CAPTRUST
4208 Six Forks Rd #1700,
Raleigh, 27609, NC,
United States
Raleigh, 27609, NC,
United States
1 919-870-6822
Banking and Financial Services
CAPTRUST Technographics
CAPTRUST Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CAPTRUST and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1800 CAPTRUST employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CAPTRUST has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2019, Amazon Redshift for Data Warehouse in 2024, DocuSign eSignature for Digital Signing 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 CAPTRUST is running and its propensity to invest more and deepen its relationship with Microsoft , Amazon Web Services (AWS) , 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 CAPTRUST revenues, which have grown to $300.0 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 CAPTRUST 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.
CAPTRUST Tech Stack and Enterprise Applications
CAPTRUST ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP | n/a | 2019 | 2020 |
In 2019, CAPTRUST implemented Microsoft Dynamics 365 for Finance and Operations, deploying a core ERP Financial instance to standardize corporate accounting and accounts payable workflows. The implementation targeted finance teams supporting CAPTRUST Financial Advisors and encompassed operational activities across corporate and advisory offices including Raleigh, NC.
Microsoft Dynamics 365 for Finance and Operations was configured to support accounts payable processing, general ledger mapping, and recurring payment orchestration. Functional workstreams included mapping previous general ledger data into the new chart structure, AP testing to validate transaction accuracy, executing weekly AP payment runs within Dynamics 365, and maintaining a monthly lease payment schedule for more than 20 office buildings to calculate rent liabilities.
The deployment linked invoice processing to SAP Concur for itemization and leveraged spreadsheet analysis for invoice categorization and reporting. Vendor management capabilities were expanded to onboard acquisition-related vendors, process ownership changes across business systems, and update vendor payment recipient terms from check to ACH as part of accounts payable configuration.
Governance centered on GL mapping and AP validation workflows, with finance associates executing testing protocols and payment runs to enforce data integrity. Operational responsibilities included ongoing vendor onboarding, monthly lease schedule maintenance, and procedural controls for AP processing, aligning business functions in accounting, treasury, and vendor operations under the ERP Financial platform.
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CAPTRUST Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon Redshift | Data Warehouse | Analytics and BI | n/a | 2024 | 2024 |
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CAPTRUST 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, CAPTRUST deployed DocuSign eSignature as a Digital Signing solution on its corporate website to enable electronic execution of client documents. CAPTRUST uses DocuSign eSignature as a Digital Signing capability for client-facing document execution, providing browser-based signature capture, workflow orchestration, envelope management, and audit trail functionality embedded into online forms to support client consent and agreement completion.
Deployment architecture is focused on embedded web signing, with DocuSign eSignature presenting and completing agreements directly within CAPTRUST web pages, consistent with typical Digital Signing integration patterns. Operational coverage centers on client onboarding and account documentation workflows, impacting client services, compliance, and legal review through centralized signature capture, document status tracking, and preserved execution provenance via DocuSign eSignature.
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CAPTRUST CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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CAPTRUST ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2021 | 2021 |
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Application Performance Management | ITSM |
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2022 | 2022 |
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IT Service Management | ITSM |
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2023 | 2023 |
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CAPTRUST PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Extract, Transform, and Load (ETL) | PaaS |
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2024 | 2024 |
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Transactional Email | PaaS |
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2019 | 2019 |
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CAPTRUST 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Cloud Storage | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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CAPTRUST CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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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 CAPTRUST
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Senior Director,Finance | Director | Finance | |
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Chief Financial Officer,Corporate Services | CXO | Finance | |
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Director, Finance | Director | Finance | |
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Director | IT Infrastructure | Director | IT | |
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Chief Technology Officer | CXO | IT | |
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Senior Manager | IT Infrastructure | Manager | IT | |
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Manager | IT Server Engineering | IT Infrastructure | Manager | IT | |
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Director | IT Application Development | Director | IT | |
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Apps Being Evaluated by CAPTRUST Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CAPTRUST IT executives and key decision makers. This section highlights CAPTRUST's latest recorded technology evaluations, including FIS Front Arena OMNI (ex SunGard Omni) for Trading Platform on 2024-07-16. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CAPTRUST digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-07-16 | CAPTRUST | Evaluated | FIS Global | FIS Front Arena OMNI (ex SunGard Omni) | Trading Platform | Investment Management |
FAQ - APPS RUN THE WORLD CAPTRUST Technographics
CAPTRUST is a Banking and Financial Services organization based in United States,
with around 1800 employees and annual revenues of $300.0 million.
CAPTRUST operates a diverse technology stack with applications such as
Microsoft Dynamics 365 for Finance and Operations, Amazon Redshift and DocuSign eSignature,
covering areas like ERP Financial, Data Warehouse and Digital Signing.
CAPTRUST has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Amazon Web Services (AWS) and Docusign.
CAPTRUST recently adopted applications including
Amazon Redshift in 2024, AWS Glue in 2024 and Amazon EMR in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CAPTRUST’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CAPTRUST’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 CAPTRUST technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.