Johnson Investment Counsel
3777 West Fork Rd,
Cincinnati, 45247, OH,
United States
Cincinnati, 45247, OH,
United States
1 513-389-2761
Banking and Financial Services
Johnson Investment Counsel Technographics
Johnson Investment Counsel Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Johnson Investment Counsel and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Johnson Investment Counsel employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Johnson Investment Counsel has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2021, DocuSign eSignature for Digital Signing in 2022, Intuit Mailchimp for Marketing Automation in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Johnson Investment Counsel is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Cisco Systems , Microsoft 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 Johnson Investment Counsel revenues, which have grown to $35.0 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 Johnson Investment Counsel 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.
Johnson Investment Counsel Tech Stack and Enterprise Applications
Johnson Investment Counsel 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, Johnson Investment Counsel implemented Zoom on its public website to provide Audio Video and Web Conferencing capabilities for client engagement and internal collaboration. Zoom Video Communications' Zoom is used to host live client advisory sessions, virtual investor meetings, and internal team conferences, leveraging standard meeting, screen sharing, chat, and webinar capabilities typical of the Audio Video and Web Conferencing category.
The deployment is a SaaS oriented configuration surfaced through the corporate site, with meeting links and join flows embedded on appointment and client-facing pages to simplify access for advisors and clients. Operational scope focuses on client-facing advisory teams and firm staff across the United States, and governance centers on conferencing controls and access policies that are incorporated into client engagement workflows, establishing the relationship Johnson Investment Counsel, Zoom, Audio Video and Web Conferencing, client advisory and internal collaboration.
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Johnson Investment Counsel Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Johnson Investment Counsel implemented DocuSign eSignature. The DocuSign eSignature deployment provides Digital Signing on the firm website to capture client agreements and consents used in onboarding and ongoing advisory relationships.
The implementation uses an embedded web signing flow to present, sign, and finalize documents in-browser, leveraging standard Digital Signing capabilities such as signature capture, document routing, and auditable transaction records. Operational scope centers on client-facing business functions within Johnson Investment Counsel United States operations, primarily client services, compliance, and operations teams that handle account opening and advisory agreements. Governance work included standardizing document templates, configuring routing and signing order to match advisory approval workflows, and establishing retention and audit practices to support compliance, and Johnson Investment Counsel DocuSign eSignature Digital Signing now serves as the primary web-based signing channel for client agreement execution.
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Johnson Investment Counsel CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, Johnson Investment Counsel implemented Intuit Mailchimp as its Marketing Automation platform. The deployment centered on embedding Intuit Mailchimp on the corporate website to capture client opt ins and initiate email campaign workflows, using web-based signup forms and list capture as the primary contact acquisition point.
Core functional capabilities leveraged include audience management and segmentation, template-driven campaign creation, and automated email sequences and welcome journeys typical of Marketing Automation solutions. Operational ownership resides with marketing and client communications teams, with configuration focused on permission-based subscription flows, campaign scheduling, and list hygiene to align messaging practices with financial services communication norms, and Intuit Mailchimp is the central tool for on-site lead capture and email outreach for Johnson Investment Counsel.
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Johnson Investment Counsel Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Johnson Investment Counsel 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Johnson Investment Counsel CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Johnson Investment Counsel
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Johnson Investment Counsel Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Johnson Investment Counsel IT executives and key decision makers. This section highlights Johnson Investment Counsel's latest recorded technology evaluations, including Bloomberg PORT Enterprise for Portfolio and Investment Risk Management on 2024-09-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Johnson Investment Counsel digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2024-09-26 | Johnson Investment Counsel | Evaluated | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | Investment Management |
FAQ - APPS RUN THE WORLD Johnson Investment Counsel Technographics
Johnson Investment Counsel is a Banking and Financial Services organization based in United States,
with around 150 employees and annual revenues of $35.0 million.
Johnson Investment Counsel operates a diverse technology stack with applications such as
Zoom, DocuSign eSignature and Intuit Mailchimp,
covering areas like Audio Video and Web Conferencing, Digital Signing and Marketing Automation.
Johnson Investment Counsel has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zoom Video Communications, DocuSign and Intuit.
Johnson Investment Counsel recently adopted applications including
DocuSign eSignature in 2022, Salesforce Marketing Cloud in 2022 and Zoom in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Johnson Investment Counsel’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Johnson Investment Counsel’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 Johnson Investment Counsel technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.