Michael T Stelter & Associates Technographics
Michael T Stelter & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Michael T Stelter & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2 Michael T Stelter & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Michael T Stelter & Associates has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Constant Contact Email Marketing for Marketing Automation in 2019, Morningstar Goal Bridge for Portfolio and Investment Performance and Planning in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Michael T Stelter & Associates is running and its propensity to invest more and deepen its relationship with Cisco Systems , Constant Contact , Morningstar 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 Michael T Stelter & Associates revenues, which have grown to $1.0 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 Michael T Stelter & Associates 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.
Michael T Stelter & Associates Tech Stack and Enterprise Applications
Michael T Stelter & Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Michael T Stelter & Associates implemented Cisco Webex Meetings. Cisco Webex Meetings is embedded on the firm’s website and is deployed in the Audio Video and Web Conferencing category to support client meetings, remote consultations, and internal collaboration for the insurance business. The deployment serves both customer-facing engagement and operational coordination across the two-person firm.
Configuration emphasizes standard Audio Video and Web Conferencing capabilities such as scheduled meeting links, real-time audio and video, screen sharing, and cloud meeting recording, with web-join flows exposed on the corporate site. Account provisioning and meeting-level access controls are applied to govern participation and meeting security during setup, reflecting a lightweight governance model appropriate for a small firm. Michael T Stelter & Associates Cisco Webex Meetings Audio Video and Web Conferencing supports client-facing meetings and internal collaboration as the primary business functions.
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Michael T Stelter & Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019, Michael T Stelter & Associates implemented Constant Contact Email Marketing as its cloud-hosted email solution. The deployment uses the Constant Contact Email Marketing application and is classified as Marketing Automation, with the platform embedded on the company website to capture subscribers and manage outbound client communications. As a two-person insurance firm operating in the United States, the implementation reflects a lightweight SaaS architecture without on-premises components, oriented toward direct website-driven list growth and email delivery.
Configuration emphasizes core Marketing Automation capabilities including email campaign creation and scheduling, contact list segmentation, and website embedded signup forms to capture opt-ins. Operational coverage centers on marketing and client communications workflows managed at the firm level, with governance focused on subscriber consent, campaign scheduling, and basic engagement reporting to inform messaging and recurring communications automation.
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Michael T Stelter & Associates Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Morningstar | Legacy | Morningstar Goal Bridge | Portfolio and Investment Performance and Planning | Investment Management | n/a | 2021 | 2021 |
In 2021, Michael T Stelter & Associates implemented Morningstar Goal Bridge. Michael T Stelter & Associates deployed Morningstar Goal Bridge, a Portfolio and Investment Performance and Planning application to support investment and financial-planning advisor workflows in the United States.
The implementation centered on a goals-based planning and proposal workflow, with Morningstar Goal Bridge configured to centralize goal setting, portfolio review, proposal delivery, and plan development for HTK financial professionals. The deployment was integrated with Morningstar Advisor Workstation and Pershing NetX360 to enable data handoffs and proposal delivery inside existing advisor tooling.
Operationally the solution is used within HTK advisor workflows in the United States, consolidating planning and proposal functions into a single application layer. The deployment emphasized workflow consolidation and advisor user experience, improving advisor efficiency and client engagement as described by HTK.
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Michael T Stelter & Associates IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Michael T Stelter & Associates CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Michael T Stelter & Associates
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Apps Being Evaluated by Michael T Stelter & Associates Executives
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