AI Buyer Insights:

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● 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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● 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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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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Logo Vendor Product Category Market Records
Notified Notified Platform CRM and Investor Relationship Management Investment Management 41
S&P Global S&P Global Enterprise Data Management (ex IHS MarkitEDM) CRM and Investor Relationship Management Investment Management 10
Finbourne technology Finbourne LUSID – Operational Data Store (ODS) 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
SimCorp SimCorp Data Management CRM and Investor Relationship Management Investment Management 4
Intapp Intapp DealCloud CRM and Investor Relationship Management Investment Management 4
Morningstar Morningstar Pitchbook CRM and Investor Relationship Management Investment Management 4
Altvia Solutions Altvia AIM CRM and Investor Relationship Management Investment Management 3
Wealthbox Wealthbox 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. PwC Australia, a Australia based Professional Services organization with 6750 Employees
  2. NTT Uk, a United Kingdom based Professional Services company with 56000 Employees
  3. Ace Management Partners, a United States based Banking and Financial Services organization with 10 Employees
Logo Company Industry Employees Revenue Country Evaluated
PwC Australia Professional Services 6750 $1.7B Australia 2026-04-09
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
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