Triad Financial Services
13901 Sutton Park Dr Suite 300,
Jacksonville, 32224, FL,
United States
Jacksonville, 32224, FL,
United States
1 800-522-2013
Banking and Financial Services
Triad Financial Services Technographics
Triad Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Triad Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Triad Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Triad Financial Services has purchased the following applications: ADP Workforce Now for Core HR in 2021, ICE Mortgage Black Knight MSP for Loan Management in 2019, ICE Mortgage Black Knight Actionable Intelligence Platform for Analytics and BI 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 Triad Financial Services is running and its propensity to invest more and deepen its relationship with ADP , UKG , ICE Mortgage Technology 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 Triad Financial Services revenues, which have grown to $100.0 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 Triad Financial Services 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.
Triad Financial Services Tech Stack and Enterprise Applications
Triad Financial Services HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2021 | 2021 |
In 2021 Triad Financial Services implemented ADP Workforce Now as its Core HR application. The cloud based ADP Workforce Now instance is surfaced on the Triad Financial Services corporate website and serves as the primary HR system for the US headquartered banking and financial services firm with approximately 300 employees. The deployment centralizes employee records and self service access through the ADP Workforce Now portal, establishing a single authoritative source for personnel, job and role data. ADP Workforce Now is used to instrument core HR workflows and employee facing services visible on the company site.
Configuration aligns with Core HR capabilities, including employee records management, benefits administration, time and attendance tracking and onboarding workflows, with payroll functions managed within ADP Workforce Now consistent with Core HR operational patterns. Operational ownership is positioned in HR and payroll functions, with Finance engaged for payroll reconciliation and reporting, and governance directed toward centralized configuration control and role based user provisioning to protect data integrity. The implementation scopes HR and payroll operations across the company and integrates employee self service into public facing channels via the corporate website.
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Core HR | HCM |
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2023 | 2024 |
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Triad Financial Services ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ICE Mortgage Technology | Legacy | ICE Mortgage Black Knight MSP | Loan Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Triad Financial Services implemented ICE Mortgage Black Knight MSP as the core Loan Management system to support an expansion of its mortgage servicing operations. ICE Mortgage Black Knight MSP functions as an end to end loan servicing platform, covering loan boarding through default for first mortgages, home equity loans and lines of credit, and is positioned as Triad Financial Services central Loan Management application for servicing functions.
The implementation included Black Knight Servicing Digital for consumer self service, delivering personalized loan and home value information, round the clock payment capability, notifications and what if payment scenario exploration. MSP was configured to manage servicing workflows across boarding, payment processing, escrow, investor accounting and default management consistent with a comprehensive servicing architecture.
Triad integrated MSP with Black Knight s Actionable Intelligence Platform AIP and McDash data to embed analytics and data feeds into operational workflows. The deployment used AIP Portfolio Overview Suite to monitor key servicing metrics and AIP Lien Alert Suite to provide instant notifications on lien related indicators, creating automated alerts and operational triggers tied to portfolio monitoring.
Governance focused on routing analytics driven alerts into servicing operations and customer engagement channels to enable proactive case management and notification workflows. As stated in the implementation announcement, Triad Financial Services expected the integrated suite to deepen customer relationships, increase retention, enable greater efficiencies and mitigate risk while improving the customer experience.
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Loan Management | ERP Services and Operations |
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2019 | 2019 |
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Loan Management | ERP Services and Operations |
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2007 | 2008 |
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Triad Financial Services Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ICE Mortgage Technology | Legacy | ICE Mortgage Black Knight Actionable Intelligence Platform | Analytics and BI | Analytics and BI | n/a | 2019 | 2019 |
In 2019, Triad Financial Services implemented ICE Mortgage Black Knight Actionable Intelligence Platform as part of a broader deployment of Black Knight servicing technologies, and the engagement is aligned with the Analytics and BI category to support servicing analytics and decision workflows. The ICE Mortgage Black Knight Actionable Intelligence Platform was provisioned alongside Black Knight MSP and Servicing Digital to centralize analytics, customer self-service, and core loan servicing capabilities into a unified operational framework.
The implementation covered Black Knight MSP as the end to end servicing engine supporting loan boarding through default for first mortgages and home equity loans and lines of credit, and Servicing Digital as the customer facing application delivering loan details, home value insights, payment processing, and refinance and equity product opportunities. Within the Actionable Intelligence Platform Triad deployed the Portfolio Overview Suite to monitor key performance metrics and the Lien Alert Suite to surface lien related indicators, and the engagement included access to Black Knight McDash data for broad mortgage dataset coverage.
Architecturally the rollout integrated data and analytics services from the ICE Mortgage Black Knight Actionable Intelligence Platform with the MSP servicing core and the Servicing Digital channel, creating a unified analytics layer that pushes proactive alerts and portfolio intelligence to operational users. Operational coverage emphasized servicing operations and customer facing channels, enabling servicers to monitor portfolios and receive instant notifications on loans in their portfolio through the combined AIP modules and McDash data feed.
Governance and process alignment focused on routing actionable analytics to the right roles at the right time using AIP workflows, and on instrumenting Portfolio Overview and Lien Alert outputs into day to day servicing decision processes. Outcomes stated by the customer included deeper customer relationships, higher retention potential, scalability to support expected servicing growth, optimized servicing operations, and improved risk mitigation through integrated analytics and data sources.
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Triad Financial Services Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Intelligent Document Processing | Content Management |
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2012 | 2012 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Triad Financial Services 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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2016 | 2016 |
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Customer Support | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Triad Financial Services 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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2019 | 2019 |
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Triad Financial Services IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Triad Financial Services 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Triad Financial Services
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Vice President of Mortgage Lending | VP | Operations | |
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Mortgage Funding - Team Leader | Manager | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Mortgage Underwriter | CXO | Finance | |
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Senior Mortgage Loan Officer | Director | Operations | |
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Vice President Loan Servicing | VP | Operations | |
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Senior Vice President of IT & Security Operations | VP | IT | |
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VP Loan Servicing | VP | Operations | |
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Mortgage Loan Officer | Manager | Finance | |
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Executive Vice President Mortgage Operations | VP | Operations | |
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Executive Vice President Mortgage Banking | VP | Operations | |
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Executive Vice President Commercial Lending | VP | Operations | |
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Apps Being Evaluated by Triad Financial Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Triad Financial Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Triad Financial Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Triad Financial Services Technographics
Triad Financial Services is a Banking and Financial Services organization based in United States,
with around 300 employees and annual revenues of $100.0 million.
Triad Financial Services operates a diverse technology stack with applications such as
ADP Workforce Now, ICE Mortgage Black Knight MSP and ICE Mortgage Black Knight Actionable Intelligence Platform,
covering areas like Core HR, Loan Management and Analytics and BI.
Triad Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ADP and ICE Mortgage Technology.
Triad Financial Services recently adopted applications including
UKG Pro HCM (ex UltiPro HCM) in 2023, ADP Workforce Now in 2021 and HubSpot CMS in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Triad Financial Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Triad Financial Services’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 Triad Financial Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.