AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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), SatuitCRM, Finbourne LUSID – Operational Data Store (ODS), SimCorp Data Management, Morningstar Pitchbook, SimCorp Client Communications, Intapp DealCloud, Linedata Data Management, Accutech Cheetah PORTAL, Darzin Stakeholder CRM, Oracle CRM On Demand Wealth Management, InvestCloud Digital Wealth CRM, Dialllog CRM, Iress Xplan Client Portal, Contemi WIN Client Portal, Limina Investment Data Management, IVP Enterprise Data Management (EDM), Navatar CRM, Profidata e-AMIS Customer Management and many others.

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Filters
Logo Vendor Product Category Market Records
Notified Notified Platform CRM and Investor Relationship Management Investment Management 38
S&P Global S&P Global Enterprise Data Management (ex IHS MarkitEDM) CRM and Investor Relationship Management Investment Management 10
SimCorp SimCorp Data Management CRM and Investor Relationship Management Investment Management 4
Intapp Intapp DealCloud CRM and Investor Relationship Management Investment Management 4
SimCorp SimCorp Client Communications CRM and Investor Relationship Management Investment Management 4
Satuit Technologies SatuitCRM CRM and Investor Relationship Management Investment Management 4
Finbourne technology Finbourne LUSID – Operational Data Store (ODS) CRM and Investor Relationship Management Investment Management 4
Morningstar Morningstar Pitchbook CRM and Investor Relationship Management Investment Management 4
Darzin Software Darzin Stakeholder CRM CRM and Investor Relationship Management Investment Management 3
4Degrees 4Degrees 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. NTT Uk, a United Kingdom based Professional Services organization with 56000 Employees
  2. Ace Management Partners, a United States based Banking and Financial Services company with 10 Employees
  3. KFin Technologies India, a India based Banking and Financial Services organization with 5500 Employees
Logo Company Industry Employees Revenue Country Evaluated
NTT Uk Professional Services 56000 $14.0B United Kingdom 2026-03-04
Ace Management Partners Banking and Financial Services 10 $1M United States 2025-05-20
KFin Technologies India Banking and Financial Services 5500 $60M India 2025-03-21
Professional Services 400 $45M Hong Kong 2024-06-17
Distribution 10 $1M United States 2024-06-15
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), SimCorp Data Management, Intapp DealCloud, SimCorp Client Communications, SatuitCRM, Finbourne LUSID – Operational Data Store (ODS), Morningstar Pitchbook, Darzin Stakeholder CRM and 4Degrees CRM.

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

We currently track 57 CRM and Investor Relationship Management applications with 213 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 5 active evaluations in CRM and Investor Relationship Management, including NTT Uk, Ace Management Partners and KFin Technologies India.

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