Jefferies
520 Madison Avenue 10th Floor,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-284-2300
Banking and Financial Services
Jefferies Technographics
Jefferies Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Jefferies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 7822 Jefferies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Jefferies has purchased the following applications: Oracle PeopleSoft Payables for AP Automation in 2014, Oracle Cloud HCM Absence Management for Absence and Leave Management in 2018, IBM Tririga Workplace Management System for Facility Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Jefferies is running and its propensity to invest more and deepen its relationship with Oracle , SAP , UKG 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 Jefferies revenues, which have grown to $7.03 billion 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 Jefferies 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.
Jefferies Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft Payables | AP Automation | ERP Financial Management | n/a | 2014 | 2014 |
In 2014, Jefferies deployed Oracle PeopleSoft Payables as part of a broader PeopleSoft Financials 9.2 implementation under the Global Corporate Systems program, addressing Accounts Payable automation and financial reporting needs. This implementation is directly aligned with the AP Automation category and was executed for the parent company across multiple business units spanning equities, wealth management, and investment banking.
The project delivered core PeopleSoft Financials modules including General Ledger, Accounts Payable via Oracle PeopleSoft Payables, and Accounts Receivable and BI modules, with configuration work focused on AP processing workflows, GL posting rules, and financial reporting. Implementation activities covered full project lifecycle phases, including design, user acceptance testing, production support, and end-user training, and operationalized SQR and SQL queries for ad hoc and regular financial reporting.
Integrations included a JP Morgan Chase Positive Pay bank module tied into the MHC Document Express check processing application, and coordination with IT infrastructure teams to support a global Windows 10 application integration for PeopleSoft end users. The technical work also included upgrades, testing, and migration of PeopleSoft financial applications from Windows 8 environments to Windows Server 2012 as part of platform stabilization and desktop compatibility efforts.
Governance and control were formalized through IT risk and control activities focused on SOX compliance, with Jefferies managing testing and controls for the parent company and administering training and production support processes. The implementation yielded explicit operational outcomes documented by the team, including quarter end close time reduction from 3.5 weeks to 2 weeks, a reported 20 percent improvement in productivity from the Windows 10 integration, a 25 percent increase in end-user productivity from SQR and SQL reporting automation, and achievement of 100 percent SOX audit compliance tied to the Positive Pay bank module integration.
|
|
|
|
|
AR Automation | ERP Financial Management |
|
2014 | 2014 |
|
|
|
|
|
ERP Financial | ERP Financial Management |
|
2014 | 2014 |
|
|
|
|
|
Expense Management | ERP Financial Management |
|
2020 | 2020 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud HCM Absence Management | Absence and Leave Management | HCM | n/a | 2018 | 2019 |
In 2018 Jefferies implemented Oracle Cloud HCM Absence Management as part of a broader Oracle HCM Cloud and Taleo Recruit program for the firm. The engagement covered Core HCM, Absence Management, Time and Labor, and Benefits modules, with a Functional Lead assigned for Build, Testing, Transition, Production, and Post-Production Support phases from March 2018 to February 2019. The Functional Lead provided oversight and advisory support while collaborating with a global consulting firm during the implementation.
Oracle Cloud HCM Absence Management was configured to align leave plans and absence entitlements with time capture and benefits eligibility, reflecting standard Absence and Leave Management functionality such as configurable absence types, approval workflows, and entitlement accruals. Configuration work emphasized integration touch points between Absence Management, Time and Labor for tracked hours, and Benefits for eligibility and enrollment impacts. Testing and transition cycles focused on validating absence calculations, approval routing, and end to end workflows across the implemented modules.
The rollout targeted HR, workforce management, and benefits administration functions within the firm, operating from Jefferies locations including the Greater New York City Area and supporting the global investment bank context. Governance was structured around staged testing and transition, with the Functional Lead maintaining build oversight and coordinating production support activities. Operational coverage included production cutover and post production stabilization to embed the Absence and Leave Management capabilities into ongoing HR operations.
