AI Buyer Insights:

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

Investment Adviser Assn
Location
1050 17Th St Nw Ste 725,
Washington, D.C., 20036, DC,
United States
Website
https://www.investmentadviser.org/
Phone
1 202-222-4222
Artw industry
Non Profit
Employee
Revenue

Investment Adviser Assn Technographics

Investment Adviser Assn Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications

Investment Adviser Assn 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
Investment Adviser Assn 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
Investment Adviser Assn Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2021 2021
Investment Adviser Assn 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
Investment Adviser Assn ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
Investment Adviser Assn PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
Investment Adviser Assn 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
Investment Adviser Assn 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
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Show All Contacts

Apps Being Evaluated by Investment Adviser Assn Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Investment Adviser Assn IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Investment Adviser Assn digital transformation priorities and AI adoption trends.
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.