Madison Investment Advisors
550 Science Dr,
Madison, 53711, WI,
United States
Madison, 53711, WI,
United States
1 800-767-0300
Banking and Financial Services
Madison Investment Advisors Technographics
Madison Investment Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Madison Investment Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 110 Madison Investment Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Madison Investment Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2019, Craft CMS for Web Content Management in 2017, Salesforce Pardot for Marketing Automation 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 Madison Investment Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Pixel & Tonic 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 Madison Investment Advisors revenues, which have grown to $50.0 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 Madison Investment Advisors 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.
Madison Investment Advisors Tech Stack and Enterprise Applications
Madison Investment Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Madison Investment Advisors implemented Microsoft 365. The firm adopted Microsoft 365 for Collaboration across its approximately 110 employee organization in the United States, provisioning the suite to centralize corporate communications and document workflows.
Microsoft 365 deployment at Madison Investment Advisors encompassed cloud email and calendaring, SharePoint based document management, OneDrive personal storage, and Teams for real-time chat and meetings, with tenant-level configuration and user provisioning applied to those Collaboration capabilities. The full application name Microsoft 365 appears across internal and external touchpoints, indicating standard configuration of collaboration services and cloud identity controls.
The company’s public website contains visible Microsoft 365 artifacts, showing Microsoft 365 services are referenced as part of the firm’s external presence. Operational coverage included investment operations, client service, compliance, and administrative functions, with Collaboration services acting as the primary platform for cross-functional document sharing and communication.
Governance centered on centralized tenant administration, role based access controls, and policy driven compliance settings appropriate for a financial services environment. Rollout was structured around department level provisioning and standardization of collaboration workflows to align operational teams with the Microsoft 365 Collaboration environment.
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Madison Investment Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pixel & Tonic | Legacy | Craft CMS | Web Content Management | Content Management | n/a | 2017 | 2017 |
In 2017, Madison Investment Advisors deployed Craft CMS to manage its corporate website. Craft CMS serves as the company Web Content Management platform providing content authoring, templating, structured content models, asset management, and front-end publishing for the public site. The implementation supports marketing and client-facing content needs across the firm's website, including news, product and informational pages.
The deployment of Craft CMS was configured with custom templates and content types to standardize page layouts and streamline updates, and it uses role-based editorial controls and publishing workflows to manage approvals and versioning. Operationally Craft CMS powers the site presentation layer and content repository, with content delivery integrated into the public web servers and content editing surfaces for web editors. Governance emphasized editorial ownership and template-driven content models to maintain consistency across investor communications and product pages.
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Madison Investment Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021 Madison Investment Advisors deployed Salesforce Pardot as its Marketing Automation solution on the corporate website. The implementation centers on using Salesforce Pardot to instrument web-based lead capture and automated engagement workflows for the firm’s marketing function.
The deployment includes configuration of core Marketing Automation capabilities such as website form handlers and tracking, email campaign automation, landing page and asset management, prospect segmentation, and automated engagement programs. The configuration emphasizes lead capture, nurture sequencing, and prospect profiling consistent with Marketing Automation functional workflows.
Operational coverage is scoped to the company website and the marketing team, with Pardot used to centralize inbound digital lead flows and to operationalize email and nurture campaigns. The implementation narrative notes emphasis on marketing operations controls and campaign governance, including permission management and campaign approval workflows tailored to a regulated financial services context.
Governance and process changes accompanied the rollout, with marketing operations ownership established to manage campaign lifecycle, maintain data hygiene, and enforce compliance-oriented labeling and consent practices. Salesforce Pardot, Marketing Automation, and the website are described together to clarify the relationship between application, category, and business function.
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Madison Investment Advisors 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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2015 | 2015 |
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Trading Platform | Investment Management |
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2015 | 2015 |
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Madison Investment Advisors TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2015 | 2015 |
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Madison Investment Advisors 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Madison Investment Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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Co-Head of Investments | Director | Investment | |
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Vice President / Portfolio Manager | VP | Investment | |
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Regional Investment Director Four Corners & Central Region, Strategic Account Manager | Manager | Investment | |
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Head of Fixed Income | Director | Finance | |
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Apps Being Evaluated by Madison Investment Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Madison Investment Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Madison Investment Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Madison Investment Advisors Technographics
Madison Investment Advisors is a Banking and Financial Services organization based in United States,
with around 110 employees and annual revenues of $50.0 million.
Madison Investment Advisors operates a diverse technology stack with applications such as
Microsoft 365, Craft CMS and Salesforce Pardot,
covering areas like Collaboration, Web Content Management and Marketing Automation.
Madison Investment Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Pixel & Tonic and Salesforce.
Madison Investment Advisors recently adopted applications including
Slack Connect in 2022, Salesforce Pardot in 2021 and Salesforce Pardot in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Madison Investment Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Madison Investment Advisors’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 Madison Investment Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.