Cowen
599 Lexington Avenue 20th Floor,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 646-562-1010
Banking and Financial Services
Cowen Technographics
Cowen Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cowen and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1534 Cowen employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cowen has purchased the following applications: Microsoft Dynamics NAV for ERP Financial in 2014, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, BlueMatrix for Content Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cowen is running and its propensity to invest more and deepen its relationship with Microsoft , Cisco Systems , BlueMatrix 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 Cowen revenues, which have grown to $1.28 billion 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 Cowen 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.
Cowen Tech Stack and Enterprise Applications
Cowen ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics NAV | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014 Cowen implemented Microsoft Dynamics NAV as its ERP Financial solution. The implementation was focused on supporting the Fund Accounting team in New York, aligning ERP Financial capabilities with fund administration responsibilities that include monthly accounting, NAV approval processes, and investor performance reporting for private equity and hedge fund products.
Microsoft Dynamics NAV was configured to deliver core ERP Financial modules including general ledger, accounts payable, accounts receivable, cash management, multi-entity accounting, and financial reporting. Configuration work emphasized month-end close orchestration and formalized NAV approval workflows, fee and carry calculation routines, capital activity processing for capital calls and distributions, and preparation of GAAP-compliant year-end financial statements. Reporting templates and automated reconciliation routines were implemented to support daily P&L, performance measurement and monthly and quarterly investor statements.
Operational coverage connected Fund Accounting with external service providers, prime brokers and custodial banks to enable transactional feeds and support investor balance verification. Governance centered on documented approval paths for NAV and close packages, role-based access controls for Finance personnel, and control points for fee verification and audit support. Microsoft Dynamics NAV operated as part of a broader accounting toolset alongside applications noted by the organization such as AExeo, Geneva, Workday and Penny.
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Cowen 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 | 2017 | 2017 |
In 2017 Cowen deployed Cisco Webex Meetings on its corporate website to provide web conferencing for client and public-facing interactions. Cisco Webex Meetings is an Audio Video and Web Conferencing application and was embedded as a browser-accessible meeting layer on public pages of the Cowen site.
Implementation emphasized standard Audio Video and Web Conferencing capabilities such as real-time video and audio, screen sharing, meeting recording, participant moderation, and browser-based join flows. Configuration work focused on provisioning user accounts for client-facing teams, standardizing meeting templates and scheduling practices, and embedding join links and meeting widgets into site pages.
Operational scope targeted client-facing business functions including sales, research and investor relations as well as corporate communications, with the website presence enabling external attendee access without separate portals. Governance measures included access controls, meeting moderation policies and standardized scheduling workflows to align web-hosted events with Cowen's customer engagement processes.
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Cowen Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BlueMatrix | Legacy | BlueMatrix | Content Management | Content Management | n/a | 2018 | 2018 |
In 2018, Cowen deployed BlueMatrix as its Content Management solution for the corporate website. The BlueMatrix implementation centralized web content, investor materials, and media asset delivery into a single content repository, positioning BlueMatrix as the primary content management platform for site publishing and updates. The deployment emphasized publisher role separation and web publishing workflows to support frequent content updates on cowen.com.
The implementation leveraged core Content Management capabilities including template-driven rendering, content authoring, staged publishing, and centralized digital asset management to standardize page composition and approval processes. Operational ownership aligned with corporate communications and investor relations teams, using role-based editorial controls and approval workflows to manage publishing permissions. System architecture focused on a web-facing content repository integrated into the site delivery pipeline, with BlueMatrix handling content lifecycle for the public website.
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Digital Asset Management | Content Management |
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2022 | 2022 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Cowen CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Cowen ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Cowen Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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Cowen 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Cowen 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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2013 | 2013 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Cowen
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Apps Being Evaluated by Cowen Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cowen IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cowen digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Cowen Technographics
Cowen is a Banking and Financial Services organization based in United States,
with around 1534 employees and annual revenues of $1.28 billion.
Cowen operates a diverse technology stack with applications such as
Microsoft Dynamics NAV, Cisco Webex Meetings and BlueMatrix,
covering areas like ERP Financial, Audio Video and Web Conferencing and Content Management.
Cowen has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Cisco Systems and BlueMatrix.
Cowen recently adopted applications including
Astute Review Asset Library in 2022, DocuSign eSignature in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cowen’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Cowen’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 Cowen technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.