AI Buyer Insights:

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

RCP Advisors 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 2020 2020
In 2020, RCP Advisors implemented Microsoft 365 to support Collaboration across its professional services organization. RCP Advisors uses Microsoft 365 on their website and as its primary cloud-hosted productivity suite for a 49-employee firm, centralizing email, document sharing and workgroup collaboration for client-facing teams. The Microsoft 365 deployment leverages core modules including Microsoft Teams, SharePoint Online, OneDrive for Business, Exchange Online and Office applications to provide synchronous collaboration, document libraries and mailbox services. Operational configuration emphasizes tenant-level administration and role-based access controls, with centralized SharePoint content governance and user provisioning consistent with cloud SaaS collaboration patterns, and the public website surfaces Microsoft 365-driven artifacts to align external web presence with internal collaboration tooling.
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wix.com Legacy Wix.com Web Content Management Content Management n/a 2019 2019
In 2019, RCP Advisors implemented Wix.com as their Web Content Management platform for the corporate website. RCP Advisors uses Wix.com to host and manage public-facing site pages, client engagement content, and marketing collateral, leveraging a SaaS delivery model and centralized site management suited to a 49 person professional services firm. The implementation configures Wix.com site templates, the visual page editor, responsive design, built-in hosting, SEO settings, and form handling to support content publishing workflows. Content governance is managed internally by marketing and practice leadership who use Wix.com editor roles for staging and publishing, and this Wix.com Web Content Management installation supports marketing, business development, and client communications for RCP Advisors in the United States.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Marketing Cloud Marketing Automation CRM n/a 2013 2013
In 2013, RCP Advisors implemented Salesforce Marketing Cloud on its website to centralize digital client outreach and marketing communications. The deployment targeted Marketing Automation capabilities to support email campaigns and web-based lead capture, establishing a platform for ongoing client engagement within the professional services firm. Salesforce Marketing Cloud was configured to leverage core marketing automation functionality including email campaign management, journey orchestration, web tracking and data extensions for contact segmentation. The implementation emphasized automated campaign workflows, template-driven email production and website event instrumentation, aligning technical configuration with common Marketing Automation operational patterns. Operational ownership is concentrated in RCP Advisors marketing and business development functions, using Salesforce Marketing Cloud to manage client outreach, nurture sequences and website-driven interactions. Governance centers on content approvals, list segmentation and campaign cadence controls to maintain consistent professional services messaging across website and email channels.
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM and Investor Relationship Management Investment Management 2015 2015
Investor Onboarding Investment Management 2005 2005
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at RCP Advisors

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by RCP Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from RCP Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the RCP Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD RCP Advisors Technographics
RCP Advisors is a Professional Services organization based in United States, with around 49 employees and annual revenues of $5.0 million.
RCP Advisors operates a diverse technology stack with applications such as Microsoft 365, Wix.com and Salesforce Marketing Cloud, covering areas like Collaboration, Web Content Management and Marketing Automation.
RCP Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Wix.com and Salesforce.
RCP Advisors recently adopted applications including Salesforce Sales Cloud in 2021, Google Cloud Platform (GCP) in 2021 and Wix Hosting in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of RCP Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates RCP Advisors’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 RCP Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.