List of Finastra Phoenix EFE Customers
Finastra
4 Kingdom Street Paddington,
London, W2 6BD,
United Kingdom
London, W2 6BD,
United Kingdom
44 20 3320-5023
Professional Services
7096
$2.1B
Since 2010, our global team of researchers has been studying Finastra Phoenix EFE 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 Finastra Phoenix EFE for Core Banking 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 Finastra Phoenix EFE for Core Banking include: Dupaco Community Credit Union, a United States based Banking and Financial Services organisation with 675 employees and revenues of $180.0 million, Business Alliance Financial Services, a United States based Banking and Financial Services organisation with 1500 employees and revenues of $170.0 million, Spokane Teachers Credit Union, a United States based Banking and Financial Services organisation with 907 employees and revenues of $120.0 million, First Savings Bank, a United States based Banking and Financial Services organisation with 467 employees and revenues of $105.0 million, Riverview Community Bank, a United States based Banking and Financial Services organisation with 229 employees and revenues of $64.0 million and many others.
Contact us if you need a completed and verified list of companies using Finastra Phoenix EFE, 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 software purchases.
The Finastra Phoenix EFE 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 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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AB&T National Bank | Banking and Financial Services | 40 | $8M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2012 | n/a |
In 2012, AB&T National Bank implemented Finastra Phoenix EFE as its Core Banking platform. Finastra Phoenix EFE was deployed as an integrated enterprise solution that brings real-time core processing together with market-leading specialized applications to span the bank's operational functions, centralizing transaction processing and customer account management on a single platform.
The implementation emphasized common Core Banking modules including deposits, loan servicing, payments, general ledger processing, and customer account management, leveraging the Finastra Phoenix EFE real-time processing and workflow capabilities. Operational scope covered bank-wide functions at AB&T National Bank, aligning retail banking, lending, and back-office processes under centralized configuration and standardized processing rules enabled by the Finastra Phoenix EFE platform.
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Arapahoe Credit Union | Banking and Financial Services | 30 | $4M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2007 | n/a |
In 2007 Arapahoe Credit Union implemented Finastra Phoenix EFE as its Core Banking platform, positioning the application to centralize core account processing, transaction posting, and member record functionality. The deployment narrative frames Finastra Phoenix EFE as the institution's selected Core Banking application for central operations and routine processing workflows.
Contemporaneous press reporting records the credit union also signed for Harland Financial Solutions' UltraData Enterprise delivered in an outsourced service bureau arrangement. The conversion to the outsourced environment occurred on December 1, 2007, and operations were to be served from Harland Financial Solutions' Des Moines, Iowa Enterprise Services Center, reflecting a move to host core processing off site.
Operational governance emphasized service bureau controls and extensibility, with CEO Claudia Milan noting prior experience with UltraData and citing reliability and extensibility as decision drivers. The implementation narrative therefore links Finastra Phoenix EFE as the named Core Banking application with an outsourced, service bureau operational model hosted from Des Moines, addressing core processing and secure service delivery for the credit union.
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Brentwood Bank | Banking and Financial Services | 120 | $15M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2013 | n/a |
In 2013, Brentwood Bank implemented Finastra Phoenix EFE as its Core Banking platform. The deployment positioned Finastra Phoenix EFE as an integrated enterprise software platform combining real-time core processing with a suite of specialized applications to span the bank's operational footprint.
The implementation included PhoenixEFE Core alongside numerous integrated solutions purchased as part of the same program, including the LaserPro suite for compliant loan documents, CreditQuest for commercial loan risk management, Touché Analyzer for business intelligence, the Cavion suite covering Internet banking, business banking, mobile banking and voice banking, ActiveView Content Management, Item Processing Services, FMS financial accounting software, uBanking for online account opening and funding, and card payments solutions. These components were configured to work with the PhoenixEFE Core to provide end to end processing for deposits, lending, payments and deposit channel services.
Operationally the project unified real-time core processing with front office digital channels, credit risk workflows, back office item processing and general ledger accounting, creating a single-platform record of account and transactional flow. The implementation narrative describes an enterprise scope that consolidates core processing and specialized applications, enabling consistent loan documentation workflows, commercial credit decisioning support, BI driven analysis and omnichannel customer access.
