AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

Woodward Financial Advisors
Location
1504 E Franklin St Ste 105,
Chapel Hill, 27514-2820, NC,
United States
Website
https://www.woodwardadvisors.com/
Phone
1 919-929-2377
Artw industry
Banking and Financial Services
Employee
Revenue

Woodward Financial Advisors Technographics

Woodward Financial Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Woodward Financial Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5 Woodward Financial 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 Woodward Financial Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2022, Salesforce Marketing Cloud for Marketing Automation in 2022, GoDaddy for Application Hosting and Computing Services in 2013 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Woodward Financial Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , GoDaddy 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 Woodward Financial Advisors 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 Woodward Financial 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.

Woodward Financial Advisors Tech Stack and Enterprise Applications

Woodward Financial Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
In 2022, Woodward Financial Advisors deployed Microsoft 365 as its Collaboration platform. The five person United States advisory firm uses Microsoft 365 on their website and to manage client communications, email, calendaring, and document sharing across its banking and financial services business functions. Microsoft 365 serves as the central productivity stack for Woodward Financial Advisors Collaboration and advisory workflows. Configuration aligns with a small firm cloud architecture that emphasizes hosted mailboxes, cloud file storage, and team collaboration spaces consistent with Exchange Online, SharePoint, OneDrive, and Microsoft Teams within Microsoft 365. Operational coverage is firmwide across the advisory team and supports workflows such as client correspondence, secure document access, and internal collaboration. Governance and operational controls are expected to focus on administrator provisioning, access controls, and basic compliance settings to support ongoing advisory operations and the website presence.
Collaboration Collaboration 2022 2022
Woodward Financial Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Marketing Cloud Marketing Automation CRM n/a 2022 2022
In 2022 Woodward Financial Advisors implemented Salesforce Marketing Cloud. Woodward Financial Advisors is a five person United States financial services firm and the deployment is focused on using Salesforce Marketing Cloud as their Marketing Automation solution on their website to support client engagement and marketing communications. The implementation leverages core Salesforce Marketing Cloud capabilities, including Email Studio for newsletter and client communications, Journey Builder for orchestrating onboarding and recurring touchpoint sequences, and Automation Studio for scheduled sends and data processing. Configuration emphasis is on template-driven email content, data extensions for contact segmentation, and consent capture aligned with financial services communication needs. Operational integration centers on the company website, where web forms and tracking feed contact records and behavioral data into Marketing Cloud data extensions, enabling website-triggered journeys and personalized email workflows. The scope is internal, supporting the firm’s marketing and client communications functions across its United States operations, with data and contact management centralized inside Salesforce Marketing Cloud. Governance practices include template approval workflows, content versioning, and explicit opt-in capture embedded in site forms to support compliance and controlled communications. Day to day operations are oriented around Marketing Automation processes, with Marketing Cloud serving as the primary system for email orchestration and website-driven client engagement.
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Woodward Financial Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2013 2013
In 2013, Woodward Financial Advisors implemented GoDaddy for Application Hosting and Computing Services to host and serve its corporate website. The implementation leverages GoDaddy hosted infrastructure for domain registration, DNS management, and web content delivery for the firm's public site. Woodward Financial Advisors uses GoDaddy to centralize the online presence and basic web hosting functions. Functional coverage is limited to the firm's external website and associated DNS records, with administrative control exercised through GoDaddy management consoles and account settings. Typical functional capabilities in this Application Hosting and Computing Services deployment include shared web hosting, content delivery, domain lifecycle management, and standard security provisioning such as SSL certificate issuance. Operational ownership is concentrated within the small firm's web administration activities, and no external system integrations are stated.
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2019 2019

IT Decision Makers and Key Stakeholders at Woodward Financial Advisors

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Woodward Financial Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Woodward Financial Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Woodward Financial Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Woodward Financial Advisors Technographics
Woodward Financial Advisors is a Banking and Financial Services organization based in United States, with around 5 employees and annual revenues of $1.0 million.
Woodward Financial Advisors operates a diverse technology stack with applications such as Microsoft 365, Salesforce Marketing Cloud and GoDaddy, covering areas like Collaboration, Marketing Automation and Application Hosting and Computing Services.
Woodward Financial Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Salesforce and GoDaddy.
Woodward Financial Advisors recently adopted applications including Microsoft 365 in 2022, Slack Connect in 2022 and Salesforce Marketing Cloud in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Woodward Financial Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Woodward Financial 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 Woodward Financial Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.