At Confluence, Success Meets Service

Kirk Botula at Confluence’s headquarters on the North Side.

For more than 20 years, Confluence has made a name for itself as the worldwide leader in providing automation solutions for the mutual fund administration sector. Powered by the Unity® Platform-the industry’s first unified technology solution to automate all critical fund administration processes-Confluence serves 40 percent of leading global investment managers, with a 60-percent market share across U.S.-based mutual funds. Internal investment and a strategic focus on specific industry verticals continue to fuel the home-grown tech firm’s expansion. To support its international growth, Confluence employs people across four locations –Pittsburgh, San Francisco, London and Luxembourg–with the majority working out of the company’s North Shore headquarters.

Despite its growing international footprint and leading market position, the software innovator is intently focused on what it can give back to the community. In Pittsburgh, Confluence employees are heavily involved with several local community service organizations, including Gilda’s Club Western
Pennsylvania, North Hills Community Outreach, Toys for Tots and the
Reading is Fundamental program. The company actively fosters an environment where service is encouraged, but doesn’t force employees to get involved.

“Community service has always been an important part of Confluence’s identity,” Kirk Botula, President and COO, explained. “This commitment began with the founders of the company and has continued on with Confluence employees. While a service-oriented mentality was part of the founders’ DNA, there has always been great value placed on each employee’s autonomy when it comes to choosing community service activities.

“Though well-intended, we don’t believe that coercive community service or signature company causes will get the outcome you desire. Employees have to be personally interested and invested in their service activities for the impact to be felt.”

Carol Lennon, the Executive Director of Gilda’s Club Western Pennsylvania, gushed about the tech company’s involvement with the organization that provides support for people diagnosed with cancer and their families.

“Confluence provides a monumental amount of support to Gilda’s Club,” Lennon said. “What began as a relationship with one employee evolved into an amazing relationship with the entire company. Smaller companies like
Confluence understand our mission and rally behind it–some of our best
ambassadors are over at Confluence.”

Botula pointed to the company’s four core values as the key to its continued success and market leadership.

“We work hard to do what we say in terms of our corporate values, which are integrity, imagination, discipline and service,” he said. “Our values are what differentiates us from our competitors and creates the kind of place where people want to work and be successful. These values are critical to every aspect of the company-from our investors and customers to our employees and especially the communities in which we live.”

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