AI Buyer Insights:

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

Providence Wealth Planning
Location
391 N Main Street Ste 107,
Riverside, CA, 92880-2001,
United States
Website
https://www.planwithprovidence.com/
Phone
1 951-272-4600
Artw industry
Banking and Financial Services
Employee
Revenue

Providence Wealth Planning Technographics

Providence Wealth Planning Software Purchases and Digital Transformation Initiatives

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

During our research, we have identified that Providence Wealth Planning has purchased the following applications: Oracle Moat for Marketing Analytics in 2020, Zoho Site24x7 for Application Performance Management in 2020, SocketLabs Email APIs for Transactional Email in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Providence Wealth Planning is running and its propensity to invest more and deepen its relationship with Oracle , Google , Zoho Corp. 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 Providence Wealth Planning 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 Providence Wealth Planning 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.

Providence Wealth Planning Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Moat Marketing Analytics CRM n/a 2020 2020
Tag Management CRM 2022 2022
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2020 2020
Application Performance Management ITSM 2022 2022
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SocketLabs Legacy SocketLabs Email APIs Transactional Email PaaS n/a 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2015 2015
Cloud Storage IaaS 2017 2017
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2016 2016
IT Decision Makers and Key Stakeholders at Providence Wealth Planning
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Providence Wealth Planning Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Providence Wealth Planning Technographics

Providence Wealth Planning is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Providence Wealth Planning operates a diverse technology stack with applications such as Oracle Moat, Zoho Site24x7 and SocketLabs Email APIs, covering areas like Marketing Analytics, Application Performance Management and Transactional Email.

Providence Wealth Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Zoho Corp. and SocketLabs.

Providence Wealth Planning recently adopted applications including Google Tag Manager in 2022, Stackify Retrace in 2022 and Cloudflare CDN in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Providence Wealth Planning’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Providence Wealth Planning’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 Providence Wealth Planning technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.