AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

List of AdvisorEngine CRM Customers

AdvisorEngine
Location
1616 E Millbrook Rd,
Raleigh, 27609, NC,
United States
Website
https://www.advisorengine.com/
Phone
1 866-826-2731
Artw industry
Professional Services
Employee
90
Revenue
$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!

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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
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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.

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