Nexio
727 N 1550 E, 3rd floor,
Orem, 84097, UT,
United States
Orem, 84097, UT,
United States
1 877-551-5504
Banking and Financial Services
Nexio Technographics
Nexio Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Nexio and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Nexio employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Nexio has purchased the following applications: Microsoft 365 for Collaboration in 2021, HubSpot CMS for Web Content Management in 2021, Pipedrive CRM for CRM in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Nexio is running and its propensity to invest more and deepen its relationship with Microsoft , HubSpot , Packet Tide 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 Nexio revenues, which have grown to $10.0 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 Nexio 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.
Nexio Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Nexio implemented Microsoft 365 to provide enterprise Collaboration capabilities across the organization. Publicly visible site references indicate Microsoft 365 is in use as the primary cloud productivity suite for the company.
Nexio Microsoft 365 Collaboration supports corporate productivity and communication for its approximately 100 employee US operations, consolidating core business functions such as email, document collaboration, and real-time team communication. The deployment follows a cloud tenant architecture with centralized administration and role-based user provisioning, and it leverages standard Microsoft 365 functional modules including Exchange Online for email, SharePoint for document libraries and intranet content, Teams for chat and meetings, and OneDrive for file sync. Governance was organized around tenant-level administration and user lifecycle workflows to align access and collaboration patterns with front-office communications and internal knowledge management.
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Collaboration | Collaboration |
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2016 | 2016 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, Nexio implemented HubSpot CMS to manage its corporate website and customer-facing digital channels. The HubSpot CMS deployment serves as Nexio HubSpot CMS Web Content Management platform for marketing-led content, enabling centralized content publishing, templated page composition, and responsive site management. The implementation is hosted on HubSpot's cloud SaaS infrastructure and scoped to the company's marketing and web operations teams.
Functional capabilities implemented include HubSpot CMS page editor and template system, content modules for landing pages and blogs, form and lead capture components, SEO and metadata controls, and role-based editorial workflows with content staging and versioning. Governance was structured around marketing ownership of content governance and approval workflows, with permissions configured for editors and reviewers to control publishing and updates. The implementation emphasizes standard Web Content Management practices such as template-driven layouts, centralized asset management, and integrated content workflows to support Nexio's banking and financial services digital presence.
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Web Content Management | Content Management |
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2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pipedrive | Legacy | Pipedrive CRM | CRM | CRM | n/a | 2023 | 2023 |
In 2023, Nexio implemented Pipedrive CRM to serve as its CRM for sales and client relationship management. The deployment is visible on Nexio's public website where web form lead capture is routed directly into Pipedrive CRM, creating an inbound sales intake channel for the company's sales and client services functions.
The implementation focuses on core CRM capabilities typical for the category, including contact and account management, deal pipeline configuration, activity and task tracking, and basic workflow automation for lead routing and task assignment. Configuration appears centered on pipeline stages, custom fields for financial services workflows, and automated triggers that convert website inquiries into assigned sales activities.
Operational scope covers Nexio's sales and client services teams in the United States, with centralized administration controlling pipeline definitions and user access. Governance workstreams likely included standardizing sales stages and handoff rules between marketing intake via the website and downstream sales follow up, aligning CRM records to the companys client lifecycle and compliance needs.
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Customer Support | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, Sales Engagement | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Nexio
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Nexio Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Nexio Technographics
Nexio is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $10.0 million.
Nexio operates a diverse technology stack with applications such as
Microsoft 365, HubSpot CMS and Pipedrive CRM,
covering areas like Collaboration, Web Content Management and CRM.
Nexio has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, HubSpot and Pipedrive.
Nexio recently adopted applications including
Pipedrive CRM in 2023, FreshDesk Customer Support in 2022 and Microsoft 365 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Nexio’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Nexio’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 Nexio technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.