AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

EKS&H Tech Stack and Enterprise Applications

EKS&H ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2007 2007
In 2007 EKS&H implemented Oracle NetSuite ERP to establish a consolidated ERP Financial platform supporting the firm’s finance and accounting functions. The deployment positioned Oracle NetSuite ERP as the primary system for core financial management and statutory reporting across the organization. Configuration work focused on standard ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, fixed assets, billing and cash management. The implementation also included financial reporting and consolidation features typical of midmarket ERP deployments, along with chart of accounts rationalization and automated period close workflows. The solution was deployed as a cloud-hosted SaaS instance of Oracle NetSuite ERP, configured for centralized financial control and role based access. Operational coverage targeted finance, accounting, treasury and billing functions, with system configuration aligned to support multi-entity accounting and intercompany posting common to professional services firms. Governance changes emphasized standardized accounting policies, formalized month-end close procedures, and workflow driven approvals to enforce segregation of duties and provide audit trails within Oracle NetSuite ERP. Process standardization and configuration of financial controls were central to the rollout strategy to ensure consistent ERP Financial operations across the firm.
ERP Financial ERP 2007 2007
EKS&H Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2017 2017
In 2017, EKS&H implemented Cisco Webex Meetings for Audio Video and Web Conferencing. The rollout exposed Cisco Webex Meetings functionality directly via the firm website to enable web based meeting access for client engagements and internal collaboration. Cisco Webex Meetings was configured to deliver core Audio Video and Web Conferencing capabilities including scheduled meeting orchestration, real time video and audio conferencing, screen sharing, and cloud hosted recording and playback. Configuration aligned with typical meeting workflows such as calendar based scheduling, meeting host controls, and participant management to support advisory and client service scenarios. Operational governance was established through centralized administration, role based meeting controls, and meeting policy settings to manage user access and meeting security across the firm. IT and practice leadership oversaw configuration and staged rollout on the public site, with the deployment focused on embedding Webex meeting links and scheduling flows into client facing pages and internal collaboration processes.
EKS&H CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marigold Legacy Marigold Emma Email Marketing Automation CRM n/a 2014 2014
In 2014, EKS&H implemented Marigold Emma Email on their public website to centralize client and prospect email communications. The deployment uses Marigold Emma Email as a Marketing Automation platform to drive website-based subscription capture and campaign delivery, aligning email outreach with site engagement signals. Operational scope is focused on the firm’s marketing and client communications teams within the United States banking and financial services context. Configuration emphasized email campaign management, template-driven messaging, subscriber list segmentation, and embedded website signup forms with basic tracking. The implementation integrates Marigold Emma Email with the company website for form handling and email rendering, and governance practices concentrate on centralized campaign scheduling, permissioned list management, and compliance controls appropriate for Banking and Financial Services communications.
EKS&H IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
EKS&H CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2016 2016
Secure Email Gateways (SEGs) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at EKS&H

First Name Last Name Title Function Department Email Phone
Director, Marketing Director Marketing
Director of Information Systems Director IT
Director of Business and Community Partnerships Director Marketing
CEO CXO Finance
Chief Operating Officer CXO Finance
Lead Audit Partner Manager Risk

Apps Being Evaluated by EKS&H Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from EKS&H IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the EKS&H digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD EKS&H Technographics
EKS&H is a Banking and Financial Services organization based in United States, with around 550 employees and annual revenues of $80.0 million.
EKS&H operates a diverse technology stack with applications such as Oracle NetSuite ERP, Cisco Webex Meetings and Marigold Emma Email, covering areas like ERP Financial, Audio Video and Web Conferencing and Marketing Automation.
EKS&H has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Cisco Systems and Marigold.
EKS&H recently adopted applications including Microsoft Azure Cloud Services in 2021, Proofpoint Email Security and Protection in 2018 and Cisco Webex Meetings in 2017, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of EKS&H’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates EKS&H’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 EKS&H technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.