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

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

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

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● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

Windhaven Investments
Location
1 International Place,
Boston, 02110-2602, MA,
United States
Website
https://www.windhaveninvestments.com/
Phone
1 617-960-5300
Artw industry
Banking and Financial Services
Employee
Revenue

Windhaven Investments Technographics

Windhaven Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Windhaven Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8 Windhaven Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Windhaven Investments has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Genesys Cloud CX for Call Center in 2021, Akamai mPulse for Application Performance Management in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Windhaven Investments is running and its propensity to invest more and deepen its relationship with Cisco Systems , Genesys , Adobe 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 Windhaven Investments 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 Windhaven Investments 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.

Windhaven Investments Tech Stack and Enterprise Applications

Windhaven Investments 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 2021 2021
In 2021, Windhaven Investments implemented Cisco Webex Meetings, deploying Cisco Webex Meetings as its Audio Video and Web Conferencing solution. The implementation exposes Webex meeting flows directly on the company website to enable scheduled and ad hoc web conferences, leveraging Cisco cloud meeting infrastructure and embedded meeting links for client access and internal collaboration. Configuration emphasized core meeting capabilities including video and audio conferencing, screen sharing, meeting scheduling, and web join links embedded into site workflows. Operational governance is lightweight and centralized, managed through a small administrative account appropriate to an eight person firm, with meeting host controls and scheduling processes aligned to client engagement and advisory communication functions.
Windhaven Investments CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Genesys Legacy Genesys Cloud CX Call Center CRM n/a 2021 2021
In 2021, Windhaven Investments implemented Genesys Cloud CX as its Call Center platform. The deployment used the Genesys Customer Experience Platform embedded on Windhaven Investments website to deliver a cloud-hosted contact handling layer for the firm, with Genesys Cloud CX provisioned as the core application for inbound engagement and customer touchpoint orchestration. The implementation focused on cloud routing and omnichannel capabilities, including web chat integration via the website, inbound voice routing and queue management, and an agent desktop for a small front office handling investor and client inquiries. Operational governance was configured for a compact team, using the Genesys Cloud CX administrative console to manage user roles, basic reporting, and queue configuration, while the web integration provided direct channel access from the corporate site to the Call Center environment.
Data Management Platform CRM 2022 2022
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2021 2021
Tag Management CRM 2021 2021
Windhaven Investments ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Akamai Legacy Akamai mPulse Application Performance Management ITSM n/a 2021 2021
In 2021, Windhaven Investments deployed Akamai mPulse on its public website as an Application Performance Management implementation. The deployment uses client-side JavaScript instrumentation embedded in site pages to capture real user monitoring telemetry and front-end performance signals, forwarding aggregated telemetry to Akamai mPulse for cloud-based analysis and dashboarding. The implementation emphasizes front-end performance modules including page timing, resource timing, and user experience measurement, with segmentation by browser, device, and geography, providing web channel performance visibility for the firm. Operational governance is lightweight and centralized, managed by a small web operations owner with stakeholders in marketing and operations, using Akamai mPulse dashboards and alerting workflows to triage site performance and prioritize remediation at the single-site scope of the business.
Application Performance Management ITSM 2021 2021
Windhaven Investments IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Windhaven Investments

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Windhaven Investments Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Windhaven Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Windhaven Investments digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Windhaven Investments Technographics
Windhaven Investments is a Banking and Financial Services organization based in United States, with around 8 employees and annual revenues of $1.0 million.
Windhaven Investments operates a diverse technology stack with applications such as Cisco Webex Meetings, Genesys Cloud CX and Akamai mPulse, covering areas like Audio Video and Web Conferencing, Call Center and Application Performance Management.
Windhaven Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Cisco Systems, Genesys and Akamai.
Windhaven Investments recently adopted applications including Adobe Audience Manager in 2022, Cisco Webex Meetings in 2021 and Genesys Cloud CX in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Windhaven Investments’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Windhaven Investments’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 Windhaven Investments technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.