Edward Jones
12555 Manchester Rd,
St. Louis, 63131, MO,
United States
St. Louis, 63131, MO,
United States
1 314-515-2000
Banking and Financial Services
Edward Jones Technographics
Edward Jones Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Edward Jones and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 55000 Edward Jones employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Edward Jones has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2013, Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) for Applicant Tracking System in 2012, SoundHound Smart Answering for Cognitive Computing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Edward Jones is running and its propensity to invest more and deepen its relationship with Oracle , Infinite Computer Solutions , Culture Amp 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 Edward Jones revenues, which have grown to $16.30 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 Edward Jones 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.
Edward Jones Tech Stack and Enterprise Applications
Edward Jones ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP | n/a | 2013 | 2014 |
In 2013, Edward Jones deployed Oracle PeopleSoft ERP, an ERP Financial application, to support its Finance and Human Capital portfolios. The implementation was scoped as a large scale PeopleSoft environment supporting more than 50,000 associates across the U.S. and Canada and underpinning operations for 15,000 plus branch offices, with headquarters support centers in St. Louis, Tempe, and Mississauga.
Oracle PeopleSoft ERP was configured to run core Finance and HCM modules and instrumented with standard PeopleSoft runtime components including PeopleSoft Internet Architecture application servers, Process Scheduler, WebLogic servers, Integration Broker, BI Publisher, Application Engine, SQRs, PeopleCode, and Elasticsearch for indexed search. The estate included mixed Linux and Windows application tiers, Oracle databases, and scripting and automation using Bash, Perl, and PowerShell to manage routine maintenance tasks and code migrations between development, test, and production environments.
Integrations were handled through Integration Broker patterns and coordinated traces with DBAs and application developers to diagnose database and PIA issues, enabling cross‑team operational troubleshooting. The technical footprint also incorporated server hardware, storage, load balancing, and network technologies to support highly available application services for branch and headquarters users.
Governance and operational practices emphasized agile delivery and DevOps CI CD workflows, technical leadership for standards and guidelines, and formal change controls including patching of Linux, Microsoft, and Oracle components. Operational governance included quarterly password compliance, automated routine support tasks, and a 24x7 on call rotation to maintain availability for firmwide Finance and HR functions.
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Expense Management | ERP |
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2013 | 2013 |
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Edward Jones HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infinite Computer Solutions | Legacy | Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) | Applicant Tracking System | HCM | n/a | 2012 | 2012 |
In 2012, Edward Jones deployed Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) as their Applicant Tracking System. The Infinite BrassRing application is implemented on Edward Jones's public careers website to publish job requisitions and capture external candidate applications.
Deployment concentrated on core Applicant Tracking System functionality, including job requisition publishing, candidate application intake, resume parsing and searchable candidate profiles, and configurable hiring workflows routed to recruiting teams and hiring managers. Configuration and automation addressed candidate status updates, interview scheduling workflows, and requisition lifecycle management within the Infinite BrassRing Applicant Tracking System.
Operational scope centers on recruiting and talent acquisition functions across Edward Jones, with the career site serving as the primary external sourcing channel for applicants. The implementation manages candidate lifecycle activities from application submission through disposition and supports role based access for recruiters and hiring managers.
Governance and operational ownership reside with recruiting and talent acquisition teams responsible for requisition configuration, workflow rules, user permissions, and career site content. Ongoing administration focuses on maintaining hiring stage workflows, candidate data quality, and system configuration within Infinite BrassRing.
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Core HR | HCM |
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2017 | 2017 |
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Employee Experience | HCM |
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2019 | 2019 |
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Learning and Development | HCM |
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2015 | 2015 |
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Payroll | HCM |
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2021 | 2021 |
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Video Interviewing | HCM |
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2017 | 2017 |
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Workforce Management | HCM |
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2014 | 2014 |
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Workforce Management | HCM |
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2018 | 2018 |
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Edward Jones AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SoundHound Inc. | Legacy | SoundHound Smart Answering | Cognitive Computing | AI-Powered Application | n/a | 2023 | 2023 |
In 2023, Edward Jones deployed SoundHound Smart Answering, adopting a Cognitive Computing platform to elevate customer experience and employee experience with generative voice AI. The deployment focused on omnichannel customer and employee AI-enabled assistants that provide conversational voice interfaces and automated responses, directly addressing the market problem of labor scarcity and rising operational costs highlighted by the vendor.
SoundHound Smart Answering was configured to deliver natural language understanding, generative response composition, conversational state management, and voice-driven task automation, aligning with core Cognitive Computing workflows. The implementation centralized conversation orchestration and automated answer generation for routine inquiries, while provisioning escalation pathways to human agents for complex cases.
Operational scope targeted Edward Jones's customer support and internal employee support functions, embedding AI assistants into existing support channels and service workflows. Governance emphasized conversational content oversight, escalation procedures, and ongoing model tuning to maintain response quality and compliance with enterprise support standards.
