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

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

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

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

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

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

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

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

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

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

Greenville Asset Management
Location
171 Monroe Ave NW,
Grand Rapids, 49503, MI,
United States
Website
https://www.greenvilleam.com/
Phone
n/a
Artw industry
Banking and Financial Services
Employee
Revenue

Greenville Asset Management Technographics

Greenville Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Greenville Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Greenville Asset Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Greenville Asset Management has purchased the following applications: Canoe Intelligence for Intelligent Document Processing in 2020, Intapp DealCloud for CRM and Investor Relationship Management in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Greenville Asset Management is running and its propensity to invest more and deepen its relationship with Canoe , Intapp 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 Greenville Asset Management revenues, which have grown to $4.0 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 Greenville Asset Management 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.

Greenville Asset Management Tech Stack and Enterprise Applications

Greenville Asset Management Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Canoe Legacy Canoe Intelligence Intelligent Document Processing Content Management n/a 2020 2020
Greenville Asset Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intapp Legacy Intapp DealCloud CRM and Investor Relationship Management Investment Management n/a 2024 2024
In 2024, Greenville Asset Management implemented Intapp DealCloud, deploying the platform as its CRM and Investor Relationship Management solution to centralize investor data and deal histories. The program began with creation of an organization-wide system landscape to evaluate document management, intersystem upload and communication methods, and to identify workflow gaps or redundancies across the firm. Greenville configured and tested Intapp DealCloud site customizations to improve user experience and increase platform adoption, focusing on UI and data entry adjustments consistent with CRM and Investor Relationship Management workflows. Functional workstreams included contact consolidation, bulk upload of conference and meeting note backlogs, and tailoring CRM fields to capture deal history and due diligence artifacts. Operational integrations tied CRM records to legal documentation and audit workflows by referencing Addepar, Canoe, and SharePoint, enabling record-level linkage between deal records and fund audit documentation. Source ingestion pipelines and data hygiene routines were implemented for Excel spreadsheets, Microsoft Outlook contact folders, business cards, and personal phone inputs to normalize contacts and historical notes into Intapp DealCloud. Governance introduced a single contacts register maintained by the investment team, formal testing of site customizations prior to rollout, and institutionalized processes for ongoing contact and note maintenance. The work produced improved user experience and increased platform adoption, and provided investment professionals better insight into deal histories and related due diligence through the consolidated note backlog and integrated documentation references.

IT Decision Makers and Key Stakeholders at Greenville Asset Management

First Name Last Name Title Function Department Email Phone
Senior Portfolio Manager Manager Operations
Chief Investment Officer CXO Investment
Director of Investments and Operations Director Investment
Director of Private Investments Director Investment
Show All Contacts

Apps Being Evaluated by Greenville Asset Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Greenville Asset Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Greenville Asset Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Greenville Asset Management Technographics
Greenville Asset Management is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $4.0 million.
Greenville Asset Management operates a diverse technology stack with applications such as Canoe Intelligence and Intapp DealCloud, covering areas like Intelligent Document Processing and CRM and Investor Relationship Management.
Greenville Asset Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Canoe and Intapp.
Greenville Asset Management recently adopted applications including Intapp DealCloud in 2024 and Canoe Intelligence in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Greenville Asset Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Greenville Asset Management’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 Greenville Asset Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.