R.J. O'Brien & Associates
222 South Riverside Plaza, Suite 1200,
Chicago, 60606, IL,
United States
Chicago, 60606, IL,
United States
1 312-373-5000
Banking and Financial Services
R.J. O'Brien & Associates Technographics
R.J. O'Brien & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by R.J. O'Brien & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 R.J. O'Brien & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that R.J. O'Brien & Associates has purchased the following applications: Infor SunSystems for ERP Financial in 2009, Microsoft 365 for Collaboration in 2017, Hubspot CRM for CRM in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems R.J. O'Brien & Associates is running and its propensity to invest more and deepen its relationship with Infor , Microsoft , HubSpot 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 R.J. O'Brien & Associates revenues, which have grown to $75.0 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 R.J. O'Brien & Associates 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.
R.J. O'Brien & Associates Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP Financial Management | n/a | 2009 | 2010 |
In 2009, R.J. O'Brien & Associates implemented Infor SunSystems. The deployment used Infor SunSystems as an ERP Financial application to centralize the firm’s general ledger and financial controls within its banking and financial services operations.
The Infor SunSystems implementation concentrated on core general ledger functionality, multicurrency accounting, and finance close capabilities that are typical for ERP Financial systems. Configuration work included chart of accounts alignment, multicurrency posting rules, and period close workflows designed to support consistent FX accounting practices.
A dedicated interface was constructed between the firm’s general ledger Infor SunSystems and its FX sub-ledger FSS-Spectrum, exchanging transactional postings and revaluation entries to maintain currency translation and reconciliation integrity. The integration automated posting flows into Infor SunSystems and supported reconciliations used by accounting and treasury teams to validate FX-ledger alignment.
Operational governance centralized finance and accounting workflows, aligning treasury, FX, and general accounting teams around standardized posting and reconciliation procedures. Rollout emphasized controls and auditability of FX entries through the integrated Infor SunSystems and FSS-Spectrum flow to ensure traceability of FX adjustments.
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Expense Management | ERP Financial Management |
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2021 | 2021 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, R.J. O'Brien & Associates implemented Microsoft 365 as its primary Collaboration platform. Public website artifacts indicate Microsoft 365 is used on their website, confirming externally visible adoption of Microsoft 365 for corporate content and service integration, and reflecting a cloud SaaS deployment model suitable for a mid-market financial services firm with about 600 employees.
The Microsoft 365 implementation aligns with Collaboration category capabilities including hosted email, document management, team chat, and intranet services commonly delivered via Exchange Online, SharePoint Online, OneDrive, and Microsoft Teams. Configuration and administration center on tenant-level controls, centralized identity provisioning, and role-based access to support knowledge management and internal communications across trading, operations, and corporate functions.
Operational coverage emphasizes corporate communications, document collaboration, and workforce productivity, with governance focused on information protection, access controls, and compliance workflows typical of the Collaboration category. Public signals of Microsoft 365 usage on the corporate site suggest integration points for content delivery and hosted assets, and governance activities would include user provisioning, content lifecycle management, and collaboration workflow controls.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017 R.J. O'Brien & Associates implemented HubSpot CRM to capture and manage inbound contacts from their public website. The deployment centers on HubSpot's CRM capabilities within the CRM category, with the website serving as a primary data capture and engagement surface.
HubSpot CRM was configured to maintain unified contact and company records, deal pipelines, web form capture, and email tracking. Automation workflows route web-captured leads into the sales queue, create follow up tasks, and apply lifecycle stage classification, reflecting standard CRM lead-to-deal orchestration and sales enablement functionality.
The implementation integrates HubSpot on the company website for form capture and marketing engagement tracking, with operational coverage across sales, marketing, and client service functions. Governance emphasis is on centralized contact data, contact ownership rules, and role-based access to pipeline and contact records to align CRM workflows with financial services compliance and client management processes.
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Trading Platform | Investment Management |
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2022 | 2022 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at R.J. O'Brien & Associates
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by R.J. O'Brien & Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from R.J. O'Brien & Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the R.J. O'Brien & Associates digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD R.J. O'Brien & Associates Technographics
R.J. O'Brien & Associates is a Banking and Financial Services organization based in United States,
with around 600 employees and annual revenues of $75.0 million.
R.J. O'Brien & Associates operates a diverse technology stack with applications such as
Infor SunSystems, Microsoft 365 and Hubspot CRM,
covering areas like ERP Financial, Collaboration and CRM.
R.J. O'Brien & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Microsoft and HubSpot.
R.J. O'Brien & Associates recently adopted applications including
Eventus Validus in 2022, Infor SunSystems Spend Control in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of R.J. O'Brien & Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates R.J. O'Brien & Associates’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 R.J. O'Brien & Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.