Cohen & Steers
1166 Avenue of the Americas,
New York, 10036, NY,
United States
New York, 10036, NY,
United States
1 800-330-7348
Banking and Financial Services
Cohen & Steers Technographics
Cohen & Steers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cohen & Steers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 388 Cohen & Steers 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 & Steers has purchased the following applications: Rocket.chat for Chatbots and Conversational AI in 2018, Algolia Search for Application, Web and Enterprise Search in 2021, Zendesk Service for Customer Support in 2019 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 & Steers is running and its propensity to invest more and deepen its relationship with Rocket.chat , Algolia , 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 Cohen & Steers revenues, which have grown to $566.0 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 Cohen & Steers 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 & Steers Tech Stack and Enterprise Applications
Cohen & Steers AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rocket.chat | Legacy | Rocket.chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Cohen & Steers deployed Rocket.chat on its public website as a Chatbots and Conversational AI implementation. Rocket.chat was embedded into the site to provide a customer-facing conversational interface delivering real-time messaging, channel and direct message handling, and bot-assisted conversational flows that are typical for this application category.
The architectural focus was on embedding Rocket.chat within the web presentation layer and configuring chat widgets, session handling, and moderation controls to support on-site interactions. Integrations in the implementation were concentrated on the website front-end and associated web operations processes, while operational governance and moderation workflows were aligned with the firm’s web and content management practices to manage availability and conversation handling.
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Cohen & Steers Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Algolia | Legacy | Algolia Search | Application, Web and Enterprise Search | Content Management | n/a | 2021 | 2021 |
In 2021, Cohen & Steers implemented Algolia Search on their corporate website. Algolia Search serves as the Application, Web and Enterprise Search capability to power site search and content discovery for the public web presence.
The implementation uses Algolia Search as a hosted search service, with front end search UI components and API-driven indexing pipelines to surface results. Configuration focuses on relevance tuning, autocomplete and typeahead, faceted navigation, synonym management and typo tolerance, aligned with common Application, Web and Enterprise Search workflows. Search analytics are instrumented within Algolia Search to monitor query patterns and relevance performance.
Operational coverage is the Cohen & Steers website, supporting investor and client facing content discovery and navigation. Governance has been organized around content indexing cadence and search relevance management, with content owners and digital teams using the Algolia Search dashboard to adjust ranking and synonyms and to review analytics for iterative tuning.
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2012 | 2012 |
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Cohen & Steers CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2019 | 2019 |
In 2019, Cohen & Steers implemented Zendesk Service on its website to support Customer Support operations. The implementation uses Zendesk Service as a cloud hosted, web embedded support layer to capture client inquiries through site forms and a web widget, and to establish centralized ticketing and web self service capability for client-facing support requests.
The deployment focuses on tickets, triage and routing workflows, knowledge base driven self service and web channel case creation, with configuration of support queues and escalation paths to align web intake with internal support teams. Governance concentrated on operationalizing support workflows and configuring service level tracking within Zendesk Service, establishing a web based incident intake and case management flow for client support activities.
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Data Management Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Cohen & Steers Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transfer Agency | Investment Management |
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2023 | 2023 |
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Cohen & Steers PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2016 | 2016 |
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Cohen & Steers 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Cohen & Steers 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Cohen & Steers
| First Name | Last Name | Title | Function | Department | Phone | |
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Vice President, Head of Digital Marketing | VP | Marketing | |
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SVP, Head of Global Marketing Chief Marketing Officer | Director | Marketing | |
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Associate Director, Digital Marketing | Director | Marketing | |
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Associate Director, Digital Marketing | Director | Marketing | |
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Vice President, Channel Marketing Manager | VP | Marketing | |
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Associate Director, Digital Marketing | Director | Marketing | |
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Vice President, Strategic Marketing | VP | Marketing | |
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Senior Vice President, Head of Investment Operations | VP | Investment | |
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Senior Vice President, Head of Fund Administration | VP | Operations | |
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Chief Operating Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Apps Being Evaluated by Cohen & Steers Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cohen & Steers IT executives and key decision makers. This section highlights Cohen & Steers's latest recorded technology evaluations, including FIS Investment Accounting Manager (formerly InvestOne) for Portfolio and Investment Management on 2026-06-22, BlackRock Aladdin for Portfolio and Investment Management on 2025-07-28, and Orion Enterprise for Portfolio and Investment Management on 2025-04-28. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cohen & Steers digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-06-22 | Cohen & Steers | Evaluated | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | Investment Management |
| 2025-07-28 | Cohen & Steers | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2025-04-28 | Cohen & Steers | Evaluated | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD Cohen & Steers Technographics
Cohen & Steers is a Banking and Financial Services organization based in United States,
with around 388 employees and annual revenues of $566.0 million.
Cohen & Steers operates a diverse technology stack with applications such as
Rocket.chat, Algolia Search and Zendesk Service,
covering areas like Chatbots and Conversational AI, Application, Web and Enterprise Search and Customer Support.
Cohen & Steers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Rocket.chat, Algolia and Zendesk.
Cohen & Steers recently adopted applications including
SS&C GIDS in 2023, Algolia Search in 2021 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cohen & Steers’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Cohen & Steers’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 & Steers technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.