Edgar Filepoint Services
1330 Saint Marys Street,
Raleigh, 27605-1375, NC,
United States
Raleigh, 27605-1375, NC,
United States
1 919-706-4090
Banking and Financial Services
Edgar Filepoint Services Technographics
Edgar Filepoint Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Edgar Filepoint Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 7 Edgar Filepoint 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 Edgar Filepoint Services has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2022, Hubspot CRM for CRM in 2022, Twilio Sendgrid for Transactional Email 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 Edgar Filepoint Services is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , Salesforce 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 Edgar Filepoint Services revenues, which have grown to $1.0 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 Edgar Filepoint 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.
Edgar Filepoint Services Tech Stack and Enterprise Applications
Edgar Filepoint Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2022 | 2022 |
In 2022, Edgar Filepoint Services implemented Zoom to support online meetings and client-facing conferencing workflows. The deployment places Zoom functionality directly on the company website, delivering live audio, video, and web interactions for both internal collaboration and external customer engagement. This implementation maps explicitly to the Audio Video and Web Conferencing category, and the Zoom deployment is used to host live sessions, present embedded join flows, and surface booking links for external participants. Edgar Filepoint Services is a seven person US based financial services firm using Zoom for sales demos, client support, and internal coordination.
Configuration emphasizes standard Zoom capabilities including meeting hosting, screen sharing, session recording, and scheduling, with web embedded join and booking flows to reduce friction for external users. Operational governance is lightweight and centralized, oriented around a single account administration model, scheduled meeting workflows, and role based access controls appropriate to a small organization. The implementation instruments Zoom on public pages as the customer facing conferencing layer, integrating meeting links and booking flows into the website experience.
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Edgar Filepoint Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2022 | 2022 |
In 2022, Edgar Filepoint Services deployed Hubspot CRM as a cloud-hosted CRM, embedding the Hubspot CRM instance on its public website to capture inquiries and route contacts into a central customer record. The implementation is oriented around web-based lead capture and contact lifecycle management, reflecting the small team scale of the organization and the vendor SaaS delivery model.
Configuration focused on core CRM capabilities typical of the category, including consolidated contact and company records, web form and lead capture workflows, basic deal pipeline staging, contact segmentation, and email interaction tracking. Automation was configured to channel website form submissions into the CRM, maintain contact properties for sales follow up, and support simple pipeline progression rules consistent with a lean sales and service operation.
Operational coverage centers on sales and customer-facing workflows managed by the firm’s staff in the United States, with the Hubspot CRM instance accessible from the website as the primary entry point for customer interactions. Governance emphasizes centralized contact data, role based access for a small user base, and streamlined lead qualification processes to align web capture with day to day sales activity.
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Customer Support | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Edgar Filepoint Services PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2022 | 2022 |
In 2022, Edgar Filepoint Services implemented Twilio Sendgrid for Transactional Email on their public website to support site-driven customer notifications and authentication workflows. Edgar Filepoint Services is a seven employee Banking and Financial Services firm and scoped the Twilio Sendgrid deployment to handle transactional messages originating from its web properties and customer-facing forms.
The Twilio Sendgrid implementation leveraged core Transactional Email capabilities including SMTP relay and API integration, managed transactional templates, and event webhooks to capture delivery, bounce, and unsubscribe events into the website backend. Setup included domain authentication and sender configuration such as SPF and DKIM, and operational controls focused on template lifecycle, suppression list management, and webhook event routing to centralize message handling for the small operations team.
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Edgar Filepoint Services 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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2019 | 2019 |
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Edgar Filepoint Services 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Edgar Filepoint Services
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Apps Being Evaluated by Edgar Filepoint Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Edgar Filepoint Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Edgar Filepoint Services digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Edgar Filepoint Services Technographics
Edgar Filepoint Services is a Banking and Financial Services organization based in United States,
with around 7 employees and annual revenues of $1.0 million.
Edgar Filepoint Services operates a diverse technology stack with applications such as
Zoom, Hubspot CRM and Twilio Sendgrid,
covering areas like Audio Video and Web Conferencing, CRM and Transactional Email.
Edgar Filepoint Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zoom Video Communications, HubSpot and Twilio.
Edgar Filepoint Services recently adopted applications including
FreshDesk Customer Support in 2024, Zoom in 2022 and Slack Connect in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Edgar Filepoint Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Edgar Filepoint 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 Edgar Filepoint Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.