Capital Group
333 S. Hope Street, 53rd Floor,
Los Angeles, 90071, CA,
United States
Los Angeles, 90071, CA,
United States
1 800-421-4225
Banking and Financial Services
Capital Group Technographics
Capital Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Capital Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 9000 Capital Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Capital Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2009, Rakuna Interview Scheduling for Interview Scheduling in 2016, MicroStrategy ONE Analytics for Analytics and BI 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 Capital Group is running and its propensity to invest more and deepen its relationship with Intuit , SAP , Rakuna 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 Capital Group revenues, which have grown to $8.00 billion 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 Capital Group 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.
Capital Group Tech Stack and Enterprise Applications
Capital Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | n/a | 2009 | 2009 |
In 2009, Capital Group implemented Intuit Quickbooks Enterprise as an ERP Financial application. The deployment centralized core bookkeeping and financial reporting workflows within the finance and operations functions, positioning Intuit Quickbooks Enterprise as the system of record for transactional accounting and board-level financial packages.
Intuit Quickbooks Enterprise was configured to support standard ERP Financial capabilities including general ledger maintenance, accounts payable and receivable processing, and production of financials and board books, aligning accounting records with operational administration. Operational notes indicate bookkeeping activity was maintained in QuickBooks while membership and event administration workflows were managed in Microsoft Access, with QuickBooks used to prepare financials, agendas, and board materials and to record transactional finance activity. The implementation covered finance and operations teams and restructured workflows for producing board-level reports and routine meeting packages, embedding bookkeeping processes into event and membership administration operations.
|
|
|
|
|
ERP Financial | ERP |
|
2019 | 2020 |
|
|
|
|
|
Expense Management | ERP |
|
2006 | 2006 |
|
Capital Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rakuna | Legacy | Rakuna Interview Scheduling | Interview Scheduling | HCM | n/a | 2016 | 2016 |
In 2016, Capital Group implemented Rakuna Interview Scheduling. Rakuna Interview Scheduling is an Interview Scheduling application deployed to support Recruiting and Talent Acquisition functions within Capital Group, and was configured to manage interview orchestration, interviewer assignment, calendar coordination, automated candidate notifications, and interview workflow tracking, capabilities typical of Interview Scheduling solutions.
The implementation integrated Rakuna Interview Scheduling with Workday Recruiting, using Workday Recruiting as the applicant tracking system on Capital Groups careers site to synchronize candidate records and interview events between the ATS and the scheduling tool. Operational ownership was assigned to Recruiting and Talent Acquisition teams, and deployment required configuration of calendar connectors, ATS event hooks, role based access controls, and scheduling templates to standardize interview types and interviewer availability across the organization.
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2014 | 2014 |
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2016 | 2016 |
|
|
|
|
|
Video Interviewing | HCM |
|
2020 | 2020 |
|
|
|
|
|
Video Interviewing | HCM |
|
2020 | 2020 |
|
Capital Group Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MicroStrategy | Legacy | MicroStrategy ONE Analytics | Analytics and BI | Analytics and BI | n/a | 2015 | 2018 |
In 2015, Capital Group implemented MicroStrategy ONE Analytics. MicroStrategy ONE Analytics is deployed as an Analytics and BI platform to centralize the firm’s report and dashboard production for multi-channel distribution.
The implementation emphasized report and analytical dashboard development workflows, configuring MicroStrategy ONE Analytics to support interactive dashboards, scheduled report outputs, and metadata-driven publishing. Development practices included producing reports and analytical dashboards using Tableau and MicroStrategy for deployment across online, mobile and print distribution channels, with governance focused on controlled publishing and access management.
