New York, 10014-4500, NY,
United States
Frenkel & Co Technographics
Frenkel & Co Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Frenkel & Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3 Frenkel & Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Frenkel & Co has purchased the following applications: DocuSign eSignature for Digital Signing in 2021, Intuit Mailchimp for Marketing Automation in 2022, SmartSheet for Project Portfolio Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Frenkel & Co is running and its propensity to invest more and deepen its relationship with DocuSign , Intuit , Salesforce 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 Frenkel & Co revenues, which have grown to $1.0 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 Frenkel & Co 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.
Frenkel & Co Tech Stack and Enterprise Applications
Frenkel & Co 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, Frenkel & Co implemented DocuSign eSignature as a Digital Signing solution on its website. DocuSign eSignature is embedded into public-facing document flows to capture legally binding electronic signatures and to manage envelope lifecycle for client-facing agreements and forms. The implementation centralizes signature capture on the company website, enabling web-based signing sessions and template-based document preparation through the DocuSign interface.
The deployment uses core DocuSign eSignature capabilities including template-driven envelope creation, embedded signing sessions, recipient authentication options, and audit trail and retention features. Operational scope is focused on client onboarding and contract execution managed by the small internal team, with administrative controls configured in the DocuSign console to govern users and signature workflows. Integration is limited to website embedding to enable web-native signing flows, with governance and workflow control exercised via DocuSign administrative settings rather than additional backend integrations.
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Frenkel & Co CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2022 | 2022 |
In 2022, Frenkel & Co deployed Intuit Mailchimp as its Marketing Automation solution. The implementation is embedded on the Frenkel & Co website to support on-site subscription capture and email communications.
Intuit Mailchimp was configured to manage audience lists, create email campaigns, and enable automated messaging workflows and signup forms, reflecting standard Marketing Automation capabilities. Configuration is centralized around a single administrative account given the firm's three-person size, with focus on list segmentation and reusable campaign templates.
The Intuit Mailchimp integration with the website captures leads via embedded signup forms and manages subscription preferences within the application, aligning web capture to email delivery and audience management. Operational coverage centers on marketing and client communications within the United States.
This deployment positions Intuit Mailchimp as the primary Marketing Automation tool for Frenkel & Co, centralizing email list management and on-site engagement workflows for marketing and client outreach. Frenkel & Co Intuit Mailchimp Marketing Automation relationship supports email campaign orchestration, subscriber management, and web-based lead capture.
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Marketing Automation | CRM |
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2022 | 2022 |
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Frenkel & Co PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SmartSheet | Legacy | SmartSheet | Project Portfolio Management | PPM | n/a | 2021 | 2021 |
In 2021, Frenkel & Co implemented SmartSheet for Project Portfolio Management. The three-person insurance firm deployed SmartSheet on its website to surface project status and to provide client-facing forms and shared sheets for engagement tracking. The implementation addresses project coordination, task tracking and basic portfolio visibility across the organization.
SmartSheet was configured to use core Project Portfolio Management capabilities including sheets, dashboards, reports and forms, with lightweight automation and template-driven workflows to standardize repeatable processes. The deployment architecture centers on embedded SmartSheet artifacts on the public site alongside internal shared sheets, enabling centralized orchestration of client delivery and operations. Governance focuses on simple template governance and minimal administrative overhead appropriate for a small firm.
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Frenkel & Co 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Frenkel & Co 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Frenkel & Co
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Apps Being Evaluated by Frenkel & Co Executives
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