AI Buyer Insights:

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

Ag & Investment Services
Location
644 1St St Ste 2,
Webster City, IA, 50595,
United States
Website
https://www.agandinvestments.com/
Phone
1 515-832-6140
Artw industry
Banking and Financial Services
Employee
Revenue

Ag & Investment Services Technographics

Ag & Investment Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Ag & Investment 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 Ag & Investment 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 Ag & Investment Services has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, Orion Redtail CRM for CRM in 2021, HostGator for Application Hosting and Computing Services in 2018 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 & Investment Services is running and its propensity to invest more and deepen its relationship with Google , Orion Advisor Solutions , HostGator 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 & Investment 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 Ag & Investment 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.

Ag & Investment Services Tech Stack and Enterprise Applications

Ag & Investment Services Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2013 2013
Ag & Investment Services 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, Ag & Investment Services implemented Orion Redtail CRM. The firm adopted Orion Redtail CRM as its central CRM to manage client and prospect records, contact management, activity tracking, and advisor workflows across its small United States advisory operation. Deployment used the vendor hosted SaaS model with the CRM accessible to all advisory and support staff, aligned with the firm's client intake and relationship management processes. The implementation is active on the corporate website, indicating direct capture of web contact traffic into the Orion Redtail CRM instance. Configuration work emphasized core contact data schemas, lead capture mapping from website forms into Orion Redtail CRM, calendar and task automation for advisor follow up, and standardization of intake workflow to produce consistent client records. Operational scope covered client facing advisors and administrative staff, centralizing client records for sales and service functions and enabling activity based follow up. Governance focused on internal configuration control, user access management, and standardized data entry rules to maintain record quality and consistent workflow execution across the firm.
Ag & Investment Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HostGator Legacy HostGator Application Hosting and Computing Services IaaS n/a 2018 2018

IT Decision Makers and Key Stakeholders at Ag & Investment Services

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Ag & Investment Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Ag & Investment Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Ag & Investment Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Ag & Investment Services Technographics
Ag & Investment Services is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Ag & Investment Services operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), Orion Redtail CRM and HostGator, covering areas like Collaboration, CRM and Application Hosting and Computing Services.
Ag & Investment Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, Orion Advisor Solutions and HostGator.
Ag & Investment Services recently adopted applications including Orion Redtail CRM in 2021, HostGator in 2018 and Google Workspace (Formerly Google G-Suite) in 2013, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Ag & Investment Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Ag & Investment 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 Ag & Investment Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.