Woodbury, 11797, NY,
United States
Maxim Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Maxim Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Maxim Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Maxim Group has purchased the following applications: Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021, FIS VPM for Portfolio and Investment Management in 2019, GoDaddy for Application Hosting and Computing Services 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 Maxim Group is running and its propensity to invest more and deepen its relationship with Salesforce , FIS Global , GoDaddy 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 Maxim Group revenues, which have grown to $100.0 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 Maxim 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.
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 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS VPM | Portfolio and Investment Management | Investment Management | n/a | 2019 | 2019 |
In 2019, Maxim Group implemented FIS VPM in the Portfolio and Investment Management category. The deployment targeted Maxim Prime Brokerage and was positioned to provide portfolio accounting and enterprise reporting across multi-asset class, multi-currency, multi-strategy workflows used by trading, operations, and middle office teams.
FIS VPM Portfolio Accounting and Reporting was configured as a comprehensive, fully integrated and customizable application, with an emphasis on Advanced Reporting and Data Delivery. The implementation leveraged over 80 standard and customizable reports and supported real-time portfolio management through scheduled and on-demand reporting, reflecting the vendor description of flexible infrastructure and customizable reporting capabilities.
Operational coverage focused on prime brokerage functions, portfolio management, portfolio accounting and reporting, and operational control processes, with the system serving centralized reporting and data delivery requirements across those business functions. The platform configuration emphasized multi-strategy accounting rules and multi-currency valuation, consistent with Portfolio and Investment Management operational terminology.
Governance centered on templated and customizable report definitions, role based access for report consumers, and standardized data delivery mechanisms to support internal stakeholders. The implementation narrative aligns with Maxim Group statements about supporting clients across organizational needs via flexible infrastructure and customizable reporting.
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2018 | 2018 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2014 | 2014 |
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