AGF Investments
53 State Street, 13th floor Suite 1308,
Boston, 2109, MA,
United States
Boston, 2109, MA,
United States
1 617-292-9801
Distribution
AGF Investments Technographics
AGF Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AGF Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 AGF Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AGF Investments has purchased the following applications: Workday HCM for Core HR in 2008, MicroStrategy ONE Analytics for Analytics and BI in 2014, Cisco Webex Meetings for Audio Video and Web Conferencing in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AGF Investments is running and its propensity to invest more and deepen its relationship with Workday , Njoyn , MicroStrategy 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 AGF Investments revenues, which have grown to $434.0 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 AGF Investments 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.
AGF Investments Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Workday | Legacy | Workday HCM | Core HR | HCM | n/a | 2008 | 2017 |
In 2008 AGF Investments implemented Workday HCM as its Core HR application. Workday HCM was used to centralize daily human resources administration and employee record management across AGF Investments and affiliated entities including AGF Trust Company and AGF Funds Inc., supporting an organization of approximately 800 employees and operations that included extensive hiring activity across Canada.
The Workday HCM deployment was applied to core HR functions and configuration for recruiting workflows, employee data maintenance, and compliance training tracking. Performance management activities continued to be supported by the Halogen system while Workday HCM handled routine HR transactions, and Workday HCM was used alongside Pay @ Work for everyday HR and payroll related tasks. Talent acquisition work included needs scoping and implementation efforts for the NJOYN recruitment system, and job pricing and compensation analysis used Wyfactor, Watson Wyatt’s compensation tool.
Operational governance and process changes were driven by HR-led programs executed in the Workday HCM environment, including delivery of a new orientation program, management of compliance credentials such as CSC and IFIC for sales staff, and formal employee relations processes including performance improvement plans and terminations. HR also led projects for employee engagement surveying, an emergency preparedness rollout, and a high-velocity hiring campaign that onboarded over 70 inside and outbound sales professionals in eight months, while eliminating external agency use by creating a pipeline of co op students for temporary bilingual and English only call center roles.
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Recruiting, Applicant Tracking System | HCM |
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2008 | 2008 |
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MicroStrategy | Legacy | MicroStrategy ONE Analytics | Analytics and BI | Analytics and BI | n/a | 2014 | 2018 |
In 2014, AGF Investments implemented MicroStrategy ONE Analytics to centralize reporting and visualization workflows. AGF Investments used MicroStrategy ONE Analytics as its Analytics and BI platform to analyze and present data and reports for distribution and investment operations.
The implementation emphasized core Analytics and BI capabilities, including interactive dashboards, ad hoc querying, scheduled report distribution, and visual analytics. MicroStrategy ONE Analytics was configured with role based access controls, a catalog of published reports, and reusable metric definitions to drive consistency in reporting across teams.
Deployment coverage focused on US based corporate functions, supporting portfolio analysts, distribution teams, and finance with consolidated reporting and standardized analytic views. Data ingestion and consolidation into the MicroStrategy ONE Analytics reporting layer enabled centralized consumption of operational and performance data for cross functional analysis.
Governance centered on centralized report ownership, user provisioning, and version control for published content during phased rollout to analyst and management user cohorts. The implementation represents a classic enterprise BI pattern where MicroStrategy ONE Analytics provides a single platform for analysis, visualization, and scheduled reporting across the firm.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019, AGF Investments implemented Cisco Webex Meetings as its primary web conferencing platform. Cisco Webex Meetings is embedded on AGF Investments website to provide Audio Video and Web Conferencing capability for virtual client engagements and browser-based meeting joins.
The deployment leverages core Cisco Webex Meetings functionality including scheduled meeting orchestration, video and audio bridging, screen sharing, session recording, host controls, and participant management to support both external and internal collaboration. Administrative governance is exercised through Cisco Webex administrative controls to configure user roles, meeting policies, and permission settings, and the implementation is focused on web-embedded meeting access via the corporate site rather than on-premises conferencing hardware.
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | 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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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2018 | 2018 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2015 | 2015 |
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EPM | EPM |
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2019 | 2020 |
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Financial Consolidation and Close | EPM |
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2015 | 2015 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2010 | 2010 |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Portfolio and Investment Management | Investment Management |
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2011 | 2011 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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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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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at AGF Investments
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by AGF Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from AGF Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the AGF Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD AGF Investments Technographics
AGF Investments is a Distribution organization based in United States,
with around 800 employees and annual revenues of $434.0 million.
AGF Investments operates a diverse technology stack with applications such as
Workday HCM, MicroStrategy ONE Analytics and Cisco Webex Meetings,
covering areas like Core HR, Analytics and BI and Audio Video and Web Conferencing.
AGF Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Workday, MicroStrategy and Cisco Systems.
AGF Investments recently adopted applications including
Slack Connect in 2022, Salesforce Sales Cloud in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AGF Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates AGF Investments’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 AGF Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.