Piper Sandler Companies
800 Nicollet Mall Suite 900,
Minneapolis, 55402, MN,
United States
Minneapolis, 55402, MN,
United States
1 612-303-6000
Banking and Financial Services
Piper Sandler Companies Technographics
Piper Sandler Companies Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Piper Sandler Companies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1797 Piper Sandler Companies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Piper Sandler Companies has purchased the following applications: SAP Concur Expense for Expense Management in 2014, Know Your Employee for HR Compliance in 2019, SAP Concur Travel for Travel Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Piper Sandler Companies is running and its propensity to invest more and deepen its relationship with SAP , MyComplianceOffice , Cisco Systems 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 Piper Sandler Companies revenues, which have grown to $1.63 billion 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 Piper Sandler Companies 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.
Piper Sandler Companies Tech Stack and Enterprise Applications
Piper Sandler Companies ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2014 | 2014 |
In 2014, Piper Sandler Companies implemented SAP Concur Expense. SAP Concur Expense became the firm’s Expense Management platform for employee-driven expense reporting and approvals.
The deployment configured core modules typical of Expense Management implementations, including centralized expense report submission, mobile receipt capture with image upload, configurable approval workflows, corporate card and manual expense reconciliation, and policy enforcement for allowable spend. SAP Concur Expense was configured to provide routed approvals and audit trails for approvers and finance teams, enabling electronic submission and review of travel and event-related expenses.
Operational use included employees reporting expenses via Concur in the San Francisco office environment, with administrative staff and finance approvers processing event and travel claims through the system. Governance practices aligned approver roles to electronic workflows and standardized submission procedures, establishing a consistent expense reporting process for submitting employees and approvers.
|
Piper Sandler Companies HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MyComplianceOffice | Legacy | Know Your Employee | HR Compliance | HCM | n/a | 2019 | 2019 |
In 2019, Piper Sandler Companies implemented MyComplianceOffice's Know Your Employee application to enhance its HR Compliance posture. The Know Your Employee deployment targeted HR Compliance use cases and began with configuration of the personal trading, gifts and entertainment, and outside business activities modules.
The implementation configured Know Your Employee to monitor employee conduct through pre-clearance workflows and OBA reporting, reflecting standard HR Compliance controls for conduct risk management. Functional capabilities implemented included personal trading surveillance, gifts and entertainment reporting and approvals, and outside business activities intake and disclosure tracking, with the Know Your Employee application serving as the central repository for those compliance records.
Integrations were scoped to support regulatory reporting workflows, specifically integrating outside business activities reporting with FINRA as part of the OBA reporting channel. Operational coverage for the deployment was limited to employee compliance processes in the United States, concentrating on centralized oversight of disclosures and pre-clearance approvals across U.S. staff.
Governance changes emphasized centralization of oversight and reduction of manual work, with process adjustments to route OBA filings and pre-clearance requests through the Know Your Employee system. The deployment aimed to centralize oversight, reduce manual work, and improve accuracy of OBA and pre-clearance reporting without asserting measured outcomes beyond those stated.
|
Piper Sandler Companies ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014 Piper Sandler Companies deployed SAP Concur Travel to centralize corporate travel booking and expense reporting across its investment banking support functions. The deployment targeted travel coordination for C-level executives in the merchant banking private equity division and supported scheduling for Executives, Associates, and Analysts from the Charlotte office, aligning the SAP Concur Travel implementation with day-to-day administrative workflows.
The implementation leveraged Travel Management capabilities in SAP Concur Travel for booking flights, hotels, and rental cars, and for completing expense reports in accordance with company policy. Operational tasks documented include reconciled corporate Visa accounts and expense report processing, indicating use of Concur’s expense and corporate card reconciliation workflows alongside travel booking processes.
Governance and operational ownership included system administration responsibilities, end user training for new hires and summer analysts, and documented procedures for preparing travel itineraries and monitoring travel-related correspondence. Piper Sandler Companies used SAP Concur Travel within a controlled administrative model, coupling Travel Management functionality with policy-aligned expense workflows and centralized scheduling support for its merchant banking teams.
|
Piper Sandler Companies Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
|
Piper Sandler Companies CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Piper Sandler Companies Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2012 | 2012 |
|
Piper Sandler Companies TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
AML, Fraud and Compliance | TRM |
|
2019 | 2019 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2019 | 2019 |
|
Piper Sandler Companies IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Backup as a Service (BaaS) | IaaS |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at Piper Sandler Companies
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Chief Information and Operations Officer | CXO | IT | |
|
|
|
Director, Travel & Conference Services | Director | Finance | |
|
|
|
CFO | CXO | Finance | |
|
|
|
Vice President, Accounting and Financial Controls Manager | VP | Finance | |
|
|
|
AVP/ Capital Markets Accounting Supervisor | VP | Finance | |
|
|
|
Manager / Data Architect | Manager | IT | |
|
|
|
Director, Trading Technology | Director | IT | |
|
|
|
Network Engineer | Manager | IT | |
|
|
|
Managing Director - Head of Enterprise Computing | Director | IT | |
|
|
|
Chief Financial Officer | CXO | Finance | |
|
Apps Being Evaluated by Piper Sandler Companies Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Piper Sandler Companies IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Piper Sandler Companies digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Piper Sandler Companies Technographics
Piper Sandler Companies is a Banking and Financial Services organization based in United States,
with around 1797 employees and annual revenues of $1.63 billion.
Piper Sandler Companies operates a diverse technology stack with applications such as
SAP Concur Expense, Know Your Employee and SAP Concur Travel,
covering areas like Expense Management, HR Compliance and Travel Management.
Piper Sandler Companies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP and MyComplianceOffice.
Piper Sandler Companies recently adopted applications including
Salesforce Sales Cloud in 2021, Cisco Webex Meetings in 2020 and Know Your Employee in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Piper Sandler Companies’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Piper Sandler Companies’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 Piper Sandler Companies technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.