Raymond James & Associates
880 Carillon Parkway,
Saint Petersburg, 33716, FL,
United States
Saint Petersburg, 33716, FL,
United States
1 727-567-1000
Banking and Financial Services
Raymond James & Associates Technographics
Raymond James & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Raymond James & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 19000 Raymond James & 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 Raymond James & Associates has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2014, FIS Relius for Benefits Administration, Pension Administration in 2022, Fiserv Signature Bank Platform for Core Banking in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Raymond James & Associates is running and its propensity to invest more and deepen its relationship with Oracle , IgniteTech , Infor 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 Raymond James & Associates revenues, which have grown to $12.64 billion 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 Raymond James & 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.
Raymond James & Associates Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2014 | 2014 |
In 2014, Raymond James & Associates implemented Oracle PeopleSoft ERP as an ERP Financial application. The deployment was positioned to support the firm’s corporate finance and regulatory reporting domains and to align with broader finance technology and finance data platform initiatives documented by the finance systems technology organization.
The implementation emphasized core ERP Financial functional capabilities including general ledger, accounts payable, accounts receivable, fixed assets, cash management, procurement and financial reporting. Configuration work focused on chart of accounts design, intercompany accounting and reconciliation workflows to support consolidated financial reporting and regulatory submission processes consistent with enterprise financial controls.
Oracle PeopleSoft ERP was aligned with concurrent initiatives to integrate enterprise EPM capabilities and a finance data platform and data warehousing environment that support financial and regulatory analytics. Operational scope included corporate finance, procurement, internal audit and the project management office, with technology support teams handling platform maintenance, release coordination and backlog management for enhancements.
Governance and rollout followed enterprise PMO practices, using formal change control templates, testing and quality assurance checkpoints, documented IT acceptance criteria and artifacts retained for Internal Audit. Project controls incorporated resource and budget tracking, stakeholder communications and cadence-based release management to manage ongoing feature requests and major support requirements.
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ERP Financial | ERP Financial Management |
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2002 | 2002 |
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Expense Management | ERP Financial Management |
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2011 | 2011 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2022 | 2022 |
In 2022 Raymond James & Associates implemented FIS Relius for Benefits Administration,Pension Administration to support a managed book of approximately 1,000 plans and 400,000 participants, with plan assets in excess of $40 billion. The implementation was positioned as an enterprise record keeping and plan administration platform, with explicit operational ownership by the Vice President of Operations and a dedicated project and record keeping technology support team.
FIS Relius was configured to support core record keeping and plan administration workflows, with management dashboards deployed to surface volumes, staffing needs, and consultative client opportunities while measuring service against defined KPIs. Configuration emphasis included participant servicing, plan sponsor administration, and operational reporting, aligned with ongoing enhancements driven by an internal Salesforce development team.
The implementation integrated FIS Relius into a broader ecosystem that includes Salesforce, FIS Omni, Giact, and DocuSign, creating a single point of engagement and source of truth for Business Development, client facing, and operational teams. Integrations were used to synchronize client and participant records, enable digital signature and authentication flows, and support consolidated operational dashboards and case management workflows.
Operational governance centered on centralized technology support, small and mid market call center teams, and specialty operations teams, with representation in SPARK committees and advisory boards to align vendor and client governance. Rollout and ongoing operations emphasized cross functional coordination between sales, client service, and technology teams, and leveraged instrumented dashboards to monitor service delivery against predefined KPIs.
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Core HR | HCM |
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2021 | 2022 |
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Employee Experience | HCM |
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2021 | 2021 |
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Learning and Development | HCM |
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2016 | 2018 |
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Performance and Goal Management | HCM |
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2015 | 2015 |
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Recruiting, Applicant Tracking System | HCM |
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2010 | 2010 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Signature Bank Platform | Core Banking | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Raymond James & Associates implemented the Fiserv Signature Bank Platform to support Core Banking operations. The Fiserv Signature Bank Platform is described as a real time solution for retail banking, corporate treasury and trade finance, enabling a range of services for corporate clients and broader banking functions.
Implementation scope under technology management focused on multiple functional modules, notably a centralized Residential Mortgage Loan tracking system that consolidated data storage, analysis, loan monitoring and reporting to replace manually maintained spreadsheets. The program also delivered a firmwide conversion of account handling to support alphanumeric account numbers to mitigate the explicit risk of exhausting numeric account space by December 2015, and it established a daily feed from banking systems into brokerage applications to provide Financial Analysts a consolidated view of client positions for cross selling and asset retention initiatives.
