AI Buyer Insights:

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

Trustserve
Location
801 Brickell Key Boulevard, Suite 409,
Miami, 33131, FL,
United States
Website
https://www.trustserve.net/
Phone
1 305-677-9006
Artw industry
Banking and Financial Services
Employee
Revenue

Trustserve Technographics

Trustserve Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Trustserve and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Trustserve employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Trustserve has purchased the following applications: Microsoft 365 for Collaboration in 2020, Composr CMS for Content Management in 2007, Allvue Systems Fundraising Software for Donor and Fundraising Management 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 Trustserve is running and its propensity to invest more and deepen its relationship with Microsoft , ocPortal , Automattic 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 Trustserve revenues, which have grown to $10.0 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 Trustserve 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.

Trustserve Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ocPortal Legacy Composr CMS Content Management Content Management n/a 2007 2007
In 2007, Trustserve deployed Composr CMS as its web Content Management solution for its corporate website. The deployment centralized public site content authoring and publishing for the 25 employee banking and financial services firm. Composr CMS was configured to provide core Content Management capabilities such as page templates, WYSIWYG authoring, asset management, and role based permissions to enforce editorial workflows. Implementation work focused on site structure, navigation, and modular content blocks to support marketing and customer communications, with administrative roles assigned to manage publishing and approval flows. No external system integrations are specified for this implementation, the scope being the public website managed via Composr CMS.
Web Content Management Content Management 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Allvue Systems Legacy Allvue Systems Fundraising Software Donor and Fundraising Management CRM n/a 2021 2021
In 2021, TrustServe implemented Allvue Systems Fundraising Software to support GP and LP client workflows across private equity, real estate and private debt in the United States. The deployment prioritized Allvue’s Fund Accounting, Investor Portal, and BI and report automation modules to centralize record-keeping, reporting and investor communications for its investor base. Allvue Systems Fundraising Software was configured to run core fund accounting ledgers alongside investor-facing onboarding and fundraising workflows exposed through the Investor Portal, while BI and report automation capabilities were used to generate standardized investor reports. The configuration aligned Donor and Fundraising Management processes with financial control and investor relations functions, using templated communication and automated reporting pipelines to reduce manual coordination between teams. Operational coverage centered on finance and investor relations, with the Investor Portal serving as the primary interface for GP and LP clients in the United States. Integrations emphasized automated BI outputs and report distribution tied to investor communications workflows, enabling consolidated delivery of statements and onboarding materials. Governance and process changes included centralizing record ownership within finance and investor relations teams and formalizing onboarding and communication workflows through the Investor Portal. The implementation streamlined record-keeping, reporting and investor communications as reported, embedding Donor and Fundraising Management capabilities into TrustServe’s fund accounting and investor reporting operations.
Tag Management CRM 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2025 2025
Transactional Email PaaS 2023 2023
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2025 2025
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2025 2025

IT Decision Makers and Key Stakeholders at Trustserve

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Trustserve Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Trustserve IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Trustserve digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Trustserve Technographics
Trustserve is a Banking and Financial Services organization based in United States, with around 25 employees and annual revenues of $10.0 million.
Trustserve operates a diverse technology stack with applications such as Microsoft 365, Composr CMS and Allvue Systems Fundraising Software, covering areas like Collaboration, Content Management and Donor and Fundraising Management.
Trustserve has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, ocPortal and Allvue Systems.
Trustserve recently adopted applications including JavaScript in 2025, Cloudflare CDN in 2025 and Cloudflare DNS in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Trustserve’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Trustserve’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 Trustserve technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.