CPS Investment Advisors
205 East Orange Street,
Lakeland, 33801, FL,
United States
Lakeland, 33801, FL,
United States
1 863-688-1725
Banking and Financial Services
CPS Investment Advisors Technographics
CPS Investment Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CPS Investment Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 CPS Investment Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CPS Investment Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2016, DocuSign eSignature for Digital Signing in 2021, Constant Contact Email Marketing 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 CPS Investment Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , CodeTwo , 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 CPS Investment Advisors revenues, which have grown to $4.0 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 CPS Investment Advisors 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.
CPS Investment Advisors Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, CPS Investment Advisors implemented Microsoft 365 as its primary Collaboration platform. Microsoft 365 is referenced on the CPS Investment Advisors corporate website indicating active use of Microsoft 365 capabilities on their web presence. The deployment supports core Collaboration functions including communication, document management and productivity for the 40 employee United States financial services firm.
Implementation leverages standard Microsoft 365 Collaboration capabilities such as Exchange Online for email, SharePoint for document libraries, OneDrive for file synchronization and Teams for real time messaging and meetings. Operational coverage is firmwide across investment operations, client service and finance and is administered centrally under the Microsoft 365 tenant model consistent with small firm deployments. This configuration establishes the relationship CPS Investment Advisors Microsoft 365 Collaboration Business Function by unifying email, document workflows and team collaboration within a single cloud service.
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Collaboration | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, CPS Investment Advisors implemented DocuSign eSignature as a Digital Signing capability on its corporate website. The deployment places DocuSign eSignature at the front end of customer interactions to capture legally binding signatures for account opening documents, investment agreements, and client consents, aligning the Company DocuSign eSignature Digital Signing relationship with client onboarding and account servicing functions.
Configuration centered on embedded signing and online signature capture, using core DocuSign eSignature capabilities such as envelope management, signature authentication, and auditable transaction histories. The implementation emphasizes standard Digital Signing functional workflows, including document preparation, recipient routing, signature capture, and retention of audit trail metadata for compliance purposes.
Operationally the solution is surfaced on the public website to enable browser based execution of agreements, supporting client facing workflows across CPS Investment Advisors operations in the United States. Integrations are limited to the visible web signature surface, with the implementation scoped to customer document execution rather than broad enterprise application integration.
Governance changes focused on formalizing signature acceptance policies, configuring signing authentication levels, and updating internal routing and approvals to align with electronic execution. Training and process adjustments were applied to operations and compliance teams to ensure consistent use of DocuSign eSignature as the firmwide Digital Signing mechanism.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, CPS Investment Advisors deployed Constant Contact Email Marketing. The implementation places Constant Contact Email Marketing on the firm's public website to centralize email capture and campaign distribution as part of its Marketing Automation capabilities. Configuration emphasized email campaign management, contact list segmentation, template-driven message design, automated send workflows, and native reporting features of Constant Contact Email Marketing. This profile matches a 40-employee financial services firm using the application to support marketing and client communications.
Operational scope is focused on the marketing and client communications function, with embedded website signup forms driving list growth and campaign workflows. Integrations are limited to website embedding and in-application contact management, with campaign orchestration and subscriber consent workflows managed inside Constant Contact Email Marketing. Governance practices implemented include campaign scheduling controls, list hygiene processes, and permission-based audience segmentation to align ongoing marketing operations with regulatory expectations for a small banking and financial services firm.
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2016 | 2016 |
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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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at CPS Investment Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by CPS Investment Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CPS Investment Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CPS Investment Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD CPS Investment Advisors Technographics
CPS Investment Advisors is a Banking and Financial Services organization based in United States,
with around 40 employees and annual revenues of $4.0 million.
CPS Investment Advisors operates a diverse technology stack with applications such as
Microsoft 365, DocuSign eSignature and Constant Contact Email Marketing,
covering areas like Collaboration, Digital Signing and Marketing Automation.
CPS Investment Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DocuSign and Constant Contact.
CPS Investment Advisors recently adopted applications including
CodeTwo Email Signatures in 2021, DocuSign eSignature in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CPS Investment Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CPS Investment Advisors’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 CPS Investment Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.