Cohen & Company
Cira Center,
Philadelphia, 19104, PA,
United States
Philadelphia, 19104, PA,
United States
1 469-862-0139
Banking and Financial Services
Cohen & Company Technographics
Cohen & Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cohen & Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 118 Cohen & Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cohen & Company has purchased the following applications: Microsoft 365 for Collaboration in 2017, DocuSign eSignature for Digital Signing in 2022, Intuit Mailchimp 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 Cohen & Company is running and its propensity to invest more and deepen its relationship with Microsoft , Docusign , Intuit 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 Cohen & Company revenues, which have grown to $139.1 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 Cohen & Company 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.
Cohen & Company Tech Stack and Enterprise Applications
Cohen & Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Cohen & Company implemented Microsoft 365 to establish a unified Collaboration platform. The Microsoft 365 deployment serves the 118 employee firm in the Banking and Financial Services industry as the primary corporate collaboration and productivity layer.
Implementation focused on core Collaboration modules, deploying Exchange Online for enterprise email, SharePoint Online for team and client document management, OneDrive for Business for personal file sync, and Microsoft Teams for chat and meetings. Configuration emphasized tenant-level provisioning, license assignment, and standard security baselines common to Microsoft 365 rollouts.
Operational scope covered firm-wide business functions including client services, operations, and finance, with the cloud tenant used to centralize identity, access controls, and mailbox management. Integrations remained within the Microsoft 365 ecosystem to support document collaboration, shared calendars, and internal communication workflows.
Governance was structured through tenant policies, role-based administrative controls, data loss prevention, retention settings, and eDiscovery controls to align collaboration workflows with compliance and recordkeeping requirements common in Banking and Financial Services. The configuration aligns collaboration workflows for secure client file exchange and internal approvals.
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Cohen & Company Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Cohen & Company deployed DocuSign eSignature as a Digital Signing solution on its public website. DocuSign eSignature is embedded to capture electronic approvals and execute client agreements within online intake and document exchange flows, providing a customer-facing signature layer that centralizes signature capture and verification.
The deployment leverages standard Digital Signing capabilities including embedded signing experiences, audit trail generation, and configurable authentication to support client onboarding and agreement execution workflows. Operational coverage focuses on client-facing teams and administrative staff responsible for document processing, with governance controls configured to enforce signature authentication and document retention policies typical for banking and financial services.
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Cohen & Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Cohen & Company implemented Intuit Mailchimp for Marketing Automation. The company is using Intuit Mailchimp on their website to capture contacts through embedded signup forms and to deliver and manage email campaigns and subscriber lists. This implementation positions Intuit Mailchimp as the primary Marketing Automation tool for marketing and client communications at Cohen & Company.
Configuration and operational use focus on email campaign management, audience segmentation, automation workflows, and reporting, reflecting common Marketing Automation functional modules. Operational scope covers corporate marketing and client communications teams, with governance centered on list management, consent capture, and scheduled campaign workflows. The deployment is web integrated, using site level form capture to feed Mailchimp audiences and campaign orchestration.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Cohen & Company 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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Content Delivery Network | IaaS |
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2021 | 2021 |
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SD-WAN | IaaS |
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2016 | 2017 |
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Cohen & Company CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Cohen & Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Cohen & Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cohen & Company IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cohen & Company digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Cohen & Company Technographics
Cohen & Company is a Banking and Financial Services organization based in United States,
with around 118 employees and annual revenues of $139.1 million.
Cohen & Company operates a diverse technology stack with applications such as
Microsoft 365, DocuSign eSignature and Intuit Mailchimp,
covering areas like Collaboration, Digital Signing and Marketing Automation.
Cohen & Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Docusign and Intuit.
Cohen & Company recently adopted applications including
DocuSign eSignature in 2022, 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 Cohen & Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Cohen & Company’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 Cohen & Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.