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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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Evercore
Location
55 East 52nd Street,
New York, 10055, NY,
United States
Website
https://www.evercore.com/
Phone
1 408-542-2500
Artw industry
Banking and Financial Services
Employee
Revenue

Evercore Technographics

Evercore Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Evercore and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Evercore employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Evercore has purchased the following applications: Symphony Amenity Custom NLP for Analytics and BI in 2019, Zoom for Audio Video and Web Conferencing in 2021, DocuSign eSignature for Digital Signing 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 Evercore is running and its propensity to invest more and deepen its relationship with Symphony Communication Services , Zoom Video Communications , 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 Evercore revenues, which have grown to $3.29 billion 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 Evercore 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.

Evercore Data, Technology Stack, and Enterprise Applications
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Symphony Communication Services Legacy Symphony Amenity Custom NLP Analytics and BI Analytics and BI n/a 2019 2019
In 2019, Evercore implemented Symphony Amenity Custom NLP, an Analytics and BI application delivered via vendor Symphony Communication Services to ingest and structure unstructured financial text. The initial deployment aimed at parsing regulatory filings and earnings call transcripts, providing automated entity extraction, semantic parsing, and topic tagging to convert narrative disclosures into queryable data. Symphony Amenity Custom NLP was configured with functional modules for document ingestion, named entity recognition, relation extraction, and a downstream analytics layer for search and visualization. The implementation included configurable parsers tuned for SEC filings and call transcripts, and an indexing layer that supports time series aggregation and fact-level retrieval across documents. Operational coverage centered on Evercore research and compliance review workflows, where extracted metadata and tagged passages were surfaced to investment banking and equity research teams to support evidence capture and alerting. Governance emphasized review processes for model outputs and staged rollout to internal teams to align annotation standards and operational procedures.
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 2021 2021
Collaboration Collaboration 2020 2020
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2018 2018
Customer Support CRM 2015 2015
Sales Automation, CRM, Sales Engagement CRM 2020 2020
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2013 2013
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2023 2023
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 2016 2016
Content Delivery Network IaaS 2019 2019
Servers, Storage and Networking IaaS 2012 2012
IT Decision Makers and Key Stakeholders at Evercore
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Evercore Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Evercore Technographics

Evercore is a Banking and Financial Services organization based in United States, with around 2000 employees and annual revenues of $3.29 billion.

Evercore operates a diverse technology stack with applications such as Symphony Amenity Custom NLP, Zoom and DocuSign eSignature, covering areas like Analytics and BI, Audio Video and Web Conferencing and Digital Signing.

Evercore has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Symphony Communication Services, Zoom Video Communications and DocuSign.

Evercore recently adopted applications including Behavox Quantum AI in 2023, DocuSign eSignature in 2022 and Zoom in 2021, highlighting its ongoing modernization strategy.

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

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