Berkman Financial
40 Exchange Pl #600,
New York, 10005, NY,
United States
New York, 10005, NY,
United States
1 800-201-0771
Banking and Financial Services
Berkman Financial Technographics
Berkman Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Berkman Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Berkman Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Berkman Financial has purchased the following applications: Cloudsquare Broker for Loan Management in 2023, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, Ocrolus for Intelligent Document Processing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Berkman Financial is running and its propensity to invest more and deepen its relationship with Cloudsquare , Google , Ocrolus 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 Berkman Financial revenues, which have grown to $6.0 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 Berkman Financial 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.
Berkman Financial Tech Stack and Enterprise Applications
Berkman Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cloudsquare | Legacy | Cloudsquare Broker | Loan Management | ERP Services and Operations | Cloudsquare | 2023 | 2023 |
In 2023, Cloudsquare implemented Cloudsquare Broker on Salesforce Sales Cloud for Berkman Financial to originate working capital loans and broker deals to multiple funders across the United States. The deployment targeted Loan Management workflows and embedded Cloudsquare Broker as the primary application for deal origination and brokering within Sales Cloud.
The implementation included Sales/Origination and Brokering capabilities, inferred from the Sales Cloud integration and the case study description. Cloudsquare configured a multi-funder shopping wizard to enable comparative deal placement and implemented a renewal engine to automate renewal routing and lifecycle events, aligning application logic with loan origination pipelines and broker decisioning.
Integrations centered on Salesforce Sales Cloud and the Cloudsquare Broker application, enabling centralized deal records and real time shopping across multiple funders. Operational coverage spanned Berkman Financial sales teams and broker operations across the United States, with the system used to originate working capital loans and to broker deals to multiple funders.
Cloudsquare acted as the implementation partner, delivering configuration, rollout and standardized brokering workflows to govern deal placement and renewals. Outcomes cited in the case study include a 21% reduction in average processing time and a marked increase in closed deals.
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Berkman Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
In 2014, Berkman Financial deployed Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The firm of roughly 50 employees surfaces Google Workspace indicators on its public website, signaling domain-level adoption for corporate email and cloud collaboration across the organization. The implementation is positioned to support core office productivity and client-facing communications, aligning the Collaboration category with shared calendars, cloud storage, and real-time document co-editing. Public site artifacts and domain configuration point to enterprise tenancy under Google Workspace rather than on-premises mail infrastructure.
Google Workspace (Formerly Google G-Suite) is configured to provide Gmail, Calendar, Drive, Docs, Sheets, Slides and video meetings, with the Admin console used for centralized account provisioning and group-based access controls. The architecture is consistent with a cloud native tenant model where user accounts and content are managed within Google infrastructure and governed through organizational units and admin policies. Operational coverage includes company-wide business functions such as client services, operations and finance, with collaboration workflows centered on shared documents and email-centric client interactions. Governance relies on standard Google Workspace controls for user lifecycle management, access permissions and administrative policy enforcement.
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Berkman Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ocrolus | Legacy | Ocrolus | Intelligent Document Processing | Content Management | n/a | 2017 | 2017 |
In 2017, Berkman Financial implemented Ocrolus, deploying Intelligent Document Processing to operationalize document-driven underwriting and client onboarding workflows. Ocrolus was used to submit and review client bank statements and to file sensitive client and employee personally identifiable information, supporting credit review and partner agreement processing.
The implementation focused on document ingestion, automated data extraction and structured parsing of bank statements, and verification workflows consistent with Intelligent Document Processing. Configuration emphasized automated classification of submitted documents, extraction of transactional line items for soft credit pulls, and templated review queues to streamline analyst review within credit and underwriting processes.
Ocrolus was integrated with Salesforce to submit and review client bank statements, enabling a handoff between document processing and CRM-driven application review. Operational coverage included credit review and underwriting functions, finance activities that accessed business bank accounts for corporate purchases, and legal administration of ISO agreements with future business partners.
Governance centered on operational controls for handling sensitive PII and procedural rules for document submission and review, with staff assisting in desktop hardware and software support to maintain continuity. The narrative links Berkman Financial, Ocrolus, and Intelligent Document Processing to core business functions of client onboarding, credit evaluation, and partner agreement management.
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Berkman Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Berkman Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Berkman Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Managing Partner/Director of Funding | Director | Finance | |
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Vice President Of Operations | VP | Operations | |
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Director Of Operations | Director | Finance | |
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Managing Director | Director | Finance | |
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Managing Partner | Manager | Finance | |
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Apps Being Evaluated by Berkman Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Berkman Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Berkman Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Berkman Financial Technographics
Berkman Financial is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $6.0 million.
Berkman Financial operates a diverse technology stack with applications such as
Cloudsquare Broker, Google Workspace (Formerly Google G-Suite) and Ocrolus,
covering areas like Loan Management, Collaboration and Intelligent Document Processing.
Berkman Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cloudsquare, Google and Ocrolus.
Berkman Financial recently adopted applications including
Cloudsquare Broker in 2023, Salesforce Pardot in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Berkman Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Berkman Financial’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 Berkman Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.