AI Buyer Insights:

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

Paloma Partners
Location
Two American Lane,
Greenwich, 06836, CT,
United States
Website
https://www.paloma.com/
Phone
1 203-861-3236
Artw industry
Banking and Financial Services
Employee
Revenue

Paloma Partners Technographics

Paloma Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Paloma Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Paloma 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 Paloma Partners has purchased the following applications: Adobe Connect for Audio Video and Web Conferencing in 2019, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021, SS&C ESG Reporting for Environmental, Social, and Governance (ESG) 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 Paloma Partners is running and its propensity to invest more and deepen its relationship with Adobe Systems , Salesforce , SS&C Technologies 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 Paloma Partners revenues, which have grown to $1.0 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 Paloma 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.

Paloma Partners Tech Stack and Enterprise Applications

Paloma Partners 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 2019 2019
Collaboration Collaboration 2022 2022
Paloma Partners CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Sales Cloud Sales Automation, CRM, Sales Engagement CRM n/a 2021 2021
Paloma Partners EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C ESG Reporting Environmental, Social, and Governance (ESG) EPM n/a 2021 2021
In 2021, Paloma Partners adopted SS&C ESG Reporting to provide independent investor insight and to support ESG disclosures across its asset management activities, using the Environmental, Social, and Governance (ESG) application to formalize reporting workflows. The deployment focused on instrumenting SS&C's ESG Transparency Reporting capabilities for investor facing documentation and regulatory aligned disclosures in the United States and EU facing products. The implementation used SS&C ESG Reporting as a vendor agnostic ESG platform, integrating Sustainalytics data to aggregate and normalize third party ESG inputs for portfolio level ESG transparency. Functional capabilities configured included consolidated ESG data ingestion, standardized scoring and mapping, and templated investor reporting outputs consistent with asset management disclosure needs. Integrations were explicit to Sustainalytics for ESG data feeds, and the solution was applied within Paloma Partners' investment and reporting processes in its finance and asset management functions. Operational coverage targeted investor communications and portfolio reporting streams rather than front office trade execution, aligning the SS&C ESG Reporting application with downstream investor reporting and product documentation. Governance changes centered on centralizing ESG disclosure processes and establishing a repeatable reporting cadence that leverages SS&C ESG Reporting outputs for independent investor insight. The stated outcome of the implementation was improved portfolio level ESG transparency for investors in Paloma Partners' US and EU facing products.
Paloma Partners Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2019 2019
Paloma Partners PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
Paloma Partners IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2021 2021
Paloma Partners CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2017 2017

IT Decision Makers and Key Stakeholders at Paloma Partners

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Paloma Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Paloma Partners IT executives and key decision makers. This section highlights Paloma Partners's latest recorded technology evaluations, including Palo Alto Networks PA-Series for Next Generation Firewall on 2024-08-20 and Snowflake Data Warehouse for Data Warehouse on 2024-07-31. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Paloma Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2024-08-20 Paloma Partners Evaluated Palo Alto Networks Palo Alto Networks PA-Series Next Generation Firewall CyberSecurity
2024-07-31 Paloma Partners Evaluated Snowflake Snowflake Data Warehouse Data Warehouse Analytics and BI
FAQ - APPS RUN THE WORLD Paloma Partners Technographics
Paloma Partners is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Paloma Partners operates a diverse technology stack with applications such as Adobe Connect, Salesforce Sales Cloud and SS&C ESG Reporting, covering areas like Audio Video and Web Conferencing, Sales Automation, CRM, Sales Engagement and Environmental, Social, and Governance (ESG).
Paloma Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Adobe Systems, Salesforce and SS&C Technologies.
Paloma Partners recently adopted applications including Slack Connect in 2022, Microsoft Azure Cloud Services in 2022 and Salesforce Sales Cloud in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Paloma Partners’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Paloma 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 Paloma Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.