Los Angeles, 90024, CA,
United States
Nigro Karlin Segal Feldstein & Bolno Technographics
Nigro Karlin Segal Feldstein & Bolno Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Nigro Karlin Segal Feldstein & Bolno and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Nigro Karlin Segal Feldstein & Bolno employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Nigro Karlin Segal Feldstein & Bolno has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, Dropbox Business for Enterprise Content Management 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 Nigro Karlin Segal Feldstein & Bolno is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Dropbox 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 Nigro Karlin Segal Feldstein & Bolno revenues, which have grown to $50.0 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 Nigro Karlin Segal Feldstein & Bolno 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.
Nigro Karlin Segal Feldstein & Bolno Tech Stack and Enterprise Applications
Nigro Karlin Segal Feldstein & Bolno ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Nigro Karlin Segal Feldstein & Bolno implemented Intuit Quickbooks Enterprise as its ERP Financial platform to centralize firm accounting functions. The deployment positioned Intuit Quickbooks Enterprise as the primary financial system for bookkeeping and structured financial recordkeeping across the firms accounting and tax operations.
Configuration focused on standard ERP Financial capabilities, including a centralized general ledger, accounts payable, accounts receivable, consolidated financial reporting, and a firm-specific chart of accounts. Intuit Quickbooks Enterprise was configured for multi-user accounting workflows, role-based permissions, audit trail logging, and scripted month-end close procedures to align with professional services accounting requirements.
Operational coverage targeted the finance, accounting, billing, and tax preparation teams at the firms United States office. Operational staff were proficient in Microsoft Word, Excel and Outlook, and maintained familiarity with QuickBooks and tax preparation software such as BNA and Pro-System, which informed data export, reporting and documentation practices used alongside Intuit Quickbooks Enterprise.
Governance centered on formalizing accounting workflows and approval routing, instituting standardized reconciliation and close processes, and leveraging Intuit Quickbooks Enterprises audit capabilities to support compliance and internal review. Role segmentation and documented month-end procedures were implemented to reduce process variance and enforce financial control across the impacted business functions.
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Nigro Karlin Segal Feldstein & Bolno Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Nigro Karlin Segal Feldstein & Bolno deployed Microsoft 365 as its primary Collaboration platform. The firm uses Microsoft 365 for core productivity and collaboration functions, with their public website indicating active use of Microsoft 365 for email, document collaboration and cloud-based content access across the organization. Nigro Karlin Segal Feldstein & Bolno Microsoft 365 Collaboration supports firmwide communications and document workflows for a 300 person banking and financial services practice, aligning collaboration and office productivity functions.
The implementation narrative points to a centralized tenant architecture with tenant level administration, user provisioning and access controls to manage identities and content sharing, consistent with Collaboration category best practices. Configuration likely emphasizes hosted Exchange and cloud document libraries for firm documents, plus real time communications and file synchronization capabilities typical of Microsoft 365, with governance focused on role based access, retention policies and administrative controls to support professional services delivery.
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Nigro Karlin Segal Feldstein & Bolno Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dropbox | Legacy | Dropbox Business | Enterprise Content Management | Content Management | n/a | 2020 | 2020 |
In 2020 Nigro Karlin Segal Feldstein & Bolno implemented Dropbox Business as its Enterprise Content Management solution to support firm document management and client file distribution for its banking and financial services operations. Dropbox Business is employed to centralize document collaboration, file synchronization, version control, and secure external sharing across the organization.
The deployment follows a cloud-hosted content platform model, with a centralized Dropbox Business admin console used to manage user accounts, permission templates, and folder structure. Functional capabilities in use include file sync and sharing, version history and rollback, team-level folders for collaborative access, and administrative controls for link permissions and expiration.
Public facing evidence indicates Dropbox Business content is surfaced from the corporate website for client access and document delivery, suggesting shared links or embedded viewers are used for client-facing file distribution. The implementation covers the United States-based firm and is positioned to support corporate and client service workflows across roles that handle financial documents and client records.
Governance is implemented through administrative controls in Dropbox Business, with role-based access management, audit logging and standard retention controls used to enforce access and records handling policies. Operational processes emphasize controlled external sharing and documented access reviews to align content handling with banking and financial services information governance expectations.
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Nigro Karlin Segal Feldstein & Bolno 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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2014 | 2014 |
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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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2020 | 2020 |
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Nigro Karlin Segal Feldstein & Bolno 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Nigro Karlin Segal Feldstein & Bolno
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CIO | CXO | Finance | ||||
| Principal | Director | Finance | ||||
| Principal | Director | Finance | ||||
| Owner | CXO | Finance |
Apps Being Evaluated by Nigro Karlin Segal Feldstein & Bolno Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||