AI Buyer Insights:

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

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 Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications

Universal Financial Strategies 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
Universal Financial Strategies 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.
Universal Financial Strategies 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
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Apps Being Evaluated by Universal Financial Strategies Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Universal Financial Strategies IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Universal Financial Strategies digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
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.