AI Buyer Insights:

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

MD Financial Advisors
Location
7935 Stone Creek Drive, Suite 120,
Chanhassen, 55317, MN,
United States
Website
https://www.mdfinancialadvisors.com/
Phone
1 888-256-6855
Artw industry
Banking and Financial Services
Employee
Revenue

MD Financial Advisors Technographics

MD Financial Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by MD Financial Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 MD Financial Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that MD Financial Advisors has purchased the following applications: Wealthbox for CRM and Investor Relationship Management in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems MD Financial Advisors is running and its propensity to invest more and deepen its relationship with Wealthbox 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 MD Financial Advisors revenues, which have grown to $2.0 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 MD Financial Advisors 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.

MD Financial Advisors Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Wealthbox Legacy Wealthbox CRM and Investor Relationship Management Investment Management n/a 2019 2019
IT Decision Makers and Key Stakeholders at MD Financial Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by MD Financial Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD MD Financial Advisors Technographics

MD Financial Advisors is a Banking and Financial Services organization based in United States, with around 15 employees and annual revenues of $2.0 million.

MD Financial Advisors operates a diverse technology stack with applications such as Wealthbox, covering areas like CRM and Investor Relationship Management.

MD Financial Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Wealthbox.

MD Financial Advisors recently adopted applications including Wealthbox in 2019, highlighting its ongoing modernization strategy.

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

Our research team continuously updates MD Financial Advisors’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 MD Financial Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.