Benjamin F. Edwards
1 N Brentwood Blvd, Ste 850,
St. Louis, 63105, MO,
United States
St. Louis, 63105, MO,
United States
1 855-382-1600
Banking and Financial Services
Benjamin F. Edwards Technographics
Benjamin F. Edwards Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Benjamin F. Edwards and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Benjamin F. Edwards employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Benjamin F. Edwards has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2013, ADP Workforce Now for Core HR in 2021, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Benjamin F. Edwards is running and its propensity to invest more and deepen its relationship with Microsoft , ADP , Cisco Systems 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 Benjamin F. Edwards revenues, which have grown to $200.0 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 Benjamin F. Edwards 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.
Benjamin F. Edwards Tech Stack and Enterprise Applications
Benjamin F. Edwards ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | Turnkey Technologies | 2013 | 2014 |
In 2013, Benjamin F. Edwards implemented Microsoft Dynamics GP as an ERP Financial solution to centralize accounting and branch reporting for its corporate finance function. The deployment addressed needs across the corporate accounting team, finance managers, and executive reporting to support an aggressive branch expansion strategy.
Turnkey Technologies led the Microsoft Dynamics GP implementation after discovery workshops with Benjamin F. Edwards leadership, configuring core financial capabilities and modules. The project configured the Analytical Reporting module and the Analytical Accounting module to enable branch-level P&L generation and flexible expense coding, the Fixed Assets module to improve asset tracking and drill-down analysis, and the Electronic Bank Reconcile module to automate check clearing and routine reconciliations.
The selection emphasized Microsoft Dynamics GP ERP Financial capabilities and the platform s flexibility to integrate with third-party tools, and Turnkey s Microsoft-certified consultants worked with the finance team to map analytical segments, chart of accounts, and reporting filters by year and branch. Operational coverage focused on corporate headquarters finance and accounting while enabling consistent branch-level reporting for executives as the firm scaled from five branches in 2010 to fifty branches in 2014.
Governance and rollout were driven by Turnkey Technologies through one-on-one discovery and iterative configuration with the client s finance staff, prioritizing modules that supported rapid branch openings. Reported outcomes from the implementation include a 90% reduction in time spent on analytical reporting tasks, increased accuracy in fixed asset reporting, routine auto-clearing of checks via electronic bank reconciliation, and more timely P&L statements for branch-level executive analysis.
|
Benjamin F. Edwards HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2021 | 2021 |
In 2021 Benjamin F. Edwards implemented ADP Workforce Now to centralize Core HR functions for its 700 employee banking operations in the United States. The implementation centers on talent acquisition needs evident in a St. Louis, MO requisition for a Talent Acquisition Specialist, signaling operational use by recruiting teams and hiring managers at that site.
ADP Workforce Now was configured to support full cycle recruitment workflows, including requisition creation and approval, candidate sourcing and screening, interview coordination, offer letter preparation, and onboarding checklists. The deployment emphasizes recruitment lifecycle management and candidate experience capabilities, while also maintaining core employee records and basic HRIS reporting capabilities within ADP Workforce Now.
Operational coverage spans multiple departments with direct collaboration between hiring managers, HR business partners, and the Total Rewards function, reflecting the job description requirement to review job classifications and monitor recruitment metrics. The system supports employer branding activities tied to job postings and recruitment events, and it is used by recruiters to track hiring and turnover data for analysis.
Governance was oriented around standardized requisition workflows, interview scheduling and feedback processes, and pre-employment requirement tracking to ensure consistent onboarding across hires. Configuration and process rules focus on auditability of hiring decisions, visibility of recruitment metrics, and structured handoffs between recruiting and onboarding teams, aligning ADP Workforce Now with the companys Core HR and talent acquisition operational needs.
|
|
|
|
|
Recruiting | HCM |
|
2021 | 2021 |
|
Benjamin F. Edwards 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 | 2020 | 2020 |
In 2020, Benjamin F. Edwards implemented Cisco Webex Meetings, an Audio Video and Web Conferencing application, on its public website. Cisco Webex Meetings is embedded as a client-facing conferencing layer on the firm website to enable virtual meetings with clients and external stakeholders. The implementation establishes a web-based meeting entry point that directs external participants into Cisco Webex Meetings sessions.
The deployment leverages Cisco Webex Meetings native capabilities including video conferencing, screen sharing, recording, scheduling, and participant management, and is configured with standard meeting controls for access and permission management. Operational scope focuses on client-facing advisory and service workflows to support virtual engagement with the firm. Administration and meeting policy controls govern session access, recordings, and participant roles to align the Audio Video and Web Conferencing deployment with corporate collaboration practices.
|
|
|
|
|
Collaboration | Collaboration |
|
2015 | 2015 |
|
Benjamin F. Edwards Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application, Web and Enterprise Search | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
Benjamin F. Edwards CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Support | CRM |
|
2016 | 2016 |
|
|
|
|
|
Customer Support | CRM |
|
2020 | 2020 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2022 | 2022 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
Benjamin F. Edwards Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Performance and Planning | Investment Management |
|
2021 | 2021 |
|
Benjamin F. Edwards IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
Benjamin F. Edwards CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at Benjamin F. Edwards
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Director of Sales & Marketing | Director | Marketing | |
|
|
|
Vice President - Sales Productivity Strategist | VP | Sales | |
|
|
|
Senior Vice President, Manager Marketing & Communications | VP | Marketing | |
|
|
|
CFO - SVP | CXO | Finance | |
|
|
|
COO | CXO | Operations | |
|
|
|
Chairman and CEO, Operations | CXO | Operations | |
|
|
|
Managing Director - Investments | CXO | Operations | |
|
Apps Being Evaluated by Benjamin F. Edwards Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Benjamin F. Edwards IT executives and key decision makers. This section highlights Benjamin F. Edwards's latest recorded technology evaluations, including Microsoft Dynamics 365 for Finance and Operations for ERP Financial on 2025-01-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Benjamin F. Edwards digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-01-19 | Benjamin F. Edwards | Evaluated | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
FAQ - APPS RUN THE WORLD Benjamin F. Edwards Technographics
Benjamin F. Edwards is a Banking and Financial Services organization based in United States,
with around 700 employees and annual revenues of $200.0 million.
Benjamin F. Edwards operates a diverse technology stack with applications such as
Microsoft Dynamics GP, ADP Workforce Now and Cisco Webex Meetings,
covering areas like ERP Financial, Core HR and Audio Video and Web Conferencing.
Benjamin F. Edwards has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, ADP and Cisco Systems.
Benjamin F. Edwards recently adopted applications including
Inspectlet Session Recording in 2022, Cloudflare CDN in 2022 and ADP Workforce Now in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Benjamin F. Edwards’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Benjamin F. Edwards’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 Benjamin F. Edwards technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.