Maxim Group
20 Crossways Park Dr North Suite 304,
Woodbury, 11797, NY,
United States
Woodbury, 11797, NY,
United States
1 516-393-8300
Banking and Financial Services
Maxim Group Technographics
Maxim Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
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.
Maxim Group Tech Stack and Enterprise Applications
Maxim 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, Maxim Group deployed Salesforce Sales Cloud as a Sales Automation,CRM,Sales Engagement solution on its website, establishing a cloud-hosted CRM instance to support sales and client relationship workflows. Maxim Group Salesforce Sales Cloud Sales Automation,CRM,Sales Engagement supports sales, business development, and client services functions by centralizing customer records and digital lead capture on the corporate site.
The Salesforce Sales Cloud implementation focused on core sales automation capabilities, including account and contact management, lead capture from web forms, opportunity management with defined sales stages, pipeline visibility, and configurable reporting and dashboards. Salesforce Sales Cloud was configured with automation for task assignment, activity tracking, email templates, and standard sales process workflows to align field and desk-based sellers.
Deployment architecture is a centralized, SaaS-hosted Salesforce Sales Cloud tenancy accessed via the Maxim Group website and internal user interfaces, providing a single source of truth for sales activity across the United States. Operational coverage targets the sales and client services organizations, with the system used to capture inbound leads from the website and to manage client interactions through the sales lifecycle.
Governance was implemented through role based access controls, defined permission sets, and administrative ownership by sales operations to enforce data hygiene and stage progression rules. Configuration management and ongoing admin processes were put in place to maintain sales process consistency and reporting accuracy within Salesforce Sales Cloud.
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Maxim Group 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.
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Maxim Group 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 |
In 2018, Maxim Group deployed GoDaddy as its Application Hosting and Computing Services for its public website. The implementation provisions GoDaddy as the hosting and domain management layer supporting the corporate site at maximgrp.com, servicing marketing and investor relations access and public customer touchpoints.
The GoDaddy deployment centers on core web hosting, DNS and domain provisioning, and web-serving infrastructure consistent with Application Hosting and Computing Services. Configuration emphasizes site availability, content delivery workflows, and centralized content publication rather than embedded enterprise application modules.
Operational ownership is held by Maxim Group IT and digital communications teams in the United States, providing centralized hosting stewardship for the public website. Governance focuses on standardized hosting configurations and domain control to support ongoing site updates and external communications compliance.
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Maxim Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Maxim Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Maxim Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Maxim Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Maxim Group 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 Maxim Group Technographics
Maxim Group is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $100.0 million.
Maxim Group operates a diverse technology stack with applications such as
Salesforce Sales Cloud, FIS VPM and GoDaddy,
covering areas like Sales Automation, CRM, Sales Engagement, Portfolio and Investment Management and Application Hosting and Computing Services.
Maxim Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Salesforce, FIS Global and GoDaddy.
Maxim Group recently adopted applications including
Salesforce Sales Cloud in 2021, FIS VPM in 2019 and GoDaddy in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Maxim Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Maxim Group’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 Maxim Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.