Retirement Concepts
1818-701 West Georgia Street,
Vancouver, V7Y 1C6, BC,
Canada
Vancouver, V7Y 1C6, BC,
Canada
1 604-662-4969
Healthcare
Retirement Concepts Technographics
Retirement Concepts Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Retirement Concepts and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 Retirement Concepts employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Retirement Concepts has purchased the following applications: ADP Workforce Now for Core HR in 2015, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, The Trade Desk for Digital Advertising Platform in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Retirement Concepts is running and its propensity to invest more and deepen its relationship with ADP , UKG , Cisco Systems 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 Retirement Concepts revenues, which have grown to $300.0 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 Retirement Concepts 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.
Retirement Concepts Tech Stack and Enterprise Applications
Retirement Concepts HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2015 | 2015 |
In 2015, Retirement Concepts implemented ADP Workforce Now as its Core HR system and assisted in developing the ADP Workforce Now HRIS module. The engagement targeted a Canada headquartered healthcare employer with approximately 3,000 employees and focused on establishing a centralized Core HR platform to manage employee master data and core HR processes.
The implementation concentrated on Core HR functional modules common to the category, including employee records management, onboarding workflows, benefits administration, and payroll processing readiness within the ADP Workforce Now HRIS module. Configuration work emphasized data model alignment for employee lifecycle events, business rules for eligibility and approvals, and reporting structures to support regulatory and benefits administration requirements in Canada.
Operational coverage encompassed HR and payroll organizational functions across Retirement Concepts in Canada, with centralized HR administration and distributed HR coordinators handling day to day workforce administration. The development assistance included defining governance controls, role based access permissions, and documented operational workflows to support handover to internal HR teams and to standardize ongoing HR service delivery.
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Payroll | HCM |
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2015 | 2015 |
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Recruiting, Applicant Tracking System | HCM |
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2015 | 2015 |
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Workforce Scheduling | HCM |
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2017 | 2017 |
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Retirement Concepts Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Retirement Concepts implemented Cisco Webex Meetings to provide web conferencing capabilities directly through its public website. The deployment aligns with the Audio Video and Web Conferencing category and uses Cisco Webex Meetings as the customer facing and internal meeting interface embedded in site workflows.
The Cisco Webex Meetings implementation leverages the vendor hosted meeting platform model, enabling browser joining, audio and video sessions, screen sharing, recording, and meeting scheduling capabilities typical of Audio Video and Web Conferencing deployments. The integration is embedded into website booking and customer engagement flows to support external client sessions and internal collaboration, with governance focused on meeting access controls, authentication alignment, and content retention and recording management.
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Event Management | Collaboration |
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2021 | 2021 |
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Retirement Concepts CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Trade Desk | Legacy | The Trade Desk | Digital Advertising Platform | CRM | n/a | 2017 | 2017 |
In 2017, Retirement Concepts implemented The Trade Desk as a Digital Advertising Platform on its public website to centralize programmatic display and audience activation for its healthcare and retirement services presence in Canada. The deployment used The Trade Desk to instrument site-level tag management and to provision demand side platform workflows for web inventory, positioning The Trade Desk as the primary programmatic bidding and media orchestration layer for online campaigns.
The implementation configured standard Digital Advertising Platform capabilities including real time bidding configuration, audience segmentation and targeting, creative trafficking and delivery controls, and consolidated campaign reporting. The Trade Desk was used to operationalize campaign lifecycles from insertion order through creative delivery, relying on platform native reporting and automated bidding rules to manage spend allocation and impression-level delivery.
Operational ownership centered on digital marketing and ad operations teams who managed campaign setup, audience definitions, and creative assets, while website engineering maintained tag placement and data layer consistency. Governance emphasized campaign-level controls, frequency and targeting policies, and compliance with regional privacy expectations for Canadian web users, with The Trade Desk serving as the central execution and measurement engine for online advertising activity.
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Retirement Concepts 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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Retirement Concepts 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Retirement Concepts
| First Name | Last Name | Title | Function | Department | Phone | |
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Regional Director Of Operations | Director | Finance | |
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Finance & Payroll Administrator | Manager | Finance | |
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Senior Manager, Financial Planning & Analysis | Manager | Finance | |
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General Manager | Manager | Finance | |
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General Manager | Manager | Finance | |
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CEO | CXO | Finance | |
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Director, Human Resources | Director | HR | |
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Payroll Specialist | Manager | Finance | |
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Payroll Benefits Manager | Manager | HR | |
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Payroll Specialist | Manager | Finance | |
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Apps Being Evaluated by Retirement Concepts Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Retirement Concepts IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Retirement Concepts digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Retirement Concepts Technographics
Retirement Concepts is a Healthcare organization based in Canada,
with around 3000 employees and annual revenues of $300.0 million.
Retirement Concepts operates a diverse technology stack with applications such as
ADP Workforce Now, Cisco Webex Meetings and The Trade Desk,
covering areas like Core HR, Audio Video and Web Conferencing and Digital Advertising Platform.
Retirement Concepts has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ADP, Cisco Systems and The Trade Desk.
Retirement Concepts recently adopted applications including
Radancy Virtual Hiring Event Platform ( ex Brazen Virtual Event) in 2021, Google Cloud Platform (GCP) in 2021 and Cisco Webex Meetings in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Retirement Concepts’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Retirement Concepts’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 Retirement Concepts technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.