Scottsdale, 85258, AZ,
United States
Charter Capital Technographics
Charter Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charter Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 Charter Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charter Capital has purchased the following applications: Microsoft 365 for Collaboration in 2020, Swiftpage Act! for Marketing Automation, CRM in 2008, Google Cloud Platform (GCP) for Application Hosting and Computing Services 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 Charter Capital is running and its propensity to invest more and deepen its relationship with Microsoft , Swiftpage , Google 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 Charter Capital revenues, which have grown to $21.50 billion 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 Charter Capital 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.
Charter Capital Tech Stack and Enterprise Applications
Charter Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Charter Capital implemented Microsoft 365 as its primary Collaboration platform. The deployment is a cloud-hosted Microsoft 365 tenant serving a 1,500 employee professional services firm, with explicit use of Microsoft 365 surfaced on the corporate website for collaboration-enabled content and corporate communications.
Core functional modules implemented align with standard Microsoft 365 Collaboration capabilities, including Microsoft Teams for synchronous collaboration, Exchange Online for corporate email, SharePoint and OneDrive for document management and intranet content. Operational coverage spans consulting delivery, sales, finance, and human resources, with governance centered on tenant-level administration, information architecture for SharePoint sites, role-based access provisioning, and policy controls for data protection and external sharing.
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Charter Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Swiftpage | Legacy | Swiftpage Act! | Marketing Automation, CRM | CRM | n/a | 2008 | 2008 |
In 2008, Charter Capital implemented Swiftpage Act! as its primary Marketing Automation,CRM platform to consolidate customer and prospect data. The deployment centralized about 35,000 contact records representing customers across multiple sectors and supported relationship-centric financing workflows. Implementation emphasized core Act! capabilities including contact and account management, prospect scoring, and marketing automation workflows to support targeted outreach. Act!'s prospect scoring capability enabled sales leadership to prioritize high-propensity prospects and focus limited resources on conversion activities. The Swiftpage Act! deployment directly supported sales and client relationship management functions across Charter Capital. Carey retained Act! amid pressure to change systems because the platform supported long-term relationship building and scoring-driven sales workflows. As an explicit outcome, the company achieved 75% of its previous sales volume while operating with about 20 percent of its pre-2008 staff, illustrating the platform's role in sustaining revenue and concentrating sales effort.
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Charter Capital IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Cloud Platform (GCP) | Application Hosting and Computing Services | IaaS | n/a | 2021 | 2021 |
In 2021, Charter Capital implemented Google Cloud Platform (GCP) for Application Hosting and Computing Services to host its public website and customer facing digital properties. Charter Capital uses Google Cloud Platform (GCP) as the primary cloud environment supporting external web delivery and application runtime for its site.
The implementation focuses on core application hosting capabilities including scalable compute for application runtime, container and virtual machine hosting options, object storage for site assets, managed load balancing and TLS termination, and content delivery optimization. Operational functionality also includes automated provisioning, autoscaling, centralized logging and monitoring, and infrastructure as code patterns to manage configuration and deployments.
Deployment and operational ownership are centered in IT infrastructure and web operations teams with close collaboration from digital marketing for content deployment workflows. Governance emphasizes centralized access controls and role based permissions, with CI CD aligned release pipelines and infrastructure as code practices to maintain site configurations on Google Cloud Platform (GCP) within the Application Hosting and Computing Services category.
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Charter Capital
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Apps Being Evaluated by Charter Capital Executives
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