Stifel Financial
One Financial Plaza 501 North Broadway,
Saint Louis, 63102-2188, MO,
United States
Saint Louis, 63102-2188, MO,
United States
1 314-342-2000
Banking and Financial Services
Stifel Financial Technographics
Stifel Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Stifel Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8892 Stifel 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 Stifel Financial has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2017, UKG Pro Benefits Administration (ex UltiPro Benefits Prime) for Benefits Administration in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Stifel Financial is running and its propensity to invest more and deepen its relationship with Oracle , UKG , Yello 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 Stifel Financial revenues, which have grown to $4.33 billion 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 Stifel 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.
Stifel Financial Tech Stack and Enterprise Applications
Stifel Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | Elire | 2017 | 2017 |
In 2017, Stifel Financial engaged Elire after a referral from Oracle to perform a Cloud optimization assessment of their Oracle Cloud ERP in an ERP Financial context, with an immediate focus on Cash Management. The assessment used Elire's Optimization Assessment methodology to document 79 disconnects across cash reporting, cash forecasting, intraday liquidity, payments, and GL reconciliations, and recommended an Oracle Cloud Cash Management implementation estimated to resolve about 84 percent of identified disconnects.
Elire implemented Oracle Cloud ERP Cash Management functionality and configured modules for bank statement reporting, account reconciliation, daily cash positioning, cash forecasting, cash accounting and controls, bank transfers, wire and ACH processing, and AP electronic payments with automated bank reconciliation. The engagement included creation of work instructions and business process documentation to operationalize automated payments and supplier payment setup, aligning treasury, accounts payable, and reconciliation workflows with the application.
Integration and operational scope included onboarding Stifel’s three main agent banks and consolidating correspondent banking to provide a single connectivity point for bank statement ingestion and payment flows, and configuring supplier bank instructions to enable remittance directly from the application. The program extended to international operational needs with targeted projects for Stifel UK automated payments, onboarding a Canadian entity with provincial and federal tax configuration, and German entity tax and payments support, alongside a managed service engagement that began in 2018 and continued through subsequent optimization efforts.
Governance changes emphasized managed service delivery by Elire, process standardization, and tighter controls through bank connectivity to remove manual checks of individual bank portals and reduce audit friction. Stifel and Elire cited improved reporting and forecasting, strengthened audit and control points, increased operational efficiency, and improved bank management as the principal benefits of the Oracle Cloud ERP deployment in the ERP Financial category.
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Stifel Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Benefits Administration (ex UltiPro Benefits Prime) | Benefits Administration | HCM | n/a | 2016 | 2016 |
In 2016, Stifel Financial implemented UKG Pro Benefits Administration (ex UltiPro Benefits Prime) to centralize benefits management within the HR organization. The deployment targeted the Benefits Administration functional domain, aligning HRIS ownership with benefits enrollment, plan configuration, employee self-service, and compliance reporting.
The implementation included configuration of benefits plan structures and enrollment workflows within UKG Pro Benefits Administration, ongoing system enhancements and upgrades, and the creation of role-based security profiles to maintain system integrity. Stifel’s HRIS team served as subject matter experts, driving process design and administering configuration changes to ensure the application supported sustainable, scalable HR benefits operations.
Operational integrations were handled through third party vendor Plan Source for benefits plan administration, and the HRIS team managed upstream and downstream connections and third party integrations across the HR technology landscape. The team produced and submitted the Compliance Data Components 1 and 2 for EEOC reporting from the UKG Pro Benefits Administration implementation and coordinated system support for voluntary self-identification and COVID vaccine campaigns.
Governance and rollout were led by HRIS leadership with ongoing liaison between HRIS and vendors to resolve issues, elicit requirements, and communicate functionality to business partners. UKG was noted by Stifel as part of an internal recognition program for outstanding customer service, and operational ownership remained with the HRIS function to sustain benefits administration and compliance workflows.
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Candidate Relationship Management, Talent Sourcing | HCM |
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2017 | 2017 |
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Core HR | HCM |
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2016 | 2016 |
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Payroll | HCM |
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2016 | 2016 |
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Recruiting | HCM |
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2019 | 2019 |
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2017 |
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Stifel Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Stifel Financial deployed Cisco Webex Meetings on its website to provide a web-accessible conferencing capability. The Cisco Webex Meetings implementation functions as the firm's Audio Video and Web Conferencing layer, enabling scheduled and ad hoc video sessions, screen sharing, and recording to support client consultations and internal collaboration.
