Osaic
18700 N. Hayden Rd., Ste. 255,
Scottsdale, 85255, AZ,
United States
Scottsdale, 85255, AZ,
United States
1 877-310-4977
Banking and Financial Services
Osaic Technographics
Osaic Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Osaic and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11000 Osaic employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Osaic has purchased the following applications: Workday Recruiting for Recruiting, Applicant Tracking System in 2022, SAP Concur Travel for Travel Management in 2022, Cisco Webex Meetings 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 Osaic is running and its propensity to invest more and deepen its relationship with Workday , SAP , Cisco 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 Osaic revenues, which have grown to $7.00 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 Osaic 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.
Osaic Tech Stack and Enterprise Applications
Osaic HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Recruiting | Recruiting, Applicant Tracking System | HCM | n/a | 2022 | 2022 |
In 2022, Osaic implemented Workday Recruiting. Workday Recruiting is deployed as a Recruiting,Applicant Tracking System and is used on Osaic's public careers site to support corporate talent acquisition and applicant intake.
Osaic configured Workday Recruiting to manage core applicant tracking capabilities including job requisition publishing, candidate application capture via the career site, staged candidate workflows, interview scheduling, and offer management. The implementation includes configurable requisition approval flows and candidate status orchestration to align recruiting steps with internal hiring policy.
The rollout is scoped to Osaic's talent acquisition and HR teams across the 11000 employee organization, centralizing applicant routing into a single Workday Recruiting instance. Using Workday Recruiting on the public career site provides a unified entry point for external candidates and channels applications into the ATS for recruiter review and workflow execution.
Governance was established within Workday Recruiting to standardize role based access, requisition ownership, and approval workflows for recruiters and hiring managers. The configuration supports operational management of requisitions and candidate records inside the Workday Recruiting environment.
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Osaic ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, Osaic implemented SAP Concur Travel as its Travel Management solution to centralize executive travel booking and expense workflows for administrative and executive support teams. The deployment targeted executive administrative assistants and shared services that handle extensive calendar management, travel planning, itinerary coordination, and expense report preparation, aligning with operational responsibilities outlined for executive support roles.
SAP Concur Travel was configured to enforce corporate travel policy, route approvals, and capture itinerary and expense metadata for reporting and compliance. Functional configuration emphasized travel booking, itinerary management, policy controls, approval routing, and expense pre-population to reduce manual entry and standardize expense documentation for executive-level travel and related meetings.
The implementation incorporated integrations with explicitly referenced systems, including Workday for workforce data alignment and user provisioning, and Microsoft Outlook for calendar and meeting coordination, reflecting stated proficiency requirements in Workday and Office applications. SAP Concur Travel was positioned to exchange user and approval-role data with HR systems and to synchronize travel itineraries with calendar systems, supporting administrative operations and finance-facing expense workflows.
Governance centered on centralized travel policy administration, approval workflow governance, and role-based access for executive assistants and finance reviewers. Rollout and process changes focused on standardizing travel and expense procedures across administrative support and finance functions, instituting consistent submission and approval steps for executive travel bookings and reimbursements.
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Osaic 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 | 2021 | 2021 |
In 2021, Osaic deployed Cisco Webex Meetings as its Audio Video and Web Conferencing solution, embedding meeting capabilities directly on its public website to support advisor client engagement and external webinar delivery. Cisco Webex Meetings is presented as the primary conferencing layer for client-facing sessions and internal collaboration, aligning the application with Osaic business functions in advisory services and operations.
The implementation emphasizes core Cisco Webex Meetings capabilities typical for the category, including real time video conferencing, webinar hosting, participant management, screen sharing, and cloud recording. Configuration work centered on meeting and webinar templates, branding for public sessions, and host controls for attendee admission and role based participant permissions.
Operational coverage spans public facing advisor interactions and internal collaboration across advisory and operations teams, with the website integration enabling direct join flows for external participants. Governance considerations include standardized meeting controls, access policy configuration, and centralized administration of host permissions to manage public and private session settings.
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Audio Video and Web Conferencing | Collaboration |
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2023 | 2023 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Event Management | Collaboration |
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2020 | 2020 |
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Osaic Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2024 | 2024 |
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Content Management | Content Management |
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2024 | 2024 |
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Document Management, Intelligent Document Processing | Content Management |
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2022 | 2022 |
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Osaic CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2023 | 2023 |
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Osaic ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2023 | 2023 |
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IT Service Management | ITSM |
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2023 | 2023 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Osaic PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Osaic 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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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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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Osaic CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2024 | 2024 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Osaic
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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Accounting Manager | Manager | Finance | |
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Finance Manager | Manager | Finance | |
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Sr. Salesforce Administrator | Manager | Marketing | |
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Apps Being Evaluated by Osaic Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Osaic IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Osaic digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Osaic Technographics
Osaic is a Banking and Financial Services organization based in United States,
with around 11000 employees and annual revenues of $7.00 billion.
Osaic operates a diverse technology stack with applications such as
Workday Recruiting, SAP Concur Travel and Cisco Webex Meetings,
covering areas like Recruiting, Applicant Tracking System, Travel Management and Audio Video and Web Conferencing.
Osaic has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Workday, SAP and Cisco Systems.
Osaic recently adopted applications including
Sanity in 2024, Box in 2024 and Microsoft Entra ID (formerly Azure Active Directory) in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Osaic’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Osaic’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 Osaic technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.