StateTrust Capital
1750 Clint Moore Rd,
Boca Raton, 33487, FL,
United States
Boca Raton, 33487, FL,
United States
1 833-942-1334
Banking and Financial Services
StateTrust Capital Technographics
StateTrust Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by StateTrust Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 StateTrust 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 StateTrust Capital has purchased the following applications: Microsoft 365 for Collaboration in 2015, Hyland OnBase for Content Management in 2015, Hubspot CRM for CRM in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems StateTrust Capital is running and its propensity to invest more and deepen its relationship with Microsoft , Hyland , HubSpot 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 StateTrust Capital revenues, which have grown to $13.0 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 StateTrust 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.
StateTrust Capital Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 StateTrust Capital implemented Microsoft 365 as its Collaboration platform, and the company is noted as using Microsoft 365 on their website. The deployment supported a U.S. based banking and financial services firm with approximately 100 employees, positioning Microsoft 365 as the central Collaboration application for internal communication and document management.
The Microsoft 365 implementation encompassed core collaboration capabilities typical of the suite, including cloud email and calendaring, team-based real-time messaging, cloud file storage and sync, and centralized document collaboration and versioning. Identity and access management was aligned with the platform, leveraging Microsoft 365 identity services for centralized user provisioning and single sign-on, and the configuration emphasized role based access for finance, operations, and customer-facing teams.
Operational governance was structured around a centralized tenant model with delegated administration, policy driven mailbox and document access controls, and staged user onboarding across departments. The rollout narrative indicates configuration of collaboration workflows, content governance, and administrative controls to support banking business functions such as customer service, treasury operations, and internal compliance workflows.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hyland | Legacy | Hyland OnBase | Content Management | Content Management | n/a | 2015 | 2015 |
In 2015, StateTrust Capital deployed Hyland OnBase as its Content Management platform. StateTrust Capital selected Hyland OnBase to support significant growth projections and centralize document-centric workflows across the firm.
The Hyland OnBase implementation focused on content capture, document management, electronic imaging, records management, and workflow automation. Hyland OnBase was configured to provide a centralized repository, index and search capabilities, role-based access controls, and automated retention policies for financial records.
Deployment covered core business functions including operations, lending administration, compliance, and back-office processing, aligning content handling with banking control requirements. The Content Management deployment was used to orchestrate document routing, approval workflows, and exception handling across teams.
Rollout followed a phased approach with prioritized use cases, administrator governance for content lifecycle, and training for records custodians. StateTrust Capital used the Hyland OnBase Content Management solution to centralize governance and scale content operations as growth occurred.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, StateTrust Capital deployed Hubspot CRM to capture website inquiries and centralize customer records as a cloud CRM platform. The implementation placed Hubspot CRM on the StateTrust website using embedded HubSpot tracking and form scripts to route inbound leads directly into a centralized contact database and structured deal pipeline.
Core functional modules implemented include contact and company records, lead capture via web forms, deal pipeline management, and activity tracking within the Hubspot CRM. Operational coverage targets Sales and Marketing functions, with configuration focused on pipeline stage definitions, contact property standardization, and automated lead assignment rules, and governance emphasized standardized contact fields and sales workflow controls to ensure consistent handling of website-generated leads.
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at StateTrust Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by StateTrust Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from StateTrust Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the StateTrust Capital digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD StateTrust Capital Technographics
StateTrust Capital is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $13.0 million.
StateTrust Capital operates a diverse technology stack with applications such as
Microsoft 365, Hyland OnBase and Hubspot CRM,
covering areas like Collaboration, Content Management and CRM.
StateTrust Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Hyland and HubSpot.
StateTrust Capital recently adopted applications including
Hubspot Marketing Automation in 2021, Salesforce Sales Cloud in 2021 and Microsoft Azure Cloud Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of StateTrust Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates StateTrust 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 StateTrust Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.