rateGenius, Inc.
9300 United Drive, Ste 180,
Austin, 78758, TX,
United States
Austin, 78758, TX,
United States
1 866-728-3436
Banking and Financial Services
rateGenius, Inc. Technographics
rateGenius, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by rateGenius, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 rateGenius, 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 rateGenius, Inc. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, JazzHR by Employ for Recruiting, Applicant Tracking System in 2016, LiveChat for Chatbots and Conversational AI 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 rateGenius, Inc. is running and its propensity to invest more and deepen its relationship with Intuit , Employ , LiveChat, Inc. 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 rateGenius, Inc. revenues, which have grown to $35.0 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 rateGenius, 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.
rateGenius, Inc. Tech Stack and Enterprise Applications
rateGenius, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, rateGenius, Inc. implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment centralized core financial management for the 250-employee banking and financial services firm operating in the United States, establishing a single system of record for accounting and corporate finance.
The Intuit Quickbooks Enterprise implementation focused on standard ERP Financial capabilities, including a structured chart of accounts, general ledger, accounts payable, accounts receivable, payroll processing, and consolidated financial reporting. Configuration work emphasized financial control points and reporting hierarchies consistent with mid-market accounting practices, with accounting workflows and month-end close procedures formalized inside the application.
Operational responsibility for the Intuit Quickbooks Enterprise system rested with finance and accounting teams, and rollout activities prioritized role-based access, reconciliation workflows, and audit trail configuration to support governance and compliance. Training and process rationalization accompanied the deployment to embed regular close cadence and standardized billing and revenue bookkeeping across the company.
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rateGenius, Inc. HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Employ | Legacy | JazzHR by Employ | Recruiting, Applicant Tracking System | HCM | n/a | 2016 | 2016 |
In 2016, rateGenius, Inc. implemented JazzHR by Employ as its Recruiting,Applicant Tracking System and deployed the application on its public careers site. The rollout targeted centralized candidate intake and applicant tracking for corporate recruiting at the 250-employee financial services firm, consolidating job posting and candidate records into a single recruiting platform.
JazzHR by Employ was configured to manage job requisitions, job posting, applicant tracking, resume parsing, candidate communication, interview scheduling and offer workflows, reflecting typical Recruiting,Applicant Tracking System functionality. Configuration emphasized branded application forms and screening workflows to standardize candidate review and to orchestrate interview stages across roles.
The deployment integrated the careers page on rategenius.com so that job listings and direct applications feed into JazzHR by Employ, capturing applicants into the ATS and centralizing candidate activity. This web-facing integration provided the primary ingestion point for external recruiting traffic and served as the authoritative source of applicant records within the system.
Operational governance centered on HR and hiring managers, with role-based access, requisition ownership and approval routing configured inside JazzHR by Employ. The implementation established repeatable application review workflows and interview stage definitions used across business functions that recruit, enabling consistent process control and recruiter coordination.
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rateGenius, Inc. AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, rateGenius, Inc. deployed LiveChat on its website. The LiveChat deployment sits in the Chatbots and Conversational AI category and provides a customer-facing web chat interface to handle inquiries and route prospects to internal teams within the banking and financial services context.
The implementation uses a browser-embedded LiveChat widget paired with the LiveChat agent console to manage live sessions, canned responses, chat transcripts, and standard conversational analytics. Configuration focused on chat routing and queue rules, agent-facing response templates, and proactive chat invitations to align with sales and customer service workflows.
Operational coverage is concentrated on the public website and on customer support and sales groups, with governance organized around chat handling procedures, agent training, and template management to maintain response consistency. The architecture is centered on the web widget and agent console, and it permits integration with CRM or ticketing platforms if those systems are adopted, while retaining captured chat transcripts and visitor metadata for follow-up and operational review.
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rateGenius, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2011 | 2011 |
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rateGenius, Inc. Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2022 | 2022 |
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rateGenius, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2019 | 2019 |
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rateGenius, Inc. PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2012 | 2012 |
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2019 | 2019 |
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rateGenius, Inc. 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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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rateGenius, Inc. Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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PEO (Professional Employer Organization) | Professional Services |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at rateGenius, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Vice President of Operations | VP | Operations | |
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Chief Technology Officer | CXO | IT | |
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Controller | Director | Finance | |
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VP of Human Resources | VP | HR | |
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Chief Financial Officer | CXO | Finance | |
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Apps Being Evaluated by rateGenius, Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from rateGenius, Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the rateGenius, Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD rateGenius, Inc. Technographics
rateGenius, Inc. is a Banking and Financial Services organization based in United States,
with around 250 employees and annual revenues of $35.0 million.
rateGenius, Inc. operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, JazzHR by Employ and LiveChat,
covering areas like ERP Financial, Recruiting, Applicant Tracking System and Chatbots and Conversational AI.
rateGenius, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Employ and LiveChat, Inc..
rateGenius, Inc. recently adopted applications including
DocuSign eSignature in 2022, Cloudflare CDN in 2020 and LiveChat in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of rateGenius, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates rateGenius, Inc.’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 rateGenius, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.