Folsom, 95630, CA,
United States
Trimark Associates Technographics
Trimark Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Trimark Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Trimark Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Trimark Associates has purchased the following applications: Collect.chat for Chatbots and Conversational AI in 2021, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Trimark Associates is running and its propensity to invest more and deepen its relationship with Collect.chat , Microsoft , Cisco Systems 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 Trimark Associates revenues, which have grown to $20.0 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 Trimark Associates 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.
Trimark Associates Tech Stack and Enterprise Applications
Trimark Associates AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Collect.chat | Legacy | Collect.chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021 Trimark Associates deployed Collect.chat on its public website, implementing Collect.chat as the site-level conversational layer within the Chatbots and Conversational AI category. The deployment uses an embedded Collect.chat conversational form widget to engage visitors, capture contact information, and route inquiries into front-office workflows for sales and customer service.
The implementation architecture is client-side website embedding, with branching conversational flows, input validation, and form-based lead capture configured inside the Collect.chat console. Operational ownership is oriented toward marketing and site administration teams, who manage conversation content and configuration updates, and the deployment focuses on web-based customer engagement and lead qualification rather than back-end system transformation.
|
Trimark Associates Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) | Analytics and BI | Analytics and BI | n/a | 2017 | 2018 |
In 2017, Trimark Associates implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) as the principal Analytics and BI capability to support client reporting and internal data services. The engagement prioritized delivering timely analysis and answers to client inquiries while establishing repeatable data pipelines for operational reporting.
The Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) deployment included SSRS based ad-hoc and scheduled reporting, SSIS based ETL and orchestration for inbound data flows, and SSAS to support analytical modeling and multi-dimensional analysis. Work included design and implementation of ad-hoc SSRS reports and co-design of the first version of a data warehouse to centralize reporting data and accelerate query performance.
Operational scope covered the Data Services team and direct client-facing reporting, with governance that included weekly reporting to the company CTO. The implementation addressed regulatory data requirements for CAISO, WREGIS, and SGIP, embedding compliance data elements into ETL and reporting workflows to meet external reporting obligations.
Project outcomes documented by Trimark Associates include delivering timely analysis and solutions to client inquiries, streamlining business and data operation processes from days to hours, and implementing a predictive model for forecasting solar irradiance under clear sky condition. The work established a foundational Analytics and BI architecture that combined reporting, ETL, modeling, and a nascent data warehouse to support ongoing data services and regulatory reporting.
|
Trimark Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Trimark Associates implemented Cisco Webex Meetings as part of its customer facing and internal collaboration toolkit. Cisco Webex Meetings is classified as Audio Video and Web Conferencing and has been embedded on Trimark Associates' website to provide web based meeting access and public join flows.
The implementation leverages core Cisco Webex Meetings capabilities common to the Audio Video and Web Conferencing category, including hosted audio and video conferencing, screen sharing, meeting controls, browser based join, and scheduled session provisioning. Cisco Webex Meetings is used to generate meeting join links for client consultations and to enable real time collaboration during internal team meetings.
Operational coverage targets Trimark Associates' approximately 100 employees and external stakeholders who access meeting links via the corporate site, aligning the Company Application Category with customer engagement and internal collaboration business functions. Governance and configuration are focused on website embedding and meeting administration workflows, emphasizing web based access rather than deep backend integrations.
|
|
|
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
|
Trimark Associates IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
Trimark Associates CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at Trimark Associates
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| COO & CTO | CXO | Finance | ||||
| IT Manager | Manager | IT | ||||
| Chief Marketing Officer | CXO | Marketing |
Apps Being Evaluated by Trimark Associates Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||