Chicago, 60654, IL,
United States
RCP Advisors Technographics
RCP Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RCP Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 49 RCP Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RCP Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2020, Wix.com for Web Content Management in 2019, Salesforce Marketing Cloud for Marketing Automation in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems RCP Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Wix.com , Salesforce 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 RCP Advisors revenues, which have grown to $5.0 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 RCP Advisors 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.
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.
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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.
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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.
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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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CRM and Investor Relationship Management | Investment Management |
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2015 | 2015 |
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Investor Onboarding | Investment Management |
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2005 | 2005 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at RCP Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by RCP Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||