AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Bluestone Advisors Tech Stack and Enterprise Applications

Bluestone Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2014 2014
Collaboration Collaboration 2023 2023
Bluestone Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GleanView Legacy GleanView CRM CRM CRM n/a 2019 2019
In 2019, Bluestone Advisors implemented GleanView CRM, deploying the GleanView CRM instance on its public website to capture prospective client inquiries and centralize contact records for its professional services practice. The deployment targets core business functions in sales pipeline management and client engagement for the firm’s US-based advisory team, reflecting a configuration scaled to a 10 person organization. The implementation narrative emphasizes web-embedded CRM usage and centralized contact and opportunity tracking as primary operational capabilities. The configuration delivered standard CRM modules including web form lead capture, contact and account management, opportunity tracking, and activity logging, configured to mirror the firm’s advisory intake and follow up workflows. Integration is explicitly website-based, with the application accessible to internal users for day to day client engagement and pipeline management, consistent with a cloud-delivered application model implied by the site embedding. Governance was structured around a single administrative owner and standardized data fields and simple workflow rules for lead routing and follow up to maintain consistent intake and handoff across advisory staff.
Digital Advertising Platform CRM 2022 2022
Marketing Automation CRM 2021 2021
Sales Automation CRM 2022 2022
Tag Management CRM 2019 2019
Bluestone Advisors PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Mailchimp Mandrill Transactional Email PaaS n/a 2016 2016
Transactional Email PaaS 2021 2021
Bluestone Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014

IT Decision Makers and Key Stakeholders at Bluestone Advisors

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Bluestone Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Bluestone Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Bluestone Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Bluestone Advisors Technographics
Bluestone Advisors is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Bluestone Advisors operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), GleanView CRM and Intuit Mailchimp Mandrill, covering areas like Collaboration, CRM and Transactional Email.
Bluestone Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, GleanView and Intuit.
Bluestone Advisors recently adopted applications including Slack Connect in 2023, Xandr Invest (ex AppNexus DSP) in 2022 and VisualVisitor in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Bluestone Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Bluestone Advisors’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 Bluestone Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.