Coleman Research
120 W 45th St,
New York, 10036, NY,
United States
New York, 10036, NY,
United States
1 212-223-0185
Banking and Financial Services
Coleman Research Technographics
Coleman Research Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Coleman Research and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Coleman Research employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Coleman Research has purchased the following applications: Terminus Chat Experiences for Chatbots and Conversational AI in 2021, Microsoft Power BI for Analytics and BI in 2016, Adobe Connect for Audio Video and Web Conferencing 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 Coleman Research is running and its propensity to invest more and deepen its relationship with Terminus , Microsoft , Adobe Systems 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 Coleman Research revenues, which have grown to $80.0 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 Coleman Research 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.
Coleman Research Tech Stack and Enterprise Applications
Coleman Research AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Terminus | Legacy | Terminus Chat Experiences | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Coleman Research deployed Terminus Chat Experiences on its public website, using the application as a web‑embedded customer engagement channel. Terminus Chat Experiences is implemented as part of the company website infrastructure and is classified under Chatbots and Conversational AI to support client outreach and front‑line qualification workflows.
The implementation centers on conversational workflows and knowledge base driven responses, configured to handle common client inquiries, automated FAQs, and initial lead capture. Configuration includes scripted conversation paths, event triggered messaging on key pages, and routing rules to surface human follow up when needed, reflecting typical Chatbots and Conversational AI capabilities.
Operational ownership is aligned with marketing and client services, with content and response governance managed through centralized change control for chat scripts and knowledge content. The deployment is maintained as an integrated website capability, extending digital engagement and intake processes across Coleman Research’s public site without reference to specific backend system integrations.
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Coleman Research Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016 Coleman Research implemented Microsoft Power BI to centralize operations reporting and KPI tracking under the Analytics and BI category. The deployment targeted the company’s global operations footprint, supporting teams based in New York, London, Beijing, Hong Kong, Raleigh, San Francisco, and Boston while managing an Operations team across four countries.
Microsoft Power BI was configured to deliver interactive dashboards and report scorecards that track employee production, core KPIs, company growth indicators, and identified areas of opportunity. Implementation emphasized data modeling and reusable visualizations to support project-level reporting for call scheduling processes, expert engagement workflows, and member services, with workspace segmentation for role-based access and director level oversight.
Power BI reports consumed internal operational datasets tied to the call scheduling process, expert engagement records, member services activity, and project management feeds, enabling consolidated views for the Director of Operations and operational managers. The application was used to manage projects related to scheduling, engagement, and member services while preserving data governance through workspace permissions and report ownership.
Governance and rollout activities included structured report ownership, phased access controls, participation in beta testing for new internal and external system roll-outs, and training programs to recruit and develop analysts into high functioning global teams. Coleman Research Microsoft Power BI Analytics and BI supported operational decision making across operations, project management, member services, and vendor negotiation workflows without introducing external partner references.
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Coleman Research Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Coleman Research implemented Adobe Connect as its primary web conferencing platform. Adobe Connect is embedded on the Coleman Research website to deliver client-facing and internal virtual meeting capability, aligning with the Audio Video and Web Conferencing category. The deployment is web-based and configured to support scheduled meetings, persistent virtual rooms, and webinar-style sessions accessible via the corporate site.
Functional modules implemented reflect standard Adobe Connect capabilities, including audio and video conferencing, screen sharing, meeting recording, and role-based participant controls. Operational coverage targets corporate communications, research engagement, and client services, with IT-managed provisioning and site-level embedding for public and private meeting access. Governance centers on user role assignments and meeting-level access controls to maintain session security and client confidentiality while enabling structured virtual engagement workflows.
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Collaboration | Collaboration |
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2021 | 2021 |
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Coleman Research Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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2021 | 2021 |
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Coleman Research CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Coleman Research ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incident Management | ITSM |
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2021 | 2021 |
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Coleman Research PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Coleman Research 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Coleman Research
| First Name | Last Name | Title | Function | Department | Phone | |
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CTO | CXO | Finance | |
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Director, IT Infrastructure | Director | IT | |
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Director of IT | Director | IT | |
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Apps Being Evaluated by Coleman Research Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Coleman Research IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Coleman Research digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Coleman Research Technographics
Coleman Research is a Banking and Financial Services organization based in United States,
with around 400 employees and annual revenues of $80.0 million.
Coleman Research operates a diverse technology stack with applications such as
Terminus Chat Experiences, Microsoft Power BI and Adobe Connect,
covering areas like Chatbots and Conversational AI, Analytics and BI and Audio Video and Web Conferencing.
Coleman Research has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Terminus, Microsoft and Adobe Systems.
Coleman Research recently adopted applications including
Terminus Chat Experiences in 2021, Adobe Connect in 2021 and Microsoft 365 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Coleman Research’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Coleman Research’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 Coleman Research technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.