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Edward Jones Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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Data Warehouse | Analytics and BI |
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2002 | 2002 |
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Edward Jones 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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Edward Jones 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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2022 | 2022 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Edward Jones CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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Edward Jones ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2022 | 2022 |
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Edward Jones Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Performance and Planning | Investment Management |
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2010 | 2010 |
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Edward Jones Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2016 | 2016 |
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Supplier Relationship Management | Procurement |
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2016 | 2016 |
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Edward Jones 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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2018 | 2018 |
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Edward Jones PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2014 | 2014 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Edward Jones 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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2021 | 2021 |
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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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2023 | 2023 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Database Management | IaaS |
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2017 | 2017 |
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Network Management and Monitoring | IaaS |
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2010 | 2010 |
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Edward Jones CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Next Generation Firewall | CyberSecurity |
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2017 | 2018 |
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IT Decision Makers and Key Stakeholders at Edward Jones
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Manager - Business Intelligence Enablement | Manager | IT | |
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Principal, Advanced Analytics and Information Delivery | Director | IT | |
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Team Leader - Data Analytics & Business Intelligence | Manager | IT | |
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Principal, Human Resources | Director | HR | |
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Principal Finance, Human Resources | Director | Finance | |
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Field Supervision Director | Director | Finance | |
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Director of Operations | Director | Finance | |
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Principal, Operations | Director | Finance | |
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Managing Partner | Manager | Finance | |
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Field Supervision Director | Director | Finance | |
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Director of Human Resources | Director | HR | |
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Director of Business Travel | Director | Finance | |
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Principal - Information Systems | Director | IT | |
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Senior Data Scientis Manager | Manager | IT | |
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Team Leader - Analytics Operations | Manager | IT | |
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Senior Data Analyst - Data Sciences | Manager | IT | |
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Senior Sourcing Manager | Manager | Procurement | |
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Senior Manager, Sourcing | Manager | Procurement | |
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Senior Strategic Sourcing Manager - Technology and Business Sourcing | Manager | Procurement | |
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CIO | CXO | IT | |
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Director Of Information Systems | Director | IT | |
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Department Leader Network Engineering & Architecture | Manager | IT | |
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Technology Leader - Branch Network Operations | Manager | IT | |
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Technology Team Leader | Manager | IT | |
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Chief Human Resources Officer | CXO | HR | |
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Head of Talent | Director | HR | |
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Head of Total Rewards | Director | HR | |
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Director of Technology | HR, Finance, & Compensation | Director | HR | |
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Sr Director, Learning & Performance Strategy | Director | HR | |
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Director, Human Resources | Director | HR | |
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Director - Benefits | Director | HR | |
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Director, Talent Management | Director | HR | |
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Director IT Security, Principal | Director | IT | |
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Department Leader - Information Security / Cyber Security | Manager | IT | |
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Apps Being Evaluated by Edward Jones Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Edward Jones IT executives and key decision makers. This section highlights Edward Jones's latest recorded technology evaluations, including Smarsh Archiving for Archive as a Service (AaaS) on 2026-02-21, D&B Bisnode for Account Based Marketing on 2025-10-30, and NICE inContact CXone Cloud CX Platform for Customer Experience on 2025-09-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Edward Jones digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-21 | Edward Jones | Evaluated | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | IaaS |
| 2025-10-30 | Edward Jones | Evaluated | Dun & Bradstreet | D&B Bisnode | Account Based Marketing | CRM |
| 2025-09-19 | Edward Jones | Evaluated | Nice Systems | NICE inContact CXone Cloud CX Platform | Customer Experience | CRM |
| 2025-09-09 | Edward Jones | Evaluated |
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Collaboration | Collaboration |
| 2025-08-19 | Edward Jones | Evaluated |
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Collaboration | Collaboration |
| 2025-03-06 | Edward Jones | Evaluated |
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Customer Experience | CRM |
| 2024-12-06 | Edward Jones | Evaluated |
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Facility Management | ERP Services and Operations |
| 2024-07-18 | Edward Jones | Evaluated |
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Project Portfolio Management | PPM |
| 2024-06-04 | Edward Jones | Evaluated |
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Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD Edward Jones Technographics
Edward Jones is a Banking and Financial Services organization based in United States,
with around 55000 employees and annual revenues of $16.30 billion.
Edward Jones operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) and SoundHound Smart Answering,
covering areas like ERP Financial, Applicant Tracking System and Cognitive Computing.
Edward Jones has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Infinite Computer Solutions and SoundHound Inc..
Edward Jones recently adopted applications including
SoundHound Smart Answering in 2023, Lumen Cloud (ex CenturyLink) in 2023 and Lumen CDN in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Edward Jones’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Edward Jones’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 Edward Jones technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.