AI Buyer Insights:

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● 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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● 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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

Top CRM and Investor Relationship Management Software Apps, Market Size and Forecast

Since 2010, our global team of researchers has been studying the patterns of the CRM and Investor Relationship Management software purchases by customers around the world, aggregating massive amounts of data points that form the basis of our CRM and Investor Relationship Management software market size and forecast assumptions and perhaps the rise and fall of certain CRM and Investor Relationship Management vendors.

Custom data cuts related to the CRM and Investor Relationship Management software market are available:
  • Top 10 CRM and Investor Relationship Management software vendors, market share, 2010-to-present, and five-year forecast
  • 2010-to-present CRM and Investor Relationship Management software market by revenue Type (on-prem vs cloud vs AI)
  • 2010-to-present CRM and Investor Relationship Management software market by customer size (revenue, employees, asset)
  • 2010-to-present CRM and Investor Relationship Management software market by industry (21 verticals)
  • 2010-to-present CRM and Investor Relationship Management software market by geography (city, state, country, region)
  • 2010-to-present CRM and Investor Relationship Management software market by channel (direct vs indirect)
  • 2010-to-present CRM and Investor Relationship Management software market by product market share

Some of the CRM and Investor Relationship Management apps that we have been tracking include: Notified Platform, S&P Global Enterprise Data Management (ex IHS MarkitEDM), SimCorp Data Management, SatuitCRM, SimCorp Client Communications, Finbourne LUSID – Operational Data Store (ODS), Morningstar Pitchbook, Intapp DealCloud, Affinity Investment CRM, IVP Enterprise Data Management (EDM), Kurtosys Platform, Fi-Tek Global WealthES Client Access Portal, InvestCloud Digital Wealth CRM, Accutech Cheetah PORTAL, Darzin Stakeholder CRM, Dialllog CRM, Iress Xplan Client Portal, Contemi WIN Client Portal, Linedata Data Management, 4Degrees CRM and many others.

Discover Software Buyers actively Evaluating Enterprise Applications

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Logo Vendor Product Category Market Records
Notified Notified Platform CRM and Investor Relationship Management Investment Management 28
S&P Global S&P Global Enterprise Data Management (ex IHS MarkitEDM) CRM and Investor Relationship Management Investment Management 10
Morningstar Morningstar Pitchbook CRM and Investor Relationship Management Investment Management 4
SimCorp SimCorp Data Management CRM and Investor Relationship Management Investment Management 4
Intapp Intapp DealCloud CRM and Investor Relationship Management Investment Management 4
Finbourne technology Finbourne LUSID – Operational Data Store (ODS) CRM and Investor Relationship Management Investment Management 4
Satuit Technologies SatuitCRM CRM and Investor Relationship Management Investment Management 4
SimCorp SimCorp Client Communications CRM and Investor Relationship Management Investment Management 4
Wealthbox Wealthbox CRM and Investor Relationship Management Investment Management 3
Dynamo Software Dynamo CRM CRM and Investor Relationship Management Investment Management 3
Showing 1 to 10 of 57 entries

Buyer Intent: Companies Evaluating CRM and Investor Relationship Management Apps

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating CRM and Investor Relationship Management applications. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating CRM and Investor Relationship Management apps include:

  1. Ace Management Partners, a United States based Banking and Financial Services organization with 10 Employees
  2. KFin Technologies India, a India based Banking and Financial Services company with 5500 Employees
  3. Green Tomato, a Hong Kong based Professional Services organization with 400 Employees
Logo Company Industry Employees Revenue Country Evaluated
No data found
FAQ - APPS RUN THE WORLD CRM and Investor Relationship Management Software Coverage

CRM and Investor Relationship Management is a software category within the Investment Management market used by organizations across 21+ industries.

The most adopted CRM and Investor Relationship Management apps include Notified Platform, S&P Global Enterprise Data Management (ex IHS MarkitEDM), Morningstar Pitchbook, SimCorp Data Management, Intapp DealCloud, Finbourne LUSID – Operational Data Store (ODS), SatuitCRM, SimCorp Client Communications, Wealthbox and Dynamo CRM.

Category leaders by customer count include Notified, S&P Global, Morningstar, SimCorp, Intapp, Finbourne technology, Satuit Technologies, Wealthbox, Dynamo Software and 4Degrees.

We currently track 57 CRM and Investor Relationship Management applications with 179 verified customer records.

The dataset is updated daily, covers historical records since the 1990s, and is revalidated once per year.

Over the last 12 months we recorded 4 active evaluations in CRM and Investor Relationship Management, including Ace Management Partners, KFin Technologies India and Green Tomato.

Subscribe to APPS RUN THE WORLD to access complete CRM and Investor Relationship Management datasets, including customer lists, firmographics, technographics, and deployment details.