New York, 10036, NY,
United States
Oak Hill Advisors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Oak Hill Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 290 Oak Hill Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Oak Hill Advisors has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing in 2021, Adobe Experience Cloud for Customer Experience 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 Oak Hill Advisors is running and its propensity to invest more and deepen its relationship with Cisco Systems , Zoom Video Communications , 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 Oak Hill Advisors 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 Oak Hill Advisors 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Oak Hill Advisors implemented Cisco Webex Meetings as their web conferencing solution. Cisco Webex Meetings is deployed on their website to deliver Audio Video and Web Conferencing capabilities for client facing sessions and internal collaboration.
The deployment of Cisco Webex Meetings covers standard functional modules such as real time video and audio conferencing, screen sharing, meeting recording, participant management and host controls. The implementation emphasizes web first access, enabling browser join flows alongside native clients, and includes configuration of meeting templates and access controls to manage external attendee entry.
Operational scope centers on providing an embedded meeting layer on the firm website for client meetings and remote collaboration, with administrative governance implemented through user provisioning, role based host permissions and meeting policy configuration. The Cisco Webex Meetings deployment surfaces typical Audio Video and Web Conferencing operational terminology including scheduling, session orchestration and administrative auditing to support firm communication workflows.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Oak Hill Advisors implemented DocuSign eSignature as a Digital Signing solution to provide client-facing signature workflows on its public website. The implementation centers on embedding electronic signature capabilities directly into web-hosted document flows, enabling external parties to review and sign legal and financial documents through DocuSign eSignature.
Configuration focused on core Digital Signing capabilities, including envelope-based signing workflows, reusable document templates, authentication and access controls, and the audit trail and tamper-evident certificate that accompany completed signatures. DocuSign eSignature was configured to support both embedded signing within the website experience and standard remote signing sessions, aligning with common e-signature functional patterns for document preparation, routing, and signature capture.
Operationally the rollout targeted client-facing document execution and the teams that govern client agreements, compliance, and operations, integrating signature capture into the firm’s web delivery channel. Governance considerations emphasized signature authentication, record retention, and auditability consistent with Digital Signing best practices, while web integration maintained the document lifecycle within Oak Hill Advisors’ site-driven client workflows.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2019 | 2019 |
In 2019, Oak Hill Advisors deployed Adobe Experience Cloud to deliver Customer Experience capabilities on its public website. Oak Hill Advisors implemented Adobe Experience Cloud as the primary digital experience layer for web content and client-facing digital materials, linking the application to site-level content delivery and visitor engagement workflows on https://www.oakhilladvisors.com/.
The Adobe Experience Cloud implementation focuses on standard Customer Experience functional areas such as web content management, digital asset orchestration, analytics instrumentation, and visitor personalization workflows typical of the vendor platform. Operational ownership is aligned with marketing and digital teams, and the deployment supports editorial publishing, campaign orchestration, and site-level measurement processes while preserving privacy and consent controls customary for web deployments using Adobe Experience Cloud.
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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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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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Cloud Access Security Brokers (CASB) | CyberSecurity |
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2015 | 2016 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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