AI Buyer Insights:

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

2020 Financial Advisers
Location
1040 E 86Th Street Ste 44H,
Indianapolis, 46240-1856, IN,
United States
Website
https://www.2020fa.com/
Phone
1 317-846-9702
Artw industry
Banking and Financial Services
Employee
Revenue

2020 Financial Advisers Technographics

2020 Financial Advisers Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by 2020 Financial Advisers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 2020 Financial Advisers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that 2020 Financial Advisers has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Oracle Moat for Marketing Analytics in 2019, Zoho Site24x7 for Application Performance Management in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems 2020 Financial Advisers is running and its propensity to invest more and deepen its relationship with Cisco Systems , Google , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing 2020 Financial Advisers revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for 2020 Financial Advisers intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

2020 Financial Advisers Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2018 2018
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Moat Marketing Analytics CRM n/a 2019 2019
Tag Management CRM 2020 2020
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2018 2018
In 2018, 2020 Financial Advisers deployed Zoho Site24x7 on their website. Zoho Site24x7 is an Application Performance Management solution used to instrument and monitor the firm’s customer-facing web presence and maintain visibility into availability and performance. 2020 Financial Advisers Zoho Site24x7 Application Performance Management relationship supports web operations and IT oversight for the company website. The implementation emphasized website uptime monitoring and synthetic transaction checks, with configuration of performance dashboards, alerting thresholds, and real user monitoring consistent with Application Performance Management capabilities. Operational scope is limited to the public website, reflecting a lightweight monitoring footprint appropriate for a ten person financial advisory firm, and it supports incident notification workflows and centralized alert channels. Governance appears to be configuration-driven, using threshold-based escalation and dashboarded metrics to drive operational response and ongoing monitoring.
Application Performance Management ITSM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2020 2020
Portfolio and Investment Management Investment Management 2020 2020
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Cloud Storage IaaS 2017 2017
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at 2020 Financial Advisers
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by 2020 Financial Advisers Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD 2020 Financial Advisers Technographics

2020 Financial Advisers is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

2020 Financial Advisers operates a diverse technology stack with applications such as Cisco Webex Meetings, Oracle Moat and Zoho Site24x7, covering areas like Audio Video and Web Conferencing, Marketing Analytics and Application Performance Management.

2020 Financial Advisers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Cisco Systems, Oracle and Zoho Corp..

2020 Financial Advisers recently adopted applications including Google Workspace (Formerly Google G-Suite) in 2022, Slack Connect in 2022 and Stackify Retrace in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of 2020 Financial Advisers’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates 2020 Financial Advisers’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete 2020 Financial Advisers technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.