Exegy
349 Marshall AvenueSuite 100,
Saint Louis, 63119, MO,
United States
Saint Louis, 63119, MO,
United States
1 877-247-5534
Banking and Financial Services
Exegy Technographics
Exegy Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Exegy and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Exegy employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Exegy has purchased the following applications: Sage Intacct for ERP Financial in 2021, Hubspot Live Chat for Chatbots and Conversational AI in 2021, Opstream Agentic Analytics for Analytics and BI in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Exegy is running and its propensity to invest more and deepen its relationship with Sage , HubSpot , Opstream 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 Exegy revenues, which have grown to $30.0 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 Exegy 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.
Exegy Tech Stack and Enterprise Applications
Exegy ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2021 | 2021 |
In 2021, Exegy implemented Sage Intacct as its core ERP Financial platform. This Exegy Sage Intacct ERP Financial deployment was provisioned as a cloud SaaS financial management system to centralize finance and accounting operations. The implementation focused on standard ERP Financial capabilities including general ledger, accounts payable, accounts receivable, cash management, and financial reporting to support company-wide accounting controls.
The deployment extended across corporate finance and accounting teams, configuring automated workflows for period close, journal processing, and transactional posting consistent with ERP Financial practice. Sage Intacct on their website is cited as the live application, and the configuration emphasized real-time financial visibility and role-based access governance to align system controls with finance process ownership.
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Exegy 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 |
In 2021, Exegy implemented Hubspot Live Chat as a web-facing engagement channel in the Chatbots and Conversational AI category, deploying the vendor widget on its corporate website to capture inbound client inquiries. The deployment is scoped to the company website and intended to support Sales, Marketing, and Client Support workflows for the United States based banking and financial services firm.
The Hubspot Live Chat implementation leverages standard live chat widget functionality, the HubSpot conversation inbox, contact capture and persistent chat transcripts to create structured conversation records inside the HubSpot environment. Configuration work focused on routing rules, canned responses and form capture to convert chats into contact records and ticket workflows, while operational governance assigned conversation ownership and handling procedures across Sales and Support teams.
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Exegy 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.
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Exegy Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Exegy CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Exegy ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2024 | 2024 |
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Exegy Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Procurement | Procurement |
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2023 | 2023 |
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Exegy 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Exegy
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Exegy Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Exegy IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Exegy digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
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.
Subscribe to APPS RUN THE WORLD to access the complete Exegy technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.