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Cuddy Financial Services
Location
7 William St,
Auburn, 13021-3707, NY,
United States
Website
https://www.cuddyfinancial.com/
Phone
1 315-252-3600
Artw industry
Professional Services
Employee
Revenue

Cuddy Financial Services Technographics

Cuddy Financial Services Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Cuddy Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 12 Cuddy Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Cuddy Financial Services has purchased the following applications: Microsoft 365 for Collaboration in 2017, accessWidget for Web Content Management in 2021, Liscio for Customer Experience in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Cuddy Financial Services is running and its propensity to invest more and deepen its relationship with Microsoft , accessiBe , Liscio 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 Cuddy Financial Services revenues, which have grown to $2.0 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 Cuddy Financial Services 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.

Cuddy Financial Services Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
accessiBe Legacy accessWidget Web Content Management Content Management n/a 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Liscio Legacy Liscio Customer Experience CRM n/a 2022 2022
In 2022, Cuddy Financial Services implemented Liscio as a Customer Experience application on its website. The firm deployed Liscio to provide an embedded client portal that centralizes secure messaging, document exchange, and client intake workflows for its advisory teams, delivering a branded interface accessible directly from the company site. Configuration emphasizes secure messaging, file uploads and document signing modules, along with role based access controls for advisors and administrative staff. Operational scope covers client services and account management within the United States, with the implementation focused on frontline client engagement and client communication processes.
Marketing Analytics, Sales Analytics, Customer Support CRM 2015 2015
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2022 2022
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2019 2019
Application Performance Management ITSM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2015 2015
Cloud Storage IaaS 2015 2015
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Cuddy Financial Services
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Cuddy Financial Services Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Cuddy Financial Services Technographics

Cuddy Financial Services is a Professional Services organization based in United States, with around 12 employees and annual revenues of $2.0 million.

Cuddy Financial Services operates a diverse technology stack with applications such as Microsoft 365, accessWidget and Liscio, covering areas like Collaboration, Web Content Management and Customer Experience.

Cuddy Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, accessiBe and Liscio.

Cuddy Financial Services recently adopted applications including Liscio in 2022, Google Tag Manager in 2022 and Stackify Retrace in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Cuddy Financial Services’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Cuddy Financial Services’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 Cuddy Financial Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.