Sequoia Financial Group
3500 Embassy Pkwy,
Akron, 44333, OH,
United States
Akron, 44333, OH,
United States
1 888-225-3777
Professional Services
Sequoia Financial Group Technographics
Sequoia Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sequoia Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Sequoia Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sequoia Financial Group has purchased the following applications: ATS OnDemand for Recruiting, Applicant Tracking System in 2020, Zoom for Audio Video and Web Conferencing in 2020, Adobe Experience Cloud for Customer Experience in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sequoia Financial Group is running and its propensity to invest more and deepen its relationship with ATS OnDemand , Zoom Video Communications , 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 Sequoia Financial Group revenues, which have grown to $12.0 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 Sequoia Financial Group 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.
Sequoia Financial Group Tech Stack and Enterprise Applications
Sequoia Financial Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ATS OnDemand | Legacy | ATS OnDemand | Recruiting, Applicant Tracking System | HCM | n/a | 2020 | 2020 |
In 2020, Sequoia Financial Group deployed ATS OnDemand on its corporate website to capture candidate applications and centralize hiring intake. ATS OnDemand serves as the company’s Recruiting,Applicant Tracking System and provides an online applicant tracking layer for the firm’s HR function at a 60 employee professional services firm. The implementation is visible on the public career site where candidate submission and profile capture are routed into the ATS OnDemand interface.
The deployment centers on standard Recruiting,Applicant Tracking System capabilities such as web-based career site integration, online application forms, candidate profile capture, resume parsing and workflow orchestration for requisition management. Integration is explicitly limited to the company website for candidate capture, with operational ownership assigned to HR and hiring managers who use ATS OnDemand for interview scheduling and candidate status tracking. Configuration emphasizes simplified approval routing and centralized candidate records to align with small firm recruiting workflows.
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Sequoia Financial Group 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 | 2020 | 2020 |
In 2020, Sequoia Financial Group implemented Zoom as its primary Audio Video and Web Conferencing platform. The 60 employee professional services firm uses Zoom on its corporate website to surface meeting links and enable client virtual appointments, with staff accessing Zoom via browser, desktop client, and mobile applications. The deployment is cloud hosted through Zoom Video Communications and configured for company wide use across client facing and internal collaboration workflows.
Functional capabilities in use align with standard Audio Video and Web Conferencing features, including HD audio and video, screen sharing, meeting scheduling and recording, and meeting access controls such as waiting rooms and passcodes. Configuration emphasizes scheduled client meetings surfaced on the website, calendar based booking workflows, and centralized administration for user provisioning and security settings. Governance focuses on account level administration, meeting policy enforcement and user role management to support advisory, client services and internal operations.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Sequoia Financial Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2019 | 2019 |
In 2019, Sequoia Financial Group deployed Adobe Experience Cloud on its public website as the primary digital experience layer. The implementation leverages Adobe Enterprise Cloud capabilities to provide a cloud-hosted platform for site-level content delivery, analytics instrumentation, and personalization services, consolidating customer-facing content and measurement into a unified web experience.
Adobe Experience Cloud is being used to deliver Customer Experience functionality including content management, web analytics, personalization and audience segmentation, applied directly to the firm website to support marketing and client engagement functions. Operational responsibility is centered in marketing and digital content teams, with published workflows for content updates, tagging and analytics governance to maintain consistent experience changes and measurement across the site, and to align the Sequoia Financial Group Adobe Experience Cloud Customer Experience layer with ongoing marketing operations.
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2017 | 2017 |
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Sequoia Financial Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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Sequoia Financial Group Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Performance and Planning | Investment Management |
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2023 | 2024 |
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Sequoia Financial Group 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Sequoia Financial Group 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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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Sequoia Financial Group
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Apps Being Evaluated by Sequoia Financial Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sequoia Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sequoia Financial Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Sequoia Financial Group Technographics
Sequoia Financial Group is a Professional Services organization based in United States,
with around 60 employees and annual revenues of $12.0 million.
Sequoia Financial Group operates a diverse technology stack with applications such as
ATS OnDemand, Zoom and Adobe Experience Cloud,
covering areas like Recruiting, Applicant Tracking System, Audio Video and Web Conferencing and Customer Experience.
Sequoia Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ATS OnDemand, Zoom Video Communications and Adobe Systems.
Sequoia Financial Group recently adopted applications including
Envestnet MoneyGuidePro in 2023, CodeTwo Email Signatures in 2021 and Atlassian Jira Service Desk in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sequoia Financial Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sequoia Financial Group’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 Sequoia Financial Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.