Advanta Global Services
Wakefield House 41 Trinity Square,
London, EC3N 4DJ,
United Kingdom
London, EC3N 4DJ,
United Kingdom
44 20 7702 4000
Insurance
Advanta Global Services Technographics
Advanta Global Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Advanta Global Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Advanta Global Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Advanta Global Services has purchased the following applications: Sage Business Cloud X3 (ex Sage ERP X3) for ERP Financial in 2014, Google Workspace (Formerly Google G-Suite) for Collaboration in 2012, Campaign Monitor Email Marketing for Marketing Automation in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Advanta Global Services is running and its propensity to invest more and deepen its relationship with Sage , Google , Microsoft 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 Advanta Global Services revenues, which have grown to $40.0 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 Advanta Global Services 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.
Advanta Global Services Tech Stack and Enterprise Applications
Advanta Global Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Business Cloud X3 (ex Sage ERP X3) | ERP Financial | ERP | n/a | 2014 | 2015 |
In 2014 Advanta Global Services implemented Sage Business Cloud X3 (ex Sage ERP X3) as its ERP Financial system for corporate finance and operational recordkeeping. The deployment addressed the needs of a United Kingdom based insurance firm with roughly 150 employees and centered on establishing a single financial system to support accounting and management reporting.
The implementation covered technical and functional workstreams for Sage Business Cloud X3, including configuration of core financial capabilities typical for ERP Financial deployments such as general ledger, accounts payable and receivable, and financial reporting and statutory controls. Implementation activities included system configuration, role based access setup, and scripting of transactional workflows to align office processes with the ERP application.
The ERP rollout was coordinated with parallel internal initiatives, notably a client notification portal, an Outlook integrated CRM, and custom databases developed to replace Excel based records. Technical work focused on aligning data flows and import routines between those bespoke systems and Sage Business Cloud X3, while everyday IT operations continued to manage domain users, VoIP services, and on site and off site backups to support system availability.
Governance and operational ownership evolved after the project, with IT responsibilities split to separate project and systems oversight. The project led to an internal handover and role restructuring, resulting in the author becoming Change and Systems Manager in April 2017 after training a teammate to assume ongoing operations management.
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Advanta Global Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2012 | 2012 |
In 2012, Advanta Global Services implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. Advanta Global Services uses Google Workspace (Formerly Google G-Suite) Collaboration to provide core business functions for the UK insurance firm, including managed corporate email, calendaring, real-time document collaboration, and remote meetings.
The deployment is domain‑based and configured to provision managed Gmail accounts, shared Google Drive storage, Google Docs, Sheets and Slides, and Google Meet for video conferencing and synchronous collaboration. Administrative governance is operated through the Google Workspace admin console to manage user provisioning, group-based access controls and baseline security and compliance settings, supporting underwriting, sales and back-office operational teams across the organization.
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Collaboration | Collaboration |
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2020 | 2020 |
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Advanta Global Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Campaign Monitor | Legacy | Campaign Monitor Email Marketing | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017 Advanta Global Services implemented Campaign Monitor Email Marketing within the Marketing Automation category to manage and deliver email communications on its public website. The deployment uses Campaign Monitor Email Marketing as the primary email channel for the company, aligning the application with marketing and customer communications functions.
The implementation centers on standard Marketing Automation capabilities such as template management and responsive email design, subscriber list segmentation and permissions, scheduled campaign orchestration, automation workflows for triggered sends, A B testing and campaign reporting. Campaign Monitor Email Marketing was configured to support creative asset libraries, recurring campaign schedules and analytics dashboards to inform content and cadence decisions.
Operational integration is focused on the company website, using on-site subscription forms and site-driven campaign triggers to capture and route email opt ins into segmented lists. The solution is used by marketing and customer communications teams across the organization in the United Kingdom, providing a centralized channel for customer outreach and policy holder communications.
Governance practices include centralized campaign approvals, role based access for marketing users, and subscriber consent and suppression controls to manage email hygiene and permissioned communications. The setup positions Advanta Global Services Campaign Monitor Email Marketing as the core Marketing Automation tool for email campaign orchestration and subscriber lifecycle management.
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IT Decision Makers and Key Stakeholders at Advanta Global Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Group Financial Controller | Director | Finance | |
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Controller / Accountant | Manager | Finance | |
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Apps Being Evaluated by Advanta Global Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Advanta Global Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Advanta Global Services digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Advanta Global Services Technographics
Advanta Global Services is a Insurance organization based in United Kingdom,
with around 150 employees and annual revenues of $40.0 million.
Advanta Global Services operates a diverse technology stack with applications such as
Sage Business Cloud X3 (ex Sage ERP X3), Google Workspace (Formerly Google G-Suite) and Campaign Monitor Email Marketing,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Advanta Global Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Google and Campaign Monitor.
Advanta Global Services recently adopted applications including
Microsoft 365 in 2020, Campaign Monitor Email Marketing in 2017 and Sage Business Cloud X3 (ex Sage ERP X3) in 2014,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Advanta Global Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Advanta Global Services’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 Advanta Global Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.