AI Buyer Insights:

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

Agency Wealth Partners
Location
294 New London Turnpike,
Glastonbury, 06033-2294, CT,
United States
Website
https://www.cigpwm.com/
Phone
1 860-490-8782
Artw industry
Banking and Financial Services
Employee
Revenue

Agency Wealth Partners Technographics

Agency Wealth Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that Agency Wealth Partners has purchased the following applications: DocuSign eSignature for Digital Signing in 2022, Oracle Moat for Marketing Analytics in 2019, Zoho Site24x7 for Application Performance Management 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 Agency Wealth Partners is running and its propensity to invest more and deepen its relationship with Docusign , Oracle , Google 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 Agency Wealth Partners 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 Agency Wealth Partners 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.

Agency Wealth Partners Tech Stack and Enterprise Applications

Agency Wealth Partners Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Docusign Legacy DocuSign eSignature Digital Signing Content Management n/a 2022 2022
Agency Wealth Partners CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Moat Marketing Analytics CRM n/a 2019 2019
Tag Management CRM 2022 2022
Agency Wealth Partners ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2020 2020
Application Performance Management ITSM 2022 2022
Agency Wealth Partners PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2023 2023
Agency Wealth Partners IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Cloud Storage IaaS 2020 2020
Content Delivery Network IaaS 2022 2022
Agency Wealth Partners CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2015 2015

IT Decision Makers and Key Stakeholders at Agency Wealth Partners

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Agency Wealth Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Agency Wealth Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Agency Wealth Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Agency Wealth Partners Technographics
Agency Wealth Partners is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Agency Wealth Partners operates a diverse technology stack with applications such as DocuSign eSignature, Oracle Moat and Zoho Site24x7, covering areas like Digital Signing, Marketing Analytics and Application Performance Management.
Agency Wealth Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Docusign, Oracle and Zoho Corp..
Agency Wealth Partners recently adopted applications including SparkPost in 2023, DocuSign eSignature in 2022 and Google Tag Manager in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Agency Wealth Partners’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Agency Wealth Partners’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 Agency Wealth Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.