Alpharetta, 30009, GA,
United States
Merit Financial Advisors Technographics
Merit Financial Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Merit 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 200 Merit 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 Merit Financial Advisors has purchased the following applications: Xero Accounting for ERP Financial in 2019, Forms/Email Based ATS for Applicant Tracking System in 2020, Microsoft 365 for Collaboration in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Merit Financial Advisors is running and its propensity to invest more and deepen its relationship with Xero , In-House Applications , Microsoft 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 Merit Financial Advisors revenues, which have grown to $30.0 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 Merit 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.
Merit Financial Advisors Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Xero | Intuit QuickBooks Online | Xero Accounting | ERP Financial | ERP Financial Management | n/a | 2019 | 2019 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| In-House Applications | Legacy | Forms/Email Based ATS | Applicant Tracking System | HCM | n/a | 2020 | 2020 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
|
eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
eCommerce | eCommerce |
|
2020 | 2020 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Tracking and Recording | CRM |
|
2019 | 2019 |
|
|
|
|
|
Customer Engagement | CRM |
|
2023 | 2023 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Tag Management | CRM |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2015 | 2015 |
|
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|
|
|
Content Delivery Network | IaaS |
|
2023 | 2023 |
|
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|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
PEO (Professional Employer Organization) | Professional Services |
|
2019 | 2019 |
|
IT Decision Makers and Key Stakeholders at Merit Financial Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Merit Financial Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||