Shareholder Representative Services
950 17th Street Suite 1400,
Denver, 80202, CO,
United States
Denver, 80202, CO,
United States
1 303-222-2080
Banking and Financial Services
Shareholder Representative Services Technographics
Shareholder Representative Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Shareholder Representative Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Shareholder Representative Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Shareholder Representative Services has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2019, Zoom for Audio Video and Web Conferencing in 2020, Onit ContractWorks for Contract Lifecycle Management 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 Shareholder Representative Services is running and its propensity to invest more and deepen its relationship with Oracle , Zoom Video Communications , Google 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 Shareholder Representative Services revenues, which have grown to $40.0 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 Shareholder Representative Services 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.
Shareholder Representative Services Tech Stack and Enterprise Applications
Shareholder Representative Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2019 | 2019 |
Shareholder Representative Services implemented Oracle NetSuite ERP in 2019. The deployment prioritized using NetSuite accounting and general ledger capabilities to locate and reconcile escrow accounts and Mergers and Acquisitions payment flows within an ERP Financial framework, bringing finance, treasury, and deal support functions into a common transaction and reporting ledger.
Implementation focused on core general ledger configuration, including a segmented chart of accounts and dimensional tagging such as class and department to isolate escrow balances and deal specific liability accounts. Functional modules and capabilities implemented included the NetSuite general ledger, journal entry management with approval workflows, accounts payable for escrow disbursements, cash management and bank reconciliation for payment matching, and subledger controls to support audit trails and attachment of supporting documents to transactions.
Operational coverage concentrated on accounting, treasury, corporate development and legal teams responsible for escrow administration and M&A closings, using Oracle NetSuite ERP as the single system of record. Controls and exception monitoring leveraged saved searches and SuiteAnalytics style reporting for unreconciled escrow balances, aged payment exceptions, and atypical journal patterns, embedded directly in NetSuite financial workflows to support transaction level review.
Governance changes emphasized role based access and segregation of duties between payment initiation and payment approval, standardized reconciliation cadence for escrow accounts, and structured close processes that required documented supporting artifacts for each escrow movement. The configuration supported detailed audit trails and approval histories in the NetSuite general ledger to simplify identification of accounting anomalies related to escrow accounts and Mergers and Acquisitions payments.
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Shareholder Representative Services 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, Shareholder Representative Services implemented Zoom for Audio Video and Web Conferencing on its public website to enable external meeting access and remote client engagement. The deployment aligns with the firm profile, a United States based banking and financial services company with approximately 250 employees, and exposes Zoom join flows and meeting links directly from site pages.
The Zoom implementation centers on core Audio Video and Web Conferencing capabilities including video meetings, screen sharing, recording and host controls, with the corporate website surfacing join links and meeting entry flows for clients and counterparties. Configuration visible on the site indicates web based meeting orchestration and session entry workflows consistent with standard conferencing deployments.
Operational coverage focuses on client facing teams and internal collaboration across corporate functions that interact with external stakeholders, positioning Zoom as the primary virtual meeting layer for client engagements and stakeholder communications. Governance is expected to concentrate on meeting access controls, host role assignment and recording retention settings, administered by internal IT or communications functions to align conferencing use with financial services confidentiality and oversight requirements.
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Collaboration | Collaboration |
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2014 | 2014 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Shareholder Representative Services Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Onit | Legacy | Onit ContractWorks | Contract Lifecycle Management | Content Management | n/a | 2021 | 2021 |
Shareholder Representative Services implemented Onit ContractWorks in 2021 to provide a web‑accessible contract portal, aligning a centralized contract repository with their corporate web presence under the Contract Lifecycle Management category. The deployment positions Onit ContractWorks as the primary system for storing and sharing contracts related to shareholder and transaction activity, with the application surfaced on their website for internal and authorized external access.
Onit ContractWorks has been configured to support standard Contract Lifecycle Management workflows, including a searchable centralized repository, document tagging and metadata capture, document level access controls, automated alerts for key dates, and role based approval routing. Configuration emphasis is on secure document ingestion, structured metadata to enable rapid search and retrieval, and workflow orchestration to move documents through review and approval stages.
Operational coverage extends across legal, deal teams, and finance stakeholders, with the portal used by internal users and authorized external parties during transactions and post closing processes. Governance practices focus on centralized access control, audit logging, and retention controls to maintain an auditable contract lifecycle, while workflow templates standardize review and approval steps for recurring contract types.
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Shareholder Representative Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2008 | 2008 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Shareholder Representative Services 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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Shareholder Representative Services TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Shareholder Representative Services 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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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Shareholder Representative Services
| First Name | Last Name | Title | Function | Department | Phone | |
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Founder and co-CEO | CXO | Finance | |
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Co-Founder and Managing Director | Director | Finance | |
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CFO | CXO | Finance | |
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Senior Director, Operations | Director | Operations | |
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Senior Director, Technology | Director | IT | |
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Chief Marketing Officer | CXO | Marketing | |
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Chief Financial Officer | CXO | Finance | |
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Executive Director, Controller & FINOP | Director | Finance | |
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Associate General Counsel & Senior Director | Director | Legal | |
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General Counsel, Chief Compliance Officer and Managing Director | Director | Finance | |
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Associate Director, Compliance Attorney | Director | Legal | |
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Senior Director, Head of M&A Contract Administration | Director | Operations | |
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Apps Being Evaluated by Shareholder Representative Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Shareholder Representative Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Shareholder Representative Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Shareholder Representative Services Technographics
Shareholder Representative Services is a Banking and Financial Services organization based in United States,
with around 250 employees and annual revenues of $40.0 million.
Shareholder Representative Services operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Zoom and Onit ContractWorks,
covering areas like ERP Financial, Audio Video and Web Conferencing and Contract Lifecycle Management.
Shareholder Representative Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Zoom Video Communications and Onit.
Shareholder Representative Services recently adopted applications including
Microsoft 365 in 2021, Onit ContractWorks in 2021 and Triblio in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Shareholder Representative Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Shareholder Representative Services’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 Shareholder Representative Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.