Berkowitz Pollack Brant
200 S. Biscayne Boulevard Seventh and Eighth Floors,
Miami, 33131, FL,
United States
Miami, 33131, FL,
United States
1 305-379-7000
Banking and Financial Services
Berkowitz Pollack Brant Technographics
Berkowitz Pollack Brant Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Berkowitz Pollack Brant and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Berkowitz Pollack Brant employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Berkowitz Pollack Brant has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2018, DocuSign eSignature for Digital Signing in 2021, WooCommerce for eCommerce in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Berkowitz Pollack Brant is running and its propensity to invest more and deepen its relationship with Microsoft , Thomson Reuters , DocuSign 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 Berkowitz Pollack Brant revenues, which have grown to $80.0 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 Berkowitz Pollack Brant 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.
Berkowitz Pollack Brant Tech Stack and Enterprise Applications
Berkowitz Pollack Brant ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management | n/a | 2018 | 2019 |
In 2018, Berkowitz Pollack Brant implemented Microsoft Dynamics 365 for Finance and Operations as its ERP Financial platform. The engagement encompassed design, development, integration, configuration, implementation, training and deployment of updated financial systems and ancillary platforms, with structured project governance from charter through go live.
Implementation scope targeted core accounting and finance functions, including accounts payable and receivable workflows, general ledger configuration, asset management, and CAPEX and OPEX planning and forecasting capabilities within Microsoft Dynamics 365 for Finance and Operations. The program included data migration, user acceptance testing and data validation, plus end user training and support to operationalize financial close, budgeting and forecast processes.
Architecturally the program established a centralized business applications infrastructure and a data warehouse and BI deployment to consolidate transactional and analytical reporting, with integrations to ancillary platforms as part of the overall application landscape. Deployment activities included configuration of workflow and reporting management and were executed with operational coverage across the firm’s accounting, finance and asset management teams, including activity in the Miami Fort Lauderdale Area.
Governance and process workstreams were led through business analysis, gap analysis and solution design phases, followed by staged rollout, UAT cycles and training ownership by the Senior Manager Financial Systems role. Ongoing responsibilities included managing integrations, the data warehouse and BI strategy, and internal workflow and reporting standards to support consistent finance operations.
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Tax Management | ERP Financial Management |
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2023 | 2023 |
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Berkowitz Pollack Brant Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Berkowitz Pollack Brant implemented DocuSign eSignature in a Digital Signing deployment on their public website to capture client approvals and executed engagement documents. Berkowitz Pollack Brant, a United States based banking and financial services firm, uses DocuSign eSignature to surface signature workflows directly within web pages and client-facing forms, integrating electronic signature capture into customer onboarding and engagement letter processes.
DocuSign eSignature is configured to support standard Digital Signing capabilities including envelope management, templated documents, recipient authentication flows, tamper-evident audit trails, and mobile signing. Configuration appears focused on embedded signing and web-based signature initiation, aligning with common eSignature workflows used to route documents for signature, track signing status, and maintain signed document records.
Operational scope centers on client services and engagement administration, with signature capture instrumented on the firm website to streamline execution of client agreements and tax or advisory engagement documents. Governance emphasis is on maintaining auditable signature trails and authentication controls appropriate for financial services workflows, while document lifecycle and retention are managed through the DocuSign eSignature application as the firm’s Digital Signing layer.
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Berkowitz Pollack Brant eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, Berkowitz Pollack Brant implemented WooCommerce on its public website. The firm deployed WooCommerce, provided by Automattic, as an eCommerce layer to enable online storefront and transactional capabilities integrated into site content.
The implementation focused on core WooCommerce functional modules, including storefront catalog management, shopping cart and checkout workflows, order management, and payment processing configuration. The WooCommerce application was used to present product or service pages, pricing structures, and transactional forms embedded within the site navigation and content.
Operational scope centered on the company website and client-facing sales and service purchase flows, engaging marketing, billing, and web operations for catalog publishing and order handling. The deployment positioned WooCommerce as the primary transactional interface for online client interactions and service purchases.
Ongoing governance is administered through the site administration channels and the WooCommerce administrative dashboards, with WordPress content workflows used for catalog updates and page management. Berkowitz Pollack Brant configured WooCommerce to serve as the eCommerce application supporting online ordering and order lifecycle management on its website.
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Berkowitz Pollack Brant CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Berkowitz Pollack Brant ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Berkowitz Pollack Brant 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Berkowitz Pollack Brant CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Berkowitz Pollack Brant
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Apps Being Evaluated by Berkowitz Pollack Brant Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Berkowitz Pollack Brant IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Berkowitz Pollack Brant digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Berkowitz Pollack Brant Technographics
Berkowitz Pollack Brant is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $80.0 million.
Berkowitz Pollack Brant operates a diverse technology stack with applications such as
Microsoft Dynamics 365 for Finance and Operations, DocuSign eSignature and WooCommerce,
covering areas like ERP Financial, Digital Signing and eCommerce.
Berkowitz Pollack Brant has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DocuSign and Automattic.
Berkowitz Pollack Brant recently adopted applications including
Thomson Reuters GoSystem Tax RS in 2023, Cloudflare CDN in 2022 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Berkowitz Pollack Brant’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Berkowitz Pollack Brant’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 Berkowitz Pollack Brant technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.