AI Buyer Insights:

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● 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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● 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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

Cloyd Financial Planning
Location
334 Boston Tpke # 2,
Shrewsbury, 01545-3874, MA,
United States
Website
https://www.cloydfinancialplanning.com/
Phone
1 508-755-5000
Artw industry
Banking and Financial Services
Employee
Revenue

Cloyd Financial Planning Technographics

Cloyd Financial Planning Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Cloyd Financial Planning and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Cloyd Financial Planning employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Cloyd Financial Planning has purchased the following applications: Microsoft 365 for Collaboration in 2022, GoDaddy for Application Hosting and Computing Services in 2017, Cisco Secure Email (formerly Email Security Appliance) for Secure Email Gateways (SEGs) 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 Cloyd Financial Planning is running and its propensity to invest more and deepen its relationship with Microsoft , GoDaddy , Amazon Web Services (AWS) 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 Cloyd Financial Planning revenues, which have grown to $2.0 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 Cloyd Financial Planning 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.

Cloyd Financial Planning Tech Stack and Enterprise Applications

Cloyd Financial Planning Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
Collaboration Collaboration 2022 2022
Cloyd Financial Planning IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2017 2017
Application Hosting and Computing Services IaaS 2022 2022
Cloyd Financial Planning CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Secure Email (formerly Email Security Appliance) Secure Email Gateways (SEGs) CyberSecurity n/a 2020 2020

IT Decision Makers and Key Stakeholders at Cloyd Financial Planning

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Cloyd Financial Planning Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cloyd Financial Planning IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cloyd Financial Planning digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Cloyd Financial Planning Technographics
Cloyd Financial Planning is a Banking and Financial Services organization based in United States, with around 15 employees and annual revenues of $2.0 million.
Cloyd Financial Planning operates a diverse technology stack with applications such as Microsoft 365, GoDaddy and Cisco Secure Email (formerly Email Security Appliance), covering areas like Collaboration, Application Hosting and Computing Services and Secure Email Gateways (SEGs).
Cloyd Financial Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, GoDaddy and Cisco Systems.
Cloyd Financial Planning recently adopted applications including Microsoft 365 in 2022, GoDaddy Webmail in 2022 and Amazon EC2 in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cloyd Financial Planning’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Cloyd Financial Planning’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 Cloyd Financial Planning technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.