MMBB Financial Services
475 Riverside Drive Suite 1700,
New York, 10115, NY,
United States
New York, 10115, NY,
United States
1 800-986-6222
Banking and Financial Services
MMBB Financial Services Technographics
MMBB Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by MMBB Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 MMBB Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that MMBB Financial Services has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2015, ResNexus Booking for Reservation and Booking Management in 2020, Zoom for Audio Video and Web Conferencing 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 MMBB Financial Services is running and its propensity to invest more and deepen its relationship with Microsoft , ResNexus , Zoom Video Communications 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 MMBB Financial Services 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 MMBB Financial Services 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.
MMBB Financial Services Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2015 | 2016 |
In 2015, MMBB Financial Services implemented Microsoft Dynamics GP as its core ERP Financial platform. The deployment was executed within a five year modernization plan to convert paper-centric processes to digital workflows and to embed security and mobile-first controls across finance and operations.
The Microsoft Dynamics GP implementation focused on standard ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, fixed asset accounting, payroll interfaces and financial reporting, with configuration of role based security and automated transaction workflows to support accounting and treasury functions. Microsoft Dynamics GP was configured to centralize ledgers and to support period close orchestration and regulatory reporting workflows aligned with the bank and financial services operational model.
Architecture and integrations were aligned to a cloud based IaaS and SaaS Security, Mobile & Integration First model, leveraging Azure infrastructure and adjacent Microsoft Dynamics 365 CRM components for customer and relationship data. Integrations and security tooling explicitly included Centrify identity management, MobileIron mobile device management, WatchDox secure document management, DarkTrace for threat detection and industry applications such as Bloomberg for investment and market data, creating an integrated ecosystem around Microsoft Dynamics GP.
Governance and rollout were overseen by the CIO/CTO and the CISO as members of the MB Cabinet, a group of eight senior leaders reporting to the CEO, which enforced security first policies, mobile device standards and change control across finance, IT and security teams. The program also synchronized mobile endpoints such as iPhones and iPads under MDM, and introduced consolidated identity and document controls to standardize workflows and reduce operational risk.
Outcomes from the broader modernization program are documented within the provided context, with more than 86 projects completed within or below budget in 3.5 years versus a five year plan, and net reported savings of 1 million dollars, positioning Microsoft Dynamics GP within a secured, cloud integrated ERP Financial stack for ongoing finance operations.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ResNexus | Legacy | ResNexus Booking | Reservation and Booking Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, MMBB Financial Services implemented ResNexus Booking, deploying a customer facing reservation capability on its public website. The deployment uses ResNexus Booking within the Reservation and Booking Management category to provide online booking access for MMBB's member services and facility scheduling.
ResNexus Booking was configured to manage core functional modules including online reservation intake, a centralized reservation calendar, customer record capture and automated confirmation workflows. Configuration emphasis included booking rules, availability windows, waitlist handling and role based staff access controls to support operational usage by client services teams. The full application name ResNexus Booking appears in site instrumentation and governs booking lifecycle events from request through confirmation.
Integration scope centers on embedding ResNexus Booking into the public website as the primary booking channel, enabling web based reservation flows for members and external users. Operational coverage targets client services and events scheduling, with staff using the reservation calendar as the authoritative schedule for service and facility bookings. Data flows include customer record capture and booking status updates that are surfaced to internal staff within the application interface.
Governance was oriented around centralized booking management, staff role permissions and standardized confirmation and cancellation processes to ensure consistent customer interactions. Administration and ongoing configuration are managed internally by MMBB staff through the ResNexus Booking administrative console, with adjustments to availability and rules made as operational needs evolve.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, MMBB Financial Services deployed Zoom as its Audio Video and Web Conferencing solution on its public website to enable client-facing virtual meetings and staff collaboration. The Zoom implementation is surfaced through web pages to provide browser-based audio and video connectivity, screen sharing, in-meeting chat and participant controls that support client appointments and member education sessions. The deployment aligns the Audio Video and Web Conferencing capability with customer engagement workflows and external-facing touchpoints on the corporate site.
Operational coverage centers on client services and member engagement functions, with IT and service teams responsible for configuration and account management. Configuration emphasized meeting access, participant management, and standard conferencing features consistent with Audio Video and Web Conferencing practices, enabling external participants to join without additional client software when supported by the browser. Governance focuses on centralized account management and meeting policy controls to maintain consistent access and security for website-initiated meetings.
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Collaboration | Collaboration |
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2015 | 2015 |
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Survey and Questionnaire | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2016 | 2016 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Transactional Email | PaaS |
|
2016 | 2016 |
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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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2000 | 2000 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at MMBB Financial Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by MMBB Financial Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from MMBB Financial Services IT executives and key decision makers. This section highlights MMBB Financial Services's latest recorded technology evaluations, including LifeWorks Ariel for Benefits Administration on 2026-03-05. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the MMBB Financial Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD MMBB Financial Services Technographics
MMBB Financial Services is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $30.0 million.
MMBB Financial Services operates a diverse technology stack with applications such as
Microsoft Dynamics GP, ResNexus Booking and Zoom,
covering areas like ERP Financial, Reservation and Booking Management and Audio Video and Web Conferencing.
MMBB Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, ResNexus and Zoom Video Communications.
MMBB Financial Services recently adopted applications including
The Trade Desk in 2022, Typeform in 2021 and Swiftype in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of MMBB Financial Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates MMBB Financial Services’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 MMBB Financial Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.