INVEX
Boulevard Manuel Avila Camacho No. 40, Piso 7 Lomas de Chapultepec,
Mexico City, 11000, DF,
Mexico
Mexico City, 11000, DF,
Mexico
52 55 5350 3333
Banking and Financial Services
INVEX Technographics
INVEX Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by INVEX and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2100 INVEX employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that INVEX has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing in 2023, Hubspot CRM for CRM 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 INVEX is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , DocuSign 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 INVEX revenues, which have grown to $1.10 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 INVEX 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.
INVEX Data, Technology Stack, and Enterprise Applications
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 | 2018 | 2018 |
In 2018, INVEX deployed Cisco Webex Meetings. The implementation positions Cisco Webex Meetings as the bank's visible Audio Video and Web Conferencing platform on its public website, providing web entry points for client sessions and externally hosted meeting rooms.
The deployment leverages core Cisco Webex Meetings capabilities such as scheduled meeting management, HD video, screen sharing, recording, participant moderation and meeting controls, reflecting typical Audio Video and Web Conferencing functional modules. Cisco Webex Meetings is used to support both external client interactions and internal collaboration workflows.
Operational coverage for the Cisco Webex Meetings deployment spans corporate communications, sales engagement and customer service use cases within INVEX in Mexico, with meeting access surfaced directly from the corporate website. The implementation emphasizes browser based join and embedded meeting links to reduce friction for external attendees while serving internal desktop and mobile users.
Governance for the deployment centers on centralized administration of meeting controls, user provisioning and meeting moderation policies, along with operational processes to manage public facing meeting links and access. The narrative centers on INVEX Cisco Webex Meetings Audio Video and Web Conferencing usage as the primary web visible conferencing layer for client and internal meeting orchestration.
|
|
|
|
|
Collaboration | Collaboration |
|
2019 | 2019 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023, INVEX implemented DocuSign eSignature as a Digital Signing solution. DocuSign eSignature is deployed as the customer-facing digital signature mechanism on INVEX's public website, supporting online agreement execution for customer onboarding and account management in Mexico.
The implementation configures DocuSign eSignature around embedded signing workflows and envelope template management, using template-based document preparation, signer authentication controls, and audit trail capabilities common to Digital Signing platforms. Configuration emphasizes signer identity verification, systematic evidence capture, and standardized document templates to streamline repeatable transactional workflows.
Integration is executed through web embedding and API driven signing flows that invoke DocuSign eSignature from the website, delivering in-line signature experiences without redirecting users away from the site. Operational coverage is focused on customer-facing web channels where agreement signing is required, aligning the application with online account opening and client agreement execution processes.
Governance centers on centralized template administration and role based access for legal and operations teams, combined with standardized signer workflows to preserve auditability and regulatory readiness. Rollout and controls are oriented toward web based signing, ensuring consistent evidence capture and signer authentication across INVEX customer interactions.
|
|
|
|
|
Web Content Management | Content Management |
|
2011 | 2011 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, INVEX implemented HubSpot CRM. The deployment embeds HubSpot on invex.com, using on-site forms and tracking to ingest inbound contacts directly into HubSpot CRM and create initial contact and company records.
Configuration emphasizes core CRM capabilities, including contact and company records, lead capture workflows, and sales pipeline staging, with HubSpot form and tracking modules applied to capture source and campaign context. Marketing automation elements are used to nurture web-originated leads and sequence follow-up prior to sales engagement. The implementation reflects a channel-first CRM approach focused on the public website as the primary inbound lead source.
Integrations are concentrated on the website channel, with embedded forms and client-side tracking pushing behavioral signals into the CRM to enable automated lead assignment and lifecycle stage progression. Operational coverage includes marketing and sales teams that access and qualify web-captured leads within HubSpot. There is no explicit evidence of backend system integrations beyond the public site embedding.
Governance centers on lead routing rules, lifecycle stage definitions, and contact hygiene to preserve CRM data quality and support sales handoff. INVEX uses HubSpot CRM as its CRM for sales and marketing.
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2019 | 2019 |
|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Treasury Management | TRM |
|
2016 | 2017 |
|
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 |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at INVEX
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by INVEX Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD INVEX Technographics
INVEX is a Banking and Financial Services organization based in Mexico,
with around 2100 employees and annual revenues of $1.10 billion.
INVEX operates a diverse technology stack with applications such as
Cisco Webex Meetings, DocuSign eSignature and Hubspot CRM,
covering areas like Audio Video and Web Conferencing, Digital Signing and CRM.
INVEX has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, DocuSign and HubSpot.
INVEX recently adopted applications including
DocuSign eSignature in 2023, MediaMath in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of INVEX’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates INVEX’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 INVEX technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.