Uniting Financial Services
Address Level 2, 222 Pitt Street,
Sydney, 2000, NSW,
Australia
Sydney, 2000, NSW,
Australia
61 13 0013-3673
Banking and Financial Services
Uniting Financial Services Technographics
Uniting Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Uniting 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 Uniting 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 Uniting Financial Services has purchased the following applications: TechnologyOne ERP for ERP Financial in 2020, Temenos T24 for Core Banking in 2017, Zoom for Audio Video and Web Conferencing 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 Uniting Financial Services is running and its propensity to invest more and deepen its relationship with TechnologyOne , Temenos , Infosys 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 Uniting 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 Uniting 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.
Uniting Financial Services Tech Stack and Enterprise Applications
Uniting Financial Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| TechnologyOne | Legacy | TechnologyOne ERP | ERP Financial | ERP | n/a | 2020 | 2020 |
In 2020, Uniting Financial Services implemented TechnologyOne ERP as its ERP Financial platform. The deployment focused on centralizing core finance and accounting operations for the 50 employee Australian banking and financial services firm, positioning TechnologyOne ERP to support general ledger, accounts payable, accounts receivable and financial reporting workflows typical of an ERP Financial solution.
Configuration work emphasized ledger structure, payables and receivables processing, cash management controls and reporting configuration to match small-scale financial services operating patterns. TechnologyOne ERP is also used on the corporate website, creating a conduit between website-driven activity and back-office financial records so that website transactions post into the ERP for reconciliation. Operational scope was concentrated in the finance department across the Australian entity, with governance adjustments to consolidate chart of accounts and assign finance process ownership as part of the company-level rollout.
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Uniting Financial Services ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos T24 | Core Banking | ERP Services and Operations | n/a | 2017 | 2018 |
In 2017 Uniting Financial Services implemented Temenos T24 Transact as its Core Banking solution to modernize delivery of treasury and ethical investment products for members of the Uniting Church in Australia. The deployment centers on Temenos T24 running with complementary components Temenos Infinity and Temenos Financial Crime Mitigation to create a unified Core Banking and digital engagement stack for investment services.
The implementation configured Temenos T24 Transact for core ledger and account management, transaction processing and investment product servicing, while Temenos Infinity provided the digital front end for customer engagement and online account servicing. Temenos Financial Crime Mitigation was implemented to introduce screening, monitoring and compliance workflows consistent with banking regulatory requirements, aligning operational controls with product servicing.
The solution is hosted on the Temenos Cloud, establishing a managed cloud deployment model that consolidates the Core Banking runtime, digital channel services and compliance engines on a single vendor platform. Integration focus emphasized orchestration between the core Temenos T24 components and front‑end Infinity functions, supporting API enabled channels and positioning the platform to respond to Open Banking changes due in Australia in 2019.
Governance and rollout were coordinated with vendor Temenos as the long term partner, with program scope concentrated on the not for profit business functions of treasury, ethical investments and member services. The outcome was a state of the art digital platform that enables UFS to deliver flexible investment services and to prepare for Open Banking when it launches in Australia in 2019.
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Core Banking | ERP Services and Operations |
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2025 | 2025 |
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Uniting Financial Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Uniting Financial Services deployed Zoom, from Zoom Video Communications, on its public website to enable client-facing video consultations and remote advisory sessions. The implementation uses Zoom as the primary Audio Video and Web Conferencing platform for outbound client meeting orchestration and inbound web-initiated calls, with embedded meeting links and click-to-join flows surfaced on the corporate site.
Functional use centers on Zoom meetings, browser-based video conferencing, screen sharing, session scheduling, and meeting recording as typical Audio Video and Web Conferencing capabilities. Operational coverage targets customer-facing advisors, sales and operations staff across Australia, with governance focused on user provisioning, meeting access controls and aligning website appointment workflows to video sessions, resulting in a lightweight, cloud-hosted SaaS configuration scaled to a 50-employee financial services firm.
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Collaboration | Collaboration |
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2017 | 2017 |
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Uniting Financial Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement | CRM |
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2025 | 2025 |
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Customer Identification | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Uniting Financial Services TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2025 | 2025 |
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Uniting Financial Services 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Uniting 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 Uniting Financial Services
| First Name | Last Name | Title | Function | Department | Phone | |
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Head of IT | Director | IT | |
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Head of Strategy, Projects and Operations | Director | Finance | |
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Executive Director, Treasury & Investments | Director | Investment | |
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CFO | CXO | Finance | |
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Apps Being Evaluated by Uniting Financial Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Uniting Financial Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Uniting 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 Uniting Financial Services Technographics
Uniting Financial Services is a Banking and Financial Services organization based in Australia,
with around 50 employees and annual revenues of $5.0 million.
Uniting Financial Services operates a diverse technology stack with applications such as
TechnologyOne ERP, Temenos T24 and Zoom,
covering areas like ERP Financial, Core Banking and Audio Video and Web Conferencing.
Uniting Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as TechnologyOne, Temenos and Zoom Video Communications.
Uniting Financial Services recently adopted applications including
Infosys Finacle in 2025, Infosys Finacle Digital Engagement Hub in 2025 and Infosys Finacle Customer Data Hub in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Uniting Financial Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Uniting 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 Uniting Financial Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.