New York, 10022, NY,
United States
Lionpoint Group Technographics
Lionpoint Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Lionpoint Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 450 Lionpoint Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Lionpoint Group has purchased the following applications: Microsoft 365 for Collaboration in 2016, WooCommerce for eCommerce in 2014, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement 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 Lionpoint Group is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , Salesforce 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 Lionpoint Group revenues, which have grown to $120.0 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 Lionpoint Group 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.
Lionpoint Group Tech Stack and Enterprise Applications
Lionpoint Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Lionpoint Group implemented Microsoft 365 to provide enterprise Collaboration capabilities across the firm. The Microsoft 365 deployment was positioned to support approximately 450 employees in the United States within the banking and financial services context, targeting collaboration needs for consulting, operations, and client-facing teams.
The Microsoft 365 implementation delivered core Collaboration modules typical of the suite, including enterprise email and calendaring, document collaboration with versioning and co-authoring, and team communication and meeting capabilities. Operational use centered on SharePoint Online for centralized document libraries and records, Microsoft Teams for synchronous collaboration and meetings, and Exchange Online for messaging, with configurations to enable co-authoring workflows and controlled external sharing.
Operational coverage emphasized corporate business functions such as consulting, finance, and operations, enabling project collaboration and knowledge management across Lionpoint Group offices in the United States. Governance was structured around Microsoft 365 account-based identity, role based access control for document libraries, administrative policies for retention and external sharing, and configuration of standard Collaboration controls to align with financial services information handling requirements.
|
Lionpoint Group eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2014 | 2014 |
In 2014 Lionpoint Group implemented WooCommerce on their public website to provide an eCommerce capability. The deployment used Automattic's WooCommerce application as a site-level commerce layer embedded in the corporate web footprint, delivering storefront, product catalog, shopping cart and checkout workflows through the website.
The implementation centralized order capture and web-based product presentation for digital marketing and client engagement teams, with commerce administration handled through site management interfaces. Functional scope emphasized catalog management, cart and checkout orchestration, basic order management and configuration of pricing, tax and fulfillment parameters, using WooCommerce extensibility to align commerce workflows with existing web content and operational processes.
|
Lionpoint Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021, Lionpoint Group implemented Salesforce Sales Cloud to centralize Sales Automation,CRM,Sales Engagement for its commercial teams. The deployment of Salesforce Sales Cloud is surfaced on the company website and serves as the primary CRM platform for sales pipeline and client engagement workflows.
The implementation focused on standard Sales Cloud capabilities including lead capture from the website, contact and account management, opportunity lifecycle and pipeline management, activity tracking and sales engagement features such as templated emails and task cadence orchestration. Configuration emphasized sales stage modeling, custom fields for professional services deal attributes, and dashboarding for opportunity visibility.
Architecture was a cloud native single instance of Salesforce Sales Cloud accessed by sales and client services teams across the organization, with website embedded lead capture routing directly into Sales Cloud records. Operational scope covers sales operations and client engagement functions, and the deployment uses Salesforce security and role based access controls for CRM governance.
Governance concentrated on formalizing pipeline stages, opportunity ownership rules and data hygiene processes to support consistent reporting and operational workflows within the Salesforce Sales Cloud environment. Lionpoint Group Salesforce Sales Cloud integration with its website aligns the Sales Automation,CRM,Sales Engagement platform directly to front end lead generation and sales intake processes.
|
Lionpoint Group Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2019 | 2019 |
|
Lionpoint Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
Lionpoint Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
|
IT Decision Makers and Key Stakeholders at Lionpoint Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Lionpoint Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||