AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Fluke Corporation, 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), 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
Dynamo Software Dynamo CRM CRM and Investor Relationship Management Investment Management 3
Darzin Software Darzin Stakeholder CRM CRM and Investor Relationship Management Investment Management 3
4Degrees 4Degrees CRM CRM and Investor Relationship Management Investment Management 3
Affinity.co Affinity Investment CRM CRM and Investor Relationship Management Investment Management 3
aixigo aixigo BLOXX Client Management CRM and Investor Relationship Management Investment Management 3
Allocare Allocare AMS CRM CRM and Investor Relationship Management Investment Management 3
NEC Corporation Avaloq Wealth Sales Opportunities Management CRM and Investor Relationship Management Investment Management 3
Amundi Technology Amundi ALTO Wealth & Distribution- Client Engagement CRM and Investor Relationship Management Investment Management 3
Amundi Technology Amundi ALTO Investment - Data Management CRM and Investor Relationship Management Investment Management 3
Allocare Allocare AMS Data Management CRM and Investor Relationship Management Investment Management 3
Showing 11 to 20 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