Alameda, 94501-1098, CA,
United States
Phocas Financial Corporation Technographics
Phocas Financial Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Phocas Financial Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Phocas Financial Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Phocas Financial Corporation has purchased the following applications: Microsoft 365 for Collaboration in 2018, Salesforce Pardot for Marketing Automation in 2022, Envestnet Tamarac for Portfolio and Investment Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Phocas Financial Corporation is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Envestnet 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 Phocas Financial Corporation 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 Phocas Financial Corporation 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.
Phocas Financial Corporation Tech Stack and Enterprise Applications
Phocas Financial Corporation Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
|
Phocas Financial Corporation CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2022 | 2022 |
|
Phocas Financial Corporation Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Envestnet | Legacy | Envestnet Tamarac | Portfolio and Investment Management | Investment Management | n/a | 2022 | 2022 |
|
Phocas Financial Corporation IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at Phocas Financial Corporation
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Phocas Financial Corporation Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||