Wells Fargo Advisors
One North Jefferson Ave.,
St. Louis, 63103, MO,
United States
St. Louis, 63103, MO,
United States
1 800-603-1584
Banking and Financial Services
Wells Fargo Advisors Technographics
Wells Fargo Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wells Fargo Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 12062 Wells Fargo Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wells Fargo Advisors has purchased the following applications: Slack Connect for Collaboration in 2022, DocuSign eSignature for Digital Signing in 2021, NexJ CRM for CRM in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wells Fargo Advisors is running and its propensity to invest more and deepen its relationship with Salesforce , DocuSign , NexJ Systems 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 Wells Fargo Advisors revenues, which have grown to $9.50 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 Wells Fargo Advisors 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.
Wells Fargo Advisors Tech Stack and Enterprise Applications
Wells Fargo Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
In 2022, Wells Fargo Advisors deployed Slack Connect as part of its Collaboration tooling and is using Slack on their website to surface external messaging and partner channels. Slack Connect is being used to support channel based collaboration, secure external conversations, and advisor facing communication workflows within the Collaboration category.
The Slack Connect deployment centers on Collaboration capabilities such as shared channels, direct messaging, workspace configuration, guest access controls, and administrative message retention settings. Configuration emphasis in a financial services context typically focuses on channel segmentation, role based access controls, and audit logging to align with advisor and client interaction patterns.
Embedding Slack on the public website suggests the deployment connects external touchpoints to internal collaboration workflows, with operational scope oriented toward advisor client engagement and partner communication. Governance is expected to be enforced through administrative settings and policy driven controls to manage external connections and data handling within Slack Connect.
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Wells Fargo Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Wells Fargo Advisors implemented DocuSign eSignature as a Digital Signing solution embedded on their public website to enable client-facing signature workflows. The deployment uses the DocuSign eSignature application to manage envelope creation and routing, signer authentication flows, document execution within site hosted signing sessions, and generation of tamper-evident audit trails consistent with Digital Signing capabilities.
Operational scope emphasizes client onboarding, account documentation, and advisor agreement execution, affecting advisory, operations, and compliance functions. Governance controls were aligned to retain signature records, enforce authentication and audit requirements, and maintain end-to-end signing orchestration through the website hosted integration with DocuSign eSignature.
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Wells Fargo Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NexJ Systems | Legacy | NexJ CRM | CRM | CRM | n/a | 2015 | 2016 |
In 2015 Wells Fargo Advisors implemented NexJ CRM as an enterprise CRM solution to deliver an integrated advisor desktop that ties into the firm’s wealth and advisor desktop ecosystem. The deployment targeted advisor productivity and enterprise integration within North America, positioning NexJ CRM as the central CRM instance for consolidated client information and workflow orchestration.
The implementation centered on NexJ CRM modules described in the vendor case study, specifically the Integrated Advisor Desktop and CRM capabilities. Configuration work emphasized consolidated client profiles, workflow-driven task management for advisors, and a unified advisor desktop experience that surfaced account, portfolio, and relationship data within a single interface.
Operational integration connected NexJ CRM to Wells Fargo’s internal financial systems and to third-party applications across the firm, enabling cross-system data flows and a single point of advisor engagement. Governance and rollout focused on advisor and wealth management teams in North America, and the program drove improved access to consolidated client information and workflows as the primary stated outcome.
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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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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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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Wells Fargo Advisors ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2022 | 2022 |
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Wells Fargo Advisors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2019 | 2019 |
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Wells Fargo Advisors 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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Content Delivery Network | IaaS |
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2022 | 2022 |
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Wells Fargo Advisors 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Wells Fargo Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Vice President - Investments, PIM Portfolio Manager | VP | Investment | |
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Senior Vice President-Investment Officer | VP | Investment | |
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Managing Director-Investments | CXO | Investment | |
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Managing Director - Investments | CXO | Investment | |
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Apps Being Evaluated by Wells Fargo Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wells Fargo Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wells Fargo Advisors 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 Wells Fargo Advisors Technographics
Wells Fargo Advisors is a Banking and Financial Services organization based in United States,
with around 12062 employees and annual revenues of $9.50 billion.
Wells Fargo Advisors operates a diverse technology stack with applications such as
Slack Connect, DocuSign eSignature and NexJ CRM,
covering areas like Collaboration, Digital Signing and CRM.
Wells Fargo Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Salesforce, DocuSign and NexJ Systems.
Wells Fargo Advisors recently adopted applications including
Slack Connect in 2022, AppDynamics APM in 2022 and Akamai CDN in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wells Fargo Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wells Fargo Advisors’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 Wells Fargo Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.