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R.W. Braid
Location
777 East Wisconsin Avenue,
Milwaukee, 53202, WI,
United States
Website
https://www.rwbaird.com/
Phone
1 800-792-2473
Artw industry
Insurance
Employee
Revenue

R.W. Braid Technographics

R.W. Braid Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by R.W. Braid and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4500 R.W. Braid employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that R.W. Braid has purchased the following applications: Dynatrace APM for Application Performance Management in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, HP Process Automation (Formerly LiquidOffice from Cardiff) for Business Process Management in 2013 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems R.W. Braid is running and its propensity to invest more and deepen its relationship with Dynatrace , Microsoft , Cisco Systems 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 R.W. Braid revenues, which have grown to $2.30 billion 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 R.W. Braid 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.

R.W. Braid Data, Technology Stack, and Enterprise Applications
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Dynatrace Legacy Dynatrace APM Application Performance Management ITSM n/a 2020 2020
Application Performance Management ITSM 2020 2020
Application Performance Management ITSM 2021 2021
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2020 2020
Audio Video and Web Conferencing Collaboration 2017 2017
Collaboration Collaboration 2017 2017
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Hewlett Packard Enterprise Legacy HP Process Automation (Formerly LiquidOffice from Cardiff) Business Process Management ERP Services and Operations n/a 2013 2014 In 2013, R.W. Baird deployed HP Process Automation, formerly LiquidOffice from Cardiff, to support its private wealth client onboarding toolset within US wealth management operations. The implementation is categorized under Business Process Management and is described in recruiting materials as a core technology for client planning and onboarding workflows. The year 2013 marks the placement of HP Process Automation in Baird's onboarding stack and anchors its use for accelerating paperwork processing across client facing teams. The implementation focused on form orchestration, workflow automation, and electronic document capture and routing to accelerate client onboarding and paperwork processing. HP Process Automation was configured to drive structured onboarding forms and automated approval routing, with process orchestration layered into existing private wealth intake and client planning activities. Workflows were tuned for finance specific onboarding steps which align with standard Business Process Management capabilities such as data validation, conditional routing, and audit trail generation. Operationally the system was embedded in Baird's US wealth management operations and used by client planning and onboarding functions across private wealth teams. Recruitment communications and vendor case summaries indicate HP Process Automation enabled faster onboarding and higher throughput in these client onboarding scenarios. Governance centered on workflow stewardship in the onboarding function, with configuration and process ownership assigned to private wealth operations and technology teams to manage ongoing form updates and process change.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Content Management Content Management 2018 2018
Digital Signing Content Management 2021 2021
Web Content Management Content Management 2021 2021
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Core HR HCM 2019 2019
Employee Experience, Employee Engagement HCM 2020 2024
HR Service Delivery HCM 2021 2022
Volunteer Management HCM 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
CRM CRM 2023 2023
Customer Loyalty CRM 2016 2016
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2021 2021
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
ERP Financial ERP Financial Management 2022 2023
ERP Financial ERP Financial Management 2019 2019
SPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Incentive Compensation Management SPM 2020 2020
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Portfolio and Investment Performance and Planning Investment Management 2013 2013
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Robotic Process Automation PaaS 2015 2015
Transactional Email PaaS 2017 2017
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Treasury Management TRM 2019 2019
IT Decision Makers and Key Stakeholders at R.W. Braid
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by R.W. Braid Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD R.W. Braid Technographics

R.W. Braid is a Insurance organization based in United States, with around 4500 employees and annual revenues of $2.30 billion.

R.W. Braid operates a diverse technology stack with applications such as Dynatrace APM, Cisco Webex Meetings and HP Process Automation (Formerly LiquidOffice from Cardiff), covering areas like Application Performance Management, Audio Video and Web Conferencing and Business Process Management.

R.W. Braid has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Dynatrace, Cisco Systems and Hewlett Packard Enterprise.

R.W. Braid recently adopted applications including Advisors Assistant CRM in 2023, Oracle PeopleSoft ERP in 2022 and Microsoft Azure Monitor in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of R.W. Braid’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates R.W. Braid’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 R.W. Braid technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.