AI Buyer Insights:

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

Bedel Financial Consulting
Location
9190 Priority Way West Dr Ste 120,
Indianapolis, 46240-1437, IN,
United States
Website
https://www.bedelfinancial.com/
Phone
1 317-843-1358
Artw industry
Banking and Financial Services
Employee
Revenue

Bedel Financial Consulting Technographics

Bedel Financial Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives

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 365 for Collaboration in 2021, Zephyr CMS for Content Management in 2018, AdRoll for Digital Advertising Platform in 2020 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.

Bedel Financial Consulting Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
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
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
NextRoll Legacy AdRoll Digital Advertising Platform CRM n/a 2020 2020
Marketing Analytics CRM 2019 2019
Marketing Automation CRM 2018 2018
Tag Management CRM 2021 2021
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
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
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021

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

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Bedel Financial Consulting IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Bedel Financial Consulting digital transformation priorities and AI adoption trends.
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 365, Zephyr CMS and AdRoll, covering areas like Collaboration, Content Management and Digital Advertising Platform.
Bedel Financial Consulting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Zephyr and NextRoll.
Bedel Financial Consulting recently adopted applications including Orion Enterprise in 2023, Slack Connect in 2022 and Microsoft 365 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.
Subscribe to APPS RUN THE WORLD to access the complete Bedel Financial Consulting technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.