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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Bedel Financial Consulting Data, Technology Stack, and Enterprise 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
Collaboration Collaboration 2022 2022
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
Digital Advertising Platform CRM 2020 2020
Marketing Analytics CRM 2019 2019
Marketing Automation CRM 2018 2018
Tag Management CRM 2021 2021
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Governance, Risk and Compliance TRM 2020 2020
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Investor Onboarding Investment Management 2020 2020
Portfolio and Investment Management Investment Management 2023 2023
Portfolio and Investment Performance and Planning Investment Management 2018 2018
Portfolio and Investment Performance and Planning Investment Management 2019 2019
IT Decision Makers and Key Stakeholders at Bedel Financial Consulting
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Bedel Financial Consulting Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Bedel Financial Consulting Technographics

Bedel Financial Consulting is a Banking and Financial Services organization based in United States, with around 40 employees and annual revenues of $5.0 million.

Bedel Financial Consulting operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, Microsoft 365 and Zephyr CMS, covering areas like Application Hosting and Computing Services, Collaboration and Content Management.

Bedel Financial Consulting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Zephyr.

Bedel Financial Consulting recently adopted applications including Orion Enterprise in 2023, Slack Connect in 2022 and Microsoft Azure Cloud Services in 2021, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Bedel Financial Consulting’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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