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

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

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

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● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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Menlo Financial Service Group
Location
3610 American River Dr Ste 120,
Sacramento, 95864-5999, CA,
United States
Website
https://www.fsnweb.com/
Phone
1 650-571-1934
Artw industry
Professional Services
Employee
Revenue

Menlo Financial Service Group Technographics

Menlo Financial Service Group Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Menlo Financial Service Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11 Menlo Financial Service 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 Menlo Financial Service Group has purchased the following applications: Wistia for Marketing Analytics, Sales Analytics, Customer Support in 2013, Orion Trading for Trading Platform in 2020, SmartSheet for Project Portfolio Management 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 Menlo Financial Service Group is running and its propensity to invest more and deepen its relationship with Wistia , Intuit , Google 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 Menlo Financial Service Group 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 Menlo Financial Service 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.

Menlo Financial Service Group Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wistia Legacy Wistia Marketing Analytics, Sales Analytics, Customer Support CRM n/a 2013 2013
Marketing Automation CRM 2018 2018
Tag Management CRM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Trading Trading Platform Investment Management n/a 2020 2020
In 2020 Menlo Financial Service Group implemented Orion Trading, a Trading Platform, to support its Portfolio Consulting services. The engagement leveraged Orion Trading and Orion's portfolio accounting and trading capabilities to provide customized research, trading and overlay portfolio management and tax harvesting across multiple custodians. Deployment focused on trading and back-office process areas, configuring portfolio accounting, order management and tax harvesting workflows consistent with Trading Platform functionality. Implementation work emphasized overlay portfolio management configurations to enable coordinated trade execution and position level accounting for multi custodial client portfolios, and it used Orion Trading modules for trade capture, lot tracking and portfolio accounting. Operational scope covered Portfolio Consulting and back-office reconciliation across multiple custodians within Menlo Financial Service Group, aligning trading workflows with custodial reconciliation processes. Governance and process work centered on standardizing trading and reconciliation procedures, with Orion Trading provisioned to support tax harvesting, customized research workflows and improved scalability and reconciliation across custodians.
PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SmartSheet Legacy SmartSheet Project Portfolio Management PPM n/a 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2017 2017
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2013 2013
IT Decision Makers and Key Stakeholders at Menlo Financial Service Group
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Menlo Financial Service Group Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Menlo Financial Service Group Technographics

Menlo Financial Service Group is a Professional Services organization based in United States, with around 11 employees and annual revenues of $2.0 million.

Menlo Financial Service Group operates a diverse technology stack with applications such as Wistia, Orion Trading and SmartSheet, covering areas like Marketing Analytics, Sales Analytics, Customer Support, Trading Platform and Project Portfolio Management.

Menlo Financial Service Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Wistia, Orion Advisor Solutions and SmartSheet.

Menlo Financial Service Group recently adopted applications including Google Tag Manager in 2022, SmartSheet in 2022 and Amazon EC2 in 2022, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Menlo Financial Service 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 Menlo Financial Service Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.