OppenheimerFunds, Inc
225 Liberty St,
New York, 10281, NY,
United States
New York, 10281, NY,
United States
1 800-525-7048
Banking and Financial Services
OppenheimerFunds, Inc Technographics
OppenheimerFunds, Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OppenheimerFunds, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 OppenheimerFunds, 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 OppenheimerFunds, Inc has purchased the following applications: SAP Concur Expense for Expense Management in 2004, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2015, Adobe Connect for Audio Video and Web Conferencing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems OppenheimerFunds, Inc is running and its propensity to invest more and deepen its relationship with SAP , Microsoft , Adobe Systems 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 OppenheimerFunds, Inc revenues, which have grown to $1.50 billion 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 OppenheimerFunds, 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.
OppenheimerFunds, Inc Tech Stack and Enterprise Applications
OppenheimerFunds, Inc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2004 | 2004 |
In 2004, OppenheimerFunds, Inc implemented SAP Concur Expense as its Expense Management application to centralize employee expense reporting and controls. The SAP Concur Expense deployment served as the primary Expense Management platform for corporate finance, travel and accounting functions within the firm.
The implementation encompassed core expense report submission and approvals, policy validation and exception workflows, corporate card reconciliation, and electronic receipt capture and imaging. SAP Concur Expense was deployed alongside Concur Intelligence and Cognos reporting capabilities to support transaction-level reporting and analytics for finance and travel operations.
Operational integrations and the broader systems landscape referenced in the environment included FileNet imaging for document retention, JPMC PaymentNet for card payment flows, Oracle for general ledger posting, and Microsoft Office Suite for export and data interchange. These integrations positioned SAP Concur Expense to interface with payroll and accounts payable touchpoints and to feed reporting outputs into the firm-wide reporting tools.
Governance for the rollout emphasized centralized expense policy configuration, role-based approval workflows, and process controls embedded in the expense lifecycle, with training targeted to finance, travel managers and approvers. The configuration and reporting posture leveraged Concur Intelligence and Cognos Reporting Tool to establish recurring reporting and reconciliation processes for corporate expense governance.
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OppenheimerFunds, Inc Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) | Analytics and BI | Analytics and BI | n/a | 2015 | 2018 |
In 2015, OppenheimerFunds, Inc implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) as its enterprise Analytics and BI platform to centralize reporting and multidimensional analysis. The Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) deployment targeted consolidated reporting workflows across finance, operations, customer service, and executive reporting functions using SQL Server 2012 and 2014 toolsets.
The implementation invested heavily in ETL design and automation, with SSIS used to ingest feeds from flat files, Excel spreadsheets, SQL Server, and Oracle sources. Developers created complex SSIS packages with control and data flow elements, C# script tasks, stored procedures, triggers, and user defined functions to normalize and transform data, and used Derived Column, Data Conversion, Lookup, and Aggregate transformations as part of standard pipelines. SSIS runtime governance included package configurations, deployment, scheduling, error handling, event handling, checkpoints for re-running failed packages, and use of error paths and data viewers for troubleshooting.
Data modeling work defined dimensions and fact tables and implemented a star schema data warehouse design to support analytic workloads. SQL Server Analysis Services was used to build multi-dimensional objects including cubes, dimensions, hierarchies, measure groups, and KPIs, with MDX queries and expressions authored to power front end reports and analytical slices. Dimensional modeling was packaged in SSAS deliverables for end users and developers to consume.
Reporting capabilities were implemented in SQL Server Reporting Services with parameterized reports, sub-reports, drill down and drill through constructs, and a range of visualizations such as pie, bar, and line charts. SSRS was used to schedule monthly executive and customer representative reports across business categories and regions, supporting standard subscriptions and data driven subscriptions, and to assemble migrated source data into consolidated dashboards for review.
Operational governance included MS SQL Server administration for user logins, role and group creation, privileges management, and account monitoring, along with documentation of database specifications, ER diagrams, and connectivity charts. The technical stack and development environment included Visual Studio 2013, Report Builder, TFS, Windows Server 2008, and .NET Framework 4.0, with development in C#, VB.NET, ASP.NET, HTML, XML, and client side JavaScript to support integration between reporting layers and internal web services.
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OppenheimerFunds, Inc Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, OppenheimerFunds, Inc deployed Adobe Connect for Audio Video and Web Conferencing on its public website. Adobe Connect is being used to deliver web-embedded virtual events and client-facing meeting experiences, aligning the application to investor communications and customer engagement business functions.
The implementation leverages core Audio Video and Web Conferencing capabilities, including persistent meeting rooms, webinar staging, session recording and playback, and content sharing and whiteboarding. Adobe Connect was configured for web-embedded delivery on the corporate site, supporting scheduled public events and on-demand access to recorded sessions.
Operational scope is centered on website-hosted event delivery, providing external client audiences with access to live webinars and recorded investor presentations while also supporting internal communications workflows for marketing and investor relations. Access controls, attendee moderation and recording retention are part of the delivery model, with the platform running as an outbound-facing conferencing layer on the corporate site.
Governance and workflow changes emphasize event scheduling, content moderation and attendee access policies administered by communications and marketing stakeholders. The deployment model is focused on web integration and session lifecycle management rather than broad platform consolidation across unrelated systems.
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Collaboration | Collaboration |
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2021 | 2021 |
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OppenheimerFunds, Inc Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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OppenheimerFunds, 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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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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OppenheimerFunds, 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at OppenheimerFunds, Inc
| First Name | Last Name | Title | Function | Department | Phone | |
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Head of Data Operations and Strategy | Director | IT | |
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AVP - Head of Business Intelligence | VP | IT | |
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VP Distribution Reporting | VP | Supply Chain | |
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Vice President, Finance | VP | Finance | |
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VP Finance | VP | Finance | |
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Senior Accounts Payable Analyst, Systems and Project Manager, Supervisor, Certified A.P.S. | Manager | IT | |
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Chief Technology and Operations Officer | CXO | IT | |
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SVP - Finance Planning and Analysis | VP | Finance | |
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Chief Financial Officer | CXO | Finance | |
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SVP - Finance | VP | Finance | |
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Senior Administrative Assistant | Manager | Finance | |
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Vice President, Finance | VP | Finance | |
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SVP, Finance | VP | Finance | |
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SVP, Enterprise Shared Services (Technology) | VP | IT | |
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Apps Being Evaluated by OppenheimerFunds, Inc Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from OppenheimerFunds, Inc IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the OppenheimerFunds, Inc digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD OppenheimerFunds, Inc Technographics
OppenheimerFunds, Inc is a Banking and Financial Services organization based in United States,
with around 2200 employees and annual revenues of $1.50 billion.
OppenheimerFunds, Inc operates a diverse technology stack with applications such as
SAP Concur Expense, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) and Adobe Connect,
covering areas like Expense Management, Analytics and BI and Audio Video and Web Conferencing.
OppenheimerFunds, Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Microsoft and Adobe Systems.
OppenheimerFunds, Inc recently adopted applications including
Adobe Connect in 2021, Microsoft 365 in 2021 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of OppenheimerFunds, Inc’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates OppenheimerFunds, Inc’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 OppenheimerFunds, Inc technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.