Bahl & Gaynor Investment Counsel
255 East Fifth Street, Suite 2700,
Cincinnati, 45202, OH,
United States
Cincinnati, 45202, OH,
United States
1 513-287-6100
Banking and Financial Services
Bahl & Gaynor Investment Counsel Technographics
Bahl & Gaynor Investment Counsel Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Bahl & Gaynor Investment Counsel and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Bahl & Gaynor Investment Counsel employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bahl & Gaynor Investment Counsel has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Hotjar for Customer Experience in 2020, SS&C Advent Revenue Center for Portfolio and Investment Management 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 Bahl & Gaynor Investment Counsel is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , Contentsquare 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 Bahl & Gaynor Investment Counsel revenues, which have grown to $31.0 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 Bahl & Gaynor Investment Counsel 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.
Bahl & Gaynor Investment Counsel Tech Stack and Enterprise Applications
Bahl & Gaynor Investment Counsel 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 | 2020 | 2020 |
In 2020, Bahl & Gaynor Investment Counsel implemented Cisco Webex Meetings for Audio Video and Web Conferencing. The deployment is surfaced on the Bahl & Gaynor corporate website to enable client facing virtual meetings and to provide meeting access for advisors and investment teams. For a 100 employee investment management firm the web embedded configuration emphasizes secure, browser based meeting access rather than separate desktop conferencing clients.
Cisco Webex Meetings was configured to deliver scheduling, video conferencing, screen sharing, participant controls, and session recording aligned with Audio Video and Web Conferencing functional workflows. The implementation leverages Cisco cloud meeting infrastructure and embeds join flows on public pages, while governance focused on access controls, meeting moderation, and client confidentiality workflows for advisor and client service functions. Operational scope centers on client engagement and internal collaboration across investment research and advisory operations.
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Collaboration | Collaboration |
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2016 | 2016 |
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Bahl & Gaynor Investment Counsel CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2020 | 2020 |
In 2020, Bahl & Gaynor Investment Counsel implemented Hotjar as a Customer Experience solution on its public website. The deployment uses a client side JavaScript tracking snippet embedded across site pages to collect session level behavioral data and on-page feedback, aligning with common Customer Experience instrumentation patterns for web properties.
The Hotjar implementation supports standard Customer Experience capabilities including heatmaps, session recordings, conversion analysis and on-site feedback widgets to inform digital marketing and UX workflows. Operational scope is focused on the firm website and the implementation is positioned to supply behavioral analytics to digital marketing and client experience teams, supporting iterative web experience optimization and governance tied to web analytics processes.
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Marketing Automation | CRM |
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2020 | 2020 |
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Bahl & Gaynor Investment Counsel Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Revenue Center | Portfolio and Investment Management | Investment Management | n/a | 2018 | 2018 |
In 2018, Bahl & Gaynor Investment Counsel deployed SS&C Advent Revenue Center as part of its Portfolio and Investment Management platform. The deployment was executed through Advent Outsourcing Services, moving the firm into a managed cloud environment to centralize automated revenue management and invoicing and to support the investment operations function.
The SS&C Advent Revenue Center implementation focused on automated revenue capture, invoicing, and reconciliation workflows, and it was provisioned alongside the firm’s existing SS&C Advent suite. Historically the firm progressed from DOS-based Axys to Moxy for trade order management and migrated to Advent Portfolio Exchange APX in 2010, with Advent Revenue Center rounding out the revenue management capabilities within that ecosystem.
Operationally the solution was integrated into the firm’s investment operations, finance and trading support processes, with Advent Outsourcing Services providing a one-stop managed services layer. The AOS model consolidated application hosting, proactive 24/7 support, market data handling, reconciliation services and disaster recovery, which reduced in-house reconciliation effort and enabled internal staff redeployment.
Governance and operational cadence shifted to a managed update and support model, with the AOS team handling upgrades and platform security to minimize disruption. Reported benefits from the engagement include stronger business continuity and security posture, smoother upgrade cycles, and cost containment on data and reconciliation services while keeping the SS&C Advent Revenue Center at the center of the firm’s Portfolio and Investment Management operations.
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Trade Order Management System (TOMS) | Investment Management |
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2018 | 2018 |
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Bahl & Gaynor Investment Counsel PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2023 | 2023 |
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Bahl & Gaynor Investment Counsel IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Bahl & Gaynor Investment Counsel
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Apps Being Evaluated by Bahl & Gaynor Investment Counsel Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Bahl & Gaynor Investment Counsel IT executives and key decision makers. This section highlights Bahl & Gaynor Investment Counsel's latest recorded technology evaluations, including VestmarkONE for Asset and Wealth Management on 2025-10-28. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Bahl & Gaynor Investment Counsel digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-10-28 | Bahl & Gaynor Investment Counsel | Evaluated | Vestmark | VestmarkONE | Asset and Wealth Management | Investment Management |
FAQ - APPS RUN THE WORLD Bahl & Gaynor Investment Counsel Technographics
Bahl & Gaynor Investment Counsel is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $31.0 million.
Bahl & Gaynor Investment Counsel operates a diverse technology stack with applications such as
Cisco Webex Meetings, Hotjar and SS&C Advent Revenue Center,
covering areas like Audio Video and Web Conferencing, Customer Experience and Portfolio and Investment Management.
Bahl & Gaynor Investment Counsel has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, Contentsquare and SS&C Technologies.
Bahl & Gaynor Investment Counsel recently adopted applications including
Elastic Email API in 2023, Cisco Webex Meetings in 2020 and Hotjar in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Bahl & Gaynor Investment Counsel’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Bahl & Gaynor Investment Counsel’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 Bahl & Gaynor Investment Counsel technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.