Baltimore, 21202-2406, MD,
United States
Agora Financial Technographics
Agora Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Agora Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Agora Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Agora Financial has purchased the following applications: Microsoft 365 for Collaboration in 2019, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2019, Coveo Qubit CommerceAI for Personalization and Product Recommendations 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 Agora Financial is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Exclaimer 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 Agora Financial 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 Agora Financial 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.
Agora Financial Tech Stack and Enterprise Applications
Agora Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Agora Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2019 | 2019 |
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Agora Financial eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Coveo | Legacy | Coveo Qubit CommerceAI | Personalization and Product Recommendations | eCommerce | n/a | 2021 | 2021 |
In 2021, Agora Financial implemented Coveo Qubit CommerceAI on its public website. Agora Financial deployed Coveo Qubit CommerceAI, a Personalization and Product Recommendations solution, to power personalized content and subscription recommendation workflows across landing pages, article pages, and product offering pages. The implementation focused on site-level personalization and real-time recommendation delivery tied to anonymous and signed-in visitor behavior, placing the application at the customer engagement layer for marketing and digital product teams.
Functional capabilities implemented align with the Personalization and Product Recommendations category and include real-time behavioral personalization, item and content ranking for recommendations, and experimentation-ready recommendation rules and merchandising controls. Integration was executed through client-side instrumentation and site-level API calls to surface recommendations and adjust ranking, keeping the implementation scoped to the website rather than backend banking systems. Governance and operational ownership rest with Agora Financial's web and marketing operations teams to manage recommendation strategies and rule sets, with iterative tuning driven by site analytics and on-site engagement signals. Coveo Qubit CommerceAI is referenced as the central personalization engine for Agora Financial.
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Agora Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2020 | 2020 |
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Agora Financial ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2014 | 2014 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Agora Financial TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Agora Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management, iPaaS (Integration Platform as a Service) | PaaS |
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2020 | 2020 |
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Agora Financial 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Agora Financial CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Agora Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Agora Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||