RMB Capital
115 S. LaSalle 34th floor,
Chicago, 60603, IL,
United States
Chicago, 60603, IL,
United States
1 312-993 5800
Banking and Financial Services
RMB Capital Technographics
RMB Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RMB Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 109 RMB Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RMB Capital has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems RMB Capital is running and its propensity to invest more and deepen its relationship with Intuit , Cisco Systems , Microsoft 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 RMB Capital revenues, which have grown to $11.0 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 RMB Capital 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.
RMB Capital Tech Stack and Enterprise Applications
RMB Capital ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, RMB Capital implemented Intuit Quickbooks Enterprise as its core ERP Financial application for company accounting and finance operations. The deployment targeted the firmwide finance and accounting function at the 109 employee banking and financial services firm, with explicit emphasis on accounts payable workflows given a hiring preference for accounts payable and Quickbooks experience.
Configuration work centered on accounts payable automation, chart of accounts standardization, general ledger bookkeeping, and financial reporting configuration within Intuit Quickbooks Enterprise. Implementation included role based access controls for finance users, approval routing for payables, batch invoice processing for recurring vendor payments, and reconciliation workflows aligned to month end close procedures.
Governance and rollout were organized around the finance and accounting teams, with process documentation, role aligned training for AP staff, and tightened approval controls to enforce standardized invoice processing. The deployment narrative highlights an operations oriented rollout, prioritizing accounts payable workflow adoption and Quickbooks proficiency among finance hires.
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RMB Capital 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 | 2017 | 2017 |
In 2017, RMB Capital deployed Cisco Webex Meetings to support client and internal collaboration. Cisco Webex Meetings is surfaced on the RMB Capital website to provide Audio Video and Web Conferencing capabilities for remote client meetings and advisor collaboration.
The Cisco Webex Meetings implementation focuses on core conferencing modules typical of the category, including meeting hosting, multi-party video and audio, screen and document sharing, session recording, and participant controls such as meeting admission and role-based presenter permissions. Cisco Webex Meetings is configured to deliver browser and client access modalities that align with standard Audio Video and Web Conferencing workflows for scheduled and ad hoc sessions.
Operational use is centered on client-facing teams and internal staff, with the website integration used to present join links and meeting entry points to external participants. Governance emphasizes access controls and meeting configuration settings to manage external attendee admission and presenter privileges, reflecting common conferencing policy controls for financial services firms.
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Collaboration | Collaboration |
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2015 | 2015 |
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RMB Capital Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, RMB Capital implemented DocuSign eSignature as a Digital Signing solution on its website to enable client-facing electronic execution of documents. The deployment uses the vendor cloud service and integrates embedded signing flows and public signing links into the firm web experience, supporting document presentation, signer authentication, and an auditable execution trail.
Configuration centered on template-driven envelope setup, branded signing pages, multi-signer routing logic, and consent capture to align with common eSignature workflows. The integration is scoped to the website layer and operational ownership rests with client services and back-office operations for document handling and record retention, with governance focused on signature workflows, retention policy enforcement, and audit trail review while using DocuSign eSignature for Digital Signing.
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RMB Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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RMB Capital 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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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RMB Capital CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at RMB Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Founding Partner, Chief Executive Officer, Chief Investment Officer | CXO | Investment | |
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Chief Operating Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Apps Being Evaluated by RMB Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from RMB Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the RMB Capital digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD RMB Capital Technographics
RMB Capital is a Banking and Financial Services organization based in United States,
with around 109 employees and annual revenues of $11.0 million.
RMB Capital operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Cisco Webex Meetings and DocuSign eSignature,
covering areas like ERP Financial, Audio Video and Web Conferencing and Digital Signing.
RMB Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Cisco Systems and Docusign.
RMB Capital recently adopted applications including
DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and Fastly in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of RMB Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates RMB Capital’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 RMB Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.