McGladrey
1 S Wacker Dr Suite 800,
Chicago, 60606, IL,
United States
Chicago, 60606, IL,
United States
1 312-384-6000
Banking and Financial Services
McGladrey Technographics
McGladrey Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by McGladrey and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 9000 McGladrey employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that McGladrey has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Oracle Marketing Cloud (Eloqua) for Marketing Automation in 2011, Mimecast Email Security for Secure Email Gateways (SEGs) in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems McGladrey is running and its propensity to invest more and deepen its relationship with Oracle , Mimecast , Broadcom 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 McGladrey revenues, which have grown to $2.00 billion 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 McGladrey 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.
McGladrey Tech Stack and Enterprise Applications
McGladrey ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015 McGladrey implemented Oracle NetSuite ERP to centralize its finance and accounting systems, deploying an ERP Financial platform to serve corporate finance, accounting, treasury and tax business functions. McGladrey Oracle NetSuite ERP ERP Financial became the primary system of record for core accounting and financial reporting across the firm.
The implementation focused on standard ERP Financial modules including general ledger, accounts payable, accounts receivable, fixed assets, revenue management and financial reporting, configured to support multi-entity consolidation and period close workflows. Oracle NetSuite ERP was used as a cloud financial management platform with role based access controls, audit trails, approval routing and automation for recurring financial processes.
Operational scope covered McGladrey’s centralized finance organization and distributed accounting teams, aligning a common chart of accounts, intercompany accounting rules and compliance controls into standardized workflows. Governance workstreams emphasized formalized approval policies, finance workflow orchestration and tightened month end close procedures to ensure consistent financial governance across business units.
The rollout approach emphasized iterative configuration and validation of consolidation rules and reporting frameworks with pilot finance teams before broader adoption, accompanied by role based training and updated operating procedures. Oracle NetSuite ERP’s built in reporting and dashboarding capabilities were positioned to deliver audit ready financial statements and to unify transactional finance data for enterprise reporting.
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McGladrey CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Marketing Cloud (Eloqua) | Marketing Automation | CRM | n/a | 2011 | 2011 |
In 2011 McGladrey implemented Oracle Marketing Cloud, known as Eloqua, for Marketing Automation on its public website to support digital marketing and lead generation. The deployment centered on embedding Oracle Marketing Cloud (Eloqua) tracking scripts and form assets into web pages to capture visitor interactions and orchestrate outbound email campaigns. The implementation positioned Oracle Marketing Cloud (Eloqua) as the marketing operations platform responsible for campaign orchestration, segmentation, and contact lifecycle workflows.
Configuration work emphasized campaign management, email marketing, landing page and form builders, and behavioral tracking to enable audience segmentation and nurture programs. Integration scope was concentrated at the website layer, with Oracle Marketing Cloud (Eloqua) instrumentation used to centralize lead capture and contact enrichment for marketing and demand generation functions. Operational ownership sat with marketing teams who used the Marketing Automation capabilities to manage campaign scheduling, audience segmentation, and contact lifecycle automation.
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McGladrey CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mimecast | Legacy | Mimecast Email Security | Secure Email Gateways (SEGs) | CyberSecurity | n/a | 2017 | 2017 |
In 2017, McGladrey deployed Mimecast Email Security across its corporate email environment. Mimecast Email Security serves as McGladrey's Secure Email Gateways (SEGs) solution and is used on their website.
The implementation centralized SMTP ingress and egress controls, with configuration of policy based filtering for inbound spam and malware, URL protection, attachment scanning and quarantine workflows. Administration was performed through the Mimecast Email Security console, using policy tiers aligned to business roles and compliance requirements. Standard Secure Email Gateways (SEGs) capabilities such as TLS enforcement and DNS MX record routing were applied to capture web related and corporate email flows.
Operational coverage extended to the security operations, IT and compliance teams, who coordinated incident response and message review processes. Mimecast Email Security was configured to support message journaling and auditing workflows required for financial services compliance, while incident alerts fed into existing security monitoring. The deployment included quarantining and release procedures, plus administrative logging to support governance.
Governance leveraged centralized policy management and delegated administrative roles to separate configuration from incident handling, with change control applied to email routing and policy changes. The McGladrey Mimecast Email Security Secure Email Gateways (SEGs) deployment focused on operational integration with email flows, policy enforcement and compliance review processes.
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at McGladrey
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Managing Partner and Chief Executive Officer | CXO | Finance | |
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Chief Finance Officer | CXO | Finance | |
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Chief Information Officer | CXO | IT | |
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Apps Being Evaluated by McGladrey Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from McGladrey IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the McGladrey digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD McGladrey Technographics
McGladrey is a Banking and Financial Services organization based in United States,
with around 9000 employees and annual revenues of $2.00 billion.
McGladrey operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Oracle Marketing Cloud (Eloqua) and Mimecast Email Security,
covering areas like ERP Financial, Marketing Automation and Secure Email Gateways (SEGs).
McGladrey has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Mimecast.
McGladrey recently adopted applications including
Mimecast Email Security in 2017, Oracle NetSuite ERP in 2015 and Oracle Marketing Cloud (Eloqua) in 2011,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of McGladrey’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates McGladrey’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 McGladrey technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.