AI Buyer Insights:

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● 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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● 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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Fiduciary Investment Advisors
Location
100 Northfield Dr Fl 4A,
Windsor, 06095-4770, CT,
United States
Website
https://www.fiallc.com/
Phone
1 860-683-1187
Artw industry
Banking and Financial Services
Employee
Revenue

Fiduciary Investment Advisors Technographics

Fiduciary Investment Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Fiduciary Investment Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Fiduciary Investment Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Fiduciary Investment Advisors has purchased the following applications: SS&C Salentica Engage for CRM in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2015 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Fiduciary Investment Advisors is running and its propensity to invest more and deepen its relationship with SS&C Technologies , 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 Fiduciary Investment Advisors revenues, which have grown to $3.0 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 Fiduciary Investment Advisors 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.

Fiduciary Investment Advisors Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Salentica Engage CRM CRM n/a 2019 2019
In 2019, Fiduciary Investment Advisors consolidated multiple CRM instances into SS&C Salentica Engage, a CRM built on Microsoft Dynamics, to centralize business processes across advisory and client service functions. The initial deployment focused on unifying client records, contact management, and relationship data across multiple business lines to create a single customer view for advisors and operations staff. SS&C Salentica Engage was configured to support core CRM functional workflows including contact and relationship management, activity tracking, and automated task routing, and it leveraged Microsoft Power BI for consolidated reporting and analytics. The project integrated Power Automate to orchestrate workflow automation for onboarding, task assignment, and client communications, aligning CRM workflows with day to day advisory processes and service delivery. The implementation emphasized a Microsoft Dynamics platform foundation, with governance work to standardize the data model, workflow rules, and record ownership across teams. SS&C Salentica Engage served as the central CRM platform, and a Salentica customer blog published March 2019 reported improved productivity and higher quality client service following the rollout.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2015 2015
IT Decision Makers and Key Stakeholders at Fiduciary Investment Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Fiduciary Investment Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Fiduciary Investment Advisors Technographics

Fiduciary Investment Advisors is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.

Fiduciary Investment Advisors operates a diverse technology stack with applications such as SS&C Salentica Engage and Microsoft Azure Cloud Services, covering areas like CRM and Application Hosting and Computing Services.

Fiduciary Investment Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SS&C Technologies and Microsoft.

Fiduciary Investment Advisors recently adopted applications including SS&C Salentica Engage in 2019 and Microsoft Azure Cloud Services in 2015, highlighting its ongoing modernization strategy.

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

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