OppenheimerFunds
85 Broad Street,
New York, 10004, NY,
United States
New York, 10004, NY,
United States
1 518-218-2550
Banking and Financial Services
OppenheimerFunds Technographics
OppenheimerFunds Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OppenheimerFunds and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2853 OppenheimerFunds 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 has purchased the following applications: Salesforce Field Service (ex ClickSoftware) for Field Service Management in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, CrownPeak DXP for Web Content Management 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 is running and its propensity to invest more and deepen its relationship with Salesforce , Cisco Systems , CrownPeak 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 revenues, which have grown to $1.38 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 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 Tech Stack and Enterprise Applications
OppenheimerFunds ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Field Service (ex ClickSoftware) | Field Service Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, OppenheimerFunds implemented Salesforce Field Service (ex ClickSoftware) to centralize its Field Service Management capabilities for field operations and service delivery. The deployment included installation of the Field Service Lightning managed package and the Field Service Lightning mobile app to enable technician mobility and real time appointment handling.
Configuration work focused on scheduling optimization within the managed package, defining operating hours, and modeling standard appointment types required by the organization. Core Field Service Lightning configuration centered on appointment and work order orchestration, scheduling rules, and mobile-enabled task execution consistent with Field Service Management functional workflows.
Project teams addressed significant complexities in data availability, consistency, and structure by building data consolidation and normalization processes to feed the Field Service Lightning modules. Those data remediation efforts supported mission critical modules and ensured scheduling optimization logic had reliable inputs.
Governance and operational control were established through centralized configuration of operating hours, appointment standards, and scheduling policies, which aligned field service scheduling with organizational requirements. The implementation produced mission critical field service modules used by OppenheimerFunds for technician scheduling and appointment management.
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OppenheimerFunds 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, OppenheimerFunds deployed Cisco Webex Meetings on its corporate website to establish Audio Video and Web Conferencing capabilities. Cisco Webex Meetings is surfaced via the site to provide browser based video and audio conferencing, screen sharing, meeting recording, and participant management for web attendees.
The implementation centered on core Cisco Webex Meetings functional areas, including meeting scheduling and registration, host controls and moderation, participant management, and recording capture. The deployment leverages browser join workflows and web hosted meeting registration to support both scheduled sessions and ad hoc web meetings.
Operational ownership aligns with corporate communications and client engagement workflows, with the website acting as the primary access point for external participants. Governance activities emphasize meeting permissions, host moderation controls, and recording management within the Audio Video and Web Conferencing deployment.
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OppenheimerFunds Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CrownPeak | Legacy | CrownPeak DXP | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, OppenheimerFunds deployed CrownPeak DXP as its Web Content Management solution for the corporate website. The CrownPeak DXP implementation centralizes content authoring and template driven page composition, creating a single repository for managed pages and digital assets. The implementation uses built in publishing workflows, editorial approvals, and localization capabilities to support marketing and corporate communications.
Architecturally the deployment follows common DXP patterns with staging and production environments to manage content lifecycle and continuous updates to the public site. Operational responsibility is aligned to marketing, digital operations, and communications teams, and governance emphasizes editorial controls, content review processes, and brand compliance. This account documents OppenheimerFunds CrownPeak DXP Web Content Management as the platform supporting website content management, campaign landing pages, and corporate communications workflows.
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OppenheimerFunds CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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OppenheimerFunds IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Software Asset Management (SAM), IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management |
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2019 | 2019 |
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OppenheimerFunds Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Investor Onboarding | Investment Management |
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2020 | 2022 |
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OppenheimerFunds TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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OppenheimerFunds 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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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 OppenheimerFunds
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Executive Vice President - Head of Private Client Division | Director | Customer Service | |
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Executive Director IT | Director | Finance | |
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Chief Operations Officer | CXO | Finance | |
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Apps Being Evaluated by OppenheimerFunds Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from OppenheimerFunds IT executives and key decision makers. This section highlights OppenheimerFunds's latest recorded technology evaluations, including Instant Financial for Earned Wage Access on 2026-02-27, ICE Bondedge for Risk Management on 2026-01-29, and Alkami for Digital Banking on 2026-01-15. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the OppenheimerFunds digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-27 | OppenheimerFunds | Evaluated | Instant Financial | Instant Financial | Earned Wage Access | HCM |
| 2026-01-29 | OppenheimerFunds | Evaluated | Intercontinental Exchange | ICE Bondedge | Risk Management | TRM |
| 2026-01-15 | OppenheimerFunds | Evaluated | Alkami | Alkami | Digital Banking | ERP Services and Operations |
| 2025-12-02 | OppenheimerFunds | Evaluated |
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Dealership Management | ERP Services and Operations |
| 2025-10-16 | OppenheimerFunds | Evaluated |
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Transactional Email | PaaS |
| 2025-07-08 | OppenheimerFunds | Evaluated |
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Analytics and BI | Analytics and BI |
| 2025-07-01 | OppenheimerFunds | Evaluated |
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Digital Advertising Platform | CRM |
| 2025-03-12 | OppenheimerFunds | Evaluated |
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Marketing Automation | CRM |
| 2024-11-07 | OppenheimerFunds | Evaluated |
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Digital Advertising Platform | CRM |
| 2024-10-24 | OppenheimerFunds | Evaluated |
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Customer Experience | CRM |
FAQ - APPS RUN THE WORLD OppenheimerFunds Technographics
OppenheimerFunds is a Banking and Financial Services organization based in United States,
with around 2853 employees and annual revenues of $1.38 billion.
OppenheimerFunds operates a diverse technology stack with applications such as
Salesforce Field Service (ex ClickSoftware), Cisco Webex Meetings and CrownPeak DXP,
covering areas like Field Service Management, Audio Video and Web Conferencing and Web Content Management.
OppenheimerFunds has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Salesforce, Cisco Systems and CrownPeak.
OppenheimerFunds recently adopted applications including
CrownPeak DXP in 2021, Adobe Marketo in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of OppenheimerFunds’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates OppenheimerFunds’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 technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.