TBI
8550 W. Bryn Mawr, Suite 900,
Chicago, 60631, IL,
United States
Chicago, 60631, IL,
United States
1 847-465-4500
Banking and Financial Services
TBI Technographics
TBI Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TBI and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 TBI employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TBI has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Moodle LMS for Learning and Development in 2018, Drift AI Chatbot for Chatbots and Conversational AI 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 TBI is running and its propensity to invest more and deepen its relationship with Oracle , Moodle , Drift 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 TBI revenues, which have grown to $80.0 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 TBI 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.
TBI Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2014 | 2014 |
In 2014, TBI implemented the marketing portion of Oracle NetSuite ERP within an ERP Financial initiative, focusing on marketing systems and data flows rather than a full finance rollout. The implementation centered on Oracle NetSuite ERP as the core application for marketing data orchestration, with collaboration across Marketing, IT, and Business Intelligence teams to extend platform capabilities.
The project configured marketing-specific modules and custom workflows, including sales enablement and lead nurturing functionality built into the Oracle NetSuite ERP environment. Efforts emphasized data collection and enrichment to improve business intelligence, and the team developed executive level reports that tracked campaign return on investment ROI, event ROI, demand generation, recruitment, and key sales metrics.
Integrations were managed between the ERP marketing instance and external platforms, and the BI and data visualization stack was leveraged to create predictive analytics that informed marketing strategy and the editorial calendar. The program also developed account based marketing for enterprise VAR partners, and supported the requirements, development, testing, and performance reporting for a mobile app, a SharePoint intranet site, and a partner portal.
Governance included frequent executive presentations on marketing effectiveness and KPI findings, and change management campaigns accompanied the rollouts. Budget responsibility was explicit, with nearly 1,000,000 dollars managed across marketing systems, demand generation, and field marketing, reflecting centralized oversight of marketing technology spend.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Moodle | Legacy | Moodle LMS | Learning and Development | HCM | n/a | 2018 | 2018 |
In 2018, TBI implemented Moodle LMS on its corporate website, tbicom.com, as its designated Learning and Development platform. TBI is a United States banking and financial services firm with approximately 300 employees, and the Moodle LMS deployment was positioned to centralize employee and partner training delivery.
The Moodle LMS instance was configured to support core Learning and Development capabilities, including course creation and management, learner enrollment and role based access, asynchronous e learning content delivery, assessment engines and gradebook, progress tracking and completion rules, and certificate issuance. Course catalog management and built in reporting were enabled to support training administration and compliance oriented workflows.
Operational coverage emphasized HR, Learning and Development, and Compliance functions, with Moodle LMS accessible via the public website for both internal staff and external learners. Governance focused on centralized administrator controls, instructor provisioning, course approval workflows, and audit oriented reporting to align training programs with regulatory requirements in the banking sector.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, TBI deployed Drift AI Chatbot on its public website as a customer-facing conversational layer. The deployment uses Chatbots and Conversational AI to capture inbound queries, surface contextual responses, and qualify website leads before any human intervention.
The implementation of Drift AI Chatbot includes a persistent web chat widget, automated conversational workflows for intent detection and response orchestration, and scripted qualification playbooks to route complex requests to human agents. Configuration emphasizes conversational routing and session context retention, with conversation logging and analytics instrumentation to support iterative tuning of bot responses.
Operational coverage centers on the corporate website and supports customer service and sales intake workflows, with day to day ownership aligned to web operations and service teams. Governance is organized around conversational playbooks, periodic review of chat transcripts for quality, and updates to response templates and escalation criteria to ensure consistent handling of customer inquiries.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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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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2015 | 2015 |
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Event Management | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
|
2016 | 2016 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Call Tracking and Recording | CRM |
|
2019 | 2019 |
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CRM | CRM |
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2013 | 2013 |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Configure Price Quote (CPQ) | SPM |
|
2016 | 2016 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2011 | 2011 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2020 | 2020 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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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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2021 | 2021 |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at TBI
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by TBI Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD TBI Technographics
TBI is a Banking and Financial Services organization based in United States,
with around 300 employees and annual revenues of $80.0 million.
TBI operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Moodle LMS and Drift AI Chatbot,
covering areas like ERP Financial, Learning and Development and Chatbots and Conversational AI.
TBI has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Moodle and Drift.
TBI recently adopted applications including
Mirakl Marketplace Platform in 2023, ZoomInfo Chorus in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TBI’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TBI’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 TBI technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.