AI Buyer Insights:

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

Paine Schwartz Partners
Location
610 Broadway 3rd Floor,
New York, 10012, NY,
United States
Website
https://www.paineschwartz.com/
Phone
1 212-379-7200
Artw industry
Banking and Financial Services
Employee
Revenue

Paine Schwartz Partners Technographics

Paine Schwartz Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Paine Schwartz Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Paine Schwartz Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Paine Schwartz Partners has purchased the following applications: OpenAI GPT-4 for Generative AI Platforms in 2025, ION Analytics RMS for Analytics and BI in 2024, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Paine Schwartz Partners is running and its propensity to invest more and deepen its relationship with OpenAI , ION Investment Group , 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 Paine Schwartz Partners revenues, which have grown to $90.0 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 Paine Schwartz Partners 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.

Paine Schwartz Partners Tech Stack and Enterprise Applications

Paine Schwartz Partners 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
Paine Schwartz Partners 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.
Paine Schwartz Partners 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
Paine Schwartz Partners 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
Paine Schwartz Partners 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
Paine Schwartz Partners 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
Paine Schwartz Partners 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
Managing Director, Head of Software & Services Investing CXO Operations
Director, Investment Team Director Operations
Managing Director - Technology CXO Operations
Show All Contacts

Apps Being Evaluated by Paine Schwartz Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Paine Schwartz Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Paine Schwartz Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
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.