Wilmington, 19809, DE,
United States
Swift Capital Technographics
Swift Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Swift Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Swift 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 Swift Capital has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2014, Microsoft 365 for Collaboration in 2016, FullStory for Customer Experience in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Swift Capital is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , FullStory 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 Swift Capital revenues, which have grown to $15.0 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 Swift 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.
Swift Capital Tech Stack and Enterprise Applications
Swift Capital ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2014 | 2014 |
In 2014, Swift Capital implemented Intuit Quickbooks Enterprise as an ERP Financial platform. The deployment targeted the company finance, accounting, and client billing operations across its United States professional services footprint, for an organization of roughly 150 employees. The implementation established a multi user, role based financial system to centralize transactional accounting and reporting.
Intuit Quickbooks Enterprise was configured with core financial modules including general ledger, accounts payable, accounts receivable, fixed asset tracking, time and expense capture, project accounting and billing, and standard financial reporting. Configuration work emphasized a unified chart of accounts, automated invoice and payment workflows, approval routing for payables, and audit trail logging to support month end close processes. The implementation used standard ERP Financial workflows augmented with custom account mappings and user role templates suited to a mid sized professional services firm.
Rollout proceeded in phased waves across finance and operations teams, with governance focused on centralized ownership of the chart of accounts, documented accounting procedures, and role based access controls to enforce segregation of duties. Training and process documentation were established for billing, accounts payable and accounts receivable teams to standardize transaction processing and month end activities. The deployment positioned Intuit Quickbooks Enterprise as the companywide system of record for financial and client billing operations.
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Swift Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Swift Capital implemented Microsoft 365 as its Collaboration platform. The deployment covers core productivity and communications for the 150 employee professional services firm.
Microsoft 365 was configured to provide cloud email and calendaring, document collaboration and shared file storage, and team messaging workflows, leveraging core Microsoft 365 services such as Exchange Online, SharePoint Online, OneDrive and Microsoft Teams as part of the integrated suite. Configuration signals include tenant provisioning, user account setup, and standard mailbox and SharePoint site structures suited to mid sized professional services operations.
The vendor footprint is visible on the company website, indicating Microsoft 365 is operationally referenced for external facing content or contact flows. Operational scope spans client facing teams and internal business functions including operations, finance and sales, with the platform supporting client communications, proposal document collaboration and internal knowledge sharing.
Governance emphasis focused on account provisioning workflows, access control and document classification to align Collaboration usage with professional services compliance needs. Administrative controls and site level permissions were established to manage team collaboration and external sharing settings within Microsoft 365.
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Swift Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FullStory | Legacy | FullStory | Customer Experience | CRM | n/a | 2015 | 2015 |
In 2015, Swift Capital deployed FullStory on its website as a Customer Experience implementation to capture and analyze customer-facing web interactions. The deployment focused on end-to-end session capture for customer journeys originating from the public site, positioning FullStory as the primary Customer Experience instrumentation layer for web analytics and behavioral diagnostics.
The FullStory implementation used client-side JavaScript instrumentation to record session replay, event-level capture, and user segmentation data. Configuration work emphasized event hygiene and structured event naming, with the application set up to support funnel analysis, heatmap insights, and reproduction of user issues for product and UX teams. FullStory was integrated into web page templates and key conversion flows to ensure consistent DOM event capture and event context across site pages.
Operationally the implementation supported marketing, product management, and customer support workflows, providing a shared dataset for behavior analysis and issue reproduction. Governance included role based access controls and privacy controls to limit exposure of sensitive inputs, along with defined retention and data access practices to align FullStory use with corporate data handling policies. Swift Capital FullStory Customer Experience was positioned as a cross functional tool for product telemetry and customer engagement analysis without changes to back end systems.
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Swift Capital PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2016 | 2016 |
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Swift Capital 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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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 Swift Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Controller | Director | Finance | ||||
| Head of Operations | Director | Finance | ||||
| Chief Accounting Officer | CXO | Finance | ||||
| Chief Technology Officer | CXO | IT |
Apps Being Evaluated by Swift Capital Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||