AI Buyer Insights:

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Regency Wealth Management
Location
Evergreen Building - Suite 1400, 201 South RiverHeath Way,
Appleton, 54915, WI,
United States
Website
https://www.myregencywealth.com/
Phone
1 920-739-5549
Artw industry
Banking and Financial Services
Employee
Revenue

Regency Wealth Management Technographics

Regency Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Regency Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Regency Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Regency Wealth Management has purchased the following applications: Calendly for Online Meeting Scheduling in 2018, Algolia Search for Application, Web and Enterprise Search in 2025, Clearly Cloud for Call Center in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Regency Wealth Management is running and its propensity to invest more and deepen its relationship with Calendly , ClearlyIP , Algolia 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 Regency Wealth Management revenues, which have grown to $1.0 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 Regency Wealth Management 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.

Regency Wealth Management Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Calendly Legacy Calendly Online Meeting Scheduling Collaboration n/a 2018 2018
PBX, VoiP and Phone Systems Collaboration 2020 2020
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Algolia Legacy Algolia Search Application, Web and Enterprise Search Content Management n/a 2025 2025
Video Editing Content Management 2014 2014
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ClearlyIP Legacy Clearly Cloud Call Center CRM n/a 2020 2020
In 2020, Regency Wealth Management implemented Clearly Cloud, a ClearlyIP voice platform, to secure client communications and enable remote call handling for its financial advisory firm in Appleton, Wisconsin, United States. The deployment included mobile softphones delivered through Clearly Anywhere and virtual faxing via SendFax.to, features that map to Clearly Cloud call handling capabilities and place the solution in the Call Center category for the firm’s client engagement workflows. The published success story describes an on premise deployment while showing use of these platform-native features, so mapping to Clearly Cloud call handling is an informed inference based on the documented feature set. Configuration work focused on provisioning Clearly Cloud user accounts, mobile softphone configuration, virtual fax routing, and standard call routing and voicemail workflows to support advisory and client service functions. Integrations referenced in the source are limited to platform-native modules Clearly Anywhere and SendFax.to, and the rollout emphasized operational adoption across the small advisory team. The client reported faster adoption and an improved ability to never miss client calls, outcomes described in the published success story.
Customer Experience CRM 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2019 2019
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2015 2015
Listing Management CRM 2014 2014
Marketing Analytics CRM 2014 2014
Marketing Analytics CRM 2015 2015
Marketing Analytics CRM 2015 2015
Marketing Analytics CRM 2015 2015
Marketing Analytics, Data Management Platform CRM 2016 2016
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2022 2022
Tag Management CRM 2016 2016
Tag Management CRM 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2022 2022
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2014 2014
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2025 2025
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 2019 2019
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2021 2021
Domain Name System (DNS) IaaS 2014 2014
Domain Name System (DNS) IaaS 2025 2025
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2014 2014
IT Decision Makers and Key Stakeholders at Regency Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Regency Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Regency Wealth Management Technographics

Regency Wealth Management is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Regency Wealth Management operates a diverse technology stack with applications such as Calendly, Algolia Search and Clearly Cloud, covering areas like Online Meeting Scheduling, Application, Web and Enterprise Search and Call Center.

Regency Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Calendly, Algolia and ClearlyIP.

Regency Wealth Management recently adopted applications including Algolia Search in 2025, Pathwire Mailgun in 2025 and Microsoft Azure DNS in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Regency Wealth Management’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Regency Wealth Management’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 Regency Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.