AI Buyer Insights:

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

CFA Institute
Location
915 East High Street,
Charlottesville, 22902, VA,
United States
Website
https://www.cfainstitute.org/
Phone
1 434-977-0437
Artw industry
Banking and Financial Services
Employee
Revenue

CFA Institute Technographics

CFA Institute Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by CFA Institute and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 633 CFA Institute employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that CFA Institute has purchased the following applications: SAP Concur Expense for Expense Management in 2007, Insala EmploymentTalk for Recruiting in 2005, Microsoft 365 for Collaboration 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 CFA Institute is running and its propensity to invest more and deepen its relationship with SAP , Insala , Microsoft 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 CFA Institute revenues, which have grown to $393.0 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 CFA Institute 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.

CFA Institute Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SAP Legacy SAP Concur Expense Expense Management ERP Financial Management n/a 2007 2007
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insala Legacy Insala EmploymentTalk Recruiting HCM n/a 2005 2005
In 2005, CFA Institute implemented Insala EmploymentTalk, according to Insala public materials that list CFA Institute among organizations for which the company CTO supported global implementations. Insala EmploymentTalk is in the Recruiting category and vendor context implies use for alumni and career management functions within the institute. Vendor-reported descriptions emphasize a CTO role in global rollouts, implying a centralized career services deployment consistent with Recruiting platforms, including career portals, job posting and candidate engagement workflows, and alumni career support. The narrative suggests configuration of talent lifecycle workflows and career services modules typical of Insala EmploymentTalk, applied to member and alumni-facing operations. Operational coverage is described as United States and global, indicating the solution was positioned to serve CFA Institute’s international member and alumni networks rather than a single department or site. Insala materials do not provide granular governance, integration specifics, or documented outcomes for the CFA Institute deployment, so implementation details such as timelines, configuration parameters, and measurable benefits are not available in the source.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Event Management Collaboration 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application, Web and Enterprise Search Content Management 2021 2021
Enterprise Content Management Content Management 2017 2017
Web Content Management Content Management 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Engagement, Customer Experience CRM 2019 2019
Customer Support CRM 2014 2014
Data Management Platform CRM 2021 2021
Marketing Analytics CRM 2020 2020
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2011 2011
Tag Management CRM 2021 2021
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 2020 2020
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2025 2025
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2011 2011
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2004 2004
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2011 2011
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Web Gateways (SWG) CyberSecurity 2011 2011
IT Decision Makers and Key Stakeholders at CFA Institute
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by CFA Institute Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD CFA Institute Technographics

CFA Institute is a Banking and Financial Services organization based in United States, with around 633 employees and annual revenues of $393.0 million.

CFA Institute operates a diverse technology stack with applications such as SAP Concur Expense, Insala EmploymentTalk and Microsoft 365, covering areas like Expense Management, Recruiting and Collaboration.

CFA Institute has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SAP, Insala and Microsoft.

CFA Institute recently adopted applications including Windmill Platform in 2025, Cvent Event Management in 2021 and Coveo Relevance Cloud in 2021, highlighting its ongoing modernization strategy.

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

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