TradingScreen
1 Penn Plaza 49th Floor,
New York, 10119, NY,
United States
New York, 10119, NY,
United States
1 212-359-4100
Professional Services
TradingScreen Technographics
TradingScreen Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TradingScreen and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 TradingScreen employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TradingScreen has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2020, Hubspot Live Chat for Chatbots and Conversational AI in 2018, Joomla 3.9 for Web Content Management in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TradingScreen is running and its propensity to invest more and deepen its relationship with Oracle , HubSpot , Joomla 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 TradingScreen revenues, which have grown to $30.0 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 TradingScreen 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.
TradingScreen Tech Stack and Enterprise Applications
TradingScreen ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2020 | 2020 |
In 2020 TradingScreen deployed Oracle NetSuite ERP to consolidate core financial processes. The deployment is categorized under ERP Financial and was instituted to support corporate accounting and finance operations for the United States based professional services firm.
Configuration focused on standard ERP Financial capabilities including general ledger, accounts receivable, accounts payable, cash management, billing and revenue recognition, and financial close and reporting. Configuration work emphasized a unified chart of accounts, automated AR and AP approval workflows, and billing orchestration aligned with service contracts typical for professional services.
Oracle NetSuite ERP is referenced on the company website as the active financial application and is used by finance and revenue operations teams across the organization. Governance included role based access for accounting and finance users and process standardization for month end close, invoice generation, and collections workflows.
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TradingScreen AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, TradingScreen implemented Hubspot Live Chat on its public website. The Hubspot Live Chat deployment serves as a web conversational layer and is categorized under Chatbots and Conversational AI, intended to capture inbound inquiries and surface website visitors for commercial and support workflows.
Hubspot Live Chat was configured as a site-embedded chat widget, leveraging standard conversational capabilities such as real-time chat routing, canned messages and automated contact capture into the HubSpot platform. Configuration included chat inboxing and transcript capture, visitor context enrichment and scripted conversation flows consistent with Chatbots and Conversational AI functional patterns.
The implementation centralizes web conversations in the HubSpot platform and ties conversation records to contact profiles to support sales, marketing and customer support teams. Governance follows typical operational models with routing rules and workflow ownership assigned to commercial operations and marketing, and the rollout is limited to the public website channel.
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TradingScreen Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Joomla | Legacy | Joomla 3.9 | Web Content Management | Content Management | n/a | 2012 | 2012 |
In 2012, TradingScreen implemented Joomla 3.9 as its Web Content Management platform to manage the corporate website and customer facing content. The deployment centralized content publishing, template governance, and web page lifecycle management under the marketing and communications functions.
The Joomla 3.9 implementation leveraged core content authoring, menu and module systems, templating, and the extension framework to standardize page layouts, metadata management, and editorial workflow. Operational governance emphasized administrative user accounts, editorial role based permissions, and content versioning to enable controlled updates by in house marketing teams, with site level processes established for ongoing content and template maintenance.
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TradingScreen CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Automation, Sales Engagement | CRM |
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2015 | 2015 |
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TradingScreen 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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TradingScreen 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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TradingScreen 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at TradingScreen
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Co-founder, Chairman & Chief Executive Officer | CXO | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Chief Development Officer | CXO | Finance | |
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CEO | CXO | Finance | |
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President and COO | CXO | Finance | |
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CTO | CXO | Finance | |
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Group Financial Controller | Director | Finance | |
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Financial Planning and Analysis Manager | Manager | Finance | |
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Apps Being Evaluated by TradingScreen Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TradingScreen IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TradingScreen digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD TradingScreen Technographics
TradingScreen is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $30.0 million.
TradingScreen operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Hubspot Live Chat and Joomla 3.9,
covering areas like ERP Financial, Chatbots and Conversational AI and Web Content Management.
TradingScreen has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, HubSpot and Joomla.
TradingScreen recently adopted applications including
Hubspot Marketing Automation in 2021, Salesforce Sales Cloud in 2021 and Mimecast Email Security in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TradingScreen’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TradingScreen’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 TradingScreen technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.