AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

B. Riley Financial Tech Stack and Enterprise Applications

B. Riley Financial Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
In 2018, B. Riley Financial implemented Microsoft 365 as its primary Collaboration platform, and it is using Microsoft 365 on their website. The deployment centers on Microsoft 365 to support corporate collaboration and external web presence, aligning the Company Microsoft 365 Collaboration business function across communications and document workflows. Microsoft 365 is configured to provide standard Collaboration capabilities including hosted email, real time chat and meetings, cloud document libraries, file sync and desktop productivity applications. Configuration signals indicate use of core collaboration workloads such as Exchange Online email, SharePoint Online content repositories, Microsoft Teams communication, OneDrive file synchronization, and Office productivity apps to enable team collaboration and document lifecycle processes. Operational coverage is described at the corporate level, with Microsoft 365 serving multiple departments for internal communications, knowledge management, and customer-facing content on the website. Governance appears to follow an enterprise tenant model with centralized administration, content and access controls, and policy-based configuration to manage collaboration, security, and compliance across the environment.
B. Riley Financial Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2021 2021
In 2021, B. Riley Financial deployed DocuSign eSignature as a Digital Signing solution embedded on its public website. DocuSign eSignature was configured to provide web-based signing sessions and envelope management for customer-facing document execution workflows. Implementation focused on embedding DocuSign eSignature into site pages to present in-browser signing experiences, manage signature envelopes, and preserve audit trails and document status. Configuration aligned with standard Digital Signing capabilities, including signing session orchestration, document routing and sequencing, and electronic certificate generation for executed documents. Operational scope centered on website-driven, customer-facing signature capture and execution, with governance oriented toward consistent web signature workflows and retained audit records for compliance review. The implementation positions DocuSign eSignature as the primary Digital Signing capability for online document execution at B. Riley Financial.
B. Riley Financial CRM
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Previous System
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Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Netsuite Bronto Marketing Platform Marketing Automation CRM n/a 2020 2020
In 2020, B. Riley Financial implemented Oracle Netsuite Bronto Marketing Platform. The Oracle Netsuite Bronto Marketing Platform is deployed as Marketing Automation to support marketing and customer engagement on their corporate website. The implementation centers on core Marketing Automation capabilities common to the category, including email campaign orchestration, audience segmentation, template-driven personalization, automated campaign workflows, and campaign reporting. Oracle Netsuite Bronto Marketing Platform is configured to manage digital campaign lifecycles and to orchestrate multi-step email and web-triggered sequences. Operational coverage is focused on the company web channel, where the platform is instrumented to drive web-to-email flows and on-site behavioral triggers for customer communications. The deployment is scoped to marketing and digital engagement functions, aligning campaign execution with site-based interaction points rather than specifying integrations with other named back-end systems. Governance emphasizes centralized campaign control and data-driven segmentation, with role-based access and standardized workflow approvals to manage campaign publishing on the website. The implementation reflects a marketing-led rollout model, using Oracle Netsuite Bronto Marketing Platform to consolidate campaign orchestration and channel execution under a unified Marketing Automation framework.
Sales Automation, CRM, Sales Engagement CRM 2021 2021
B. Riley Financial IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2021 2021
B. Riley Financial CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at B. Riley Financial

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by B. Riley Financial Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from B. Riley Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the B. Riley Financial digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD B. Riley Financial Technographics
B. Riley Financial is a Professional Services organization based in United States, with around 833 employees and annual revenues of $380.0 million.
B. Riley Financial operates a diverse technology stack with applications such as Microsoft 365, DocuSign eSignature and Oracle Netsuite Bronto Marketing Platform, covering areas like Collaboration, Digital Signing and Marketing Automation.
B. Riley Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, DocuSign and Oracle.
B. Riley Financial recently adopted applications including DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and DataBank zColo in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of B. Riley Financial’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates B. Riley Financial’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 B. Riley Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.