AI Buyer Insights:

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Michelin, an e2open customer evaluated Oracle Transportation Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Michelin, an e2open customer evaluated Oracle Transportation Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

Banker's Toolbox
Location
12331-A Riata Trace Parkway Suite 300,
Austin, 78727, TX,
United States
Website
https://www.bankerstoolbox.com/
Phone
1 512-279-5700
Artw industry
Professional Services
Employee
Revenue

Banker's Toolbox Technographics

Banker's Toolbox Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Banker's Toolbox and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 125 Banker's Toolbox employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Banker's Toolbox has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Adobe Connect for Audio Video and Web Conferencing in 2017, Salesforce Pardot for Marketing Automation 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 Banker's Toolbox is running and its propensity to invest more and deepen its relationship with Intuit , Adobe Systems , Microsoft 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 Banker's Toolbox revenues, which have grown to $15.0 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 Banker's Toolbox 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.

Banker's Toolbox Tech Stack and Enterprise Applications

Banker's Toolbox ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2013 2013
In 2013, Banker's Toolbox implemented Intuit Quickbooks Enterprise as an ERP Financial system to support its finance and accounting functions. The deployment targeted a 125 employee professional services firm generating approximately $15 million in revenue, and the implementation emphasized general ledger controls following a stated requirement for general ledger experience with NetSuite and or QuickBooks. Intuit Quickbooks Enterprise was configured to deliver core ERP Financial capabilities including a structured chart of accounts, accounts payable, accounts receivable, period close workflows, and financial reporting with audit trails and multi user access controls. The rollout focused on standardizing month end close and reconciliation processes within finance and accounting, and the implementation anticipated integrations common to the category such as bank feed connectors and payroll interfaces to automate transaction posting and vendor payments.
Banker's Toolbox Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Connect Audio Video and Web Conferencing Collaboration n/a 2017 2017
In 2017, Banker's Toolbox implemented Adobe Connect, deploying Adobe Connect as an embedded web conferencing capability on its public website under the Audio Video and Web Conferencing category. The Adobe Connect implementation provides a client-facing meeting and webinar channel hosted through the company site, delivering scheduled webinars, live product demonstrations and recorded sessions to customers and prospects. The deployment architecture centers on web embedded meeting rooms, persistent session URLs and hosted recordings, reflecting standard Adobe Connect content pod and room-based session constructs. Functionally the Adobe Connect implementation includes virtual classroom and webinar management, real-time audio and video, screen and content sharing, session recording and participant management consistent with Audio Video and Web Conferencing workflows. Operational scope targets client engagement, professional services delivery and training workflows for Banker's Toolbox staff, supporting both external webinar delivery and internal remote collaboration. Governance is administered through the Adobe Connect scheduling and access control features, with session administration handled via the application console on the company website.
Collaboration Collaboration 2018 2018
Banker's Toolbox CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Pardot Marketing Automation CRM n/a 2018 2018
In 2018, Banker's Toolbox implemented Salesforce Pardot as its Marketing Automation solution on its website. The deployment used Salesforce Pardot cloud capabilities to instrument website forms and landing pages, centralize lead capture, and manage email campaigns and prospect tracking. The implementation configured standard Marketing Automation modules including email marketing, automated nurture workflows, lead scoring, tracking of web behavior, and campaign asset management, with Salesforce Pardot used to govern prospect lifecycle stages and campaign segmentation. The implementation established a native sync between Salesforce Pardot and the company’s Salesforce CRM to align marketing prospect data with sales records and enable automated lead assignment and CRM enrichment. Operational coverage focused on marketing and sales functions, with Pardot embedded in website touchpoints and marketing operations processes, and governance set up for asset publishing, scoring rules, nurture cadence, and campaign tagging to unify attribution across web interactions.
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2018 2018
Banker's Toolbox 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 2019 2019

IT Decision Makers and Key Stakeholders at Banker's Toolbox

First Name Last Name Title Function Department Email Phone
Director of Finance and Accounting Director Finance
Chief Executive Officer CXO Finance
Chief Product Officer CXO Finance
Chief Financial Officer CXO Finance
Show All Contacts

Apps Being Evaluated by Banker's Toolbox Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Banker's Toolbox IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Banker's Toolbox digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Banker's Toolbox Technographics
Banker's Toolbox is a Professional Services organization based in United States, with around 125 employees and annual revenues of $15.0 million.
Banker's Toolbox operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Adobe Connect and Salesforce Pardot, covering areas like ERP Financial, Audio Video and Web Conferencing and Marketing Automation.
Banker's Toolbox has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Adobe Systems and Salesforce.
Banker's Toolbox recently adopted applications including Microsoft Azure Cloud Services in 2019, Microsoft 365 in 2018 and Salesforce Pardot in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Banker's Toolbox’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Banker's Toolbox’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 Banker's Toolbox technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.