AI Buyer Insights:

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

Rockefeller Capital Management
Location
45 Rockefeller Plaza, Floor 5,
New York, 10111, NY,
United States
Website
https://www.rockco.com/
Phone
1 212-549-5100
Artw industry
Banking and Financial Services
Employee
Revenue

Rockefeller Capital Management Technographics

Rockefeller Capital Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Rockefeller Capital Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1350 Rockefeller Capital 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 Rockefeller Capital Management has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2023, DocuSign eSignature for Digital Signing in 2021, Fitek Fi-CRM for CRM in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Rockefeller Capital Management is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , 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 Rockefeller Capital Management revenues, which have grown to $389.0 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 Rockefeller Capital 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.

Rockefeller Capital Management Tech Stack and Enterprise Applications

Rockefeller Capital Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2023 2023
Collaboration Collaboration 2019 2019
Collaboration Collaboration 2022 2022
Rockefeller Capital Management 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
Rockefeller Capital Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Fitek Technology Legacy Fitek Fi-CRM CRM CRM n/a 2016 2016
In 2016, Rockefeller Capital Management implemented Fitek Fi-CRM, a CRM solution from Fitek Technology. The announcement documented Fitek Technology's acquisition of Rockit Solutions and a long term services agreement to bring Rockit Command family office technology into Fitek Technology's portfolio to support family office operations and reporting in the United States. Fitek Fi-CRM CRM was deployed to centralize client and advisor relationship management, with configuration focused on client and advisor portals, centralized client data management, contact and householding constructs, and reporting workflows aligned to family office operations. Deployment emphasized secure advisor-facing access and consolidated client records within Fitek Technology's integrated platform. Integration work centered on embedding Rockit Command capabilities into Fitek Fi-CRM and Fitek Technology's broader platform, enabling operational reporting and workflow orchestration across family office, advisory, and client service functions at Rockefeller Capital Management in the United States. The long term services agreement established the governance model for implementation, ongoing configuration, and support. The public communication prioritized the acquisition and the services arrangement rather than specific rollout timelines or quantitative outcomes.
Marketing Automation CRM 2023 2023
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2023 2023
Rockefeller Capital Management ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
IT Service Management ITSM 2019 2019
Remote Monitoring and Management ITSM 2020 2020
Rockefeller Capital Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2007 2007
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2023 2023
Rockefeller Capital Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Rockefeller Capital Management

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Rockefeller Capital Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rockefeller Capital Management IT executives and key decision makers. This section highlights Rockefeller Capital Management's latest recorded technology evaluations, including FIS Core Banking for Core Banking on 2025-08-14 and FIS Relius for Benefits Administration, Pension Administration on 2025-03-31. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rockefeller Capital Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-08-14 Rockefeller Capital Management Evaluated FIS Global FIS Core Banking Core Banking ERP Services and Operations
2025-03-31 Rockefeller Capital Management Evaluated FIS Global FIS Relius Benefits Administration, Pension Administration HCM
FAQ - APPS RUN THE WORLD Rockefeller Capital Management Technographics
Rockefeller Capital Management is a Banking and Financial Services organization based in United States, with around 1350 employees and annual revenues of $389.0 million.
Rockefeller Capital Management operates a diverse technology stack with applications such as Zoom, DocuSign eSignature and Fitek Fi-CRM, covering areas like Audio Video and Web Conferencing, Digital Signing and CRM.
Rockefeller Capital Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications, DocuSign and Fitek Technology.
Rockefeller Capital Management recently adopted applications including Salesforce Sales Cloud in 2024, Zoom in 2023 and Salesforce Marketing Cloud in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rockefeller Capital Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Rockefeller Capital 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 Rockefeller Capital Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.