1 800-797-2643
Banking and Financial Services
Transamerica Retirement Solutions Technographics
Transamerica Retirement Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Transamerica Retirement Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6800 Transamerica Retirement 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 Transamerica Retirement Solutions has purchased the following applications: SAP Ariba Invoice for AP Automation in 2018, Sterling Background Check for BackGround Screening in 2018, Exterro Zapproved ZDiscovery for Legal Practice Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Transamerica Retirement Solutions is running and its propensity to invest more and deepen its relationship with SAP , Sterling Talent Solutions , FIS Global 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 Transamerica Retirement Solutions revenues, which have grown to $1.75 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 Transamerica Retirement 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.
Transamerica Retirement Solutions Tech Stack and Enterprise Applications
Transamerica Retirement Solutions ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Ariba Invoice | AP Automation | ERP | n/a | 2018 | 2018 |
In 2018 Transamerica Retirement Solutions deployed SAP Ariba Invoice as its AP Automation platform to standardize invoice capture and contract-driven billing for the accounts payable function. The implementation emphasized supplier onboarding, invoice submission and validation, and the creation of contract terms or purchase orders driven by fee structure rules.
Configuration work centered on supplier registration and invoicing workflows, uploading existing contracts into the SAP Ariba Invoice contract repository, and configuring invoice routing that supported both contract-based invoicing and PO-based processing. Operational activities included hands-on supplier troubleshooting during registration and invoicing, management of a shared procurement email inbox to triage supplier and internal queries, and use of ticket assignment logic to route procurement requests to the appropriate procurement leads.
Day-to-day operations extended to a blended onshore and offshore support model where offshore resources provided operations support and escalation handling, and procurement staff provided training and direct support during issues. SAP Ariba Invoice served as the transactional hub for contracts and supplier invoices, interfacing with procurement workflows for request monitoring and assignment rather than as an isolated point tool.
Governance and process changes focused on clear ownership for procurement requests, escalation pathways for supplier issues, and maintaining a centralized contract and invoice database within SAP Ariba Invoice. Routine responsibilities retained by the procurement team included monitoring procurement requests for completeness, assigning tickets based on request type, and preparing signed agreements for entry into the Ariba environment.
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Expense Management | ERP |
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2013 | 2013 |
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Transamerica Retirement Solutions HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sterling Talent Solutions | Legacy | Sterling Background Check | BackGround Screening | HCM | n/a | 2018 | 2018 |
In 2018, Transamerica Retirement Solutions deployed Sterling Background Check as its BackGround Screening solution for pre-employment screening within recruiting and onboarding. The Sterling Background Check implementation was provisioned through vendor Sterling Talent Solutions and applied to U.S. hiring workflows.
The implementation configured standard BackGround Screening capabilities common to background check providers, including identity verification, criminal and employment verification workflows, and vendor-managed candidate communications. Configuration emphasized automated candidate touchpoints and orchestration of verification steps to centralize screening decision data for recruiters and HR administrators. Sterling Background Check was positioned to support recruiter-led decisioning and HR intake processes.
Operational scope included recruiting and HR onboarding for roles explicitly including a call center representative in Cedar Rapids, IA, based on candidate feedback dated Feb 16, 2018. Governance remained vendor-led for candidate outreach and verification tasks, while internal HR retained final hiring authority. Reported candidate experience issues indicate a governance gap between vendor screening operations and Transamerica’s onboarding communications.
A candidate review from Feb 16, 2018 described a negative onboarding experience with Sterling Talent Solutions, stating the candidate felt responsible for verification work and at times considered withdrawing from the hiring process. This feedback constitutes an operational risk to candidate conversion and underscores the need to reevaluate vendor-managed touchpoints and candidate communication workflows.
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Benefits Administration, Pension Administration | HCM |
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2013 | 2013 |
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HR Service Delivery | HCM |
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2017 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2015 | 2015 |
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Transamerica Retirement Solutions ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exterro | Legacy | Exterro Zapproved ZDiscovery | Legal Practice Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Transamerica Retirement Solutions deployed Exterro Zapproved ZDiscovery to expand its Legal Practice Management capabilities for coordinated legal hold and e-discovery workflows. The deployment was positioned to centralize hold orchestration and preservation tasks across corporate legal and HR Shared Services, aligning Custodian management with matter-level tracking and collection processes.
The implementation included Zapproved modules Legal Hold Pro and Document Collect within Exterro Zapproved ZDiscovery, configured for automated custodian notifications, hold tracking, collection workflow staging, and chain of custody documentation. Configuration work emphasized centralized policy templates, custodian roster management, role-based access controls, and audit trails to support legal review and compliance workflows.
Operational integration connected Exterro Zapproved ZDiscovery with the organization’s application landscape including Workday for custodian employee records, CounselLink for matter referencing, ServiceNow and AWD for intake and ticketing, SharePoint and Microsoft Office for source content collection, and Tableau for reporting and dashboards. Governance and process changes established defined hold issuance workflows, cross-functional handoffs between legal and HR Shared Services, and documented collection and communication procedures used by HR Shared Services representatives.
