PFM
1735 Market St 43rd fl,
Philadelphia, 19103, PA,
United States
Philadelphia, 19103, PA,
United States
1 215-567-6100
Banking and Financial Services
PFM Technographics
PFM Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PFM and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 PFM employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PFM has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021, Hotjar for Customer Experience in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PFM is running and its propensity to invest more and deepen its relationship with Cisco Systems , Adobe Systems , Microsoft 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 PFM revenues, which have grown to $20.0 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 PFM 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.
PFM Tech Stack and Enterprise Applications
PFM 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 | 2020 | 2020 |
In 2020, PFM deployed Cisco Webex Meetings as its Audio Video and Web Conferencing solution on the corporate website to support client interactions and virtual events. Cisco Webex Meetings is embedded on PFM's public site to provide browser based access to scheduled sessions and ad hoc meetings for clients and external stakeholders.
The implementation leverages core Audio Video and Web Conferencing capabilities, including browser video conferencing, screen sharing, meeting recording, and calendar based scheduling and joining flows. Configuration is oriented around web meeting workflows and public join links, using the Cisco Webex Meetings client for in browser participation and attendee management.
Operational scope covers corporate communications and client facing business functions across PFM, with administration centralized through the Cisco Webex Meetings management console for user access, meeting policies, and role based controls. Governance focuses on meeting access controls and scheduled public sessions embedded on the website, positioning Cisco Webex Meetings as PFM Cisco Webex Meetings Audio Video and Web Conferencing for customer engagement and internal collaboration.
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2020 | 2020 |
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PFM Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, PFM implemented DocuSign eSignature for Digital Signing on its corporate website to enable electronic execution of client-facing agreements. The deployment uses embedded eSignature functionality on web pages, implementing hosted signing sessions and standard eSignature workflows such as envelope creation, recipient routing, authentication, and audit trail capture. DocuSign eSignature was configured to support templated documents and web-initiated signing flows, aligning with typical Digital Signing capabilities for document lifecycle orchestration.
Operational scope centers on client interaction workflows for sales, client services, and onboarding, with the application instrumented on public forms and document links to capture legally enforceable signatures. Governance and process adjustments focused on standardizing document templates and recipient authentication levels, and on maintaining audit logs for compliance. The implementation emphasizes web-facing integration points within PFM's website flows rather than backend system integrations, preserving a contained signing experience for external stakeholders.
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Web Content Management | Content Management |
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2017 | 2017 |
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PFM CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2019 | 2019 |
In 2019, PFM deployed Hotjar on its public website to support Customer Experience initiatives. The Hotjar implementation was instrumented as a client-side analytics tag to capture heatmaps, session recordings, funnel paths and on-page feedback, aligning Hotjar with web analytics and UX research workflows. This use of Hotjar framed the application as PFM Hotjar Customer Experience tooling for observing user interactions on high-traffic site pages.
Operational ownership was centered in the digital marketing and web analytics function, with data and qualitative insights routed to marketing, product and UX teams to inform content and conversion workflows. Configuration and rollout emphasized page-level capture settings and consent-aligned data collection, reflecting typical governance needs for site instrumentation in a regulated industry. The implementation narrative describes a site-focused Customer Experience footprint rather than an enterprise integration architecture.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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PFM ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2018 | 2018 |
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PFM Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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PFM 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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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PFM CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at PFM
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Executive Officer | CXO | Finance | |
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Diversity, Equity, and Inclusion (DEI) Leader | Manager | HR | |
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Director of Municipal Investor Relations | Director | Finance | |
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Apps Being Evaluated by PFM Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PFM IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PFM digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD PFM Technographics
PFM is a Banking and Financial Services organization based in United States,
with around 150 employees and annual revenues of $20.0 million.
PFM operates a diverse technology stack with applications such as
Cisco Webex Meetings, DocuSign eSignature and Hotjar,
covering areas like Audio Video and Web Conferencing, Digital Signing and Customer Experience.
PFM has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, DocuSign and Contentsquare.
PFM recently adopted applications including
DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and Mimecast Email Security in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PFM’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PFM’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 PFM technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.