AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

List of AdvisorEngine CRM Customers

AdvisorEngine

1616 E Millbrook Rd,
Raleigh, 27609, NC,
United States

https://www.advisorengine.com/

1 866-826-2731

Professional Services

90

$9M

Since 2010, our global team of researchers has been studying AdvisorEngine CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased AdvisorEngine CRM for Customer Experience from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using AdvisorEngine CRM for Customer Experience include: Independent Financial Partners, a United States based Banking and Financial Services organisation with 300 employees and revenues of $30.0 million, Mjp Wealth Advisors, a United States based Banking and Financial Services organisation with 14 employees and revenues of $12.0 million, Willow Creek Wealth Management, a United States based Banking and Financial Services organisation with 20 employees and revenues of $12.0 million and many others.

Contact us if you need a completed and verified list of companies using AdvisorEngine CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The AdvisorEngine CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

Apply Filters For Customers

Filters

Logo	Customer	Industry	Empl.	Revenue	Country	Vendor	Old Product	New Product	Category	When	SI
	Independent Financial Partners	Banking and Financial Services	300	$30M	United States	AdvisorEngine	Legacy	AdvisorEngine CRM	Customer Experience	2019	n/a
	Mjp Wealth Advisors	Banking and Financial Services	14	$12M	United States	AdvisorEngine	Legacy	AdvisorEngine CRM	Customer Experience	2018	n/a
	Willow Creek Wealth Management	Banking and Financial Services	20	$12M	United States	AdvisorEngine	Legacy	AdvisorEngine CRM	Customer Experience	2015	n/a

Showing 1 to 3 of 3 entries

Buyer Intent: Companies Evaluating AdvisorEngine CRM

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating AdvisorEngine CRM. Gain ongoing access to real-time prospects and uncover hidden opportunities.

Discover Software Buyers actively Evaluating Enterprise Applications

Logo	Company	Industry	Employees	Revenue	Country	Evaluated
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FAQ - APPS RUN THE WORLD AdvisorEngine CRM Coverage

AdvisorEngine CRM is a Customer Experience solution from AdvisorEngine.

Companies worldwide use AdvisorEngine CRM, from small firms to large enterprises across 21+ industries.

Organizations such as Independent Financial Partners, Mjp Wealth Advisors and Willow Creek Wealth Management are recorded users of AdvisorEngine CRM for Customer Experience.

Companies using AdvisorEngine CRM are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

Companies using AdvisorEngine CRM are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of AdvisorEngine CRM across Americas, EMEA, and APAC.

Companies using AdvisorEngine CRM range from small businesses with 0-100 employees - 66.67%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of AdvisorEngine CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified AdvisorEngine CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Customer Experience.