AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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: Afterpay Clearpay for Payment Processing in 2021, Perplexity for Generative AI Platforms in 2024, Canva for Video Editing in 2022 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 Afterpay , Perplexity , Canva 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
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Afterpay Legacy Afterpay Clearpay Payment Processing ERP Financial Management n/a 2021 2021
AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Perplexity Legacy Perplexity Generative AI Platforms AI Development n/a 2024 2024
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Canva Legacy Canva Video Editing Content Management n/a 2022 2022
Web Content Management Content Management 2013 2013
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Engagement, Customer Loyalty CRM 2022 2022
Customer Experience CRM 2019 2019
Marketing Analytics CRM 2011 2011
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2014 2014
Application Performance Management ITSM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM and Investor Relationship Management Investment Management 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2013 2013
Apps Development PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2016 2016
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 Afterpay Clearpay, Perplexity and Canva, covering areas like Payment Processing, Generative AI Platforms and Video Editing.

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

MD Financial Advisors recently adopted applications including Perplexity in 2024, Canva in 2022 and Braze Platform in 2022, 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.