AI Buyer Insights:

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● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

Cary Street Partners
Location
3060 Peachtree Rd Nw # 780,
Atlanta, 39901, GA,
United States
Website
https://www.blackknightpartners.com/
Phone
1 678-904-5838
Artw industry
Banking and Financial Services
Employee
Revenue

Cary Street Partners Technographics

Cary Street Partners Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Cary Street Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 26 Cary Street Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Cary Street Partners has purchased the following applications: Microsoft 365 for Collaboration in 2020, DocuSign eSignature for Digital Signing in 2021, SS&C Salentica Elements for CRM in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Cary Street Partners is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , SS&C Technologies 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 Cary Street Partners revenues, which have grown to $3.0 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 Cary Street Partners 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.

Cary Street Partners Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Collaboration Collaboration 2017 2017
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
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Salentica Elements CRM CRM n/a 2024 2024
In 2024, Cary Street Partners implemented SS&C Salentica Elements as their CRM. The deployment paired SS&C Salentica Elements with SS&C Black Diamond to standardize processes across multiple offices in the United States and to centralize client relationship management. The implementation focused on streamlining advisor workflows and improving client servicing consistency, configuring SS&C Salentica Elements to support contact and household management, client interaction tracking, and opportunity pipeline workflows consistent with CRM functional patterns. Configuration emphasized advisor centric views, standardized service templates, and task automation to reduce manual handoffs and normalize client servicing practices across locations. The system was tailored to support advisory team workflow orchestration and consistent client engagement sequences. Integration work concentrated on operational alignment between SS&C Salentica Elements and SS&C Black Diamond, synchronizing client and account metadata to align portfolio reporting with CRM client records. The integration established cross system visibility for advisors and client service teams and was applied across the firm’s multiple offices in the United States. Data flows were organized to keep client records, account context, and reporting schedules consistent between the CRM and the portfolio reporting system. Governance emphasized standardized processes and rollout controls, defining advisor workflow ownership, service playbooks, and phased user training to accelerate adoption. The initiative delivered measurable operational efficiencies as reported by the firm.
Customer Experience CRM 2022 2022
Customer Experience CRM 2023 2023
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2016 2016
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2023 2023
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2022 2022
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 2017 2017
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Cary Street Partners
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Cary Street Partners Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Cary Street Partners Technographics

Cary Street Partners is a Banking and Financial Services organization based in United States, with around 26 employees and annual revenues of $3.0 million.

Cary Street Partners operates a diverse technology stack with applications such as Microsoft 365, DocuSign eSignature and SS&C Salentica Elements, covering areas like Collaboration, Digital Signing and CRM.

Cary Street Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, DocuSign and SS&C Technologies.

Cary Street Partners recently adopted applications including SS&C Salentica Elements in 2024, Salesforce Sales Cloud in 2024 and Hotjar in 2023, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Cary Street Partners’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Cary Street Partners’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 Cary Street Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.