Upgrade
275 Battery Street, 23rd Floor,
San Francisco, 94111, CA,
United States
San Francisco, 94111, CA,
United States
1 844-319-3909
Banking and Financial Services
Upgrade Technographics
Upgrade Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Upgrade and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 Upgrade employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Upgrade has purchased the following applications: Lever by Employ for Applicant Tracking System in 2017, Tableau for Analytics and BI in 2020, Adobe Connect for Audio Video and Web Conferencing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Upgrade is running and its propensity to invest more and deepen its relationship with Employ , Gallup , Culture Amp 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 Upgrade revenues, which have grown to $750.0 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 Upgrade 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.
Upgrade Tech Stack and Enterprise Applications
Upgrade HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Employ | Legacy | Lever by Employ | Applicant Tracking System | HCM | n/a | 2017 | 2017 |
In 2017, Upgrade implemented Lever by Employ as its Applicant Tracking System. The deployment targeted Upgrade's US recruiting and HR operations, embedding Lever by Employ on the public careers site to capture candidate flows directly into the platform for a company of about 1500 employees in the banking and financial services sector.
Lever by Employ was configured to support core Applicant Tracking System capabilities, including job requisition and posting management, web candidate capture, multi-stage pipeline tracking, interview workflow orchestration, and centralized candidate record keeping. Configuration emphasized structured interview stages and in-system feedback capture to support consistent hiring workflows.
The implementation placed the ATS on Upgrade's website to route applicants into recruiter queues and hiring manager review workflows, maintaining candidate profiles and application histories inside Lever by Employ. Operational coverage focused on talent acquisition, recruiting teams, hiring managers, and HR operations within Upgrade, with the ATS serving as the system of record for incoming applicants.
Governance centered on standardizing pipelines and access controls within the Applicant Tracking System, formalizing approval and handoff points between recruiters and hiring managers, and centralizing documentation of interview feedback and candidate status. The approach prioritized consistent hiring processes and a single source for applicant data within Lever by Employ.
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Employee Engagement | HCM |
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2021 | 2021 |
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Employee Experience | HCM |
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2016 | 2016 |
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Upgrade Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 |
In 2020, Upgrade implemented Tableau as its primary Analytics and BI platform to centralize performance measurement and visualization. The initiative resurfaced in a focused project executed in Phoenix, AZ from January 2024 to May 2024 to operationalize dashboards and analytics workflows across training and operations teams.
The implementation included development of Tableau dashboards for real-time performance monitoring and KPI visualization, and the deployment of predictive analytics workflows to forecast performance trends. Ramp rate logic was optimized using Python, SQL, and Excel, with the optimized algorithms feeding aggregated datasets into Tableau, enabling automated refreshes and segmented views for frontline managers. Tableau was used to present A/B testing results for training methods, allowing analytic comparison of cohorts and iterative refinement of training content.
Data integrations were implemented between SQL sources, Excel-based inputs, and Python model outputs, with ETL-style preparation and scheduled data loads into Tableau workbooks. Operational coverage targeted performance management and training functions, delivering monitoring for roughly 100 employees and supporting cross-functional users in operations and learning and development. A/B testing was instrumented to capture training outcomes and feed results back into the Tableau environment for longitudinal analysis.
Governance focused on establishing a continuous improvement loop, where predictive models informed KPI review cycles and Tableau dashboards replaced manual reporting to streamline decision workflows. Outcomes explicitly reported from the program included automation of manual monitoring processes, a 50% improvement in total ramp rate through optimized ramp logic, and a reduction in training duration from 9 months to 6 months driven by A/B validated training adjustments. Predictive analytics and dashboarding were positioned to sustain ongoing process refinement and performance visibility.
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Data Warehouse | Analytics and BI |
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2018 | 2018 |
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Upgrade Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Upgrade deployed Adobe Connect on its public website. Upgrade implemented Adobe Connect as its Audio Video and Web Conferencing solution to support customer-facing webinars and internal collaboration across the company. The deployment emphasized embedding hosted meeting rooms and webinar registration flows into web pages, provisioning persistent virtual rooms for scheduled sessions, and enabling session recording and on-demand playback. Functional capabilities in use include webinar hosting, screen sharing, attendee management, session recording, and on-demand content delivery through Adobe Connect.
The implementation targeted business functions such as customer education, marketing events, sales demonstrations, and internal training across Upgrade's United States operations. Governance appears to center on centralized conferencing administration, role-based host permissions, and standardized meeting templates to streamline event provisioning and recording retention. Adobe Connect is integrated into Upgrade's website to present live events, capture registrant data, and distribute recorded content to customers and prospects.
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Collaboration | Collaboration |
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2017 | 2017 |
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Upgrade Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2022 | 2022 |
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Upgrade CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Automation | 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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2021 | 2021 |
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Partner Relationship Management | 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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Tag Management | CRM |
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2018 | 2018 |
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Upgrade ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2019 | 2019 |
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Upgrade TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2021 | 2021 |
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Treasury Management | TRM |
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2019 | 2019 |
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Upgrade PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Extract, Transform, and Load (ETL) | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2017 | 2017 |
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Upgrade 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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Cloud Storage | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Upgrade
| First Name | Last Name | Title | Function | Department | Phone | |
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Data Analytics Lead - Operations | Manager | IT | |
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Senior Director of Data R&D | Director | R&D | |
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Senior Director of Engineering - Data | Director | R&D | |
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Co-Founder & CIO | CXO | Finance | |
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Senior Manager, Data Science | Manager | IT | |
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Director Of Engineering, Core services and ecosystem | Director | IT | |
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Director Of Engineering | Director | Finance | |
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Analytics Manager | Manager | IT | |
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Analytics Senior Manager | Manager | IT | |
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Head of HR People Technology | Director | HR | |
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Senior Director, HR People Operations | Director | HR | |
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Senior Manager, HR People Operations | Manager | HR | |
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People HR Operations Manager | Manager | HR | |
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Apps Being Evaluated by Upgrade Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Upgrade IT executives and key decision makers. This section highlights Upgrade's latest recorded technology evaluations, including Adyen for Payment Processing on 2025-09-12. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Upgrade digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-09-12 | Upgrade | Evaluated | Adyen | Adyen | Payment Processing | ERP |
FAQ - APPS RUN THE WORLD Upgrade Technographics
Upgrade is a Banking and Financial Services organization based in United States,
with around 1500 employees and annual revenues of $750.0 million.
Upgrade operates a diverse technology stack with applications such as
Lever by Employ, Tableau and Adobe Connect,
covering areas like Applicant Tracking System, Analytics and BI and Audio Video and Web Conferencing.
Upgrade has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Employ, Tableau Software and Adobe Systems.
Upgrade recently adopted applications including
DocuSign eSignature in 2022, Gallup Q12 in 2021 and Salesforce Marketing Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Upgrade’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Upgrade’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 Upgrade technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.