Greenwich, 06831-5150, CT,
United States
Northcoast Asset Management Technographics
Northcoast Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Northcoast Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Northcoast Asset Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Northcoast Asset Management has purchased the following applications: Olark Live Chat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2021, SlideHub for Content Management 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 Northcoast Asset Management is running and its propensity to invest more and deepen its relationship with Olark , Microsoft , SlideHub 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 Northcoast Asset Management 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 Northcoast Asset Management 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.
Northcoast Asset Management Tech Stack and Enterprise Applications
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SlideHub | Legacy | SlideHub | Content Management | Content Management | n/a | 2023 | 2023 |
In 2023, Northcoast Asset Management implemented SlideHub in the Content Management category as a SaaS deployment to centralize its sales and presentation assets for use by advisors and marketing. The deployment uses SlideHub's PowerPoint asset platform to provide a single-source repository of presentation content designed for regulated investment materials in the United States.
The implementation focuses on centralized asset management, locked slide distribution, and strict version control to prevent unauthorized edits while enabling marketers to push approved content to sales teams. Functional capabilities implemented include a PowerPoint asset library, permissioning for locked slides, template and slide reuse controls, and version tracking to maintain compliance for advisor-facing materials.
Operational ownership sits with marketing, which controls content publication and distribution to advisor users, while sales and advisor teams consume and assemble presentations from the governed asset set. Governance changes emphasized marketer-driven content approval and distribution workflows to preserve compliance and consistent messaging across sales collateral for regulated investments in the United States.
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Digital Signing | Content Management |
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2021 | 2021 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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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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2020 | 2020 |
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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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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Northcoast Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Northcoast Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||