AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

eMoney Advisor
Location
Four Radnor Corporate Center, 100 Matsonford Rd #300,
Radnor, 19087, PA,
United States
Website
https://www.emoneyadvisor.com/
Phone
1 610-684-1100
Artw industry
Banking and Financial Services
Employee
Revenue

eMoney Advisor Technographics

eMoney Advisor Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by eMoney Advisor and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 eMoney Advisor employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that eMoney Advisor has purchased the following applications: Cisco Unified Workforce Optimization for Workforce Management in 2022, Drift AI Chatbot for Chatbots and Conversational AI in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems eMoney Advisor is running and its propensity to invest more and deepen its relationship with Cisco Systems , Drift , Microsoft 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 eMoney Advisor revenues, which have grown to $150.0 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 eMoney Advisor 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.

eMoney Advisor Data, Technology Stack, and Enterprise Applications
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Unified Workforce Optimization Workforce Management HCM n/a 2022 2023
In 2022, eMoney Advisor implemented Cisco Unified Workforce Optimization in the Workforce Management category to strengthen frontline client support operations. The deployment focused on the Client Services organization where supervisors used the system to operationalize scheduling, call monitoring, and quality workflows for a team of nine client support representatives supporting both US coasts. Cisco Unified Workforce Optimization was configured to provide real-time call monitoring and quality assurance workflows, agent coaching and calibration, and workforce scheduling alignment with operational staffing needs. Supervisors used the application to instrument QA scoring and coaching cycles, run mock call training, and assign shadowing and targeted development activities, while also maintaining weekly one on one review cadences tied to performance reports. The implementation explicitly integrated with ADP for schedule creation and timecard approvals, with Salesforce for CRM context during agent interactions, and with ServiceNow for IT ticketing related to agent tools and incidents. Operational coverage centered on Client Services and HR touchpoints, with supervisors handling onboarding, offboarding, and collaboration with HR for personnel actions while using system records to inform those processes. Governance changes included formalizing weekly schedule creation in the workforce management tool, embedding call monitoring into coaching and feedback loops, and using Cisco Unified Workforce Optimization outputs to drive eLearning certification and queue prioritization efforts. Training content and two internal eLearning courses were developed to certify product knowledge and operational queue efficiency, supporting standardized onboarding and continuous agent development.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2018 2018
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 2018 2018
Collaboration Collaboration 2016 2016
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2018 2018
Customer Experience CRM 2023 2023
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2019 2019
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2019 2019
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 2015 2015
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Extract, Transform, and Load (ETL) PaaS 2024 2024
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Content Delivery Network IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021
Identity and Access Management (IAM) CyberSecurity 2023 2023
IT Decision Makers and Key Stakeholders at eMoney Advisor
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by eMoney Advisor Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD eMoney Advisor Technographics

eMoney Advisor is a Banking and Financial Services organization based in United States, with around 800 employees and annual revenues of $150.0 million.

eMoney Advisor operates a diverse technology stack with applications such as Cisco Unified Workforce Optimization, Drift AI Chatbot and Cisco Webex Meetings, covering areas like Workforce Management, Chatbots and Conversational AI and Audio Video and Web Conferencing.

eMoney Advisor has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Cisco Systems and Drift.

eMoney Advisor recently adopted applications including Etleap ETL in 2024, Qualtrics CustomerXM in 2023 and Microsoft Entra ID (formerly Azure Active Directory) in 2023, highlighting its ongoing modernization strategy.

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

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