SCS Financial
888 Boylston St,
Boston, 2199, MA,
United States
Boston, 2199, MA,
United States
1 617-204-6400
Banking and Financial Services
SCS Financial Technographics
SCS Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SCS Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 SCS Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SCS Financial has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2010, Greenhouse ATS for Applicant Tracking System in 2022, Zoom for Audio Video and Web Conferencing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SCS Financial is running and its propensity to invest more and deepen its relationship with Microsoft , Greenhouse , Zoom Video Communications 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 SCS Financial revenues, which have grown to $23.0 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 SCS Financial 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.
SCS Financial Tech Stack and Enterprise Applications
SCS Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, SCS Financial implemented Microsoft Dynamics GP as its ERP Financial system to centralize management company operations and accounting controls for SCS Financial Services, LLC in Boston. The implementation covered the January 2010 to December 2013 operating window and supported month end close, budget to actual analysis, debt covenant monitoring, and annual financial statement preparation.
Microsoft Dynamics GP was configured and documented for core transaction workflows including transaction entry, posting, and reconciliations. Configuration work focused on General Ledger controls, Accounts Payable review and payment execution, cash movement oversight, and quarterly invoicing and collections, with functional procedures established for hedge fund and consulting revenue recognition and FP&A forecasting processes.
Operational coverage extended beyond the management company to hedge fund accounting, separately managed accounts NAV sign-off, a registered SEC RIC fund, custody audits, and SEC exam preparation. The program included coordination of audit and tax engagements and direct liaison with external auditors for monthly, quarterly, and annual financial statements of various funds.
Governance changes accompanied the technical deployment, with new controls for cash movements, movement limits, and signatory guidelines, plus documented trading procedures for trade routing, reconciliation, and settlement. Period end approval workflows were instituted to create audit trails for NAV sign-off, and transaction review procedures were formalized to standardize posting and reconciliation responsibilities.
The Microsoft Dynamics GP implementation delivered formalized transaction and reconciliation documentation and standardized accounting processes, which the team reported reduced the number of trading errors. The deployment established a structured control framework for SCS Financial, aligning ERP Financial operations with audit and compliance requirements.
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SCS Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2022 | 2022 |
In 2022, SCS Financial implemented Greenhouse ATS as its Applicant Tracking System and embedded Greenhouse ATS on its public careers pages to centralize job posting and candidate intake. The implementation positioned Greenhouse ATS to capture applicant flows originating from the company website and to present a unified candidate experience for external hires.
The deployment uses Greenhouse ATS cloud SaaS capabilities configured for job requisition management, career site integration, custom application forms, candidate database management, pipeline stage configuration, interview kits, and offer management. Configuration emphasized structured pipeline stages and interviewer scorecards to standardize screening and interview workflows across open roles.
Integration is primarily surfaced on the SCS Financial website where job listings and application forms route candidates into Greenhouse ATS, preserving application metadata and source tracking for web sourced applicants. Operational ownership rests with HR and talent acquisition functions at SCS Financial in the United States, aligning requisition approvals and interview scheduling through the Applicant Tracking System.
Governance was implemented through role based access controls and approval workflows within Greenhouse ATS, enabling hiring managers and HR to manage requisitions and candidate progress inside the system. The rollout focused on establishing standardized hiring workflows, compliance oriented record keeping, and operational reporting capabilities native to the Applicant Tracking System.
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SCS Financial 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 | 2022 | 2022 |
In 2022, SCS Financial implemented Zoom on its public website to provide embedded web conferencing for client interactions. SCS Financial implemented Zoom, an Audio Video and Web Conferencing application, to support browser-based meetings and remote advisory sessions for a US-based firm with 180 employees.
The implementation focuses on core Zoom capabilities such as hosted meetings, webinar-style presentations, in-session chat, screen sharing, and browser join, surfaced directly through the company website. Deployment centers on client-facing workflows where relationship managers and advisory teams initiate and manage sessions, with standardized conferencing procedures and access controls introduced to govern external client meetings. The narrative emphasizes the relationship SCS Financial Zoom Audio Video and Web Conferencing client engagement function.
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Collaboration | Collaboration |
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2019 | 2019 |
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SCS Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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SCS Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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SCS Financial 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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SCS Financial CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at SCS Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by SCS Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SCS Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SCS Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD SCS Financial Technographics
SCS Financial is a Banking and Financial Services organization based in United States,
with around 180 employees and annual revenues of $23.0 million.
SCS Financial operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Greenhouse ATS and Zoom,
covering areas like ERP Financial, Applicant Tracking System and Audio Video and Web Conferencing.
SCS Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Greenhouse and Zoom Video Communications.
SCS Financial recently adopted applications including
Greenhouse ATS in 2022, Zoom in 2022 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SCS Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SCS Financial’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 SCS Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.