AI Buyer Insights:

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Accredited Investor Services
Location
3701 12Th St N Ste 103,
Saint Cloud, 56303, MN,
United States
Website
https://www.aisplanning.com/
Phone
1 320-252-6552
Artw industry
Banking and Financial Services
Employee
Revenue

Accredited Investor Services Technographics

Accredited Investor Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that Accredited Investor Services has purchased the following applications: Orion Redtail CRM for CRM in 2021, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Accredited Investor Services is running and its propensity to invest more and deepen its relationship with Orion Advisor Solutions , Google , 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 Accredited Investor Services 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 Accredited Investor Services 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.

Accredited Investor Services Tech Stack and Enterprise Applications

CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Redtail CRM CRM CRM n/a 2021 2021
In 2021, Accredited Investor Services implemented Orion Redtail CRM, deploying the CRM as a cloud hosted client relationship platform for its advisory activities. They are using Redtail CRM on their website to expose client entry points and surface account interactions through the public site. Orion Redtail CRM was configured to centralize contact records, maintain client profiles, log activities, and manage document attachments and notes. Functional capabilities observed align with CRM category workflows, including contact management, activity tracking, task automation, and client record consolidation to support advisory case management and recurring service tasks. The implementation extends CRM access to advisory and client service functions across the firm, with the website integration providing client intake and direct linkage to internal client records. Email and calendar synchronization and secure document linkage are consistent with category expectations for daily advisory operations and records reconciliation. Governance emphasized centralized data hygiene, standardized contact classification, and role based access controls assigned to advisors and operations personnel. Rollout and operational scope were sized to the firm s ten employees, focusing on streamlining client onboarding and routine client service workflows using Orion Redtail CRM.
Tag Management CRM 2018 2018
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 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at Accredited Investor Services

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Accredited Investor Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Accredited Investor Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Accredited Investor Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Accredited Investor Services Technographics
Accredited Investor Services is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Accredited Investor Services operates a diverse technology stack with applications such as Orion Redtail CRM and Microsoft Azure Cloud Services, covering areas like CRM and Application Hosting and Computing Services.
Accredited Investor Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Orion Advisor Solutions and Microsoft.
Accredited Investor Services recently adopted applications including Amazon EC2 in 2022, Google Cloud Platform (GCP) in 2022 and GoDaddy in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Accredited Investor Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Accredited Investor Services’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 Accredited Investor Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.