AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Protegrity Tech Stack and Enterprise Applications

Protegrity AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2022 2022
In 2022, Protegrity deployed Drift AI Chatbot on its website. The Drift AI Chatbot implementation is categorized under Chatbots and Conversational AI and is positioned to handle web-based customer engagement for the professional services firm. The implementation emphasizes conversational workflow configuration and automated lead capture, using Drift AI Chatbot capabilities such as scripted dialogs, chat-triggering rules, and session-aware message delivery. Operational ownership is aligned with marketing and sales functions to manage conversational content and escalation paths, while the deployment scope is the public website where the chatbot performs initial customer engagement, qualification, and triage prior to handoff to internal teams.
Protegrity Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015, Protegrity implemented Microsoft 365 as its Collaboration platform and is using Microsoft 365 components on its public website. The Microsoft 365 deployment delivers cloud-hosted productivity and collaboration capabilities typical of the Collaboration category, including email, document collaboration, real-time communication, and content management to support corporate and client-facing workflows. Protegrity Microsoft 365 Collaboration is positioned to support corporate communications, shared document libraries, and team productivity across the firm. Deployment aligns with a centralized Microsoft 365 tenant model appropriate for a 300-employee professional services firm, with tenant administration, identity and access controls, and mobile device management governing service access. Operational coverage spans IT, professional services delivery, and corporate communications, enabling collaborative workflows and content sharing. Governance is organized around role-based access, data classification, and retention policies consistent with Microsoft 365 administration best practices.
Protegrity 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, Protegrity implemented DocuSign eSignature as a Digital Signing solution to enable legally binding electronic signatures on its public website. The deployment embedded DocuSign eSignature into customer-facing document workflows, enabling browser-based signing, signer authentication, and server-side envelope creation for contracts and data protection forms. Configuration emphasized standard DocuSign eSignature modules including document templating, signer routing, certificate-based audit trails, and notification handling, aligning with common Digital Signing functional patterns. The implementation integrated signing flows directly into the website using embedded signing and event notifications, feeding signing events into downstream internal processes for review and recordkeeping, and covering sales and legal document handling on the site.
Web Content Management Content Management 2020 2020
Protegrity CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2018 2018
Digital Advertising Platform CRM 2019 2019
Listing Management CRM 2022 2022
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Protegrity PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Project Portfolio Management PPM 2020 2020
Protegrity IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2014 2014
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Protegrity CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Data Loss Prevention CyberSecurity 2024 2024
Secure Email Gateways (SEGs) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Protegrity

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Protegrity Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Protegrity IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Protegrity digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Protegrity Technographics
Protegrity is a Professional Services organization based in United States, with around 300 employees and annual revenues of $50.0 million.
Protegrity operates a diverse technology stack with applications such as Drift AI Chatbot, Microsoft 365 and DocuSign eSignature, covering areas like Chatbots and Conversational AI, Collaboration and Digital Signing.
Protegrity has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Drift, Microsoft and DocuSign.
Protegrity recently adopted applications including Zscaler Endpoint DLP in 2024, Drift AI Chatbot in 2022 and TechTarget Platform in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Protegrity’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Protegrity’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 Protegrity technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.