Governance and rollout emphasized central configuration of core processing parameters and coordinated orchestration of the purchased modules to manage functional handoffs between channels, risk management and finance. The architecture reflects a platform approach where Finastra Phoenix EFE operates as the central processing hub with modular capabilities integrated to support lending, payments, accounts processing and digital banking operations.
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Business Alliance Financial Services | Banking and Financial Services | 1500 | $170M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2015 | n/a |
In 2015 Business Alliance Financial Services implemented Finastra Phoenix EFE as its Core Banking application, placing explicit operational control of loan servicing and loan administration onto the new platform. The deployment centered on servicing workflows and operational controls rather than broad channel or retail banking modules, aligning the application with the company’s loan servicing function.
Finastra Phoenix EFE was configured to support loan boarding and end to end loan lifecycle management, including processing loan payments, advances and participation loans. The implementation included mail and statement generation for customer communications and year end IRS 1098 processing, and a structured reporting layer with custom reports created per credit union, plus scheduled monthly SBA and annual USDA reporting.
Operational ownership for Finastra Phoenix EFE rested with the Loan Servicing Department, where system administration tasks included setting parameters for new credit unions and participants, creating bespoke reports, and running daily operational reports for accuracy. The system supported cross functional coverage with the Loan Documentation Department and auditor-facing credit verification procedures, embedding the Core Banking application directly into compliance and loan operations workflows.
Governance for the deployment emphasized role based administration and process controls, with administrators training staff, assigning work, and conducting annual evaluations tied to system use and reporting accuracy. Custom parameterization per participant and the creation of tailored reporting artifacts were used as primary controls to manage multi-credit union servicing within Finastra Phoenix EFE, maintaining operational traceability for auditors and internal stakeholders.
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CDF Capital | Banking and Financial Services | 50 | $4M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2011 | n/a |
In 2011, CDF Capital implemented Finastra Phoenix EFE as its Core Banking platform. The deployment established Finastra Phoenix EFE as the primary loan servicing and portfolio management engine for the 50 employee community financial institution, centralizing loan lifecycle functions under a single Core Banking application.
Finastra Phoenix EFE was configured to support core loan servicing capabilities, including loan booking, scheduled payment processing, loan portfolio tracking, and rate review workflows. The implementation also included insurance and escrow tracking and customer correspondence capabilities, enabling loan servicing staff to process monthly and weekly payments, perform rate reviews, and generate letters and customer-facing communications within the Phoenix EFE environment.
Operational coverage focused on the loan servicing and customer service functions, with loan servicing analysts using Finastra Phoenix EFE for end to end servicing activities and portfolio maintenance. Governance was built around role based access and audit controls, and workflows were standardized to formalize booking, payment processing, insurance tracking, and periodic rate reviews to align operations with the Core Banking application.
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Banking and Financial Services | 270 | $51M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2018 | n/a |
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Banking and Financial Services | 675 | $180M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2014 | n/a |
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Banking and Financial Services | 74 | $3M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2007 | n/a |
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Banking and Financial Services | 41 | $8M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2010 | n/a |
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Banking and Financial Services | 58 | $8M | United States | Finastra | Finastra Phoenix EFE | Core Banking | 2005 | n/a |
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Showing 1 to 10 of 21 entries
Buyer Intent: Companies Evaluating Finastra Phoenix EFE
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Finastra Phoenix EFE. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Finastra Phoenix EFE for Core Banking include:
- Quantum Six Consulting, a United Kingdom based Professional Services organization with 30 Employees
- Fidelity, a United States based Banking and Financial Services company with 78000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Finastra Phoenix EFE Coverage
Finastra Phoenix EFE is a Core Banking solution from Finastra.
Companies worldwide use Finastra Phoenix EFE, from small firms to large enterprises across 21+ industries.
Organizations such as Dupaco Community Credit Union, Business Alliance Financial Services, Spokane Teachers Credit Union, First Savings Bank and Riverview Community Bank are recorded users of
Finastra Phoenix EFE for Core Banking.
Companies using Finastra Phoenix EFE are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Finastra Phoenix EFE are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Finastra Phoenix EFE across Americas, EMEA, and APAC.
Companies using Finastra Phoenix EFE range from small businesses with 0-100 employees - 52.38%, to mid-sized firms with 101-1,000 employees - 42.86%, large organizations with 1,001-10,000 employees - 4.76%, and global enterprises with 10,000+ employees - 0%.
Customers of Finastra Phoenix EFE 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 Finastra Phoenix EFE customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Core Banking.