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Fiscal Management Associates
Location
600 Third Avenue, 3rd Floor,
New York, 10016, NY,
United States
Website
https://www.fmaonline.net/
Phone
1 212-931-9112
Artw industry
Professional Services
Employee
Revenue

Fiscal Management Associates Technographics

Fiscal Management Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Fiscal Management Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Fiscal Management Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

Fiscal Management Associates has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021, Zoho CRM Plus for CRM, Sales Engagement in 2005 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Fiscal Management Associates is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , DocuSign 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 Fiscal Management Associates revenues, which have grown to $10.0 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 Fiscal Management Associates 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.

Fiscal Management Associates Tech Stack and Enterprise Applications

Fiscal Management Associates 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 2020 2020
In 2020, Fiscal Management Associates implemented Zoom for Audio Video and Web Conferencing on its public website to enable client-facing virtual meetings and remote collaboration. The deployment on the website indicates an embedded conferencing endpoint and a scheduling touchpoint for clients, surfacing Zoom meeting links and session initiation directly from the firm’s public site. Zoom is used to provision meetings, host sessions, and support screen sharing and webinar-style client briefings, aligning with standard Audio Video and Web Conferencing functional workflows. Operational coverage centers on client services and internal advisory teams within the United States, and governance appears to rely on standard meeting controls, access management, and scheduling policies to manage client interactions and staff usage.
Collaboration Collaboration 2015 2015
Fiscal Management Associates Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2021 2021
In 2021, Fiscal Management Associates implemented DocuSign eSignature as a Digital Signing solution on their website, embedding electronic signature capabilities into public-facing client workflows. The deployment focused on website-embedded signing for client agreements and engagement contracts, consolidating signature capture and routing into a single digital channel for client onboarding and contract execution. DocuSign eSignature was configured to support envelope management, reusable agreement templates, recipient authentication and audit trail functionality, aligning with common Digital Signing workflows for professional services. The implementation targeted business functions tied to client services and contract administration, and included configuration of sender roles and template libraries to standardize agreement creation and execution. Governance centered on template controls and role-based access to manage who can initiate signing events and maintain signature templates, with process changes to require electronic signature flows on the public website. The rollout emphasized embedding DocuSign eSignature user flows into the website experience, and no specific backend system integrations are disclosed in the source information.
Fiscal Management Associates CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho CRM Plus CRM, Sales Engagement CRM n/a 2005 2005
In 2005, Fiscal Management Associates implemented Zoho CRM Plus to centralize customer interactions and manage sales engagement workflows. The deployment uses Zoho CRM Plus within the CRM,Sales Engagement category and is surfaced directly on the company website, with the application instrumenting web lead capture and client-facing contact forms. Configuration emphasizes standard CRM capabilities including contact and account management, opportunity and pipeline tracking, activity and task management, email engagement and dashboard reporting, aligned to professional services client lifecycles. The implementation leverages workflow automation and predefined sales stages to standardize prospect qualification and service onboarding processes. Operational use covers the firm’s sales, client services, and marketing functions, with users accessing Zoho CRM Plus through the web interface embedded on fmaonline.net. Governance centers on a single system of record for client data, role-based access controls, and consolidated activity logging to support coordinated client outreach and engagement across teams.
Marketing Automation CRM 2019 2019
Fiscal Management Associates PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2019 2019
Fiscal Management Associates IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Fiscal Management Associates

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Fiscal Management Associates Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Fiscal Management Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Fiscal Management Associates digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Fiscal Management Associates Technographics
Fiscal Management Associates is a Professional Services organization based in United States, with around 100 employees and annual revenues of $10.0 million.
Fiscal Management Associates operates a diverse technology stack with applications such as Zoom, DocuSign eSignature and Zoho CRM Plus, covering areas like Audio Video and Web Conferencing, Digital Signing and CRM, Sales Engagement.
Fiscal Management Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications, DocuSign and Zoho Corp..
Fiscal Management Associates recently adopted applications including DocuSign eSignature in 2021, Scaleway in 2021 and Zoom in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Fiscal Management Associates’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Fiscal Management Associates’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 Fiscal Management Associates technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.