Irvine, 92614, CA,
United States
Newport Exchange Holdings Inc Technographics
Newport Exchange Holdings Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Newport Exchange Holdings Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 Newport Exchange Holdings Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Newport Exchange Holdings Inc has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2012, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Newport Exchange Holdings Inc is running and its propensity to invest more and deepen its relationship with Intuit , LivePerson , 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 Newport Exchange Holdings Inc revenues, which have grown to $200.0 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 Newport Exchange Holdings Inc 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.
Newport Exchange Holdings Inc Tech Stack and Enterprise Applications
Newport Exchange Holdings Inc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Newport Exchange Holdings Inc deployed Intuit QuickBooks Enterprise as its ERP Financial application. The deployment centralized invoicing and collections in Intuit QuickBooks Enterprise while registrations continued to be processed in Salesforce.com, creating a structured handoff between enrollment and revenue capture. Configuration focused on accounts receivable, invoicing, payment application and financial reporting capabilities within Intuit QuickBooks Enterprise to align finance workflows with student services. The scope targeted corporate finance and revenue operations for the United States education business operated by Newport Exchange Holdings Inc.
Integration work linked Salesforce.com registration records to customer and invoice records in Intuit QuickBooks Enterprise to enable the enrollment to billing workflow and to pass billing triggers from registration events. Operational governance separated responsibilities, assigning invoice issuance, collections and AR reconciliation to finance and enrollment validation to student services, formalizing the two-system process. Chart of accounts configuration and invoice lifecycle controls were implemented inside Intuit QuickBooks Enterprise to support period close and collections procedures, while Salesforce.com remained the source of registration and customer engagement data.
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Newport Exchange Holdings Inc AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2012 | 2012 |
In 2012, Newport Exchange Holdings Inc deployed LivePerson Conversational Cloud on its public website tradingacademy.com. LivePerson Conversational Cloud is implemented as a Chatbots and Conversational AI solution to provide an embedded web chat interface for prospective students and site visitors, serving as the primary conversational entry point on the site.
Configuration emphasizes conversational agents, session management, natural language handling, and rule based routing to human operators when escalation is required. The LivePerson Conversational Cloud deployment uses templated messaging and intent driven dialog flows to qualify leads and surface enrollment information, and it incorporates conversation analytics and reporting capabilities to tune message flows and bot intents.
Operational coverage spans marketing, enrollment, and student support functions via the website, with the LivePerson Conversational Cloud handling inbound inquiries from the United States audience. Governance focuses on scripted message controls, escalation workflows, administrative access for template management, and ongoing intent refinement to keep conversational flows aligned with course and enrollment processes.
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Newport Exchange Holdings Inc Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Newport Exchange Holdings Inc implemented Microsoft 365 in the Collaboration category. Public site artifacts indicate Microsoft 365 is used on their website, signaling an active Microsoft 365 tenant associated with corporate operations and outward facing content.
Microsoft 365 was provisioned to deliver core collaboration capabilities including cloud email and calendaring, cloud file storage and synchronization, team chat and meetings, and SharePoint based content management. These modules align with standard Collaboration workflows for document collaboration, internal communications, and knowledge sharing across administrative and instructional teams.
The deployment follows a cloud hosted SaaS architecture with a centralized tenant model providing services to the organization. Operational coverage is consistent with the company size and education industry profile, supporting corporate administrative functions and education delivery activities.
Governance emphasis centers on tenant administration, user and group provisioning, access controls, and information governance to manage content surfaced on the public site. Microsoft 365 is positioned to support Collaboration use cases at Newport Exchange Holdings Inc while enabling centralized management of collaboration and content services.
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Newport Exchange Holdings Inc Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2011 | 2011 |
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Newport Exchange Holdings Inc CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Newport Exchange Holdings Inc 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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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Newport Exchange Holdings Inc PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Newport Exchange Holdings Inc 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Cloud Storage | IaaS |
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2017 | 2017 |
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Newport Exchange Holdings Inc 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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Web Application Firewalls (WAF) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Newport Exchange Holdings Inc
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Senior IT Manager | Manager | IT | ||||
| Founder and President | CXO | Finance | ||||
| CFO | CXO | Finance | ||||
| Chief Marketing Officer | CXO | Marketing |
Apps Being Evaluated by Newport Exchange Holdings Inc Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-01-29 | Newport Exchange Holdings Inc | Evaluated | Verotel | Verotel Payment | Payment Processing | ERP |