Craigs Investment Partners
Craigs Investment Partners House, 158 Cameron Road,
Tauranga, 3110,
New Zealand
Tauranga, 3110,
New Zealand
64 7 577-6049
Banking and Financial Services
Craigs Investment Partners Technographics
Craigs Investment Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Craigs Investment Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 650 Craigs Investment Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Craigs Investment Partners has purchased the following applications: Glia AI Management for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2016, DocuSign eSignature for Digital Signing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Craigs Investment Partners is running and its propensity to invest more and deepen its relationship with Glia Technologies , Microsoft , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Craigs Investment Partners revenues, which have grown to $250.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Craigs Investment Partners intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Craigs Investment Partners Tech Stack and Enterprise Applications
Craigs Investment Partners AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Glia Technologies | Legacy | Glia AI Management | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Craigs Investment Partners implemented Glia AI Management. The deployment is a web-embedded instance of Glia AI Management on the company website, classified as Chatbots and Conversational AI, providing a conversational interface for client engagement and digital customer support. The Glia AI Management implementation addresses common functional areas of Chatbots and Conversational AI platforms such as automated conversational flows, session routing to human agents, agent assist capabilities and operational analytics.
Operational scope is focused on the customer-facing website as the primary digital engagement surface for the firm’s retail and advisory clients in New Zealand, aligned with front-office client service functions. Configuration and rollout were centered on conversation scripting, session handling, escalation workflows and monitoring to support online advisory interactions, with analytics used to inform ongoing conversational tuning. This ties Craigs Investment Partners, Glia AI Management, Chatbots and Conversational AI and customer support into a single line of sight for GTM, operations and support teams.
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Craigs Investment Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Craigs Investment Partners implemented Microsoft 365 as its Collaboration platform. The deployment is referenced on the company website and establishes Microsoft 365 as the primary Collaboration solution for internal productivity and client facing communications across the business.
The implementation focuses on core collaboration capabilities including hosted email and calendaring, cloud document libraries, real time communication and conferencing, and personal file synchronization, aligning Microsoft 365 functionality with the Collaboration category and standard productivity workflows for advisers and support staff. Configuration work likely centered on tenant provisioning, secure mail routing, and document library structure to enable team collaboration and controlled client document sharing.
Operational coverage spans the firm's front office advisers, client service teams, and back office operations, supporting document management, meeting coordination, and internal communications across the 650 employee base. Microsoft 365 supports business functions such as advisor collaboration, client communications, and administrative operations within Craigs Investment Partners.
Governance for the deployment would align with financial services expectations for identity and access controls, message retention, and records management to support compliance and auditability, consistent with Collaboration platform implementations in regulated environments. The presence of Microsoft 365 on the public site indicates the platform is established as a core Collaboration layer within Craigs Investment Partners technology environment.
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Collaboration | Collaboration |
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2022 | 2022 |
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Craigs Investment Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Craigs Investment Partners implemented DocuSign eSignature as a Digital Signing capability on its public website. The deployment embeds DocuSign eSignature into web-facing workflows to capture customer signatures and to execute client agreements and disclosure forms online. The implementation centers on browser-based signing experiences and server-side integration patterns typical of embedded e-signature deployments, with the DocuSign eSignature application providing the signing interface and envelope orchestration.
Functionally the DocuSign eSignature implementation supplies configurable signing workflows, reusable document templates, signer authentication and comprehensive audit trails aligned with Digital Signing requirements. The operational scope is explicitly the customer-facing website, enabling remote signature capture for client onboarding and transactional agreement execution while surfacing completed documents into Craigs Investment Partners operational records. Rollout emphasis was on template configuration, workflow sequencing and signer experience optimization to align web intake flows with existing agreement processes.
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Craigs Investment Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2015 | 2015 |
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Craigs Investment Partners ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Craigs Investment Partners PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Craigs Investment Partners PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Craigs Investment Partners IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Craigs Investment Partners CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Craigs Investment Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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PMO Manager | Manager | Operations | |
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Senior Project Manager | Manager | Operations | |
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IT Manager | Manager | IT | |
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Head Of Technology | Director | IT | |
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Apps Being Evaluated by Craigs Investment Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Craigs Investment Partners IT executives and key decision makers. This section highlights Craigs Investment Partners's latest recorded technology evaluations, including Gentrack Velocity for CRM on 2025-07-29 and SS&C Advent Genesis for Portfolio and Investment Management on 2024-10-17. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Craigs Investment Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-07-29 | Craigs Investment Partners | Evaluated | Gentrack | Gentrack Velocity | CRM | CRM |
| 2024-10-17 | Craigs Investment Partners | Evaluated | SS&C Technologies | SS&C Advent Genesis | Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD Craigs Investment Partners Technographics
Craigs Investment Partners is a Banking and Financial Services organization based in New Zealand,
with around 650 employees and annual revenues of $250.0 million.
Craigs Investment Partners operates a diverse technology stack with applications such as
Glia AI Management, Microsoft 365 and DocuSign eSignature,
covering areas like Chatbots and Conversational AI, Collaboration and Digital Signing.
Craigs Investment Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Glia Technologies, Microsoft and Docusign.
Craigs Investment Partners recently adopted applications including
Slack Connect in 2022, DocuSign eSignature in 2022 and Microsoft Clarity in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Craigs Investment Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Craigs Investment Partners’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Craigs Investment Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.