|
|
|
|
|
Benefits Administration | HCM |
|
2018 | 2019 |
|
|
|
|
|
Compensation Management | HCM |
|
2018 | 2019 |
|
|
|
|
|
Core HR | HCM |
|
2018 | 2019 |
|
|
|
|
|
Payroll | HCM |
|
2018 | 2019 |
|
|
|
|
|
Recruiting, Applicant Tracking System, Candidate Relationship Management | HCM |
|
2018 | 2019 |
|
|
|
|
|
Talent Management | HCM |
|
2018 | 2019 |
|
|
|
|
|
Time and Attendance | HCM |
|
2018 | 2019 |
|
|
|
|
|
Workforce Management | HCM |
|
2014 | 2014 |
|
|
|
|
|
Workforce Scheduling | HCM |
|
2014 | 2014 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IBM | Legacy | IBM Tririga Workplace Management System | Facility Management | ERP Services and Operations | n/a | 2020 | 2022 |
In 2020, Jefferies deployed IBM Tririga Workplace Management System to support Facility Management across its corporate services organization. The Tririga deployment was positioned to centralize workplace and real estate records and to provide a single reference for space, lease, and asset information used by Facilities, Real Estate, and Corporate Services accounting teams.
The IBM Tririga Workplace Management System implementation emphasized modules aligned with space management, lease administration including rent roll oversight, fixed asset identification and reconciliation, and move and relocation workflow support for employee relocations. Configurations were oriented toward maintaining an authoritative asset and space registry to inform accounting allocations, procurement requisitions, and facilities planning.
Tririga operated alongside existing finance and service tooling with clear operational touchpoints to ImageNow for invoice imaging and coding, SAP Concur for T&E and relocation expense handling, PeopleSoft for HR and payroll data alignment, and EPro for procurement and requisition workflows. The narrative of use reflects coordinated data flows between Tririga records and corporate expense and AP processes rather than asserting bespoke integrations beyond those operational interfaces.
Governance and process responsibilities were routed through the Global Head of Corporate Services Operations, with the Corporate Services Accountant role executing invoice coding in ImageNow, maintaining a manual payment tracker for non PO invoices, resolving vendor and AP queries across US, EMEA, and APAC, and participating in weekly team calls. Controls included coded invoice entry, liaison with Jefferies Accounts Payable and Concur Audit for SLA accountability, and cross functional coordination with HR Payroll, Real Estate, Facilities, and Travel and Entertainment to ensure consistent accounting treatments.
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2016 | 2018 |
|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2018 | 2018 |
|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2020 | 2020 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2021 | 2021 |
|
|
|
|
|
Collaboration | Collaboration |
|
2018 | 2018 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Management | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Intelligent Document Processing | Content Management |
|
2014 | 2014 |
|
eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Online Food Ordering System | eCommerce |
|
2023 | 2023 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Engagement, Customer Experience | CRM |
|
2016 | 2016 |
|
|
|
|
|
Customer Experience | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Support | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2018 | 2018 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2021 | 2021 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Trade Order Management System (TOMS) | Investment Management |
|
2026 | 2026 |
|
Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Procurement | Procurement |
|
2010 | 2010 |
|
|
|
|
|
Supplier Relationship Management | Procurement |
|
2010 | 2010 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Risk Management | TRM |
|
2017 | 2017 |
|
|
|
|
|
Treasury Management | TRM |
|
2015 | 2015 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2023 | 2023 |
|
|
|
|
|
Backup as a Service (BaaS) | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2023 | 2023 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
VPN | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
VPN | CyberSecurity |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at Jefferies
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Jefferies Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Jefferies IT executives and key decision makers. This section highlights Jefferies's latest recorded technology evaluations, including Silverlake Symmetri Core Banking for Core Banking on 2026-03-11, Cloudflare CDN for Content Delivery Network on 2026-02-26, and Kraken Platform for Utilities Customer Care and Billing on 2026-02-25. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Jefferies digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Jefferies Technographics
Jefferies is a Banking and Financial Services organization based in United States,
with around 7822 employees and annual revenues of $7.03 billion.
Jefferies operates a diverse technology stack with applications such as
Oracle PeopleSoft Payables, Oracle Cloud HCM Absence Management and IBM Tririga Workplace Management System,
covering areas like AP Automation, Absence and Leave Management and Facility Management.
Jefferies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and IBM.
Jefferies recently adopted applications including
ION Fidessa in 2026, ezCater Platform in 2023 and Lumen Cloud (ex CenturyLink) in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Jefferies’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Jefferies’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 Jefferies technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.