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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: Clearly Cloud for Call Center in 2020, XCastLabs, by ClearlyIP for PBX, VoiP and Phone Systems 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 ClearlyIP 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
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
ClearlyIP Legacy Clearly Cloud Call Center CRM n/a 2020 2020
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
ClearlyIP Legacy XCastLabs, by ClearlyIP PBX, VoiP and Phone Systems Collaboration n/a 2020 2020
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 Clearly Cloud and XCastLabs, by ClearlyIP, covering areas like Call Center and PBX, VoiP and Phone Systems.

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

Regency Wealth Management recently adopted applications including Clearly Cloud in 2020 and XCastLabs, by ClearlyIP in 2020, 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.