Evercore
55 East 52nd Street,
New York, 10055, NY,
United States
New York, 10055, NY,
United States
1 408-542-2500
Banking and Financial Services
Evercore Technographics
Evercore Technographics, Software Purchases, AI 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 Tech 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.
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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 |
In 2021, Evercore implemented Zoom as its Audio Video and Web Conferencing solution. Zoom is deployed and surfaced directly on Evercore's public website.
The implementation leverages Zoom meeting and webinar capabilities to support external client engagements and public events linked from the corporate site. Zoom is surfaced through embedded join links and web-based conferencing flows, providing a browser-accessible meeting interface for external participants and prospects.
Operational scope centers on corporate communications, investor relations, and client-facing advisory teams, with IT governance governing web embedding patterns and external access workflows. Configuration and rollout emphasize standardized meeting and webinar setups on the site and content linking controls, while ongoing oversight is managed through Evercore's internal IT and communications policies.
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Collaboration | Collaboration |
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2020 | 2020 |
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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 |
In 2022, Evercore implemented DocuSign eSignature. DocuSign eSignature, categorized as Digital Signing, was deployed as a cloud-hosted eSignature service and embedded into Evercore's public website to capture legally binding client signatures for web-based document workflows.
The implementation centers on standard Digital Signing capabilities such as embedded signing flows, envelope management, templated documents, authentication options, and comprehensive audit trails to support client onboarding and engagement execution. Governance and process controls were organized to centralize template and signature policy administration with Legal and Compliance oversight, while client-facing legal and business development teams operate the signing workflows on the website.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2013 | 2013 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Servers, Storage and Networking | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Evercore
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Evercore Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Evercore IT executives and key decision makers. This section highlights Evercore's latest recorded technology evaluations, including Talentia HCM for Core HR on 2026-03-16, KeepIT Cloud Backup for Backup as a Service (BaaS) on 2026-03-12, and TouchBistro Dine for Reservation and Booking Management on 2026-03-12. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Evercore digital transformation priorities and AI adoption trends.
| 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.