Innovest Systems, LLC
110 Leroy Street Fifth Floor,
New York City, 10014, NY,
United States
New York City, 10014, NY,
United States
1 212-266-6600
Banking and Financial Services
Innovest Systems, LLC Technographics
Innovest Systems, LLC Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Innovest Systems, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Innovest Systems, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Innovest Systems, LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Tidio Live Chat for Chatbots and Conversational AI in 2019, Zoom for Audio Video and Web Conferencing 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 Innovest Systems, LLC is running and its propensity to invest more and deepen its relationship with Oracle , Tidio , Zoom Video Communications 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 Innovest Systems, LLC revenues, which have grown to $7.0 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 Innovest Systems, LLC 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.
Innovest Systems, LLC Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2013 | 2013 |
In 2013, Innovest Systems, LLC implemented Oracle NetSuite ERP. The deployment targeted core back office finance functions for the Banking and Financial Services firm and is classified as an ERP Financial implementation, supporting centralized accounting operations for a United States based company with approximately 70 employees.
Oracle NetSuite ERP was configured to deliver standard ERP Financial modules including general ledger, accounts payable, accounts receivable, cash management, billing, fixed assets and consolidated financial reporting. Configuration work emphasized a configurable chart of accounts, role based access controls and automated workflows for period close and invoice processing, with financial reporting templates and policy driven approval chains aligned to banking sector accounting practices.
Operational coverage focused on the finance and accounting departments, with governance implemented through defined user roles, segregation of duties controls and formal change management for financial configuration. Auditable transaction trails and workflow approvals were instrumented to support compliance and internal control processes, positioning Oracle NetSuite ERP as the primary ERP Financial system for Innovest Systems, LLC.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tidio | Legacy | Tidio Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Innovest Systems, LLC deployed Tidio Live Chat on its public website to add a conversational customer touchpoint. Innovest Systems, LLC implemented Tidio Live Chat, classified under Chatbots and Conversational AI, to provide real time web engagement for prospective clients and existing account inquiries.
The implementation focused on the embedded web chat widget with bot flow and live operator handoff capabilities typical of Chatbots and Conversational AI deployments. Configuration work likely included chat widget placement, canned responses and basic automation rules to route incoming conversations to support or sales, consistent with standard conversational automation workflows.
Operational scope is explicitly the corporate website, supporting external customer facing channels and front line business functions such as customer support and online lead capture. No named backend system integrations are documented in the source, so the deployment appears centered on the browser delivered chat interface and browser visitor session context.
Governance appears light weight, with ownership and tuning expected to sit with customer support or marketing teams responsible for conversational content and response SLAs. Ongoing activity would typically include iterative bot flow refinement and monitoring of chat queues to align conversational patterns to customer queries without introducing platform or enterprise scale integration complexity.
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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 | 2021 | 2021 |
In 2021, Innovest Systems, LLC implemented Zoom on its public website to host client-facing meetings and embed real-time communication flows. Zoom, an Audio Video and Web Conferencing application, is used to provide browser-accessible meeting joins, live screen sharing, persistent chat, and recording capabilities for customer engagements. The implementation focuses on web-embedded meeting links and client scheduling widgets that route online inquiries into synchronous audio and video sessions.
Operational scope covers Sales, Client Services, and executive communications across the United States, reflecting the companys small to mid-size deployment footprint and centralized administration model. Governance is administered through centralized account administration, role-based user provisioning, meeting security controls, and recording retention policies to standardize meeting workflows. The deployment emphasizes standard Audio Video and Web Conferencing controls such as meeting passcodes, waiting rooms, and host-managed participant controls to manage client sessions initiated from the website.
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Collaboration | Collaboration |
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2015 | 2015 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2020 | 2020 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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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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2004 | 2004 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Innovest Systems, LLC
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Apps Being Evaluated by Innovest Systems, LLC Executives
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FAQ - APPS RUN THE WORLD Innovest Systems, LLC Technographics
Innovest Systems, LLC is a Banking and Financial Services organization based in United States,
with around 70 employees and annual revenues of $7.0 million.
Innovest Systems, LLC operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Tidio Live Chat and Zoom,
covering areas like ERP Financial, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Innovest Systems, LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Tidio and Zoom Video Communications.
Innovest Systems, LLC recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and Zoom in 2021,
highlighting its ongoing modernization strategy.
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available to Premium subscribers.
Our research team continuously updates Innovest Systems, LLC’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 Innovest Systems, LLC technographics profile,
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