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Universal Financial Strategies
Location
7431 O Street,
Lincoln, 68510, NE,
United States
Website
https://www.ufslincoln.com/
Phone
1 402-323-8141
Artw industry
Banking and Financial Services
Employee
Revenue

Universal Financial Strategies Technographics

Universal Financial Strategies Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Universal Financial Strategies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Universal Financial Strategies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Universal Financial Strategies has purchased the following applications: Wistia for Marketing Analytics, Sales Analytics, Customer Support in 2019, Advisor Controls for Portfolio and Investment Performance and Planning in 2019, Akamai CDN for Content Delivery Network 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 Universal Financial Strategies is running and its propensity to invest more and deepen its relationship with Wistia , Advisor Controls , Akamai 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 Universal Financial Strategies revenues, which have grown to $2.0 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 Universal Financial Strategies 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.

Universal Financial Strategies Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wistia Legacy Wistia Marketing Analytics, Sales Analytics, Customer Support CRM n/a 2019 2019
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Advisor Controls Legacy Advisor Controls Portfolio and Investment Performance and Planning Investment Management n/a 2019 2019
In 2019 Universal Financial Strategies implemented Advisor Controls to support its retirement planning workflows. The deployment uses Advisor Controls Retirement Plan Simulator to build and present retirement income plans and to produce plan reporting, Category: . Operational coverage is focused on finance and retirement-planning processes in the United States, with advisors using Advisor Controls for client presentations and meeting preparation. Data entry and plan preparation are reported to complete in roughly 15 minutes per plan according to the vendor testimonial, and the implementation emphasizes retirement income modelling, plan reporting, and presentation generation as core functional capabilities that streamline advisor workflows and meeting efficiency.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Akamai Legacy Akamai CDN Content Delivery Network IaaS n/a 2019 2019
IT Decision Makers and Key Stakeholders at Universal Financial Strategies
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Universal Financial Strategies Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Universal Financial Strategies Technographics

Universal Financial Strategies is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $2.0 million.

Universal Financial Strategies operates a diverse technology stack with applications such as Wistia, Advisor Controls and Akamai CDN, covering areas like Marketing Analytics, Sales Analytics, Customer Support, Portfolio and Investment Performance and Planning and Content Delivery Network.

Universal Financial Strategies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Wistia, Advisor Controls and Akamai.

Universal Financial Strategies recently adopted applications including Wistia in 2019, Advisor Controls in 2019 and Akamai CDN in 2019, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Universal Financial Strategies’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Universal Financial Strategies’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 Universal Financial Strategies technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.