CBRE Clarion Securities
201 King of Prussia Road Suite 600,
Radnor, 19087, PA,
United States
Radnor, 19087, PA,
United States
1 610-995-2500
Banking and Financial Services
CBRE Clarion Securities Technographics
CBRE Clarion Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CBRE Clarion Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 CBRE Clarion Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CBRE Clarion Securities has purchased the following applications: Microsoft 365 for Collaboration in 2018, DocuSign eSignature for Digital Signing in 2021, Adobe Experience Cloud for Customer Experience in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CBRE Clarion Securities is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , Adobe Systems 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 CBRE Clarion Securities revenues, which have grown to $345.0 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 CBRE Clarion Securities 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.
CBRE Clarion Securities Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, CBRE Clarion Securities implemented Microsoft 365 as its primary Collaboration platform. The deployment established a cloud-hosted Microsoft 365 tenant to serve approximately 500 employees, and the implementation explicitly extended Microsoft 365 capabilities to the corporate website for content and communication workflows.
The Microsoft 365 implementation emphasized core Collaboration modules including Exchange Online for enterprise email, SharePoint Online for web content and intranet publishing, Microsoft Teams for synchronous collaboration, OneDrive for user file sync, and the Office productivity suite for document authoring and co-authoring. Configuration work focused on mailbox routing, SharePoint site collections and publishing controls for the website, Teams channel structure for cross-functional work, and document lifecycle settings to enable versioning and co-authoring.
Operational coverage targeted corporate functions responsible for investor communications and asset management, with IT owning tenant administration and site-level content governance. The implementation leveraged native Microsoft identity and access controls to centralize authentication and applied role-based access patterns across site content and collaboration spaces, while the website integration surfaced SharePoint-driven content and corporate messaging from the Microsoft 365 environment.
Governance was structured around centralized policy controls, including information protection, retention labels, and scoped administrative roles to separate site content management from tenant-level administration. Rollout was executed with phased adoption across business units, accompanied by defined change controls and content ownership to maintain content hygiene and collaboration governance.
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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, CBRE Clarion Securities deployed DocuSign eSignature as a Digital Signing solution on its public website. The implementation leverages DocuSign eSignature embedded signing to deliver customer-facing signature experiences, using template-based envelope configurations, recipient routing, and authentication controls to standardize online document execution. The deployment includes system-generated audit trails and certificate generation to support signature verification and compliance workflows, and positions DocuSign eSignature as the company Digital Signing platform for online contract and form execution.
The solution integrates with web forms and transaction touchpoints through embedded signing APIs and server-side envelope creation, enabling automated document population and sequenced signing flows. Operational coverage centers on external client interactions and internal approval routing, with governance enforced via centralized template management, role-based access within the DocuSign tenant, and persistent audit logs. The architecture emphasizes web-facing signature capture coupled with DocuSign eSignature security and authentication capabilities common to Digital Signing deployments.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2018 | 2018 |
In 2018, CBRE Clarion Securities deployed Adobe Experience Cloud as its Customer Experience application on its public website. The Adobe Experience Cloud implementation functions as the primary web content and digital experience layer for customer-facing pages on the cbrecclarion.com site, consolidating web delivery and marketing instrumentation into a single platform.
Functional configuration emphasizes web content management, component-based page authoring, analytics instrumentation, personalized content delivery, and tag management to support marketing and client communications. Adobe Experience Cloud was configured to centralize content workflows, enable template-driven publishing, and deliver rule-driven personalization and experimentation capabilities across targeted site areas.
Operational coverage includes marketing, digital channels, and content operations, with editorial and digital marketing teams using the platform for campaign landing pages, client-facing content, and site updates. Integrations are implemented at the website front-end and within the marketing operations toolchain as deployed on the public site, enabling audience segmentation and analytics-driven decisioning without reference to external partner systems.
Governance and rollout emphasized editorial role definitions, staged content approval workflows, and change control processes to manage publishing cadence and maintain consistency across customer-facing pages. The implementation instituted content ownership and operational handoffs between marketing and web teams to sustain ongoing site governance and content lifecycle management.
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Marketing Automation | CRM |
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2019 | 2019 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at CBRE Clarion Securities
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by CBRE Clarion Securities Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CBRE Clarion Securities IT executives and key decision makers. This section highlights CBRE Clarion Securities's latest recorded technology evaluations, including SmartStream TLM Reconciliations Premium for Risk Management on 2026-01-02. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CBRE Clarion Securities digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD CBRE Clarion Securities Technographics
CBRE Clarion Securities is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $345.0 million.
CBRE Clarion Securities operates a diverse technology stack with applications such as
Microsoft 365, DocuSign eSignature and Adobe Experience Cloud,
covering areas like Collaboration, Digital Signing and Customer Experience.
CBRE Clarion Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DocuSign and Adobe Systems.
CBRE Clarion Securities recently adopted applications including
DocuSign eSignature in 2021, Intuit Mailchimp in 2019 and Cloudflare CDN in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CBRE Clarion Securities’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CBRE Clarion Securities’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 CBRE Clarion Securities technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.