AI Buyer Insights:

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cerity Partners
Location
99 Park Avenue,
New York, 10016, NY,
United States
Website
https://www.ceritypartners.com/
Phone
1 212-202-1810
Artw industry
Banking and Financial Services
Employee
Revenue

Cerity Partners Technographics

Cerity Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Cerity Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1300 Cerity 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 Cerity Partners has purchased the following applications: Sage Intacct for ERP Financial in 2023, Pendo Adopt for Digital Adoption in 2023, Hubspot Live Chat for Chatbots and Conversational AI in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Cerity Partners is running and its propensity to invest more and deepen its relationship with Sage , Stripe , Pendo.io 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 Cerity Partners revenues, which have grown to $200.0 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 Cerity 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.

Cerity Partners Tech Stack and Enterprise Applications

Cerity Partners ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sage Legacy Sage Intacct ERP Financial ERP n/a 2023 2023
Payment Processing ERP 2023 2023
Cerity Partners HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Pendo.io Legacy Pendo Adopt Digital Adoption HCM n/a 2023 2023
Cerity Partners AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2022 2022
Chatbots and Conversational AI AI-Powered Application 2022 2022
Cerity Partners 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 2020 2020
Collaboration Collaboration 2022 2022
Online Meeting Scheduling Collaboration 2023 2023
Survey and Questionnaire Collaboration 2020 2020
Cerity Partners Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application, Web and Enterprise Search Content Management 2022 2022
Digital Signing Content Management 2021 2021
Web Content Management Content Management 2023 2023
Cerity Partners CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Data Platform CRM 2023 2023
Customer Engagement, Customer Loyalty CRM 2023 2023
Customer Experience CRM 2022 2022
Customer Experience CRM 2023 2023
Customer Support CRM 2023 2023
Digital Advertising Platform CRM 2022 2022
Marketing Analytics CRM 2023 2023
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2023 2023
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2019 2019
Cerity Partners ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2022 2022
Cerity Partners Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2022 2022
Asset and Wealth Management Investment Management 2021 2021
Portfolio and Investment Management Investment Management 2021 2021
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2020 2020
Cerity Partners PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2019 2019
Cerity Partners IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2023 2023
Cerity Partners CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2022 2022

IT Decision Makers and Key Stakeholders at Cerity Partners

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Cerity Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cerity Partners IT executives and key decision makers. This section highlights Cerity Partners's latest recorded technology evaluations, including Citco AExeo for Portfolio and Investment Management on 2025-10-06 and Paychex Flex for Payroll on 2025-09-18. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cerity Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-10-06 Cerity Partners Evaluated The Citco Group Citco AExeo Portfolio and Investment Management Investment Management
2025-09-18 Cerity Partners Evaluated Paychex Paychex Flex Payroll HCM
FAQ - APPS RUN THE WORLD Cerity Partners Technographics
Cerity Partners is a Banking and Financial Services organization based in United States, with around 1300 employees and annual revenues of $200.0 million.
Cerity Partners operates a diverse technology stack with applications such as Sage Intacct, Pendo Adopt and Hubspot Live Chat, covering areas like ERP Financial, Digital Adoption and Chatbots and Conversational AI.
Cerity Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Sage, Pendo.io and HubSpot.
Cerity Partners recently adopted applications including Sage Intacct in 2023, Stripe Payments in 2023 and Pendo Adopt in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cerity Partners’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Cerity 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 Cerity Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.