Architecturally the deployment acts as a centralized analytics layer that publishes to online portals, mobile applications and print outputs, enabling consistent delivery of analytic content across channels. Operational coverage centers on report development and distribution workflows, with process controls for report publishing, scheduling and role-based access to analytic assets.
|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2022 | 2022 |
|
Capital Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2017 | 2017 |
|
Capital Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Asset Management | Content Management |
|
2017 | 2017 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Enterprise Content Management | Content Management |
|
2020 | 2020 |
|
|
|
|
|
Web Content Management | Content Management |
|
2021 | 2021 |
|
Capital Group SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Supply Chain Management | SCM |
|
2005 | 2005 |
|
Capital Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Account Based Marketing | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
|
|
|
|
Customer Support | CRM |
|
2017 | 2017 |
|
|
|
|
|
Data Management Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2015 | 2015 |
|
|
|
|
|
Tag Management | CRM |
|
2020 | 2020 |
|
Capital Group EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Environmental, Social, and Governance (ESG) | EPM |
|
2022 | 2022 |
|
Capital Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2017 | 2017 |
|
|
|
|
|
Application Performance Management | ITSM |
|
2018 | 2018 |
|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
Capital Group Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2017 | 2017 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2014 | 2015 |
|
|
|
|
|
Transfer Agency | Investment Management |
|
2023 | 2023 |
|
Capital Group Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Procurement | Procurement |
|
2014 | 2014 |
|
|
|
|
|
Supplier Relationship Management | Procurement |
|
2014 | 2014 |
|
Capital Group SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Incentive Compensation Management | SPM |
|
2018 | 2018 |
|
|
|
|
|
Sales Performance Management | SPM |
|
2018 | 2018 |
|
Capital Group TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2017 | 2017 |
|
Capital Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Robotic Process Automation | PaaS |
|
2017 | 2017 |
|
|
|
|
|
Robotic Process Automation | PaaS |
|
2018 | 2018 |
|
Capital Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
Capital Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2022 | 2022 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Threat Modeling | CyberSecurity |
|
2020 | 2021 |
|
IT Decision Makers and Key Stakeholders at Capital Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Business Intelligence Operations Program Manager | Manager | IT | |
|
|
|
SVP-IT | VP | IT | |
|
|
|
Head of Advanced Analytics | Director | Finance | |
|
|
|
AVP Senior Manager, Procurement | VP | Procurement | |
|
|
|
Vice President, Travel and Meetings | VP | Operations | |
|
|
|
Assistant Vice President, Manager - Corporate Travel | VP | Operations | |
|
|
|
Vice President and Director (Head of Enterprise Services Strategic Sourcing and Procurement) | Director | Procurement | |
|
|
|
Director/Vice President IT | Director | Finance | |
|
|
|
Strategic Sourcing and Procurement Manager | Manager | Procurement | |
|
|
|
Senior Manager and Vice President | VP | Operations | |
|
|
|
Vice President, IT Finance & Accounting | VP | IT | |
|
|
|
Vice President IT | VP | IT | |
|
|
|
VP; Senior Manager - Finance & Accounting | VP | Finance | |
|
|
|
Vice President, IT Senior Manager | VP | IT | |
|
|
|
Strategic Sourcing and Procurement Manager | Manager | Procurement | |
|
|
|
VP, Senior Manager- Strategic Sourcing & Procurement | VP | Procurement | |
|
|
|
Senior Manager, Strategic Sourcing & Procurement | Manager | Procurement | |
|
|
|
CHRO | CXO | HR | |
|
|
|
Senior Vice President Human Resources | VP | HR | |
|
|
|
Vice President Human Resources | VP | HR | |
|
|
|
Vice President, Compensation | VP | HR | |
|
|
|
Senior Vice President, Total Rewards & HR Technology | VP | HR | |
|
|
|
Assistant Vice President/HR Business Partner | VP | HR | |
|
|
|
Human Resources Vice President and Senior Mananger | VP | HR | |
|
|
|
VP of Digital Sales and Marketing Solutions (Customer Experience) | VP | Customer Service | |
