AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Paine Schwartz Partners Data, Technology Stack, and Enterprise Applications
AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OpenAI Legacy OpenAI GPT-4 Generative AI Platforms AI Development n/a 2025 2025
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ION Investment Group Legacy ION Analytics RMS Analytics and BI Analytics and BI n/a 2024 2024
In 2024, Paine Schwartz Partners implemented ION Analytics RMS, an Analytics and BI application. The deployment uses ION-owned Backstop Solutions to establish a unified view of the investor lifecycle and deal pipeline for its United States investor relations and deal teams. The implementation configured CRM and deal management capabilities, investor record consolidation, pipeline staging and reporting dashboards. ION Analytics RMS was used to centralize fundraising workflows and deal tracking, and to provide investor relations teams with standardized pipeline visibility and analytics. Operational coverage targets investor relations, CRM, and deal management processes in the United States, supporting fundraising and portfolio activity workflows. The deployment emphasizes improved reporting, collaboration, and workflow efficiency across fundraising and portfolio activities, with functional terminology aligned to investor lifecycle management and pipeline orchestration. Governance focused on standardizing pipeline update processes and reporting ownership between investor relations and deal teams, and on embedding workflow controls within the system to support consistent collaboration and auditability across fundraising activities.
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
Collaboration Collaboration 2025 2025
Event Management Collaboration 2023 2023
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2025 2025
Marketing Automation CRM 2025 2025
Marketing Automation CRM 2025 2025
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2025 2025
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM and Investor Relationship Management Investment Management 2024 2024
CRM and Investor Relationship Management Investment Management 2024 2024
Portfolio and Investment Performance and Planning Investment Management 2025 2025
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2025 2025
Application Hosting and Computing Services IaaS 2024 2024
Content Delivery Network IaaS 2024 2024
Content Delivery Network IaaS 2025 2025
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Endpoint Detection and Response (EDR) CyberSecurity 2025 2025
Identity and Access Management (IAM) CyberSecurity 2024 2024
Secure Email Gateways (SEGs) CyberSecurity 2025 2025
IT Decision Makers and Key Stakeholders at Paine Schwartz Partners
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Paine Schwartz Partners Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Paine Schwartz Partners Technographics

Paine Schwartz Partners is a Banking and Financial Services organization based in United States, with around 80 employees and annual revenues of $90.0 million.

Paine Schwartz Partners operates a diverse technology stack with applications such as OpenAI GPT-4, ION Analytics RMS and Cisco Webex Meetings, covering areas like Generative AI Platforms, Analytics and BI and Audio Video and Web Conferencing.

Paine Schwartz Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as OpenAI, ION Investment Group and Cisco Systems.

Paine Schwartz Partners recently adopted applications including OpenAI GPT-4 in 2025, Microsoft 365 in 2025 and Backstop CRM in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Paine Schwartz Partners’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Paine Schwartz Partners’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 Paine Schwartz Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.