Who is Advisor Group?

Advisor Group is a Banking and Financial Services organization based in United States, with around 2500 employees and annual revenues of $1.10 billion.

What enterprise applications does Advisor Group use?

Advisor Group operates a diverse technology stack with applications such as KnowBe4 HRM+, GumGum and Cisco Webex Meetings, covering areas like Learning and Development, Artificial Intelligence Marketing and Audio Video and Web Conferencing.

What digital transformation initiatives has Advisor Group undertaken?

Advisor Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as KnowBe4, GumGum and Cisco Systems.

What are the most recent software purchases made by Advisor Group?

Advisor Group recently adopted applications including Cvent Event Management in 2025, Netlify Edge in 2025 and CSC Hosting in 2024, highlighting its ongoing modernization strategy.

Which IT decision makers lead technology initiatives at Advisor Group?

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

How does APPS RUN THE WORLD track Advisor Group’s IT investments?

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

How can I access the full list of applications used by Advisor Group?

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

Advisor Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● 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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● 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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

Advisor Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Advisor Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2500 Advisor Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Advisor Group has purchased the following applications: KnowBe4 HRM+ for Learning and Development in 2020, GumGum for Artificial Intelligence Marketing in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Advisor Group is running and its propensity to invest more and deepen its relationship with KnowBe4 , Workday , GumGum 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 Advisor Group revenues, which have grown to $1.10 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 Advisor Group 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.

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
KnowBe4	Legacy	KnowBe4 HRM+	Learning and Development	HCM	n/a	2020	2020
			Recruiting, Applicant Tracking System	HCM		2017	2017

Vendor

Previous System

Application

Market

VAR/SI

When

Live

Insight

KnowBe4

Legacy

KnowBe4 HRM+

Learning and Development

HCM

n/a

2020

Recruiting, Applicant Tracking System

HCM

2017

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
GumGum	Legacy	GumGum	Artificial Intelligence Marketing	AI-Powered Application	n/a	2018	2018