Reston, 20190, VA,
United States
The Wise Investor Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by The Wise Investor Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 The Wise Investor Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Wise Investor Group has purchased the following applications: Engage Process BPM for Process Mining in 2019, The Trade Desk for Digital Advertising Platform in 2020, Amazon EC2 for Application Hosting and Computing Services 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 The Wise Investor Group is running and its propensity to invest more and deepen its relationship with Engage Process , The Trade Desk , Microsoft 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 The Wise Investor Group revenues, which have grown to $50.0 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 The Wise Investor Group 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.
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Engage Process | Legacy | Engage Process BPM | Process Mining | Analytics and BI | Jigsaw Tree | 2019 | 2019 |
In 2019, The Wise Investor Group implemented Engage Process BPM as part of a Process Mining initiative to introduce a visual, detail-oriented process mapping capability into the firm. The decision followed a requirement for a simple, intuitive modeling environment that retained granular process detail, and the company engaged Jigsaw Tree to demonstrate Engage Modeler, an online tool that enables creation and review of business processes.
The implementation focused on core Process Mining capabilities, centered on visual process mapping and collaborative model review workflows. Engage Process BPM was configured to provide an online model repository, versioned process documentation, and role-based access for subject matter experts, business analysts, and process owners to iterate on process definitions.
Deployment used the Engage Modeler online access model to enable cross-functional participation, aligning process capture and review across operations, compliance, risk, and client service teams within the US-based, 200-employee bank. The approach emphasized business function alignment, with process models used to codify end-to-end workflows and handoffs between front-office and back-office functions.
Jigsaw Tree acted as the demonstration and enablement partner, presenting Engage Modeler capabilities and running model review sessions with business stakeholders to validate process maps. Governance provisions emphasized centralized model ownership and periodic review cycles to maintain process accuracy and ensure the Engage Process BPM repository served as the authoritative process reference.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Trade Desk | Legacy | The Trade Desk | Digital Advertising Platform | CRM | n/a | 2020 | 2020 |
In 2020, The Wise Investor Group deployed The Trade Desk as a Digital Advertising Platform to support marketing and demand generation on its website. The Trade Desk was embedded within site pages to enable programmatic media buying, audience activation, and web-based conversion tracking for digital customer acquisition.
Deployment emphasized core Digital Advertising Platform capabilities, including campaign management, real time bidding, audience targeting, creative trafficking, and reporting. The implementation relied on site level ad tags and tracking pixels to supply impression and conversion signals, supporting campaign optimization and audience segmentation workflows. Configuration work focused on inventory setup, frequency controls, attribution windows, and reporting templates aligned with programmatic buying processes.
Operational ownership is positioned within the digital marketing and advertising operations teams in the United States, with day to day functions covering campaign setup, bid strategy execution, and performance monitoring. Governance incorporated campaign approval gates and regular reporting cadences to align media buying with brand and compliance requirements.
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2015 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon EC2 | Application Hosting and Computing Services | IaaS | n/a | 2019 | 2019 |
In 2019 The Wise Investor Group implemented Amazon EC2 for Application Hosting and Computing Services to host its corporate website and customer-facing web application. The deployment centers on Amazon EC2 virtual server provisioning, enabling the firm to manage instance sizing, compute lifecycle, and runtime for its public web presence.
The Wise Investor Group uses Amazon EC2 for Application Hosting and Computing Services to support website operations and digital channels, with IT and web operations responsible for instance provisioning, capacity management, patching, and access control. Governance follows standard IT change and configuration controls to manage compute resources and operational processes associated with the website.
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Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF) | CyberSecurity |
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2020 | 2020 |
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