AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Verifi Tech Stack and Enterprise Applications

Verifi ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Intuit Quickbooks Enterprise Microsoft Dynamics GP ERP Financial ERP n/a 2018 2019
In 2018, Verifi implemented Microsoft Dynamics GP as its core ERP Financial system, migrating from Intuit Quickbooks Enterprise to centralize billing and accounting workflows. Microsoft Dynamics GP was positioned to support Verifi accounting and revenue operations, providing a single application for billing, revenue reconciling, and payables coordination across the organization. The implementation focused on billing and revenue recognition workflows, with configuration to capture large volumes of billable data and maintain billing templates that originate in Excel. Functional capabilities implemented include accounts receivable and accounts payable processing, month end revenue reporting, and ledger reconciliation, aligned with typical ERP Financial processes such as general ledger posting and transactional reconciliation. Architecture and integrations were built around an Azure hosted GP billing system, with transactional data collected and maintained in Azure and reconciled against Excel billing files. Microsoft Dynamics GP served as the system of record for billing, while operational integrations connected Finance to customer support, the internal integration team, regional management, and national sales to support new customer onboarding and cross functional revenue handoffs. Operational governance centered on centralized month end revenue close and reconciliations, with designated points of contact in accounting and revenue management overseeing data integrity between the GP billing system and external spreadsheets. The rollout impacted accounting, revenue management, accounts payable, and customer onboarding processes, establishing structured workflows for billing template maintenance, revenue reconciliation, and interdepartmental coordination in the Greater Los Angeles Area site.
Payment Processing ERP 2016 2016
Verifi AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Olark Legacy Olark Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2015 2015
In 2015, Verifi deployed Olark Live Chat on its public website. Olark Live Chat is a Chatbots and Conversational AI application used to provide real time customer messaging and support for Verifi's banking and financial services customers, operating as a primary digital engagement channel for online inquiries and support triage. The implementation embeds the Olark Live Chat widget into customer facing web pages and provisions an agent console for customer service staff. Functional components configured include live chat sessions, canned responses, visitor monitoring, session transcript logging, and offline message capture, with chat routing and operator availability set to match support hours and staffing patterns. Operational coverage is focused on digital support and customer service functions, with agents responsible for inbound chat handling and follow up based on captured transcripts. Governance concentrated on defining chat ownership, response workflows, and transcript archival for case handling, aligning the Olark Live Chat application with Verifi's customer engagement and support processes without referencing named third party integrations.
Verifi Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Connect Audio Video and Web Conferencing Collaboration n/a 2017 2017
In 2017 Verifi implemented Adobe Connect in a website-facing deployment. Adobe Connect is used as the companys Audio Video and Web Conferencing platform to deliver customer-facing meetings and webinar experiences embedded on the corporate website, verifi.com. The deployment leverages standard Audio Video and Web Conferencing capabilities such as hosted meeting rooms, webinar hosting, content sharing, and session recording to support external communications and customer engagement workflows accessed from the public site. Administrative controls and role-based permissions within Adobe Connect provide centralized session scheduling and content management, aligning platform configuration to website-driven meeting orchestration. The implementation positions Verifi Adobe Connect Audio Video and Web Conferencing as the primary mechanism for website-based customer engagement and external meeting delivery.
Audio Video and Web Conferencing Collaboration 2017 2017
Collaboration Collaboration 2016 2016
Verifi Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2017 2017
Verifi CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Data Platform CRM 2017 2017
Customer Experience CRM 2017 2017
Marketing Analytics CRM 2016 2016
Marketing Analytics, Lead Generation CRM 2014 2014
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2017 2017
Sales Automation, CRM, Sales Engagement CRM 2020 2020
Sales Engagement CRM 2011 2011
Verifi ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2014 2014
Verifi TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2020 2020
Verifi PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
Verifi IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2020 2020
Verifi CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Verifi

First Name Last Name Title Function Department Email Phone
Senior Vice President & Chief Financial Officer CXO Finance
Vice President, Finance VP Finance
Chief Executive Officer CXO Operations
Accounting Manager Manager Finance

Apps Being Evaluated by Verifi Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Verifi IT executives and key decision makers. This section highlights Verifi's latest recorded technology evaluations, including Microsoft Dynamics 365 for Finance and Operations for ERP Financial on 2025-01-24. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Verifi digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-01-24 Verifi Evaluated Microsoft Microsoft Dynamics 365 for Finance and Operations ERP Financial ERP
FAQ - APPS RUN THE WORLD Verifi Technographics
Verifi is a Banking and Financial Services organization based in United States, with around 300 employees and annual revenues of $75.0 million.
Verifi operates a diverse technology stack with applications such as Microsoft Dynamics GP, Olark Live Chat and Adobe Connect, covering areas like ERP Financial, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Verifi has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Olark and Adobe Systems.
Verifi recently adopted applications including Okta Identity Cloud in 2021, Salesforce Sales Cloud in 2020 and Digital Control Room Cookie in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Verifi’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Verifi’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 Verifi technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.