AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Exegy Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sage Legacy Sage Intacct ERP Financial ERP Financial Management n/a 2021 2021
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2021 2021
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Opstream Legacy Opstream Agentic Analytics Analytics and BI Analytics and BI n/a 2025 2025
In 2025, Exegy implemented Opstream Agentic Analytics to modernize procurement workflows and NetSuite integration across its United States operations. The deployment centers on Opstream Agentic Analytics within the Analytics and BI category, positioned to deliver operational analytics, procurement orchestration, and budget visibility for procurement and finance functions. The implementation includes role-based dashboards and analytics for purchase order generation and budget tracking, combined with workflow automation to accelerate PO creation and approval cycles. Exegy configured the application to surface procurement KPIs, ledger-aligned budget views, and exception reporting, using Opstream Agentic Analytics capabilities to consolidate transactional and analytical views for accountable spend management. Integrations were built to synchronize purchase orders and budget status with NetSuite, enabling near real-time PO flow into the financial ledger and reconciliation workflows. Operational scope covers procurement and finance departments in the United States, with governance changes that centralized budget oversight through shared dashboards and tightened approval workflows, producing faster PO generation and improved budget tracking and accountability as called out in the case study.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2021 2021
Customer Experience CRM 2018 2018
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2019 2019
Sales Automation, CRM, Sales Engagement CRM 2021 2021
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
IT Service Management ITSM 2024 2024
Procurement
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Procurement Procurement 2023 2023
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Exegy
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Exegy Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Exegy Technographics

Exegy is a Banking and Financial Services organization based in United States, with around 200 employees and annual revenues of $30.0 million.

Exegy operates a diverse technology stack with applications such as Sage Intacct, Hubspot Live Chat and Opstream Agentic Analytics, covering areas like ERP Financial, Chatbots and Conversational AI and Analytics and BI.

Exegy has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Sage, HubSpot and Opstream.

Exegy recently adopted applications including Opstream Agentic Analytics in 2025, ServiceNow ITSM in 2024 and Opstream Intake Management in 2023, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Exegy’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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