AI Buyer Insights:

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

Upper Valley Financial Consulting
Location
193 S Grace St #2803,
Lombard, 60148, IL,
United States
Website
https://www.uppervalleyfc.com/
Phone
1 630-886-6328
Artw industry
Professional Services
Employee
Revenue

Upper Valley Financial Consulting Technographics

Upper Valley Financial Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Upper Valley Financial Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Upper Valley Financial Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

Upper Valley Financial Consulting has purchased the following applications: Automattic Jetpack CRM for CRM in 2021, Bluehost for Application Hosting and Computing Services in 2017 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Upper Valley Financial Consulting is running and its propensity to invest more and deepen its relationship with Automattic , Bluehost , HostGator 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 Upper Valley Financial Consulting revenues, which have grown to $1.0 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 Upper Valley Financial Consulting 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.

Upper Valley Financial Consulting Tech Stack and Enterprise Applications

Upper Valley Financial Consulting CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy Automattic Jetpack CRM CRM CRM n/a 2021 2021
In 2021, Upper Valley Financial Consulting implemented Automattic Jetpack CRM. The Automattic Jetpack CRM is deployed on their website as a CRM to capture web leads and maintain centralized client records for the small professional services firm. The implementation is configured as a site-embedded CRM instance focused on contact management, web form lead capture, activity logging, and basic email communication workflows, reflecting common CRM functional modules such as contact and pipeline tracking. Operational scope covers the firm’s client-facing activities and internal client service coordination, with administrative governance retained by internal administrators who manage user access, record ownership, and form-to-record mapping. This implementation establishes Upper Valley Financial Consulting Automattic Jetpack CRM CRM as the primary system for sales and client service functions on the company website.
Upper Valley Financial Consulting IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Bluehost Legacy Bluehost Application Hosting and Computing Services IaaS n/a 2017 2017
In 2017, Upper Valley Financial Consulting deployed Bluehost to host its public website. The deployment uses Bluehost as the Application Hosting and Computing Services provider, with Bluehost serving as the web hosting platform for the firm’s external site and domain presence. The implementation centers on standard hosting capabilities typical of Application Hosting and Computing Services, including web server provisioning, DNS and domain management, and a control panel for content management and site administration. Operational responsibility for Bluehost hosting and routine site updates is retained within the small professional services firm, aligning hosting configuration and content change workflows with the company’s existing administrative processes.
Application Hosting and Computing Services IaaS 2018 2018

IT Decision Makers and Key Stakeholders at Upper Valley Financial Consulting

First Name Last Name Title Function Department Email Phone
CEO CXO Finance
Show All Contacts

Apps Being Evaluated by Upper Valley Financial Consulting Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Upper Valley Financial Consulting IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Upper Valley Financial Consulting digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Upper Valley Financial Consulting Technographics
Upper Valley Financial Consulting is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Upper Valley Financial Consulting operates a diverse technology stack with applications such as Automattic Jetpack CRM and Bluehost, covering areas like CRM and Application Hosting and Computing Services.
Upper Valley Financial Consulting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Automattic and Bluehost.
Upper Valley Financial Consulting recently adopted applications including Automattic Jetpack CRM in 2021, HostGator in 2018 and Bluehost in 2017, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Upper Valley Financial Consulting’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Upper Valley Financial Consulting’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 Upper Valley Financial Consulting technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.