Polen Capital
1825 Corporate Blvd NW #300,
Boca Raton, 33431, FL,
United States
Boca Raton, 33431, FL,
United States
1 561-241-2425
Banking and Financial Services
Polen Capital Technographics
Polen Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Polen Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Polen Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Polen Capital has purchased the following applications: UKG Pro Recruiting (ex UltiPro Recruiting) for Recruiting, Applicant Tracking System in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2022, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Polen Capital is running and its propensity to invest more and deepen its relationship with UKG , Cisco 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 Polen Capital revenues, which have grown to $32.0 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 Polen Capital 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.
Polen Capital Tech Stack and Enterprise Applications
Polen Capital HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Recruiting (ex UltiPro Recruiting) | Recruiting, Applicant Tracking System | HCM | n/a | 2020 | 2020 |
In 2020 Polen Capital implemented UKG Pro Recruiting (ex UltiPro Recruiting) as its Recruiting,Applicant Tracking System on the firm career site. The deployment uses UKG Pro Recruiting as the candidate facing job board and core ATS to support corporate recruiting and talent acquisition for the company.
The implementation configured standard ATS capabilities including job requisition publishing, candidate application intake, resume parsing, candidate screening workflows, interview scheduling, and offer management. UKG Pro Recruiting (ex UltiPro Recruiting) was provisioned to host the public job board URL and to route applicants into structured recruiting workflows and requisition lifecycle processes.
Operational ownership rests with HR and Talent Acquisition, with administrative governance for job posting approvals, candidate assignment, and compliance oriented workflow controls. The solution follows a cloud delivered SaaS architecture and is embedded on the public careers page to capture applicant data and drive recruiting processes across Polen Capital.
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Polen Capital 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 | 2022 | 2022 |
In 2022, Polen Capital implemented Cisco Webex Meetings. The deployment uses Cisco Webex Meetings within the Audio Video and Web Conferencing category and is surfaced on the Polen Capital website to support web-based joining and authenticated conferencing for internal and external stakeholders. The implementation leverages the cloud-hosted Webex Meetings architecture and browser-based clients to provide standard conferencing capabilities, including meeting scheduling, real-time audio and video, screen sharing, recording, and participant management. This configuration positions Cisco Webex Meetings as the primary Audio Video and Web Conferencing tool for Polen Capital, linking corporate communication workflows to the public web presence.
Configuration and operational coverage include tenant-level administration, user provisioning, meeting policy enforcement, and meeting orchestration features typical of enterprise Webex Meetings deployments. Functional modules implemented center on meeting management, security and access controls, and collaboration features that enable remote engagement across Polen Capital’s teams and external counterparties. Governance is expressed through centralized admin controls and policy-driven meeting settings to align conferencing usage with corporate security and compliance requirements. The implementation emphasizes embedded web access and browser client workflows, with operational scope focused on company-wide conferencing for Polen Capital’s approximately 300 employees and their external meeting interactions.
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Collaboration | Collaboration |
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2015 | 2015 |
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Polen Capital 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, Polen Capital implemented DocuSign eSignature as a Digital Signing solution on its public website, embedding electronic signature capability into client-facing document workflows. The deployment uses DocuSign eSignature to capture legally binding signatures for web-initiated agreements and to present signing experiences directly within site forms.
Configuration work centered on reusable signing templates, envelope routing logic, signer authentication options, and retention of audit trails and timestamped evidence. The implementation leverages embedded signing workflows to minimize handoffs between clients and operations, and it applies role-based access controls for staff who prepare and transmit documents.
Operational scope is focused on external document execution for client onboarding and investor communications, bringing eSignature into web-based subscription and transaction flows. Governance adjustments included formalizing template controls, audit and record retention settings, and access entitlements for teams that manage outbound signature requests.
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Polen Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2020 | 2020 |
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Polen Capital ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2023 | 2023 |
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Polen Capital 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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2014 | 2014 |
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Polen Capital PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2022 | 2022 |
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Polen Capital IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Polen Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Polen Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Polen Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Polen Capital digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Polen Capital Technographics
Polen Capital is a Banking and Financial Services organization based in United States,
with around 300 employees and annual revenues of $32.0 million.
Polen Capital operates a diverse technology stack with applications such as
UKG Pro Recruiting (ex UltiPro Recruiting), Cisco Webex Meetings and DocuSign eSignature,
covering areas like Recruiting, Applicant Tracking System, Audio Video and Web Conferencing and Digital Signing.
Polen Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as UKG, Cisco Systems and DocuSign.
Polen Capital recently adopted applications including
ServiceNow ITSM in 2023, Cisco Webex Meetings in 2022 and SmartSheet in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Polen Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Polen Capital’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 Polen Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.