BizX
3600 136th Place SE Suite 270,
Bellevue, 98006, WA,
United States
Bellevue, 98006, WA,
United States
1 425-998-5055
Banking and Financial Services
BizX Technographics
BizX Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BizX and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 BizX employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BizX has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Freshdesk Messaging (Formerly Freshchat) for Chatbots and Conversational AI in 2016, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems BizX is running and its propensity to invest more and deepen its relationship with Intuit , Freshworks , Microsoft 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 BizX revenues, which have grown to $7.0 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 BizX 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.
BizX Tech Stack and Enterprise Applications
BizX ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, BizX implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize accounting for the 70 employee banking and financial services firm. The deployment serves as the primary accounting system for transactional posting, month end close, and statutory financial reporting.
Intuit Quickbooks Enterprise is configured to support core financial modules including general ledger, accounts payable, accounts receivable, invoicing, and consolidated financial reporting, with cash management workflows enabled to reflect banking operations. Automation focuses on recurring transactions, bank reconciliation workflows, and a structured chart of accounts to preserve auditability and consistency across reporting periods.
Operational coverage centers on the finance and accounting organization and extends to treasury and back office functions within the United States, with role based segregation of duties and user level access controls enforcing financial governance. Maintenance of the company’s QuickBooks accounting system is handled by internal finance staff and includes routine patching, backups, and user administration consistent with ongoing system stewardship.
The implementation embeds month end close procedures and audit trail retention to support control objectives and regulatory recordkeeping, aligning application configuration with standard ERP Financial control frameworks.
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BizX AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | Freshdesk Messaging (Formerly Freshchat) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, BizX implemented Freshdesk Messaging (Formerly Freshchat) on its website. BizX uses Freshdesk Messaging (Formerly Freshchat) as a Chatbots and Conversational AI solution to support online customer support and engagement for the Banking and Financial Services firm.
The deployment is a cloud hosted website messaging widget that provides synchronous chat and asynchronous messaging, proactive chat triggers, automated response templates, and an agent inbox for threaded conversations. The implementation focuses on conversational workflows and message templates to standardize routing and escalation, reflecting Chatbots and Conversational AI functional modules such as bot automation, canned responses, and human agent handoff.
Operational scope is centered on website based customer support and digital engagement, with governance around conversational workflow configuration, message template management, and agent handoff processes to enforce consistent interactions. Rollout and change management were aligned to digital support operations, with ongoing configuration of conversational flows and agent response templates to maintain service consistency.
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BizX Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
BizX implemented Microsoft 365 in 2015 to establish a standardized Collaboration platform across the organization. BizX implemented Microsoft 365 for Collaboration to support corporate communications and knowledge work, and the Microsoft 365 deployment consolidated core collaboration capabilities such as email, calendaring, document collaboration, file synchronization, and conferencing into a single SaaS tenant. The presence of Microsoft 365 is surfaced on the BizX website as part of its public technology footprint.
Configuration and governance focused on centralized tenant administration, role based access controls, and policy enforcement consistent with financial services operational requirements. Functional workflows implemented include shared document libraries with collaborative editing, calendaring and scheduling workflows, and team communication channels, with account and content administration managed through the Microsoft 365 administration model. Rollout and operational coverage were organization wide for BizX staff, with administrative oversight to govern content, access, and collaboration policies.
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Collaboration | Collaboration |
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2021 | 2021 |
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BizX Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2016 | 2016 |
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Web Content Management | Content Management |
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2021 | 2021 |
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BizX CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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BizX PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2013 | 2013 |
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BizX 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at BizX
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO & President | CXO | Finance | |
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COO | CXO | Finance | |
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EVP of Strategy and Business Development | VP | Finance | |
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VP Of Marketing & Operations | VP | Marketing | |
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Apps Being Evaluated by BizX Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BizX IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BizX 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 BizX Technographics
BizX is a Banking and Financial Services organization based in United States,
with around 70 employees and annual revenues of $7.0 million.
BizX operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Freshdesk Messaging (Formerly Freshchat) and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
BizX has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Freshworks and Microsoft.
BizX recently adopted applications including
Google Workspace (Formerly Google G-Suite) in 2021, HubSpot CMS in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BizX’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BizX’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 BizX technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.