AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Davies & Associates Tech Stack and Enterprise Applications

Davies & Associates AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Freshworks Legacy Freshdesk Messaging (Formerly Freshchat) Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
In 2019, Davies & Associates implemented Freshdesk Messaging (Formerly Freshchat) on their corporate website. The deployment uses the Freshdesk Messaging web embedded chat widget and a cloud hosted conversational layer consistent with Chatbots and Conversational AI platforms, enabling real time messaging and asynchronous conversations with site visitors. Freshdesk Messaging (Formerly Freshchat) is configured to present an on page chat interface for client intake and initial case inquiries. Given the firm has two employees, administration and message handling is managed directly through the Freshdesk Messaging console, with configuration focused on automated greeting flows, canned replies, and routing to staff inboxes to support immigration advisory client engagement. The implementation impacts client intake and frontline customer engagement functions, and is limited in scope to the website channel without named systems integrations.
Davies & Associates Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015, Davies & Associates implemented Microsoft 365 as their Collaboration platform. The two person professional services firm uses Microsoft 365 to provide cloud hosted email, calendaring, document storage and web facing content integration on their public site https://www.usimmigrationadvisor.com/. Microsoft 365 centralizes client correspondence, document drafting and internal coordination for the firm, aligning Collaboration capabilities with day to day operations. The deployment reflects a small scale tenant configuration of Microsoft 365 using Exchange Online for email, SharePoint and OneDrive for document management, and Microsoft Teams for messaging and meeting workflows, consistent with standard Collaboration implementations. Administration is consolidated under a single tenant administrator with lightweight governance focused on account provisioning, access controls and document permissions, and the application is surfaced on the website to support contact and customer facing information.
Collaboration Collaboration 2016 2016
Davies & Associates CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CallRail Legacy CallRail Call Tracking Call Tracking and Recording CRM n/a 2022 2022
In 2022, Davies & Associates implemented CallRail Call Tracking. The deployment uses CallRail Call Tracking and aligns with the Call Tracking and Recording category to instrument the firm website in the United States for inbound call attribution and lead capture. The CallRail Call Tracking deployment focused on embedding tracking scripts and configuring dynamic number insertion and call event capture, leveraging standard Call Tracking and Recording capabilities such as call session attribution and call level analytics. Operational coverage is limited to the company website and the firm’s client intake and marketing functions, with tracking data surfaced in the CallRail dashboard for routing and review. Governance emphasized a lightweight process for managing tracking numbers and consent settings, with centralized administration by firm staff given the small organizational size.
CRM, Sales Engagement CRM 2018 2018
Customer Experience CRM 2022 2022
Marketing Automation CRM 2017 2017
Tag Management CRM 2021 2021
Davies & Associates IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2013 2013
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at Davies & Associates

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Davies & Associates Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Davies & Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Davies & Associates digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Davies & Associates Technographics
Davies & Associates is a Professional Services organization based in United States, with around 2 employees and annual revenues of $1.0 million.
Davies & Associates operates a diverse technology stack with applications such as Freshdesk Messaging (Formerly Freshchat), Microsoft 365 and CallRail Call Tracking, covering areas like Chatbots and Conversational AI, Collaboration and Call Tracking and Recording.
Davies & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Freshworks, Microsoft and CallRail.
Davies & Associates recently adopted applications including CallRail Call Tracking in 2022, Hotjar in 2022 and Rackspace Cloud in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Davies & Associates’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Davies & Associates’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 Davies & Associates technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.