Bohemia, 11716, NY,
United States
R.W. Rogé & Company, Inc. Technographics
R.W. Rogé & Company, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by R.W. Rogé & Company, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 56 R.W. Rogé & Company, Inc. 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.W. Rogé & Company, Inc. has purchased the following applications: Microsoft 365 for Collaboration in 2015, AnswerFirst for Call Center in 2020, Twilio Sendgrid 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 R.W. Rogé & Company, Inc. is running and its propensity to invest more and deepen its relationship with Microsoft , AnswerFirst , Twilio 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.W. Rogé & Company, Inc. revenues, which have grown to $9.0 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.W. Rogé & Company, Inc. 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.W. Rogé & Company, Inc. Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, R.W. Rogé & Company, Inc. provisioned Microsoft 365 to support Collaboration across the firm. The implementation centers on Microsoft 365 services, with functional modules aligned to Collaboration including Exchange Online for corporate email, SharePoint and OneDrive for document collaboration and storage, and Microsoft Teams for synchronous communication and meeting workflows.
The deployment is organized as a cloud-hosted Microsoft 365 tenant serving the companys United States operations, and public references on the corporate website indicate Microsoft 365 assets are integrated into site content and resource delivery. Governance and operational controls reflect Collaboration best practices, including tenant-level administration, role-based access controls, centralized mailbox and document policies, and structured user provisioning to support corporate communications, document management, and advisor collaboration across the 56-person financial services firm.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AnswerFirst | Legacy | AnswerFirst | Call Center | CRM | n/a | 2020 | 2020 |
In 2020, R.W. Rogé & Company, Inc. deployed AnswerFirst as its Call Center Answering Services application to ensure client telephone contacts are handled by a live, professional representative. The deployment was driven by a need to preserve the firm’s client relationship standard, so calls to the advisory team are prioritized and answered by people rather than automated systems.
The implementation configured AnswerFirst to provide live receptionist answering, structured message capture and delivery workflows, and scheduled overflow and after-hours coverage aligned with the firm’s meeting cadence. Functional capabilities implemented included call intake with human triage, message routing to advisors or client service staff, and event coverage for periods when internal staff attend weekly meetings or webinars.
Operationally the service was aligned with the firm’s client service and advisory functions, providing a continuity layer for client-facing interactions across the entire team. Integration work focused on connecting AnswerFirst to the firm’s telephony routing and existing client service workflows so that incoming calls were seamlessly redirected to the external answering service during predefined windows.
Governance centered on configuring service windows and escalation rules so that staff could meet or participate in webinars with confidence that client calls remained a top priority. Outcomes stated by the firm included maintained client access to a helpful, pleasant live person and peace of mind for advisors while they attended internal meetings.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2019 | 2019 |
In 2019 R.W. Rogé & Company, Inc. implemented Twilio Sendgrid to provide Transactional Email for its public-facing website. The implementation uses Twilio Sendgrid as a cloud-hosted SMTP and API service embedded in the website to handle website-driven customer communications consistent with Transactional Email use cases in Banking and Financial Services.
Twilio Sendgrid configuration centers on template management, API-based sending, SMTP relay and deliverability controls, with event webhooks and suppression list management used to support operational email workflows. The deployment is operated via the Twilio Sendgrid dashboard and is scoped to website transactional messaging for R.W. Rogé & Company, Inc., aligning application-level controls and template governance with the companys customer communication processes.
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at R.W. Rogé & Company, Inc.
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Apps Being Evaluated by R.W. Rogé & Company, Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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