AI Buyer Insights:

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

Crestline Investors
Location
201 Main St #1900,
Fort Worth, 76102, TX,
United States
Website
https://www.crestlineinvestors.com/
Phone
1 817-339-7600
Artw industry
Banking and Financial Services
Employee
Revenue

Crestline Investors Technographics

Crestline Investors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Crestline Investors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Crestline Investors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Crestline Investors has purchased the following applications: Greenhouse ATS for Applicant Tracking System in 2023, Ruby Live Chat for Chatbots and Conversational AI in 2021, Backstop CRM for CRM 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 Crestline Investors is running and its propensity to invest more and deepen its relationship with Greenhouse , Ruby , Backstop Solutions 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 Crestline Investors revenues, which have grown to $15.0 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 Crestline Investors 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.

Crestline Investors Tech Stack and Enterprise Applications

Crestline Investors HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Greenhouse Legacy Greenhouse ATS Applicant Tracking System HCM n/a 2023 2023
In 2023, Crestline Investors implemented Greenhouse ATS, an Applicant Tracking System, on its corporate website to support recruiting and hiring workflows. The deployment uses Greenhouse ATS as a cloud SaaS career site integration, surfacing job postings and application forms directly on the Crestline Investors website and routing candidate data into the Greenhouse application. Configuration centers on standard Applicant Tracking System capabilities, including job requisition posting, configurable candidate pipelines, interview scheduling, offer management, and recruiting analytics, with the full product name Greenhouse ATS present in the careers experience. Operational governance is managed by the HR team with role based access for hiring managers, structured interview and hiring workflows enforced through the system, and the implementation focused on embedding career site functionality to streamline candidate intake across the firm.
Crestline Investors AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Ruby Legacy Ruby Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2021 2021
In 2021, Crestline Investors implemented Ruby Live Chat on its public website. The deployment uses Ruby Live Chat as an embedded web chat widget to provide real-time conversational engagement and visitor interaction, positioned within the Chatbots and Conversational AI category. The implementation centers on standard chat modules including live messaging, visitor identification and lead capture, chat transcript capture for record keeping, and routing of inbound conversations to client service and investor relations workflows. The rollout covers the public web channel for customer and prospect touchpoints, and aligns with typical Chatbots and Conversational AI operational patterns for financial services.
Crestline Investors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Backstop Solutions Legacy Backstop CRM CRM CRM n/a 2019 2019
In 2019, Crestline Investors deployed Backstop CRM as its CRM platform on its website. The implementation targeted the firm’s investor relations, business development, and client services functions and was sized for a 120 employee, US based financial services firm. Backstop CRM is used as the central customer relationship management system for contact and investor lifecycle management. Backstop CRM was configured to manage contact and portfolio entity records, track opportunity and capital raise pipelines, schedule and record activities, and centralize deal related documents and notes. Configuration work included custom record types and list segmentation to represent investor categories and fund vehicles, along with workflow automation for lead intake and activity routing consistent with CRM best practices. The deployment of Backstop CRM emphasized contact hygiene, standardized activity logging, and reporting structures for investor engagement workflows. The Backstop CRM instance was integrated with the Crestline website to capture inbound leads and populate contact records, enabling web to CRM lead flows and follow up task creation. Governance measures included role based access controls, field level data standards for investor information, and defined ownership for contact data and pipeline management. Rollout focused on aligning investor relations and business development processes to the CRM, centralizing client information and operationalizing standard engagement workflows.
Marketing Automation CRM 2017 2017
Crestline Investors TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Treasury Management TRM 2015 2016
Crestline Investors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Content Delivery Network IaaS 2011 2011
Content Delivery Network IaaS 2013 2013

IT Decision Makers and Key Stakeholders at Crestline Investors

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Crestline Investors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Crestline Investors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Crestline Investors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Crestline Investors Technographics
Crestline Investors is a Banking and Financial Services organization based in United States, with around 120 employees and annual revenues of $15.0 million.
Crestline Investors operates a diverse technology stack with applications such as Greenhouse ATS, Ruby Live Chat and Backstop CRM, covering areas like Applicant Tracking System, Chatbots and Conversational AI and CRM.
Crestline Investors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Greenhouse, Ruby and Backstop Solutions.
Crestline Investors recently adopted applications including Greenhouse ATS in 2023, Ruby Live Chat in 2021 and Backstop CRM in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Crestline Investors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Crestline Investors’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 Crestline Investors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.