|
|
|
Customer Research & Insights Senior Lead | Manager | Customer Service | |
|
|
|
Senior Vice President, Talent Acquisition | VP | HR | |
|
|
|
Director, Talent Acquisition | Director | HR | |
|
|
|
Vice President, Talent Acquisition, Talent Marketing, TA Ops | VP | HR | |
|
|
|
Talent Acquisition Senior Manager | Manager | HR | |
|
|
|
Managing Director of Information Security (Deputy CISO) | Director | IT | |
|
|
|
VP Global Head of Security and Safety | VP | Operations | |
|
|
|
IT Risk and Audit Senior Manager, Global Risk Management | Manager | Risk | |
|
|
|
Head of Security Architecture | Director | Finance | |
|
|
|
Senior Manager Information Security | Manager | IT | |
|
|
|
Chief Information Officer | CXO | IT | |
|
|
|
Mutual Fund Operations | CXO | Finance | |
|
|
|
Equity Business Management | CXO | Investment | |
|
|
|
AVP, Equity Investment Product Manager | VP | Investment | |
|
|
|
VP Investment Operations | VP | Investment | |
|
|
|
Chair and Chief Investment Officer | CXO | Investment | |
|
|
|
SVP & Treasurer | VP | Treasury | |
|
|
|
Portfolio Strategy Manager | Manager | Investment | |
|
|
|
Investment Director & Institutional Segment Lead for Multi-Asset Solutions | Director | Investment | |
|
|
|
Portfolio Manager | Manager | Investment | |
|
|
|
Chief Information Officer, Investment Group | CXO | IT | |
|
|
|
Head of American Funds Service Group | Director | Investment | |
|
|
|
Head of ETFs | Director | Investment | |
|
|
|
AVP American Funds Product Manager | VP | Investment | |
|
|
|
VP Technology Solutions / Intelligent Process Automation | VP | IT | |
|
|
|
Director of IT | Director | IT | |
|
|
|
Robotic Process Automation Project Manager/Solutions Engineer IV | Manager | IT | |
|
|
|
Head of Data & SVP, Enterprise Data Office | Director | IT | |
|
|
|
HR Technology Business Partner | Director | HR | |
|
|
|
VP/Global Finance Director - Treasury/Payroll | VP | Finance | |
|
|
|
Portfolio Manager | Manager | Investment | |
|
Apps Being Evaluated by Capital Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Capital Group IT executives and key decision makers. This section highlights Capital Group's latest recorded technology evaluations, including SoundHound Houndify AI Platform for Cognitive Computing on 2025-10-30, ANSYS PowerArtist for Product Lifecycle Management on 2025-10-21, and BlackRock Aladdin for Portfolio and Investment Management on 2025-10-10. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Capital Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-10-30 | Capital Group | Evaluated | SoundHound Inc. | SoundHound Houndify AI Platform | Cognitive Computing | AI-Powered Application |
| 2025-10-21 | Capital Group | Evaluated | Ansys Inc. | ANSYS PowerArtist | Product Lifecycle Management | PLM and Engineering |
| 2025-10-10 | Capital Group | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2025-08-05 | Capital Group | Evaluated |
|
|
Reservation and Booking Management | ERP Services and Operations |
| 2025-05-16 | Capital Group | Evaluated |
|
|
Reservation and Booking Management | ERP Services and Operations |
| 2025-04-19 | Capital Group | Evaluated |
|
|
Payment Processing | ERP |
| 2025-03-18 | Capital Group | Evaluated |
|
|
Business Process Management | ERP Services and Operations |
| 2025-01-22 | Capital Group | Evaluated |
|
|
Collaboration | Collaboration |
| 2024-12-05 | Capital Group | Evaluated |
|
|
Project Portfolio Management | PPM |
| 2024-11-26 | Capital Group | Evaluated |
|
|
ERP Financial | ERP |
FAQ - APPS RUN THE WORLD Capital Group Technographics
Capital Group is a Banking and Financial Services organization based in United States,
with around 9000 employees and annual revenues of $8.00 billion.
Capital Group operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Rakuna Interview Scheduling and MicroStrategy ONE Analytics,
covering areas like ERP Financial, Interview Scheduling and Analytics and BI.
Capital Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Rakuna and MicroStrategy.
Capital Group recently adopted applications including
SS&C GIDS in 2023, Palantir Foundry in 2022 and Salesforce Net Zero Cloud in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Capital Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Capital Group’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 Capital Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.