Pzena Investment Management
320 Park Avenue,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 416-925-7228
Banking and Financial Services
Pzena Investment Management Technographics
Pzena Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pzena Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 143 Pzena Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pzena Investment Management has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2012, Microsoft 365 for Collaboration in 2017, Salesforce Pardot for Marketing Automation in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pzena Investment Management is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , New Relic 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 Pzena Investment Management revenues, which have grown to $199.0 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 Pzena Investment Management 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.
Pzena Investment Management Tech Stack and Enterprise Applications
Pzena Investment Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2012 | 2012 |
In 2012 Pzena Investment Management implemented Microsoft Dynamics GP, deploying an ERP Financial application to support the firm’s core accounting operations. The engagement concentrated on transactional finance activities within the accounting group rather than on front office or portfolio management systems.
Microsoft Dynamics GP was used for inputting invoices, processing cash receipts, and recording journal entries, supporting accounts payable, accounts receivable, and general ledger workflows. Users produced Excel spreadsheets to manage reconciliations and auxiliary reporting, and the system was used to generate the transaction-level detail that assisted internal audit procedures.
The deployment is described as working with the Accounting software Great Plains, by Microsoft, indicating Microsoft Dynamics GP functionality was central to day to day finance processes. Operational scope covered the finance and accounting function, clarifying data entry responsibilities, cash application workflows, and audit support through system usage and structured transaction records.
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Pzena Investment Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Pzena Investment Management deployed Microsoft 365 as its primary Collaboration platform. The deployment centered on cloud delivered productivity services to support enterprise email, calendaring, document collaboration and real time team communications across the firm, and public site instrumentation indicates the company is using Microsoft 365 on their website. Microsoft 365 is applied to core business functions including investment management, research, compliance and finance to centralize content and communications.
The implementation aligned standard Collaboration modules to firm workflows, using Office productivity applications, Exchange grade mail and calendaring, SharePoint driven document management, OneDrive personal storage and Microsoft Teams for chat and meetings, reflecting typical category capabilities. Governance was aligned through built in Microsoft identity and access controls and information classification to enforce role based access and secure collaboration across departments, with configuration focused on policy driven document sharing, meeting and communication controls.
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Pzena Investment Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, Pzena Investment Management implemented Salesforce Pardot. Salesforce Pardot is used as their Marketing Automation platform on their website to support marketing and demand generation, linking digital prospect engagement to lead capture workflows for the corporate site.
The deployment included embedding Pardot tracking code across the public web pages and implementing forms and landing pages for direct prospect capture, email marketing and automated nurture sequences, and prospect activity tracking with scoring rules. Operational ownership rests with the marketing organization, and governance focuses on campaign naming conventions, list segmentation, asset version control, and permissioned access to the Salesforce Pardot application to manage campaigns and prospect data.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Pzena Investment Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2020 | 2020 |
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Pzena Investment Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Performance and Planning | Investment Management |
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2024 | 2024 |
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Pzena Investment Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Pzena Investment Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Pzena Investment Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Pzena Investment Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pzena Investment Management IT executives and key decision makers. This section highlights Pzena Investment Management's latest recorded technology evaluations, including S&P Global Enterprise Data Management (ex IHS MarkitEDM) for CRM and Investor Relationship Management on 2025-09-18 and ComplySci Platform for HR Compliance on 2025-02-03. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pzena Investment Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-09-18 | Pzena Investment Management | Evaluated | S&P Global | S&P Global Enterprise Data Management (ex IHS MarkitEDM) | CRM and Investor Relationship Management | Investment Management |
| 2025-02-03 | Pzena Investment Management | Evaluated | ComplySci | ComplySci Platform | HR Compliance | HCM |
FAQ - APPS RUN THE WORLD Pzena Investment Management Technographics
Pzena Investment Management is a Banking and Financial Services organization based in United States,
with around 143 employees and annual revenues of $199.0 million.
Pzena Investment Management operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Microsoft 365 and Salesforce Pardot,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Pzena Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and Salesforce.
Pzena Investment Management recently adopted applications including
INDATA iPM Portal in 2024, Salesforce Sales Cloud in 2021 and Fastly in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pzena Investment Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Pzena Investment Management’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 Pzena Investment Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.