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Lee & Mason Financial Services
Location
195 Farmington Ave Ste 301,
Farmington, 06032, CT,
United States
Website
https://www.leeandmason.com/
Phone
1 860-677-0500
Artw industry
Insurance
Employee
Revenue

Lee & Mason Financial Services Technographics

Lee & Mason Financial Services Software Purchases and Digital Transformation Initiatives

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

During our research, we have identified that Lee & Mason Financial Services has purchased the following applications: Microsoft 365 for Collaboration in 2015, Docunym Cloud for Enterprise Content Management in 2018, Hotjar for Customer Experience 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 Lee & Mason Financial Services is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Specialized Business Software 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 Lee & Mason Financial Services revenues, which have grown to $2.0 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 Lee & Mason Financial Services 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.

Lee & Mason Financial Services Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Specialized Business Software Legacy Docunym Cloud Enterprise Content Management Content Management n/a 2018 2018
In 2018 Lee & Mason Financial Services acquired Specialized Business Software and Docunym and deployed Docunym Cloud as an Enterprise Content Management solution to underpin its new Intrex collateral-protection and client platform. The acquisition and deployment were used to apply document management and workflow capabilities specifically to insurance and collateral-protection processes. Docunym Cloud was configured to provide core Enterprise Content Management capabilities including secure document capture, metadata indexing, centralized content storage, and workflow orchestration to support document-centric collateral workflows. Configuration emphasized policy-driven document routing and automated handoffs between collateral verification and client servicing tasks, aligning ECM functionality with insurance operational workflows. The implementation integrated Docunym Cloud into Lee & Mason Financial Services operations in the United States and was embedded within the Intrex platform to provide persistent document workflows across collateral-protection processes. Integrations were focused on operational handoffs and document lifecycle management rather than enterprise application replacement, with ECM workflows driving task state and evidence capture for collateral events. Governance centered on platform level workflow ownership and process alignment between document controls and collateral verification procedures, enabling faster platform development and operationalization. Outcomes explicitly reported include accelerating Intrex development and integrating document workflows into Lee & Mason Financial Services U.S. operations, using Docunym Cloud as the Enterprise Content Management backbone for the Intrex solution.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contentsquare Legacy Hotjar Customer Experience CRM n/a 2018 2018
Marketing Analytics CRM 2021 2021
Tag Management CRM 2018 2018
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Lee & Mason Financial Services
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Lee & Mason Financial Services Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Lee & Mason Financial Services Technographics

Lee & Mason Financial Services is a Insurance organization based in United States, with around 10 employees and annual revenues of $2.0 million.

Lee & Mason Financial Services operates a diverse technology stack with applications such as Microsoft 365, Docunym Cloud and Hotjar, covering areas like Collaboration, Enterprise Content Management and Customer Experience.

Lee & Mason Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Specialized Business Software and Contentsquare.

Lee & Mason Financial Services recently adopted applications including Slack Connect in 2022, Amazon EC2 in 2022 and Amazon CloudFront in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Lee & Mason Financial Services’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Lee & Mason Financial Services’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 Lee & Mason Financial Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.