Deployment and architecture work included an upgrade of the Fiserv Signature Bank Platform to version 15.1, executed as a cross functional project that required ordering new hardware, provisioning and configuring servers, installing software, coordinating firewall changes, and building a complete end to end testing plan with client stakeholders. Integration projects explicitly included building interfaces to LoanIQ, the commercial lending application from Misys, to supplement General Ledger reporting and to support ACH and money transfer outflows to the Federal Reserve, improving workflow for commercial lending, treasury and GL reporting.
Governance and rollout were managed through formal technology management activities such as translating business and end user requirements into functional system requirements, tracking milestones, budgeting and resource planning, conducting firm wide integration testing, and mentoring project teams. Operational scope spanned banking operations, mortgage, commercial lending and brokerage linked accounts, and the centralized mortgage repository and consolidated feeds are stated to have reduced time to consolidate data and to evaluate mortgage related risks.
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Legal Practice Management | ERP Services and Operations |
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2021 | 2021 |
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Loan Management | ERP Services and Operations |
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2019 | 2019 |
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Real Estate Property Management | ERP Services and Operations |
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2014 | 2014 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2014 | 2018 |
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Analytics and BI | Analytics and BI |
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2018 | 2018 |
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Analytics and BI | Analytics and BI |
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2014 | 2014 |
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Analytics and BI | Analytics and BI |
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2012 | 2012 |
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Analytics and BI | Analytics and BI |
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2022 | 2022 |
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Analytics and BI | Analytics and BI |
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2022 | 2022 |
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Data Warehouse | Analytics and BI |
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2017 | 2017 |
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Process Mining | Analytics and BI |
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2019 | 2019 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2015 | 2015 |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2018 | 2018 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Tracking and Recording | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Engagement | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2011 | 2012 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Investment Research and Market Intelligence | Investment Management |
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2022 | 2022 |
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Portfolio and Investment Management | Investment Management |
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2011 | 2012 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2012 | 2012 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2015 | 2016 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2015 | 2015 |
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Supplier Relationship Management | Procurement |
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2015 | 2015 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2023 | 2023 |
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Sales Performance Management | SPM |
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2016 | 2016 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2015 | 2016 |
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Governance, Risk and Compliance | TRM |
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2015 | 2016 |
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Governance, Risk and Compliance | TRM |
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2015 | 2016 |
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Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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Governance, Risk and Compliance | TRM |
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2000 | 2000 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management | PaaS |
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2022 | 2022 |
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Extract, Transform, and Load (ETL) | PaaS |
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2014 | 2014 |
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Extract, Transform, and Load (ETL), Data Replication | PaaS |
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2014 | 2014 |
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Master Data Management | PaaS |
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2017 | 2017 |
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Operating System (OS) | PaaS |
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2025 | 2025 |
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Robotic Process Automation | PaaS |
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2018 | 2018 |
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Robotic Process Automation | PaaS |
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2015 | 2015 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Archive as a Service (AaaS) | IaaS |
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2017 | 2017 |
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Cloud Storage | IaaS |
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2017 | 2017 |
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Cloud Storage | IaaS |
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2016 | 2016 |
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Cloud Storage | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Database Management | IaaS |
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2018 | 2018 |
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Database Management | IaaS |
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2017 | 2017 |
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Database Management | IaaS |
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2017 | 2017 |
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Database Management | IaaS |
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2001 | 2001 |
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Domain Name System (DNS) | IaaS |
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2017 | 2017 |
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Infrastructure as Code (IaC) | IaaS |
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2017 | 2017 |
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Servers, Storage and Networking | IaaS |
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2005 | 2005 |
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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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Secure Web Gateways (SWG) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Raymond James & Associates
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Raymond James & Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Raymond James & Associates IT executives and key decision makers. This section highlights Raymond James & Associates's latest recorded technology evaluations, including Perceptive IRT / RTSM for Clinical Trial Management on 2026-02-28, Atlassian JIRA for Project Portfolio Management on 2026-02-24, and Morningstar Goal Bridge for Portfolio and Investment Performance and Planning on 2026-01-28. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Raymond James & Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Raymond James & Associates Technographics
Raymond James & Associates is a Banking and Financial Services organization based in United States,
with around 19000 employees and annual revenues of $12.64 billion.
Raymond James & Associates operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, FIS Relius and Fiserv Signature Bank Platform,
covering areas like ERP Financial, Benefits Administration, Pension Administration and Core Banking.
Raymond James & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, FIS Global and Fiserv.
Raymond James & Associates recently adopted applications including
HPE Guardian (by Tandem) in 2025, Varicent Incentive Compensation Management in 2023 and IBM OpenPages in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Raymond James & Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Raymond James & 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 Raymond James & Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.