AI Buyer Insights:

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

Access Wealth
Location
120 Eagle Rock Avenue Suite 230,
East Hanover, 7936, NJ,
United States
Website
https://www.access-wealth.com/
Phone
1 973-740-2400
Artw industry
Banking and Financial Services
Employee
Revenue

Access Wealth Technographics

Access Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Access Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Access Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Access Wealth has purchased the following applications: Hotjar for Customer Experience in 2021, eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Access Wealth is running and its propensity to invest more and deepen its relationship with Contentsquare , eMoney Advisor , Microsoft 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 Access Wealth revenues, which have grown to $3.0 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 Access Wealth 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.

Access Wealth Tech Stack and Enterprise Applications

Access Wealth CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contentsquare Legacy Hotjar Customer Experience CRM n/a 2021 2021
In 2021, Access Wealth deployed Hotjar to support its Customer Experience capabilities on the corporate website. The implementation installed the Hotjar script to instrument session recordings, heatmaps, conversion funnels, and on-page feedback polls, aligning with Customer Experience functional workflows for UX analysis and conversion-focused diagnostics. Hotjar was configured to capture interaction data on key information and contact pages, enabling behavioral analysis to inform navigation and form design decisions. Access Wealth Hotjar Customer Experience work focused on web-based digital analytics and UX instrumentation to support marketing and client onboarding business functions. Operational scope centered on the public website, with the Hotjar implementation used by marketing and product stakeholders for page-level insights and user behavior analysis. Governance measures included tag-managed deployment and privacy-conscious collection practices to respect consent and data minimization in analytics, consistent with standard web analytics governance. The relationship is described as Access Wealth using Hotjar for Customer Experience to drive website UX and conversion analysis across digital customer touchpoints.
Access Wealth Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eMoney Advisor Legacy eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management n/a 2019 2019
In 2019, Access Wealth implemented eMoney Advisor. The eMoney Advisor deployment targeted Portfolio and Investment Performance and Planning,Asset and Wealth Management capabilities to centralize client financial planning, portfolio analysis, and advisory workflows across the firm. The implementation configured eMoney Advisor financial planning modules including cash flow and goal-based planning, scenario modeling, client portal access, and portfolio performance reporting. Configuration work emphasized account aggregation and consolidated client views typical for Portfolio and Investment Performance and Planning,Asset and Wealth Management applications, and the full product name eMoney Advisor was used for planning templates and client-facing reporting. Data migration was executed to move client and planning data from the firm s prior financial planning software into eMoney Advisor, with attention to data mapping, field normalization, and validation before go live. Operational coverage focused on the advisory and client service functions within Access Wealth, enabling planners to use eMoney Advisor for ongoing plan maintenance, household-level reporting, and portfolio review workflows. Governance activities included establishing data ownership, standardizing plan templates, formalizing intake and review processes, and rolling out user training for planners and client service staff. Change management centered on embedding eMoney Advisor into existing advisory workflows for financial planning and portfolio management without introducing external implementation partners.
Access Wealth IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2020 2020
In 2020, Access Wealth implemented Microsoft Azure Cloud Services to host its public website. The deployment uses Microsoft Azure Cloud Services within the Application Hosting and Computing Services category to provision web hosting, application compute, and object storage resources that support the firm’s online client-facing presence. Configuration emphasized platform-level hosting capabilities typical of Application Hosting and Computing Services, including managed web app hosting, scalable compute, storage tiers, and certificate and DNS management for the site. Operational scope is limited to the corporate website, with cloud resource provisioning and access controls aligned to the firm’s small IT footprint. Governance focused on centralized configuration and lifecycle management of cloud resources to maintain availability and security for the site.
Content Delivery Network IaaS 2020 2020
Access Wealth CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2018 2018
Secure Email Gateways (SEGs) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Access Wealth

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Access Wealth Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Access Wealth IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Access Wealth digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Access Wealth Technographics
Access Wealth is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.
Access Wealth operates a diverse technology stack with applications such as Hotjar, eMoney Advisor and Microsoft Azure Cloud Services, covering areas like Customer Experience, Portfolio and Investment Performance and Planning, Asset and Wealth Management and Application Hosting and Computing Services.
Access Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Contentsquare, eMoney Advisor and Microsoft.
Access Wealth recently adopted applications including Hotjar in 2021, Mimecast Email Security in 2021 and Microsoft Azure Cloud Services in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Access Wealth’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Access Wealth’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 Access Wealth technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.