TitleVest Agency, Inc
44 Wall Street, 10th Floor,
New York, 10005, NY,
United States
New York, 10005, NY,
United States
1 212-757-5800
Insurance
TitleVest Agency, Inc Technographics
TitleVest Agency, Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TitleVest Agency, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 TitleVest Agency, Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TitleVest Agency, Inc has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2007, Adobe Experience Cloud for Customer Experience in 2019, Amazon SES for Transactional Email in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TitleVest Agency, Inc is running and its propensity to invest more and deepen its relationship with Intuit , Adobe Systems , Amazon Web Services (AWS) 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 TitleVest Agency, Inc 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 TitleVest Agency, Inc 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.
TitleVest Agency, Inc Tech Stack and Enterprise Applications
TitleVest Agency, Inc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2007 | 2007 |
In 2007, TitleVest Agency, Inc implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment centralized core finance and accounting functions for a 120 employee United States insurance agency, consolidating general ledger, accounts payable, accounts receivable, payroll interfaces, and financial reporting workflows.
Configuration emphasized standard ERP Financial modules, including a redesigned chart of accounts, multi entity ledger support, accounts payable automation for vendor disbursements, accounts receivable invoicing and collections workflows, and payroll interfacing sized for a mid market organization. The implementation followed an on premises architecture common for the period, with batch bank file exchange for payments and bank reconciliation, and established internal controls around period close and role based access to support auditability. Operational scope focused on the finance and accounting departments, with rollout sequencing that prioritized core ledgers and vendor payment workflows before expanding reporting and payroll stabilization.
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TitleVest Agency, Inc CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2019 | 2019 |
In 2019, TitleVest Agency, Inc implemented Adobe Experience Cloud as its Customer Experience platform for the public website. The Adobe Experience Cloud deployment is centered on web-facing digital experience capabilities to support marketing-driven content, customer engagement, and site analytics.
The implementation emphasizes web content management, personalization, audience segmentation, A/B testing, and analytics capabilities available within Adobe Experience Cloud, with configuration focused on authoring workflows, template-driven page delivery, and digital asset management for site content. For a mid-sized insurance agency of about 120 employees, the deployment pattern is consistent with a cloud-hosted SaaS architecture serving the company website and integrated content operations.
Operational ownership is positioned within marketing and digital operations, with governance centered on content approvals, publication workflows, and campaign orchestration across the public site. TitleVest Agency, Inc uses Adobe Experience Cloud to centralize Customer Experience tooling and to coordinate marketing and customer engagement functions, with no external integrations explicitly disclosed in the available source.
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TitleVest Agency, Inc PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon SES | Transactional Email | PaaS | n/a | 2021 | 2021 |
In 2021, TitleVest Agency, Inc deployed Amazon SES to handle transactional messaging originating from its public website. Amazon SES is operating as the company's Transactional Email platform for web form confirmations, customer notifications, and automated correspondence triggered by online workflows. The deployment is hosted on Amazon Web Services, AWS and is integrated directly into the TitleVest website sending flows, positioning Amazon SES as the central email engine for customer-facing communications.
The implementation leverages standard Transactional Email capabilities, including SMTP and API sending endpoints, domain authentication and deliverability controls, and bounce and complaint processing to support ongoing list hygiene. Operational coverage centers on web operations and customer service workflows, where email orchestration and automated notifications intersect with support and title transaction processes. Governance is managed at the application level, with delivery configuration and suppression management handled through the AWS SES console alongside site-side integration points.
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TitleVest Agency, Inc 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | 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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TitleVest Agency, Inc 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at TitleVest Agency, Inc
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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President | CXO | Finance | |
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VP Finance | VP | Finance | |
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Managing Director Business Development | Director | Finance | |
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Director of Information Technology | Director | IT | |
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Apps Being Evaluated by TitleVest Agency, Inc Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TitleVest Agency, Inc IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TitleVest Agency, Inc digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD TitleVest Agency, Inc Technographics
TitleVest Agency, Inc is a Insurance organization based in United States,
with around 120 employees and annual revenues of $15.0 million.
TitleVest Agency, Inc operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Adobe Experience Cloud and Amazon SES,
covering areas like ERP Financial, Customer Experience and Transactional Email.
TitleVest Agency, Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Adobe Systems and Amazon Web Services (AWS).
TitleVest Agency, Inc recently adopted applications including
Amazon SES in 2021, Amazon EC2 in 2020 and Amazon S3 in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TitleVest Agency, Inc’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TitleVest Agency, Inc’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 TitleVest Agency, Inc technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.