AI Buyer Insights:

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

Pinnacle Financial Strategies
Location
3885 20Th St,
Vero Beach, 32960, FL,
United States
Website
https://www.pinnaclefinancialstrategies.com/
Phone
1 321-275-7275
Artw industry
Professional Services
Employee
Revenue

Pinnacle Financial Strategies Technographics

Pinnacle Financial Strategies Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Pinnacle Financial Strategies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Pinnacle Financial Strategies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Pinnacle Financial Strategies has purchased the following applications: Kentico Xperience CMS for Web Content Management in 2018, Hubspot Marketing Automation for Marketing Automation in 2010, Amazon EC2 for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Pinnacle Financial Strategies is running and its propensity to invest more and deepen its relationship with Kentico Software , HubSpot , Intuit 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 Pinnacle Financial Strategies 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 Pinnacle Financial Strategies 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.

Pinnacle Financial Strategies Tech Stack and Enterprise Applications

Pinnacle Financial Strategies Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Kentico Software Legacy Kentico Xperience CMS Web Content Management Content Management n/a 2018 2018
Pinnacle Financial Strategies CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Marketing Automation Marketing Automation CRM n/a 2010 2010
Marketing Automation CRM 2018 2018
Tag Management CRM 2014 2014
Pinnacle Financial Strategies IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2016 2016
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Pinnacle Financial Strategies

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Pinnacle Financial Strategies Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pinnacle Financial Strategies IT executives and key decision makers. This section highlights Pinnacle Financial Strategies's latest recorded technology evaluations, including CSI NuPoint for Core Banking on 2026-10-08. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pinnacle Financial Strategies digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2026-10-08 Pinnacle Financial Strategies Evaluated CSI CSI NuPoint Core Banking ERP Services and Operations
FAQ - APPS RUN THE WORLD Pinnacle Financial Strategies Technographics
Pinnacle Financial Strategies is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Pinnacle Financial Strategies operates a diverse technology stack with applications such as Kentico Xperience CMS, Hubspot Marketing Automation and Amazon EC2, covering areas like Web Content Management, Marketing Automation and Application Hosting and Computing Services.
Pinnacle Financial Strategies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Kentico Software, HubSpot and Amazon Web Services (AWS).
Pinnacle Financial Strategies recently adopted applications including Cloudflare CDN in 2020, Kentico Xperience CMS in 2018 and Intuit Mailchimp in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pinnacle Financial Strategies’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Pinnacle Financial Strategies’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 Pinnacle Financial Strategies technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.