Waddell & Reed
6300 Lamar Avenue,
Overland Park, 66202-4247, KS,
United States
Overland Park, 66202-4247, KS,
United States
1 913-236-2000
Banking and Financial Services
Waddell & Reed Technographics
Waddell & Reed Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Waddell & Reed and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2500 Waddell & Reed employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Waddell & Reed has purchased the following applications: Cloudera Hortonworks Data Platform for Data Warehouse in 2011, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Sitecore CMS for Web Content Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Waddell & Reed is running and its propensity to invest more and deepen its relationship with Cloudera , Cisco Systems , Sitecore 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 Waddell & Reed revenues, which have grown to $1.05 billion 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 Waddell & Reed 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.
Waddell & Reed Tech Stack and Enterprise Applications
Waddell & Reed Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cloudera | Legacy | Cloudera Hortonworks Data Platform | Data Warehouse | Analytics and BI | n/a | 2011 | 2011 |
In 2011, Waddell & Reed implemented Cloudera Hortonworks Data Platform to establish an enterprise Data Warehouse capability. The deployment created a centralized data tier to support reporting and analytics across finance, investment operations, and regulatory reporting functions at the firm.
The implementation of Cloudera Hortonworks Data Platform used a clustered Hadoop architecture with distributed storage and compute, providing HDFS storage and YARN resource management. Functional capabilities configured included bulk data ingestion and batch ETL, a SQL query layer through Hive and Impala for ad hoc analytics, and metadata management to support cataloging and schema enforcement.
Operational scope focused on centralizing heterogeneous data into the Data Warehouse for consumption by enterprise reporting and BI workflows. The platform exposed SQL access patterns and programmatic data access to downstream analytical processes, while standardizing ingestion and transformation pipelines to improve consistency of curated data sets.
Governance measures were implemented to align data access with institutional controls, using role based access, metadata driven lineage tracking, and policy applied at the cluster and dataset level. Rollout followed a phased expansion of cluster capacity and curated domains, embedding new ETL processes and data governance workflows into existing operational practices.
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Waddell & Reed 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 | 2020 | 2020 |
In 2020, Waddell & Reed implemented Cisco Webex Meetings as their Audio Video and Web Conferencing solution on the corporate website. The deployment uses Cisco Webex Meetings embedded meeting flows and public meeting links to support client-facing webinars and internal virtual meetings for the Banking and Financial Services firm. The implementation is scoped to the company and external client audiences and reflects usage by approximately 2,500 employees in corporate and client service roles.
Configuration focuses on core Audio Video and Web Conferencing capabilities typical of the category, including real-time video, screen sharing, meeting scheduling workflows, participant controls, and session recording. Cisco Webex Meetings was configured with meeting templates, host privilege models, and authentication gating to standardize meeting creation and hosting across business functions. Provisioning and administrative controls were applied to centralize host management and enforce consistent meeting settings.
Operational coverage is centered on corporate communications and client service teams, with meeting access surfaced directly from the Waddell & Reed website to streamline external engagement. Governance concentrated on meeting access controls, scheduling workflows, and recording policy controls to align conferencing operations with financial services compliance requirements. Cisco Webex Meetings, Audio Video and Web Conferencing, supports business functions spanning client engagement, internal collaboration, and executive communications.
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Waddell & Reed Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Sitecore | Legacy | Sitecore CMS | Web Content Management | Content Management | n/a | 2016 | 2016 |
In 2016, Waddell & Reed deployed Sitecore CMS to power its public website. Sitecore CMS was implemented to provide Web Content Management capabilities for the firm’s marketing and digital communications teams, centralizing content creation and publishing for the corporate web presence. The deployment consolidated templates, component libraries, and media assets to support consistent page composition and scheduled content publication across the site.
The implementation emphasized core Web Content Management modules, including content authoring, template and component management, media library, structured content models, content versioning, and publishing workflows to enable editors and marketers to manage pages, content blocks, and regulatory disclosures through governed approval steps. Governance centered on editorial workflows, role based access controls, and staged publishing to balance marketing cadence with the compliance requirements typical of Banking and Financial Services. Sitecore CMS supported ongoing site operations through managed content lifecycles and controlled release processes.
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Waddell & Reed CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Community Management | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Waddell & Reed ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Waddell & Reed 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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Transactional Email | PaaS |
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2020 | 2020 |
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Waddell & Reed 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Database Management | IaaS |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at Waddell & Reed
| First Name | Last Name | Title | Function | Department | Phone | |
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AVP, Architecture & Standards | VP | IT | |
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VP, Enterprise Technology Services | VP | IT | |
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Big Data Developer | Manager | IT | |
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AVP Infrastructure Innovation | VP | R&D | |
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VP of Client Experience & Operations | VP | Customer Service | |
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Contact Center Director | Director | Customer Service | |
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Director, Client Services | Director | Customer Service | |
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Apps Being Evaluated by Waddell & Reed Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Waddell & Reed IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Waddell & Reed digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Waddell & Reed Technographics
Waddell & Reed is a Banking and Financial Services organization based in United States,
with around 2500 employees and annual revenues of $1.05 billion.
Waddell & Reed operates a diverse technology stack with applications such as
Cloudera Hortonworks Data Platform, Cisco Webex Meetings and Sitecore CMS,
covering areas like Data Warehouse, Audio Video and Web Conferencing and Web Content Management.
Waddell & Reed has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cloudera, Cisco Systems and Sitecore.
Waddell & Reed recently adopted applications including
Salesforce Sales Cloud in 2021, Cisco Webex Meetings in 2020 and Amazon SES in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Waddell & Reed’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Waddell & Reed’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 Waddell & Reed technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.