Austin, 78730, TX,
United States
US Money Reserve Technographics
US Money Reserve Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by US Money Reserve and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 US Money Reserve employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that US Money Reserve has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2019, Microsoft 365 for Collaboration in 2018, WooCommerce for eCommerce in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems US Money Reserve is running and its propensity to invest more and deepen its relationship with Microsoft , Visa , 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 US Money Reserve revenues, which have grown to $35.0 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 US Money Reserve 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.
US Money Reserve Tech Stack and Enterprise Applications
US Money Reserve ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP | n/a | 2019 | 2020 |
In 2019, US Money Reserve implemented Microsoft Dynamics 365 for Finance and Operations as their ERP Financial platform. The engagement focused on configuring finance and operations workflows and positioning Microsoft Dynamics 365 for Finance and Operations as the primary system for transactional finance, reporting, and operational control within the organization.
The implementation work included developing custom data entities and composite entities, making data entities cross company to support multi-entity transactions, and creating Data Import Export Framework artifacts for bulk data movement. Delivery activities documented in the engagement covered fixing customization bugs, migrating code from over layering to Extensions, and performing D365FO customizations alongside build and deployment operations managed through Lifecycle Services.
Reporting and analytics work included developing and publishing Power BI reports and dashboards that consumed Dynamics 365 for Finance and Operations data to support finance and operational decision making. Operational coverage aligned with finance and operations business functions, with configuration and data entity work enabling consolidated import export workflows across company entities.
Governance and operational readiness were established through technical design documentation and code documentation, with a senior AX architect leading the development team, mentoring members, and enforcing coding standards. Go live support activities explicitly included fixing critical production issues as part of the go live phase, and build and deployment controls were maintained via LCS.
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Payment Processing | ERP |
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2020 | 2020 |
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US Money Reserve Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, US Money Reserve implemented Microsoft 365 as its Collaboration platform. The deployment centers on Microsoft 365 core services, with Exchange Online for mail, SharePoint Online and OneDrive for Business for document management, Microsoft Teams for real time collaboration, and Office desktop and web applications to support corporate productivity and communication.
The environment is cloud hosted under a tenant model with centralized administration and identity management through Azure Active Directory, enabling user provisioning and access control consistent with enterprise Collaboration needs. Microsoft 365 is also referenced on the company website, indicating use of Microsoft 365 assets in public facing contexts, and the solution is positioned to support core business functions including sales, customer service, finance, and corporate operations.
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US Money Reserve eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2020 | 2020 |
In 2020 US Money Reserve implemented WooCommerce on its website to provision an eCommerce storefront. The implementation uses WooCommerce, a WordPress native commerce plugin provided by Automattic, embedded into the company website to deliver product catalog, shopping cart, checkout, and order management capabilities. This positions WooCommerce as the primary eCommerce layer supporting online sales and customer transactions for the organization’s digital channel. Configuration centers on storefront merchandising, product content management, cart and checkout workflows, and backend order processing, with eCommerce features such as coupon logic, shipping options, and payment gateway connectivity enabled through the WooCommerce application. Operational ownership aligns with website and digital commerce teams who manage catalog updates, pricing, fulfillment handoffs, and customer facing workflows via the site, and governance is implemented through WooCommerce administrative modules within the WordPress content management layer for role based product and order controls.
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US Money Reserve CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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US Money Reserve EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Financial Consolidation and Close | EPM |
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2014 | 2014 |
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US Money Reserve 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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US Money Reserve TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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US Money Reserve PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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US Money Reserve 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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US Money Reserve 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at US Money Reserve
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CFO | CXO | Finance | ||||
| Finance Director | Director | Finance | ||||
| Staff Accountant | Manager | Finance |
Apps Being Evaluated by US Money Reserve Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||