Clayton Holdings
720 S. Colorado Blvd. Suite 200,
Glendale, 80246, CO,
United States
Glendale, 80246, CO,
United States
1 877-850-7620
Banking and Financial Services
Clayton Holdings Technographics
Clayton Holdings Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Clayton Holdings and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Clayton Holdings employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Clayton Holdings has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021, Salesforce Pardot for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Clayton Holdings is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , DocuSign 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 Clayton Holdings revenues, which have grown to $70.0 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 Clayton Holdings 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.
Clayton Holdings Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Clayton Holdings implemented Cisco Webex Meetings. Cisco Webex Meetings, an Audio Video and Web Conferencing application, was deployed to provide browser-based meeting capability embedded on the Clayton Holdings website and to support internal collaboration across the firm.
The deployment focused on standard Cisco Webex Meetings functional modules, including scheduled meetings, HD video and audio, screen sharing, recording, participant management, and host controls. Cisco Webex Meetings was configured for web-embedded click-to-join sessions on the corporate site to enable client-facing conferencing and scheduled web sessions, with administrative meeting policies applied to control recording and participant permissions.
Operational coverage emphasized client engagement through the website and internal collaboration for frontline teams and corporate communications. Governance centered on centralized administration, role-based meeting controls, and policy configuration to align conferencing use with banking and financial services compliance expectations.
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Collaboration | Collaboration |
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2018 | 2018 |
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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, Clayton Holdings deployed DocuSign eSignature as a Digital Signing solution on its public website. Clayton Holdings uses DocuSign eSignature for Digital Signing to support customer-facing document execution, client onboarding, and contract signing workflows.
The implementation leverages core DocuSign eSignature capabilities including template-driven envelopes, embedded signing flows, recipient routing, authentication options, and tamper-evident audit trails. The deployment is delivered as a cloud hosted eSignature service with configuration focused on reusable templates, envelope lifecycle management, and signing ceremony customization to standardize document presentation and acceptance.
Integration work was centered on the company website, using embedded signing experiences and server side API calls to create and manage envelopes without redirecting users away from the site. Operational coverage spans client-facing functions such as legal, sales, and onboarding, with centralized administration and template governance to maintain signing policies and auditability for regulated document execution.
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Intelligent Document Processing | Content Management |
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2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Clayton Holdings implemented Salesforce Pardot as its Marketing Automation solution. Clayton Holdings deployed Salesforce Pardot on its public website to centralize digital lead capture and manage prospect engagement for its banking and financial services operations.
The Salesforce Pardot deployment focused on web form based lead capture, prospect tracking across site pages, automated email nurture campaigns, and lead scoring and segmentation to support conversion workflows. Configuration work concentrated on landing pages, form handlers, email templates, automation rules, and prospect lifecycle segmentation, aligning with standard Marketing Automation capabilities. Salesforce Pardot is used to execute targeted campaigns and orchestrate lead qualification processes for marketing and sales teams.
Rollout emphasized marketing and sales operations, with governance controls introduced for campaign naming, approval workflows, and prospect data handling to address financial services compliance requirements. Onboarding proceeded in phases to centralize template management and automation rule ownership within the marketing team, while web tracking instrumentation was embedded to feed prospect activity into campaign reports. Operational coverage is focused on the United States market through the company website.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Clayton Holdings
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Clayton Holdings Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Clayton Holdings IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Clayton Holdings digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Clayton Holdings Technographics
Clayton Holdings is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $70.0 million.
Clayton Holdings operates a diverse technology stack with applications such as
Cisco Webex Meetings, DocuSign eSignature and Salesforce Pardot,
covering areas like Audio Video and Web Conferencing, Digital Signing and Marketing Automation.
Clayton Holdings has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, DocuSign and Salesforce.
Clayton Holdings recently adopted applications including
DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and Google Cloud Platform (GCP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Clayton Holdings’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Clayton Holdings’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 Clayton Holdings technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.