List of CorFinancial Paragon Customers
Boston, 02210-1277, MA,
United States
Since 2010, our global team of researchers has been studying CorFinancial Paragon customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CorFinancial Paragon for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CorFinancial Paragon for Portfolio and Investment Management include: Citizens Bank, a United States based Banking and Financial Services organisation with 17398 employees and revenues of $7.79 billion, Popular, Inc., a United States based Banking and Financial Services organisation with 8492 employees and revenues of $2.79 billion, ING Americas, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $1.00 billion, First Midwest Bancorp, Inc., a United States based Banking and Financial Services organisation with 2122 employees and revenues of $751.0 million, Bank Leumi USA, a United States based Banking and Financial Services organisation with 2000 employees and revenues of $650.0 million and many others.
Contact us if you need a completed and verified list of companies using CorFinancial Paragon, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The CorFinancial Paragon customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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AgFirst Farm Credit Bank | Banking and Financial Services | 3200 | $450M | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2006 | n/a | In 2006, AgFirst Farm Credit Bank implemented CorFinancial Paragon as its Portfolio and Investment Management application to keep investment transactions current and accurate on the Paragon accounting system. The deployment centralized transaction capture and accounting for the bank's investment portfolio, configuring Portfolio and Investment Management capabilities such as trade capture, transaction posting, instrument valuation, reconciliation workflows, accounting ledger posting, and investment reporting. Operational scope concentrated on investment accounting and finance functions, where CorFinancial Paragon served as the authoritative system for securities transactions and investment income recognition. Governance and process changes emphasized centralized maintenance of investment transactions, standardized reconciliation and month end close workflows, and role based access controls to support consistent, auditable transaction processing. | |
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ALM First | Banking and Financial Services | 100 | $20M | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2000 | n/a | In 2000 ALM First implemented CorFinancial Paragon as its Paragon Accounting System to support core accounting and portfolio management workflows. CorFinancial Paragon was deployed to provide a unified application for investment accounting within the company, aligning directly with the Portfolio and Investment Management category and the firms accounting and portfolio operations. The deployment focused on standard Portfolio and Investment Management capabilities, including portfolio accounting, position keeping, general ledger interfacing, cash management, transaction posting, reconciliation workflows, and regulatory and client reporting. CorFinancial Paragon was configured to centralize position-level accounting and automate routine posting and reconciliation processes, reflecting typical functional modules for a midsize banking and financial services firm. Operational coverage centered on finance, investment operations, and treasury teams, with governance implemented through role based access controls, standardized accounting policies, and formalized reconciliation and month end close procedures. The implementation narrative emphasizes system consolidation of accounting and portfolio workflows and the use of CorFinancial Paragon as the authoritative portfolio and accounting system for ALM First. | |
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Bank Leumi USA | Banking and Financial Services | 2000 | $650M | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2005 | n/a | In 2005, Bank Leumi USA selected CorFinancial Paragon for a targeted deployment in New York to consolidate portfolio operations. CorFinancial Paragon is a portfolio/collateral management and accounting solution, implemented as a Portfolio and Investment Management application to support the bank's portfolio administration and accounting workloads. The implementation focused on core portfolio management, collateral management, and accounting modules, including position accounting, collateral monitoring, accounting ledgers, and operational workflow automation common to Portfolio and Investment Management systems. Configuration emphasized role based access for operations and finance teams, standardization of portfolio event processing, and automated accounting entries to align front office trade activity with back office reconciliation. Operational coverage centered on the bank's New York portfolio operations and finance groups, with governance changes to centralize collateral controls and standardize accounting processes across desks. Rollout was positioned as an enterprise portfolio and investment management initiative, embedding CorFinancial Paragon into bank workflows to provide a unified platform for portfolio administration, collateral oversight, and accounting. | |
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Banking and Financial Services | 17398 | $7.8B | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2004 | n/a |
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Banking and Financial Services | 827 | $407M | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2005 | n/a |
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Banking and Financial Services | 2122 | $751M | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2009 | n/a |
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Banking and Financial Services | 3000 | $1.0B | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2010 | n/a |
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Banking and Financial Services | 8492 | $2.8B | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2005 | n/a |
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Banking and Financial Services | 200 | $20M | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 1994 | n/a |
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Buyer Intent: Companies Evaluating CorFinancial Paragon
- The Bank of New York Mellon, a United States based Banking and Financial Services organization with 53400 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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