AI Buyer Insights:

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

Marietta Investment Partners
Location
833 E Michigan St Suite 980,
Milwaukee, 53202, WI,
United States
Website
https://www.mariettallc.com/
Phone
1 414-289-9080
Artw industry
Banking and Financial Services
Employee
Revenue

Marietta Investment Partners Technographics

Marietta Investment Partners Software Purchases and Digital Transformation Initiatives

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

During our research, we have identified that Marietta Investment Partners has purchased the following applications: Perplexity for Generative AI Platforms in 2025, WordPress for Web Content Management in 2015, SS&C Salentica Engage for CRM in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Marietta Investment Partners is running and its propensity to invest more and deepen its relationship with Perplexity , Automattic , SS&C Technologies 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 Marietta Investment Partners revenues, which have grown to $3.0 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 Marietta Investment Partners 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.

Marietta Investment Partners Data, Technology Stack, and Enterprise Applications
AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Perplexity Legacy Perplexity Generative AI Platforms AI Development n/a 2025 2025
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Salentica Engage CRM CRM n/a 2016 2017
In 2016, Marietta Investment Partners implemented SS&C Salentica Engage as its cloud CRM on Microsoft Dynamics 365. The deployment of SS&C Salentica Engage targeted integration with Axys and Charles Schwab while establishing firm-wide client interaction logging and a standardized contact cadence. Configuration work emphasized client contact management, interaction logging, and workflow automation within the CRM, using Microsoft Dynamics 365 cloud architecture to centralize records and automate routine client touchpoint workflows. The implementation configured cadence orchestration and client lifecycle workflows to institutionalize consistent outreach and capture of interaction data. Integrations explicitly included Axys and Charles Schwab, and the firm planned subsequent integrations of portfolio accounting and custodial feeds to align data across systems and improve consistency. Operational scope covered firm-wide adoption with client-facing teams and operations using the CRM to capture interactions and manage relationship workflows. Governance changes formalized a contact cadence policy and mandated logging of client interactions to drive adoption and consistency across the firm. Roughly a year into the implementation the firm reported easier interaction tracking and workflow automation, and stated plans to integrate portfolio accounting and custodial feeds to ensure consistent data across systems.
CRM CRM 2019 2019
Tag Management CRM 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2015 2015
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2018 2018
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2024 2024
Secure Sockets Layer (SSL) CyberSecurity 2015 2015
Secure Sockets Layer (SSL) CyberSecurity 2016 2016
IT Decision Makers and Key Stakeholders at Marietta Investment Partners
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Marietta Investment Partners Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Marietta Investment Partners Technographics

Marietta Investment Partners is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $3.0 million.

Marietta Investment Partners operates a diverse technology stack with applications such as Perplexity, WordPress and SS&C Salentica Engage, covering areas like Generative AI Platforms, Web Content Management and CRM.

Marietta Investment Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Perplexity, Automattic and SS&C Technologies.

Marietta Investment Partners recently adopted applications including Perplexity in 2025, reCAPTCHA in 2024 and SS&C Salentica Elements in 2019, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Marietta Investment Partners’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Marietta Investment Partners’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 Marietta Investment Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.