AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Klatzkin & Company, LLP Tech Stack and Enterprise Applications

Klatzkin & Company, LLP ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2012 2012
In 2012, Klatzkin & Company, LLP implemented Intuit Quickbooks Enterprise to serve as its core ERP Financial application. The rollout provisioned core finance modules common to ERP Financial deployments, including general ledger, accounts payable, accounts receivable, and configurable financial reporting, and it was structured as a compact single-instance configuration sized for a 30-employee banking and financial services firm. The implementation emphasized chart of accounts configuration and reporting templates to align with firm reporting needs and preferences for Quickbooks experience noted in hiring guidance. Intuit Quickbooks Enterprise was configured to support accounting and finance departmental workflows, including month-end close sequencing, role-based access controls for accounting staff, and the creation of audit-oriented financial statements. Governance focused on centralized financial controls and standardized reporting procedures, with configuration workstreams to stabilize transactional posting, reconciliation processes, and consolidated reporting outputs used by firm leadership.
Payment Processing ERP 2018 2018
Klatzkin & Company, LLP CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Moat Marketing Analytics CRM n/a 2019 2019
In 2019, Klatzkin & Company, LLP implemented Oracle Moat on its public website to establish Marketing Analytics capabilities for digital advertising measurement and audience attention tracking. The deployment centered on site-level instrumentation and measurement, aligning Oracle Moat with the firm’s marketing function in the United States banking and financial services context. Oracle Moat was configured to capture core measurement capabilities typical of the product class, including viewability and attention metrics, invalid traffic detection, and brand safety signals, reflecting standard Marketing Analytics workflows. Implementation used tag-based page instrumentation to surface ad and content-level measurement within the website environment, and the full application name Oracle Moat is present in the measurement layer. Operational coverage focused on the corporate website and marketing touchpoints, with the marketing organization and digital operations responsible for ongoing tag stewardship and data quality governance. Rollout and governance emphasized centralized reporting into marketing analytics processes, and workflows were adapted to manage measurement tags, event capture, and periodic validation of Moat metrics. Klatzkin & Company, LLP Oracle Moat Marketing Analytics supports the firm’s marketing measurement and digital media verification needs, embedding Oracle Moat into the site and marketing analytics practices rather than into named third party ad management systems.
Klatzkin & Company, LLP IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Liquid Web Legacy Liquid Web Cloud Servers Application Hosting and Computing Services IaaS n/a 2020 2020
In 2020, Klatzkin & Company, LLP deployed Liquid Web Cloud Servers to host its public website and related web assets. The implementation falls within Application Hosting and Computing Services, using Liquid Web Cloud Servers to deliver managed compute instances, persistent storage, and vendor-hosted server administration for the firm’s online presence. Configuration work emphasized virtual server provisioning, web server stack configuration, SSL certificate management, automated backups, and monitoring to support marketing and client access functions across the United States. Operational governance is organized around internal IT ownership coordinating with Liquid Web for infrastructure support, with controls for server configuration management, access permissions, and routine patching workflows.
Klatzkin & Company, LLP CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Web Gateways (SWG) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Klatzkin & Company, LLP

First Name Last Name Title Function Department Email Phone
Controller/Firm Administrator Manager Finance
Partner Manager Finance
Partner Manager Finance
Partner Manager Finance

Apps Being Evaluated by Klatzkin & Company, LLP Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Klatzkin & Company, LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Klatzkin & Company, LLP digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Klatzkin & Company, LLP Technographics
Klatzkin & Company, LLP is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.
Klatzkin & Company, LLP operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Oracle Moat and Liquid Web Cloud Servers, covering areas like ERP Financial, Marketing Analytics and Application Hosting and Computing Services.
Klatzkin & Company, LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Oracle and Liquid Web.
Klatzkin & Company, LLP recently adopted applications including Solid Security Pro in 2021, Liquid Web Cloud Servers in 2020 and Oracle Moat in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Klatzkin & Company, LLP’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Klatzkin & Company, LLP’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 Klatzkin & Company, LLP technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.