The deployment is delivered through web-embedded meeting flows on the public site and configured for participant moderation, meeting controls, and browser-based join experiences. Governance focused on provisioning, access controls, and meeting policy configuration across business functions including client-facing advisory teams, corporate communications, and enterprise IT, positioning Cisco Webex Meetings as the primary web conferencing channel exposed on the Stifel website.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Stifel 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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Stifel Financial ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Stifel Financial Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Asset and Wealth Management | Investment Management |
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2017 | 2017 |
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Asset and Wealth Management | Investment Management |
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2017 | 2017 |
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Trading Platform | Investment Management |
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2020 | 2021 |
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Stifel Financial Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2013 | 2013 |
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Stifel Financial TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2016 | 2017 |
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Treasury Management | TRM |
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2017 | 2017 |
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Stifel 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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2016 | 2016 |
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Digital Workspace | IaaS |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Stifel Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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Procurement Manager | Manager | Procurement | |
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Procurement Director- Vice President | Director | Procurement | |
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Chief Financial Officer | CXO | Finance | |
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Controller | Director | Finance | |
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Vice President, Director Client Services/Help Desk | Director | Customer Service | |
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Associate Vice President, Manager Client Services/Help Desk | VP | Customer Service | |
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Vice President, Client Services - Stifel | VP | Customer Service | |
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Senior Client Relationship Manager | Manager | Customer Service | |
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Client Relationship Manager | Manager | Customer Service | |
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Associate Director of Information Technology | Director | IT | |
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Co-President and Chief Financial Officer | CXO | Finance | |
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Benefits Manager | Manager | HR | |
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Director, HRIS & HR Operations | Director | HR | |
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Compensation and Benefits Director | Director | HR | |
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Director of Employee Relations | Director | HR | |
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Director, Head of Compliance Technology Solutions | Director | IT | |
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Managing Director, Global Technology Group | Director | IT | |
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Vice President, Chief Compliance Officer | CXO | Legal | |
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Director Compliance- Head of Regulatory Controls Reporting and Testing | Director | Finance | |
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Apps Being Evaluated by Stifel Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Stifel Financial IT executives and key decision makers. This section highlights Stifel Financial's latest recorded technology evaluations, including Thomson ONE Wealth Solutions for Portfolio and Investment Management on 2026-01-29, Jack Henry Ensenta for Payment Processing on 2026-01-28, and Cegid ERP for Retail Management on 2026-01-27. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Stifel Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-01-29 | Stifel Financial | Evaluated | London Stock Exchange Group | Thomson ONE Wealth Solutions | Portfolio and Investment Management | Investment Management |
| 2026-01-28 | Stifel Financial | Evaluated | Jack Henry & Associates | Jack Henry Ensenta | Payment Processing | ERP |
| 2026-01-27 | Stifel Financial | Evaluated | Cegid | Cegid ERP | Retail Management | ERP Services and Operations |
| 2026-01-16 | Stifel Financial | Evaluated |
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ERP Financial | ERP |
| 2026-01-12 | Stifel Financial | Evaluated |
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Core Banking | ERP Services and Operations |
| 2025-11-20 | Stifel Financial | Evaluated |
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Analytics and BI | Analytics and BI |
| 2025-10-13 | Stifel Financial | Evaluated |
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Field Service Management | ERP Services and Operations |
| 2025-10-02 | Stifel Financial | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2025-09-23 | Stifel Financial | Evaluated |
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Payment Processing | ERP |
| 2025-09-02 | Stifel Financial | Evaluated |
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Hotel Property Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Stifel Financial Technographics
Stifel Financial is a Banking and Financial Services organization based in United States,
with around 8892 employees and annual revenues of $4.33 billion.
Stifel Financial operates a diverse technology stack with applications such as
Oracle Cloud ERP, UKG Pro Benefits Administration (ex UltiPro Benefits Prime) and Cisco Webex Meetings,
covering areas like ERP Financial, Benefits Administration and Audio Video and Web Conferencing.
Stifel Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, UKG and Cisco Systems.
Stifel Financial recently adopted applications including
DocuSign eSignature in 2021, Cisco Webex Meetings in 2020 and Zoom in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Stifel Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Stifel 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 Stifel Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.