Janney Montgomery Scott
1717 Arch Street.,
Philadelphia, 19103, PA,
United States
Philadelphia, 19103, PA,
United States
1 215-665-6000
Banking and Financial Services
Janney Montgomery Scott Technographics
Janney Montgomery Scott Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Janney Montgomery Scott and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Janney Montgomery Scott employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Janney Montgomery Scott has purchased the following applications: Emburse Invoice Enterprise for AP Automation in 2018, MicroStrategy ONE Analytics for Analytics and BI in 2014, Cisco Webex Meetings 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 Janney Montgomery Scott is running and its propensity to invest more and deepen its relationship with Emburse , MicroStrategy , Cisco Systems 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 Janney Montgomery Scott revenues, which have grown to $1.20 billion 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 Janney Montgomery Scott 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.
Janney Montgomery Scott Tech Stack and Enterprise Applications
Janney Montgomery Scott ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Emburse | Legacy | Emburse Invoice Enterprise | AP Automation | ERP | n/a | 2018 | 2018 |
In 2018, Janney Montgomery Scott implemented Emburse Invoice Enterprise as its AP Automation solution. The program targeted both INVOICE and EXPENSE modules under an aggressive timeline, with EXPENSE customization identified as a top priority to improve end user ease of use.
The EXPENSE implementation delivered targeted UI and workflow configuration, including customized buttons to simplify submission, default matter and project allocation settings for expense coding, and the creation of compliance and approval routing rules. The INVOICE component went live first, with Emburse Invoice Enterprise used to centralize invoice creation and to enable email-based approval and return workflows for designated approvers.
Rollout was phased by user group, with EXPENSE first piloted in the IT department and the finance department, then extended to corporate services and legal groups, and finally rolled out to branch users after implementation team sign-off. Training was conducted through webinars led by the AP Manager and the Director of Finance, and supplemented with instructional videos that covered the primary EXPENSE functionality.
Governance included assigning specific approvers within the AP team, embedding approval routing and compliance rules into the application, and gating branch rollout on pilot satisfaction and training completion. Emburse Invoice Enterprise was positioned as the enterprise AP Automation platform supporting accounts payable and expense management workflows across Janney Montgomery Scott.
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Expense Management | ERP |
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2018 | 2018 |
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Janney Montgomery Scott Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MicroStrategy | Legacy | MicroStrategy ONE Analytics | Analytics and BI | Analytics and BI | n/a | 2014 | 2018 |
In 2014, Janney Montgomery Scott implemented MicroStrategy ONE Analytics as its enterprise Analytics and BI solution to centralize reporting and analytical workflows. The MicroStrategy ONE Analytics deployment served as the primary authoring and distribution layer for operational and management reports while working alongside Microsoft reporting and ETL components.
The implementation included hands on maintenance and creation of MicroStrategy Reports and Microsoft SQL Server Reporting Services reports, with operational scheduling driven by SQL Server Agent jobs. The team developed and maintained SSIS packages and jobs to load and transform source data, and authored T SQL stored procedures used by both MicroStrategy ONE Analytics and SSRS report sets. A SQL Server Analysis Services instance was provisioned in the development environment for potential multidimensional modeling and future analytical use.
Integrations were tightly coupled with the Microsoft data platform, including SQL Server for relational storage, SSIS for ETL orchestration, SSRS for parallel pixel perfect reporting, and SQL Server Agent for job scheduling and error handling. Operational coverage emphasized direct collaboration with business stakeholders to gather reporting requirements and align MicroStrategy ONE Analytics report design to business needs.
Governance and run book activity focused on operational support, troubleshooting SQL Server reporting errors related to SSIS or SQL Agent jobs, and maintaining stored procedures and report jobs. The approach prioritized stable report operations and a development path for SSAS adoption without implying replacement of any named prior system.
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Janney Montgomery Scott Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Janney Montgomery Scott deployed Cisco Webex Meetings as its Audio Video and Web Conferencing platform. The deployment includes use of Cisco Webex Meetings on the company website to provide browser-based meeting access for clients and external participants.
Configuration focused on core Cisco Webex Meetings capabilities such as scheduled and ad hoc meeting orchestration, browser join, native audio and video streams, screen sharing, recording and participant management. The Cisco Webex Meetings implementation was aligned to enterprise controls for meeting admission and host privileges, with application-level meeting security and meeting room profiles configured to support compliance oriented workflows common in financial services.
Operational coverage targeted United States advisory teams and client engagement channels, with the website integration creating a direct meeting access point from public pages. Cisco Webex Meetings underpins collaboration and client meeting use cases across advisory, trading support and internal communications, reflecting typical Audio Video and Web Conferencing functional usage in banking and financial services. No external system integrations were specified in the source, so integrations beyond the website presence are not asserted.
Governance emphasis was placed on policy configuration, host role definitions and meeting lifecycle controls to align meeting practices with firmwide compliance and audit requirements. Cisco Webex Meetings is documented as the firm level Audio Video and Web Conferencing solution to ensure consistent operational use and supportability.
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Collaboration | Collaboration |
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2021 | 2021 |
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Event Management | Collaboration |
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2020 | 2020 |
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Janney Montgomery Scott Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Janney Montgomery Scott CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Janney Montgomery Scott 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Janney Montgomery Scott
| First Name | Last Name | Title | Function | Department | Phone | |
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Business Intelligence Manager | Manager | IT | |
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Head of Data Strategy (Chief Data Officer) | Director | IT | |
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Chief Information Officer | CXO | IT | |
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Senior Vice President and Director of Human Resources | Director | HR | |
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Executive Vice President, Chief Administrative Officer | CXO | Finance | |
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Talent Acquisition Manager | Manager | HR | |
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Vice President, Human Resources | VP | HR | |
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Finance Director | Director | Finance | |
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Vice-President Operations | VP | Operations | |
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President and Chief Executive Officer | CXO | Finance | |
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Director of Operations | Director | Finance | |
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VP, Total Rewards | VP | HR | |
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Apps Being Evaluated by Janney Montgomery Scott Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Janney Montgomery Scott IT executives and key decision makers. This section highlights Janney Montgomery Scott's latest recorded technology evaluations, including FIS Horizon for Core Banking on 2026-01-22. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Janney Montgomery Scott digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-01-22 | Janney Montgomery Scott | Evaluated | FIS Global | FIS Horizon | Core Banking | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Janney Montgomery Scott Technographics
Janney Montgomery Scott is a Banking and Financial Services organization based in United States,
with around 2000 employees and annual revenues of $1.20 billion.
Janney Montgomery Scott operates a diverse technology stack with applications such as
Emburse Invoice Enterprise, MicroStrategy ONE Analytics and Cisco Webex Meetings,
covering areas like AP Automation, Analytics and BI and Audio Video and Web Conferencing.
Janney Montgomery Scott has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Emburse, MicroStrategy and Cisco Systems.
Janney Montgomery Scott recently adopted applications including
Cisco Webex Meetings in 2021, Microsoft 365 in 2021 and BlueMatrix in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Janney Montgomery Scott’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Janney Montgomery Scott’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 Janney Montgomery Scott technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.