AI Buyer Insights:

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

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

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

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

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

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

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

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

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

Investment Adviser Assn

1050 17Th St Nw Ste 725,
Washington, D.C., 20036, DC,
United States

https://www.investmentadviser.org/

1 202-222-4222

Non Profit

Investment Adviser Assn Technographics

Investment Adviser Assn Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Investment Adviser Assn and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Investment Adviser Assn employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Investment Adviser Assn has purchased the following applications: BambooHR ATS for Applicant Tracking System in 2022, Apple Business Chat for Chatbots and Conversational AI in 2023, Microsoft 365 for Collaboration 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 Investment Adviser Assn is running and its propensity to invest more and deepen its relationship with BambooHR , SmartJobBoard , Apple 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 Investment Adviser Assn 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 Investment Adviser Assn 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.

Investment Adviser Assn Data, Technology Stack, and Enterprise Applications

HCM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
BambooHR	Legacy	BambooHR ATS	Applicant Tracking System	HCM	n/a	2022	2022
			Talent Sourcing	HCM		2025	2025

AI-Powered Application

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Apple	Legacy	Apple Business Chat	Chatbots and Conversational AI	AI-Powered Application	n/a	2023	2023

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Microsoft	Legacy	Microsoft 365	Collaboration	Collaboration	n/a	2021	2021

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Community Management	CRM		2021	2021
			Customer Engagement	CRM		2023	2023
			Marketing Automation	CRM		2021	2021
			Tag Management	CRM		2017	2017

ITSM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Performance Management	ITSM		2023	2023

PaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Transactional Email	PaaS		2021	2021

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Hosting and Computing Services	IaaS		2017	2017
			Cloud Storage	IaaS		2021	2021
			Content Delivery Network	IaaS		2019	2019

CyberSecurity

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Secure Email Gateways (SEGs)	CyberSecurity		2014	2014

IT Decision Makers and Key Stakeholders at Investment Adviser Assn

First Name	Last Name	Title	Function	Department	Email	Phone
No data found

Show All Contacts

Apps Being Evaluated by Investment Adviser Assn Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD Investment Adviser Assn Technographics

Investment Adviser Assn is a Non Profit organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Investment Adviser Assn operates a diverse technology stack with applications such as BambooHR ATS, Apple Business Chat and Microsoft 365, covering areas like Applicant Tracking System, Chatbots and Conversational AI and Collaboration.

Investment Adviser Assn has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as BambooHR, Apple and Microsoft.

Investment Adviser Assn recently adopted applications including SmartJobBoard in 2025, Apple Business Chat in 2023 and Podium Interaction Management in 2023, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Investment Adviser Assn’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Investment Adviser Assn’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 Investment Adviser Assn technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.