AI Buyer Insights:

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

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Peters & Associates Tech Stack and Enterprise Applications

Peters & Associates Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015, Peters & Associates implemented Microsoft 365 as their primary Collaboration platform. The professional services firm of about 80 employees adopted Microsoft 365 to centralize communication, document management, and client-facing collaboration across core business functions including advisory teams and corporate operations. The Microsoft 365 deployment is characterized by standard Collaboration capabilities such as Exchange Online mailboxes for corporate email, SharePoint Online intranet sites and document libraries, OneDrive for Business file sync, and Microsoft Teams for real-time meetings and chat. Configuration and operational scope reflect tenant level user provisioning, role based access controls across practice groups, and site specific content controls to manage document lifecycle and external sharing. Public website source artifacts indicate Microsoft 365 usage tied to the firm, and governance practices are organized around centralized administration of accounts and permissions with policy controls for content and sharing across the organization.
Peters & Associates Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
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Live
Insight
Exclaimer Legacy Exclaimer Cloud Signatures for Office 365 Digital Signing Content Management n/a 2016 2016
In 2016, Peters & Associates deployed Exclaimer Cloud Signatures for Office 365. Peters & Associates uses Exclaimer Cloud Signatures for Office 365 in the Digital Signing category to provide centralized email signature management and consistent corporate branding, and the implementation is visible on the company website. The firm is an 80-employee professional services company based in the United States, and the deployment is scoped to firmwide Office 365 email signatures. The implementation leverages cloud-hosted signature orchestration and a template library consistent with Digital Signing solutions, centralizing template creation, approval workflows, and policy enforcement across Office 365 mailboxes. Integration with Office 365 is core to the configuration, applying signatures at the mail flow and mailbox level and touching marketing, client communications, and professional services delivery workflows. Governance was organized around centralized template control and role-based administration to maintain brand and compliance consistency across outbound email.
Peters & Associates CRM
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Previous System
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VAR/SI
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Insight
Contentsquare Legacy Hotjar Customer Experience CRM n/a 2019 2019
In 2019, Peters & Associates implemented Hotjar on their public website to capture user behavior and support web optimization efforts. Hotjar is a Customer Experience application used to collect behavioral analytics and on-site feedback, enabling the company to link website interaction signals to digital marketing and website user experience functions. The implementation centered on embedding the Hotjar tracking snippet across primary site pages and configuring core capabilities common to the Customer Experience category, including heatmaps, session recordings, conversion funnel analysis, and on-site feedback widgets and surveys. Configuration emphasized page-level targeting and sampling controls to focus data collection on lead generation and service pages relevant to the professional services business. Operational ownership landed with the marketing and web teams, who used Hotjar data to inform UX prioritization and content adjustments, and to surface qualitative feedback for client engagement teams. Governance included role-based access to recordings and reports, and configuration of consent and data retention settings to align site data capture with privacy expectations.
Digital Advertising Platform CRM 2020 2020
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2021 2021
Peters & Associates IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Peters & Associates

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Peters & Associates Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Peters & Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Peters & Associates digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Peters & Associates Technographics
Peters & Associates is a Professional Services organization based in United States, with around 80 employees and annual revenues of $10.0 million.
Peters & Associates operates a diverse technology stack with applications such as Microsoft 365, Exclaimer Cloud Signatures for Office 365 and Hotjar, covering areas like Collaboration, Digital Signing and Customer Experience.
Peters & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Exclaimer and Contentsquare.
Peters & Associates recently adopted applications including Hubspot Marketing Automation in 2021, Xandr Invest (ex AppNexus DSP) in 2020 and Salesforce Marketing Cloud in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Peters & Associates’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Peters & Associates’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 Peters & Associates technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.