Plano, 75093, TX,
United States
Fisher Investments Technographics
Fisher Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fisher Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5500 Fisher Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Fisher Investments has purchased the following applications: iCIMS Recruit Applicant Tracking System for Applicant Tracking System in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Sitecore CMS for Web Content Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Fisher Investments is running and its propensity to invest more and deepen its relationship with iCIMS , Sterling Talent Solutions , ADP 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 Fisher Investments revenues, which have grown to $1.30 billion 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 Fisher Investments 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.
Fisher Investments Tech Stack and Enterprise Applications
Fisher Investments HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| iCIMS | Legacy | iCIMS Recruit Applicant Tracking System | Applicant Tracking System | HCM | n/a | 2016 | 2016 |
In 2016, Fisher Investments implemented iCIMS Recruit Applicant Tracking System as its Applicant Tracking System on the company careers website. The deployment places the iCIMS Recruit Applicant Tracking System at the front end of candidate intake and job posting workflows, surfacing requisitions and application forms directly on Fisher Investments web pages.
Configuration focuses on core Applicant Tracking System capabilities, including job posting management, candidate profile capture, application routing, automated workflow steps for requisition approvals, and interview scheduling. The implementation leverages the application s built in workflow automation and candidate lifecycle management to standardize recruiting processes and manage hiring activity through defined stages.
The solution is embedded into the public careers site to collect applications and route candidate data to recruiting teams and hiring managers, supporting corporate recruiting and talent acquisition functions. Operational coverage centers on recruiting operations and hiring manager decision workflows, with the careers site serving as the primary applicant front end for external candidates.
Governance emphasizes role based access and workflow driven approvals within the iCIMS Recruit Applicant Tracking System, with configuration aimed at enforcing consistent requisition handling and candidate data capture. The architecture and deployment are oriented around web based application flows and centralized recruiting process control using the iCIMS Recruit Applicant Tracking System.
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BackGround Screening | HCM |
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2016 | 2016 |
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Payroll | HCM |
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2016 | 2016 |
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Fisher Investments 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 | 2021 | 2021 |
In 2021, Fisher Investments deployed Cisco Webex Meetings as an Audio Video and Web Conferencing solution on its public website. The deployment surfaces meeting access and browser-based join workflows to clients and prospects, supporting secure virtual client engagement and remote advisor collaboration. Fisher Investments is a United States banking and financial services firm with approximately 5,500 employees, and the website-hosted implementation aligns with a cloud-hosted SaaS posture for Cisco Webex Meetings that minimizes client-side installation requirements.
Cisco Webex Meetings was configured to expose core conferencing capabilities typical of the Audio Video and Web Conferencing category, including scheduled meeting links, video and audio sessions, screen sharing, and in-meeting controls accessible via browser. The implementation uses embedded meeting entry points on the corporate site and standard Webex meeting orchestration to present join flows and meeting provisioning directly to external clients.
Operational ownership is concentrated in client services, investor relations, and corporate communications, with governance oriented around standardized meeting templates, access controls, and usage policies to manage external interactions. Administration and configuration are maintained through the Cisco Webex Meetings control plane, and the deployment focuses on website-level access for client-facing meeting workflows.
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Collaboration | Collaboration |
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2022 | 2022 |
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Fisher Investments Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sitecore | Legacy | Sitecore CMS | Web Content Management | Content Management | n/a | 2014 | 2014 |
In 2014, Fisher Investments implemented Sitecore CMS. The Sitecore CMS deployment supports Fisher Investments' public website and is categorized as Web Content Management.
The implementation centers on core content management capabilities including template based page composition, a centralized media library, editorial authoring interfaces, and publishing workflows to manage staged content and approvals. The deployment is organized around authoring and delivery roles, enabling editorial workstreams to be separated from the public content delivery topology and facilitating cacheable content delivery and scalable page rendering.
Operational ownership sits with corporate marketing and web operations, with content governance enforced through role based permissions, version control, and structured approval processes. The Sitecore CMS environment provides personalization and content targeting capabilities typical of Web Content Management platforms, supporting marketing driven content operations and frequent editorial updates to the public site.
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Fisher Investments CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2016 | 2016 |
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Fisher Investments ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Application Performance Management | ITSM |
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2016 | 2016 |
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Fisher Investments 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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2022 | 2022 |
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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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Fisher Investments 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Fisher Investments
Apps Being Evaluated by Fisher Investments Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-03-05 | Fisher Investments | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2025-10-06 | Fisher Investments | Evaluated | Teleperformance | Teleperformance Call Center Service | Professional Services | Professional Services |
| 2025-09-10 | Fisher Investments | Evaluated | CGI Group | CGI Trade360 | Trading Platform | Investment Management |
| 2025-08-05 | Fisher Investments | Evaluated |
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Risk Management | TRM |
| 2025-05-13 | Fisher Investments | Evaluated |
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Apps Development | PaaS |
| 2025-04-03 | Fisher Investments | Evaluated |
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Partner Relationship Management | CRM |
| 2024-06-18 | Fisher Investments | Evaluated |
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Audio Video and Web Conferencing | Collaboration |