New York, 10022, NY,
United States
Finn Partners Technographics
Finn Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Finn Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Finn Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Finn Partners has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2017, Oracle NetSuite SuitePeople Benefits for Benefits Administration in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Finn Partners is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , 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 Finn Partners revenues, which have grown to $60.0 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 Finn Partners 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.
Finn Partners Tech Stack and Enterprise Applications
Finn Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, Finn Partners implemented Oracle NetSuite ERP, deploying NetSuite OneWorld as its ERP Financial platform to support centralized finance and accounting. The deployment targeted remote offices and newly acquired entities and was scoped to preserve company wide process consistency across entities.
Implementation work focused on requirements gathering and detailed mapping of current processes to NetSuite functionality, with configuration of core financial workflows including general ledger, accounts payable, accounts receivable, intercompany accounting and multi entity consolidation. NetSuite OneWorld ERP configurations emphasized unified company wide processes and consolidated reporting structures to retain historical financial reporting.
Operational coverage included finance and accounting teams across remote offices and newly acquired entities, with efforts to standardize the chart of accounts and transaction flows to enable consistent month end close procedures. Governance consisted of centralized requirements intake, process mapping workshops and phased rollouts to newly acquired entities to align local practices with corporate financial controls.
The program explicitly maintained unified company wide processes and historical reporting as part of the implementation design. Oracle NetSuite ERP served as Finn Partners ERP Financial solution to centralize and standardize multi entity financial operations.
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Finn Partners HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite SuitePeople Benefits | Benefits Administration | HCM | n/a | 2017 | 2017 |
In 2017, Finn Partners implemented Oracle NetSuite SuitePeople Benefits to centralize Benefits Administration and HR people data across its global agency network. The deployment targeted HR functions in global and US operations, consolidating employee records, eligibility information, and enrollment workflows into the SuitePeople environment to provide a single source of truth for people data and benefits administration.
Configuration emphasized capabilities typical of Benefits Administration, including benefits enrollment, eligibility management, employee self-service and benefits reporting, aligned with SuitePeople Benefits functionality. The implementation unified core HR data with benefits workflows, and Finn Partners restructured HR governance and operational workflows to operate from the unified SuitePeople record, standardizing plan assignment and enrollment approvals. The customer described transformed HR operations that improved how it manages, trains and retains employees, reflecting operational changes driven by the SuitePeople Benefits deployment.
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Employee Recognition and Rewards Management | HCM |
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2017 | 2017 |
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Employee Self Service | HCM |
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2017 | 2017 |
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Payroll Tax Compliance | HCM |
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2017 | 2017 |
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Workforce Analytics | HCM |
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2017 | 2017 |
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Workforce Management | HCM |
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2017 | 2017 |
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Workforce Planning | HCM |
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2017 | 2017 |
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Finn Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Finn Partners deployed Cisco Webex Meetings for Audio Video and Web Conferencing. The deployment included an embedded WebEx Panel on the company website to surface meeting join flows and client-facing event access.
Cisco Webex Meetings was configured to provide core audio and video conferencing, screen sharing, recording, and meeting scheduling capabilities consistent with Audio Video and Web Conferencing implementations. The use of the WebEx Panel indicates an integrated web join experience and public meeting presentation layer, aligned with standard conferencing feature sets for embedded registration and one-click join workflows.
Operational coverage focused on client engagement and communications functions, supporting account teams, PR and marketing event workflows and external meetings via the website. Governance centered on centralized meeting controls and web-facing meeting moderation tied to the WebEx Panel integration, preserving consistent access paths for external participants while maintaining enterprise collaboration capabilities across the firm.
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Collaboration | Collaboration |
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2016 | 2016 |
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Finn Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2017 | 2017 |
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Finn Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2024 | 2024 |
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CRM | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Finn Partners ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2024 | 2024 |
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Finn Partners PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Finn Partners 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Finn Partners CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Finn Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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| Chief Financial Officer | CXO | Finance | ||||
| Director of Credit | Director | Finance |
Apps Being Evaluated by Finn Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-03-14 | Finn Partners | Evaluated | LiveOps | LiveOps | Call Center | CRM |
| 2024-07-10 | Finn Partners | Evaluated | ArtsMan | ArtsMan Theater Manager | Donor and Fundraising Management | CRM |