AI Buyer Insights:

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

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

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● 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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● 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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

Merit Financial Advisors
Location
2400 Lakeview Pkwy,
Alpharetta, 30009, GA,
United States
Website
https://www.meritfinancialadvisors.com/
Phone
1 ​866-931-1995
Artw industry
Professional Services
Employee
Revenue

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

Merit Financial Advisors ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Xero Intuit QuickBooks Online Xero Accounting ERP Financial ERP n/a 2019 2019
Merit Financial Advisors 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
Merit Financial Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Merit Financial Advisors eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2020 2020
Merit Financial Advisors 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
Merit Financial Advisors 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
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2022 2022
Merit Financial Advisors 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 Email Phone
Human Resources Coordinator Manager HR
Human Resources Manager Manager HR
Internal Accountant Manager Finance
Vice President Operations VP Operations
Show All Contacts

Apps Being Evaluated by Merit Financial Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Merit Financial Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Merit Financial Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Merit Financial Advisors Technographics
Merit Financial Advisors is a Professional Services organization based in United States, with around 200 employees and annual revenues of $30.0 million.
Merit Financial Advisors operates a diverse technology stack with applications such as Xero Accounting, Forms/Email Based ATS and Microsoft 365, covering areas like ERP Financial, Applicant Tracking System and Collaboration.
Merit Financial Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Xero, In-House Applications and Microsoft.
Merit Financial Advisors recently adopted applications including Riskalyze Growth Platform in 2023, Cloudflare CDN in 2023 and Optimole CDN in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Merit Financial Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Merit 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 Merit Financial Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.