Fairport, 14450, NY,
United States
Manning & Napier, Inc. Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Manning & Napier, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 270 Manning & Napier, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Manning & Napier, Inc. has purchased the following applications: Microsoft 365 for Collaboration in 2020, DocuSign eSignature for Digital Signing in 2021, Hotjar for Customer Experience 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 Manning & Napier, Inc. is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , Contentsquare 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 Manning & Napier, Inc. revenues, which have grown to $146.0 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 Manning & Napier, Inc. 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Manning & Napier, Inc. deployed Microsoft 365 as its Collaboration platform to support corporate productivity, document management, and internal communications. Manning & Napier, Inc. uses Microsoft 365 on their website, confirming public-facing adoption of the Microsoft 365 suite for core collaboration functions across the firm.
The Microsoft 365 implementation centers on standard Collaboration capabilities, including Exchange Online for enterprise email, Microsoft Teams for chat and meetings, SharePoint Online as an intranet and document management layer, OneDrive for user file sync, and the Office client applications for authoring. Tenant configuration emphasizes cloud identity and tenant administration, role based admin model, and policy driven sharing and retention controls to govern content and access. Governance and rollout appear focused on organization wide provisioning and centralized content governance, aligning Collaboration tooling with corporate productivity and records management workflows.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Manning & Napier, Inc. deployed DocuSign eSignature as a Digital Signing solution on its public website. The deployment uses DocuSign eSignature to capture client facing electronic signatures and consent for customer agreements and regulated client documents in the banking and financial services environment. The implementation surfaces signature collection directly on web forms, enabling envelope creation and secure signature capture through standard eSignature workflows.
Configuration includes use of templates, envelope routing, and embedded signing sessions to streamline the handoff from web forms to signed documents, with authentication and audit trail capabilities aligned to regulated documentation requirements. Integration scope is limited to the website layer, where document upload and signing sessions are orchestrated through the DocuSign eSignature interface and web embedding or hosted signing flows. Governance emphasis centers on signature policy, retention, and legal compliance typical of Digital Signing deployments.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2021 | 2021 |
In 2021, Manning & Napier, Inc. deployed Hotjar on its corporate website. Hotjar was implemented as a Customer Experience application to capture qualitative web behavior through session recordings, heatmaps, conversion funnels, and on page feedback widgets. The implementation is scoped to public site pages and client facing digital touchpoints to support UX research and marketing analysis.
Deployment used the Hotjar tracking snippet embedded across key site templates to instrument session analytics and feedback collection, enabling recorded session playback and aggregated heatmap generation within the Hotjar application. Operational ownership is with web and digital teams for tag management, recording configuration, and data capture governance, with recording controls configured to align with site navigation and sensitive page rules.
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Customer Experience | CRM |
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2022 | 2022 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM and Investor Relationship Management | Investment Management |
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2020 | 2021 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2025 | 2025 |
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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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2018 | 2018 |
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Cloud Storage | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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