Johnson Financial Group Tech Stack

Regional banking and wealth management across Wisconsin and Minnesota

Financial Services Racine, WI 1,001–5,000 employees Founded 1970 Privately Held

Johnson Financial Group operates a diversified regional bank with wealth management, mortgage, and commercial lending across 30+ locations. Their tech stack is dominated by legacy financial infrastructure (OnBase, Pershing NetX360) paired with Microsoft productivity tools, reflecting a traditional banking operations model. Hiring is concentrated in finance and sales roles at mid-level seniority, while active projects cluster around cross-selling, wealth operations consolidation, and client acquisition—indicating a push to deepen wallet share and streamline back-office processes that are currently fragmented across business lines.

Tech Stack 11 technologies

Core StackOnBase Microsoft Office Pershing NetX360 Teams Word Excel PowerPoint Outlook Adobe Acrobat SharePoint NMLS

What Johnson Financial Group Is Building

◆Challenges

Meeting sales and referral goals
Optimizing retirement plan administration
Acquiring new clients
Maintaining accurate deposit records
Growth in assets under management
Adhering to regulatory changes
Managing legal requests
Meeting closing dates
Complex fiduciary processes
Meeting profitability and growth targets

▲Active Projects

Pricing and product strategy
Cross-selling partnerships across lines of business
Wealth operations training program implementation
Consolidation of wealth operations procedures
Target market client acquisition plan
Cross-selling initiative across product lines
Client relationship management using jfg crm system
Improve participant experience and services
Sales toolkit improvement
Light the hoan internship challenge

Hiring Activity

Steady55 roles · 20 in 30d

Department

Finance

Sales

Executive

Ops

Support

Seniority

Mid

Junior

Senior

C-Level

Director

Intern

Manager

Company intelligence

Find more companies like Johnson Financial Group by tech stack, pain points and active projects

Get started free

About Johnson Financial Group

Johnson Financial Group is a privately held financial services company founded in 1970, headquartered in Racine, Wisconsin. The organization provides banking services (consumer, commercial, mortgage, leasing) and wealth management for individuals, families, and institutional clients through subsidiaries Johnson Bank and Johnson Wealth. The company operates more than 30 locations across Wisconsin and Minnesota and employs over 1,000 associates. The firm is controlled by members of the Samuel C. Johnson family and emphasizes ethics, community engagement, and low employee turnover as core operational principles.

HeadquartersRacine, WI

Company Size1,001–5,000 employees

Founded1970

Hiring MarketsUnited States

Frequently Asked Questions

What is Johnson Financial Group's tech stack?

Core systems include OnBase (document management), Pershing NetX360 (wealth platform), and Microsoft Office suite (Teams, Word, Excel, SharePoint, Outlook). NMLS compliance tooling is also in use. No recent tech migrations or adoptions are recorded.