AG Adjustments, Ltd.
740 Walt Whitman Rd.,
Melville, 11747, NY,
United States
Melville, 11747, NY,
United States
1 631-425 - 8800
Banking and Financial Services
AG Adjustments, Ltd. Technographics
AG Adjustments, Ltd. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AG Adjustments, Ltd. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 AG Adjustments, Ltd. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AG Adjustments, Ltd. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, LiveChat for Chatbots and Conversational AI in 2017, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AG Adjustments, Ltd. is running and its propensity to invest more and deepen its relationship with Oracle , LiveChat, Inc. , Drift 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 AG Adjustments, Ltd. revenues, which have grown to $20.0 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 AG Adjustments, Ltd. 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.
AG Adjustments, Ltd. Tech Stack and Enterprise Applications
AG Adjustments, Ltd. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, AG Adjustments, Ltd. implemented Oracle NetSuite ERP to support ERP Financial functions across its finance and collections operations. The deployment centralized billing, accounts receivable, and transaction posting for the 100-employee banking and financial services firm operating in the United States.
Configuration work emphasized accounts receivable, invoice and document generation, and collections workflow automation. Oracle NetSuite ERP was used to send documents to debtors through NetSuite and to drive systematic follow-up to ensure payments were made, consolidating customer records, remittance tracking, and payment application processes within the ERP.
Operational scope covered finance and collections teams, standardizing statement distribution, remittance tracking, and reconciliations across the organization. Governance centered on centralized AR processes, role based access to customer and payment data in NetSuite, and transaction level audit trails configured to support financial controls.
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AG Adjustments, Ltd. AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017, AG Adjustments, Ltd. deployed LiveChat for Chatbots and Conversational AI on its public website. The implementation establishes a customer-facing chat channel to capture inbound client inquiries and support online engagement for the Banking and Financial Services firm.
The LiveChat installation is implemented as a web chat widget paired with an agent console, reflecting common Chatbots and Conversational AI capabilities such as scripted responses, visitor context capture, session transcripts, routing to available agents, and configuration of business hours and canned replies. Configuration emphasis is on chat handling, session logging, and automated messaging to streamline first contact interactions and lead capture workflows.
Operational scope covers customer support and sales functions at AG Adjustments, Ltd., with the chat channel positioned to handle web-originated questions and qualify prospects. Governance centers on chat handling workflows and escalation paths, combined with agent training to manage live sessions and maintain client communication controls appropriate for the financial services environment.
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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AG Adjustments, Ltd. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, AG Adjustments, Ltd. implemented Microsoft 365 to provide Collaboration capabilities across the organization. The deployment targets a United States based banking and financial services firm of roughly 100 employees and is referenced on the company website as using Microsoft 365.
Microsoft 365 was configured to provide core collaboration modules including Exchange Online for corporate email, SharePoint Online for intranet and document management, OneDrive for user file storage, and Microsoft Teams for real-time chat and conferencing. Administrative controls were centralized in a single tenant model, with policy-driven information governance, mailbox and file retention configurations, and role-based access to align with financial services compliance needs. The implementation supports internal productivity and client-facing advisory workflows across corporate functions, with rollout oriented toward standardization of communication, document collaboration, and secure content sharing.
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AG Adjustments, Ltd. eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2010 | 2010 |
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AG Adjustments, Ltd. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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AG Adjustments, Ltd. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2000 | 2000 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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AG Adjustments, Ltd. CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at AG Adjustments, Ltd.
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Executive Officer | CXO | Finance | |
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President | CXO | Finance | |
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IT Director | Director | IT | |
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VP of Finance | VP | Finance | |
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Controller | Director | Finance | |
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Apps Being Evaluated by AG Adjustments, Ltd. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from AG Adjustments, Ltd. IT executives and key decision makers. This section highlights AG Adjustments, Ltd.'s latest recorded technology evaluations, including The Muse JobBoard for Recruiting on 2025-07-10. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the AG Adjustments, Ltd. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-07-10 | AG Adjustments, Ltd. | Evaluated | The Muse | The Muse JobBoard | Recruiting | HCM |
FAQ - APPS RUN THE WORLD AG Adjustments, Ltd. Technographics
AG Adjustments, Ltd. is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $20.0 million.
AG Adjustments, Ltd. operates a diverse technology stack with applications such as
Oracle NetSuite ERP, LiveChat and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
AG Adjustments, Ltd. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, LiveChat, Inc. and Microsoft.
AG Adjustments, Ltd. recently adopted applications including
Zoominfo Platform in 2022, Salesforce Sales Cloud in 2021 and Cloudflare CDN in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AG Adjustments, Ltd.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates AG Adjustments, Ltd.’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 AG Adjustments, Ltd. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.