Indianapolis, 46240-1437, IN,
United States
Bedel Financial Consulting Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Bedel Financial Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Bedel Financial Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bedel Financial Consulting has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2021, Microsoft 365 for Collaboration in 2021, Zephyr CMS for Content 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 Bedel Financial Consulting is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Zephyr 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 Bedel Financial Consulting revenues, which have grown to $5.0 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 Bedel Financial Consulting 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.
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2021 | 2021 |
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 | ||
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Zephyr | Legacy | Zephyr CMS | Content Management | Content Management | n/a | 2018 | 2018 | In 2018 Bedel Financial Consulting implemented Zephyr CMS as the primary content platform for its public website. The Zephyr CMS deployment is positioned to fulfill the firms Content Management needs for web publishing and client-facing content. The implementation of Zephyr CMS incorporates standard Content Management capabilities including structured content types, template-driven page rendering, a digital asset repository, metadata fields for SEO, and role-based authoring and publishing workflows. Configuration appears scoped to web content management rather than enterprise-scale portals, with emphasis on editorial controls, responsive templates, and content staging and publishing processes consistent with small professional services deployments. Operational ownership centers on marketing and client communications teams, with governance implemented through editorial approval workflows, role-based access controls, and a content lifecycle that includes drafting, review, and publication. Zephyr CMS is maintained as the core Content Management system for Bedel Financial Consultings website, supporting web content operations and ongoing site updates. |
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
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Investor Onboarding | Investment Management |
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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2023 | 2023 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2019 | 2019 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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