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Transamerica Retirement Solutions AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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ML and Data Science Platforms | AI Development |
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2016 | 2017 |
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Transamerica Retirement Solutions AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Cognitive Computing | AI-Powered Application |
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2024 | 2024 |
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Transamerica Retirement Solutions Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2017 | 2018 |
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Process Mining | Analytics and BI |
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2020 | 2020 |
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Transamerica Retirement Solutions 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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2021 | 2021 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Transamerica Retirement Solutions Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Transamerica Retirement Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2021 |
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Customer Support | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2011 | 2011 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2012 | 2012 |
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Tag Management | CRM |
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2016 | 2016 |
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Transamerica Retirement Solutions ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Transamerica Retirement Solutions Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transfer Agency | Investment Management |
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2022 | 2022 |
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Transamerica Retirement Solutions Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2018 | 2018 |
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Supplier Relationship Management | Procurement |
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2018 | 2018 |
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Transamerica Retirement Solutions TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2018 | 2018 |
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Transamerica Retirement Solutions PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management | PaaS |
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2025 | 2025 |
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Robotic Process Automation | PaaS |
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2015 | 2015 |
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Transamerica Retirement Solutions 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Data Warehouse Appliance | IaaS |
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2011 | 2011 |
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Database Management | IaaS |
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2015 | 2015 |
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Database Management | IaaS |
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2019 | 2019 |
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Database Management | IaaS |
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2018 | 2018 |
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Transamerica Retirement Solutions 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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2015 | 2015 |
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Vulnerability Management | CyberSecurity |
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2016 | 2017 |
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IT Decision Makers and Key Stakeholders at Transamerica Retirement Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
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Manager, Business Intelligence | Manager | IT | |
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Sr Manager, Data & Analytics | Manager | IT | |
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Manager, Business Intelligence and Analytics | Manager | IT | |
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Vice President - Emerging Technology - Global Engineering & Architecture | VP | IT | |
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Director of Data Engineering | Director | IT | |
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Regional Vice President, Business Development | VP | Finance | |
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SVP Business Development | VP | Sales | |
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Vice President, Sales Strategy | VP | Sales | |
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EVP, Chief Operations Officer | CXO | Finance | |
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Senior Vice President of Operations | VP | Operations | |
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President & CEO | CXO | Finance | |
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2nd VP Field Operations | VP | Operations | |
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Vice President Human Resources | VP | HR | |
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Senior Manager Human Resources | Manager | HR | |
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Vice President of HR | VP | HR | |
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Data Scientist | CXO | IT | |
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Head of Information Technology & Development - New Business | Director | IT | |
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EVP & CTO | CXO | Finance | |
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Sr Vice President, Chief People and Places Officer | CXO | HR | |
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Director, Human Resources | Director | HR | |
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Head Of Talent Management | Director | HR | |
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Manager, Talent Development & Communications | Manager | HR | |
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Managing Partner/ Head of Recruiting & Leadership Development | Director | HR | |
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Senior Talent Acquisition Manager | Manager | HR | |
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Head of Legal & Compliance Operations and Execution & Integration | Director | Legal | |
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Head of Technology for Law & Compliance | Director | IT | |
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Associate General Counsel, Litigation and Employment | Manager | Legal | |
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Associate General Counsel & Assistant Secretary | Manager | Legal | |
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Senior Director - Funds Administration and Operations Accounting | Director | Finance | |
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Chief Transformation Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Vice President, Fund Administration and Treasurer | VP | Treasury | |
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Vice President & Actuary | VP | Risk | |
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Vice President & Actuary | VP | Risk | |
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Chief Actuary | CXO | Risk | |
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Salesforce Administrator - Remote | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Sr. Salesforce Administrator | Manager | Marketing | |
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Lead Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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CTO | CXO | IT | |
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Sr. Systems Manager | Manager | IT | |
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Technology Manager | Manager | IT | |
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Apps Being Evaluated by Transamerica Retirement Solutions Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Transamerica Retirement Solutions IT executives and key decision makers. This section highlights Transamerica Retirement Solutions's latest recorded technology evaluations, including Murex MX.3 for Trading Platform, Portfolio and Investment Management on 2026-02-18, TCS BaNCS for Core Banking on 2025-05-14, and DailyPay for Earned Wage Access on 2025-03-07. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Transamerica Retirement Solutions digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-02-18 | Transamerica Retirement Solutions | Evaluated | Murex | Murex MX.3 | Trading Platform, Portfolio and Investment Management | Investment Management |
| 2025-05-14 | Transamerica Retirement Solutions | Evaluated | Tata Consultancy Services | TCS BaNCS | Core Banking | ERP Services and Operations |
| 2025-03-07 | Transamerica Retirement Solutions | Evaluated | DailyPay | DailyPay | Earned Wage Access | HCM |
| 2024-09-25 | Transamerica Retirement Solutions | Evaluated |
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Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD Transamerica Retirement Solutions Technographics
Transamerica Retirement Solutions is a Banking and Financial Services organization based in United States,
with around 6800 employees and annual revenues of $1.75 billion.
Transamerica Retirement Solutions operates a diverse technology stack with applications such as
SAP Ariba Invoice, Sterling Background Check and Exterro Zapproved ZDiscovery,
covering areas like AP Automation, BackGround Screening and Legal Practice Management.
Transamerica Retirement Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Sterling Talent Solutions and Exterro.
Transamerica Retirement Solutions recently adopted applications including
AgentSync ProducerSync API in 2025, SoundHound Houndify AI Platform in 2024 and SS&C GIDS in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Transamerica Retirement Solutions’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Transamerica Retirement 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 Transamerica Retirement Solutions technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.