North Bergen, 7047, NJ,
United States
Unidos Financial Services Technographics
Unidos Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Unidos 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 50 Unidos 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 Unidos Financial Services has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, FIS Financial Close Manager for Financial Consolidation and Close in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Unidos Financial Services is running and its propensity to invest more and deepen its relationship with Oracle , 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 Unidos Financial Services 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 Unidos 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.
Unidos Financial Services Tech Stack and Enterprise Applications
Unidos Financial Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Unidos Financial Services implemented Oracle NetSuite ERP to centralize its accounting and operational finance capabilities. The initiative placed the company into the ERP Financial category, aligning core financial processes for a 50 employee communications firm.
Configuration emphasized core accounting modules, including General Ledger, Accounts Payable, Accounts Receivable, billing, bank reconciliation, fixed assets, and financial reporting. The Oracle NetSuite ERP implementation used configurable chart of accounts and period close workflows to standardize bookkeeping and month end procedures consistent with ERP Financial functional patterns.
The deployment used cloud hosted SaaS architecture with browser based access, role based access controls, and configurable dashboards to support small company operational needs. The architecture emphasized a single instance configuration and centralized data model typical of ERP Financial platforms, enabling consolidated transaction records and audit trails.
Operational ownership rested with finance and accounting, which established governance for chart of accounts, journal entry approvals, and segregation of duties controls. Rollout followed a phased approach to stabilize core ledgers and billing before expanding reporting and configuration changes, with formal change controls for updates and user provisioning.
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Unidos Financial Services EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Financial Close Manager | Financial Consolidation and Close | EPM | n/a | 2015 | 2015 |
In 2015, Unidos Financial Services implemented FIS Financial Close Manager as a Financial Consolidation and Close application to centralize month end close orchestration and consolidation workflows for its international Money Services Business. The deployment positioned FIS Financial Close Manager to support finance operations and accounting close functions alongside existing transactional platforms.
The implementation focused on core consolidation and close orchestration capabilities, including period close task management, consolidation processing, and integration points for account-level reconciliation linkage. FIS Financial Close Manager was configured to exchange balance and transactional data with an MS Dynamics GP 2015 ERP installation and to surface reconciliation exceptions into the reconciliation layer alongside FIS Intellimatch reconciliation software.
Program and project management governance underpinned the rollout, with a Project Management Office created and PMO processes and procedures developed as part of a four-person team. The implementation included a liaison model between Accounting and IT to coordinate configurations, testing, and cutover sequencing, and proposals for related technology projects were developed for investor review and approval.
Operational coverage centered on finance and accounting teams, with deployment practices aligned to close calendar orchestration and reconciliation workflows common to Financial Consolidation and Close projects. Integrations with MS Dynamics GP 2015 and FIS Intellimatch established a data flow for ledgers and reconciliations, while PMO-driven governance structured phased execution and cross-functional handoffs.
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IT Decision Makers and Key Stakeholders at Unidos Financial Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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VP of Marketing & Customer Strategy | VP | Marketing | |
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VP of Finance | VP | Finance | |
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President & CEO | CXO | Finance | |
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Apps Being Evaluated by Unidos Financial Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||