List of CorFinancial Paragon Customers
Cor-Ibs
51 Sleeper St 6Th Flr,
Boston, 02210-1277, MA,
United States
Boston, 02210-1277, MA,
United States
1 617-790-6518
Professional Services
12
$2M
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 $8.25 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 |
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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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Citizens Bank | Banking and Financial Services | 17398 | $8.2B | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2004 | n/a |
In 2004 Citizens Bank implemented CorFinancial Paragon, a Portfolio and Investment Management application. The deployment was executed as part of medium to large department projects where teams participated in planning, coordinating, and completing workstreams including the Paragon system upgrade, a Calypso system replacement initiative, and the annual Citizens Bank Corporate Resolution Trust process.
CorFinancial Paragon at Citizens Bank was configured to support portfolio accounting, trade processing workflows, performance reporting, and corporate trust recordkeeping consistent with Portfolio and Investment Management capabilities. The implementation emphasized modular configuration, reconciliation automation, and role based access controls to align front office trade capture, middle office controls, and accounting workflows.
Operational coverage included treasury, trust services, investment operations, and department level project management, with formal change coordination tied to the annual corporate resolution trust activity. Governance centered on cross functional planning, staged upgrade coordination, and operational handoffs between project teams and business owners, with CorFinancial Paragon serving as the central portfolio accounting and processing platform for Citizens Bank.
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City National Bank of Florida | Banking and Financial Services | 827 | $407M | United States | corfinancial | CorFinancial Paragon | Portfolio and Investment Management | 2005 | n/a |
In 2005 City National Bank of Florida installed CorFinancial Paragon to support its investment department. CorFinancial Paragon served as the bank's Portfolio and Investment Management application, positioned to centralize portfolio control and investment operations for the institution.
The implementation supported core portfolio and investment management workflows consistent with the Portfolio and Investment Management category, including portfolio accounting, performance reporting, trade lifecycle processing, and reconciliation controls. Ongoing maintenance and upgrades were performed for the Paragon system to preserve operational continuity and to apply version updates and configuration changes as investment accounting and reporting requirements evolved.
Operational scope was concentrated on the investment department, where Paragon was the primary system for portfolio recordkeeping and reporting. Maintenance and upgrade activity was integrated into routine operational support and release management, ensuring the Paragon deployment remained aligned with the bank's investment operations and regulatory reporting needs.
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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
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating CorFinancial Paragon. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating CorFinancial Paragon for Portfolio and Investment Management include:
- 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
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD CorFinancial Paragon Coverage
CorFinancial Paragon is a Portfolio and Investment Management solution from corfinancial.
Companies worldwide use CorFinancial Paragon, from small firms to large enterprises across 21+ industries.
Organizations such as Citizens Bank, Popular, Inc., ING Americas, First Midwest Bancorp, Inc. and Bank Leumi USA are recorded users of
CorFinancial Paragon for Portfolio and Investment Management.
Companies using CorFinancial Paragon are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using CorFinancial Paragon are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of CorFinancial Paragon across Americas, EMEA, and APAC.
Companies using CorFinancial Paragon range from small businesses with 0-100 employees - 11.11%, to mid-sized firms with 101-1,000 employees - 22.22%, large organizations with 1,001-10,000 employees - 55.56%, and global enterprises with 10,000+ employees - 11.11%.
Customers of CorFinancial Paragon include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified CorFinancial Paragon customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.