BTQ Financial
80 Broad St 15th Floor,
New York, 10004, NY,
United States
New York, 10004, NY,
United States
1 212-901-2500
Banking and Financial Services
BTQ Financial Technographics
BTQ Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BTQ Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 BTQ 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 BTQ Financial has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Hubspot CRM for CRM 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 BTQ Financial is running and its propensity to invest more and deepen its relationship with Intuit , Cisco Systems , 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 BTQ Financial 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 BTQ 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.
BTQ Financial Tech Stack and Enterprise Applications
BTQ Financial 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, BTQ Financial implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment centralized core accounting for the finance and accounting function across its United States operations, establishing a single source for transaction processing and financial record keeping.
Configuration focused on standard ERP Financial capabilities, including general ledger configuration, accounts payable workflows, accounts receivable invoicing and collections tracking, bank reconciliation, and financial reporting structures. Intuit Quickbooks Enterprise was configured with a standardized chart of accounts and role based access controls to support multi user concurrent processing and day to day accounting operations.
Governance centered on finance team ownership of month end close procedures, audit trail retention, and internal control checkpoints embedded within transaction workflows. Hiring and skills requirements reflect advanced knowledge of Quickbooks and Microsoft Dynamics, which informed staff training and operating procedures for Intuit Quickbooks Enterprise and related accounting processes.
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BTQ Financial 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 | 2018 | 2018 |
In 2018, BTQ Financial implemented Cisco Webex Meetings. BTQ Financial deployed Cisco Webex Meetings as an embedded conferencing layer on its corporate website to provide Audio Video and Web Conferencing capabilities for client engagements and internal collaboration.
The implementation used cloud hosted Cisco Webex Meetings services configured to deliver video conferencing, screen sharing, meeting recording, and scheduling workflows accessible from public site pages and internal portals. Configuration work focused on embedding meeting links and widgets into the website and establishing centralized account administration through the Webex control hub for user provisioning and role based access controls.
Operational coverage centered on client facing advisory teams and corporate operations, with the application used to host client consultations, remote advisory sessions, and internal meetings. Governance emphasized centralized administration and meeting access controls, managed within Cisco Webex Meetings and via website access management to align conferencing use with corporate communication practices.
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Collaboration | Collaboration |
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2019 | 2019 |
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BTQ Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021 BTQ Financial implemented Hubspot CRM to centralize prospect and client records and to instrument its public website for inbound lead capture. The deployment targets the CRM needs of a US based banking and financial services firm with approximately 70 employees and emphasizes web-driven contact acquisition alongside sales pipeline management.
Hubspot CRM was configured to provide core CRM capabilities including contact and company records, deal pipeline management, activity tracking, contact segmentation, and marketing automation workflows. The configuration reflects common CRM functional modules used to unify sales and marketing data, with form and tracking elements embedded on the corporate website to capture digital leads directly into the system.
Operational coverage spans sales, marketing, and client services teams within BTQ Financial in the United States, positioning Hubspot CRM as the single source of truth for customer lifecycle and prospect engagement. The implementation leverages website form capture and CRM record enrichment to reduce manual data entry and to standardize lead handoff between marketing and sales functions.
Governance work focused on standardizing contact and deal field taxonomies, defining sales stages and routing rules, and establishing role based access to CRM data. Rollout appears to follow a business process alignment approach, pairing configuration of Hubspot CRM with updated lead routing and workflow policies to enforce consistent customer engagement practices.
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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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BTQ Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2020 | 2020 |
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BTQ 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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at BTQ Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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President | CXO | Finance | |
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Business Manager | Manager | Operations | |
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Chief Officer of Operations | CXO | Finance | |
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Senior VP of Finance and Accounting | VP | Finance | |
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Apps Being Evaluated by BTQ Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BTQ Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BTQ Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD BTQ Financial Technographics
BTQ Financial is a Banking and Financial Services organization based in United States,
with around 70 employees and annual revenues of $7.0 million.
BTQ Financial operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Cisco Webex Meetings and Hubspot CRM,
covering areas like ERP Financial, Audio Video and Web Conferencing and CRM.
BTQ Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Cisco Systems and HubSpot.
BTQ Financial recently adopted applications including
Hubspot CRM in 2021, Hubspot Marketing Automation in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BTQ Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BTQ 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 BTQ Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.