AI Buyer Insights:

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

Aiken Kennedy Financial Planning
Location
Building 2, The Sidings, Antrim Road,
Lisburn, BT28 3AJ,
United Kingdom
Website
https://www.akfp.net/
Phone
44 28 9260 3175
Artw industry
Banking and Financial Services
Employee
Revenue

Aiken Kennedy Financial Planning Technographics

Aiken Kennedy Financial Planning Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Aiken Kennedy Financial Planning and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Aiken Kennedy Financial Planning employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Aiken Kennedy Financial Planning has purchased the following applications: Microsoft 365 for Collaboration in 2018, Time4Advice CURO Platform for Asset and Wealth Management in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Aiken Kennedy Financial Planning is running and its propensity to invest more and deepen its relationship with Microsoft , Time4Advice , Google 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 Aiken Kennedy Financial Planning revenues, which have grown to $5.0 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 Aiken Kennedy Financial Planning 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.

Aiken Kennedy Financial Planning Tech Stack and Enterprise Applications

Aiken Kennedy Financial Planning Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
In 2018, Aiken Kennedy Financial Planning deployed Microsoft 365 for Collaboration. The company website references Microsoft 365 as the cloud platform supporting both client-facing content and internal productivity tools, indicating an organization-wide adoption consistent with the Collaboration category. The Microsoft 365 deployment is described in functional terms consistent with a small firm of 50 employees, leveraging cloud-hosted email and calendaring, document management and team collaboration capabilities. Microsoft 365 components are used for email and calendar services, document storage and sharing, synchronous meetings and chat, and desktop productivity applications, enabling standard collaboration workflows such as document versioning, shared team spaces, and secure client file exchange. Operational coverage spans advisory, client services, and back-office operations, with controls and governance applied through cloud identity and access management and tenant-level sharing policies. Configuration emphasis is on role-based access and file lifecycle management to support financial planning workflows, and the Microsoft 365 environment is referenced as the primary Collaboration platform for the firm.
Aiken Kennedy Financial Planning Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Time4Advice Legacy Time4Advice CURO Platform Asset and Wealth Management Investment Management n/a 2019 2019
In 2019, Aiken Kennedy Financial Planning implemented Time4Advice CURO Platform, deploying an Asset and Wealth Management application to centralise back office servicing and management reporting across the 50 person firm. The implementation concentrated on delivering management information reporting and workflow automation to the firm’s back office and management departments. Time4Advice CURO Platform was configured to use its MI reporting capabilities, workflow and dialog facilities, and automation functionality to create bespoke servicing workflows and standardised process templates. The platform configuration emphasised generating company level and servicing MI, enabling staff to configure dialogs and workflows to reflect the firm’s advisory and servicing processes. Operational coverage focused on centralised back office processing and management information generation, supporting both servicing teams and management users who require rapid access to company and servicing MI. Stakeholders reported that management information is immediately accessible, improving efficiency across back office and management functions. Governance and rollout included standardising processes centrally and restructuring operational workflows to reduce manual interventions, with the firm noting a significant reduction in potential human error. Aiken Kennedy Financial Planning stated that CURO met all of their criteria and that vendor support during the first year was outstanding, enabling the firm to capitalise on more efficient and effective back office and management practices.
Aiken Kennedy Financial Planning IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2016 2016
In 2016, Aiken Kennedy Financial Planning implemented Microsoft Azure Cloud Services for Application Hosting and Computing Services to host its corporate website and public client-facing content. Microsoft Azure Cloud Services is used to provide cloud-hosted web delivery and application runtime for the firm, centralizing website infrastructure under the Application Hosting and Computing Services category. The deployment is structured as a cloud-hosted web architecture using Azure compute and storage patterns common to Application Hosting and Computing Services, with configuration focused on web application hosting, asset storage, content delivery, and internet-facing routing. Operational ownership resides with the firm’s IT function, which manages Azure-hosted resources to publish website content, maintain secure TLS provisioning, and monitor availability and performance for client-facing online services.
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Aiken Kennedy Financial Planning

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Aiken Kennedy Financial Planning Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Aiken Kennedy Financial Planning IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Aiken Kennedy Financial Planning digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Aiken Kennedy Financial Planning Technographics
Aiken Kennedy Financial Planning is a Banking and Financial Services organization based in United Kingdom, with around 50 employees and annual revenues of $5.0 million.
Aiken Kennedy Financial Planning operates a diverse technology stack with applications such as Microsoft 365, Time4Advice CURO Platform and Microsoft Azure Cloud Services, covering areas like Collaboration, Asset and Wealth Management and Application Hosting and Computing Services.
Aiken Kennedy Financial Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Time4Advice.
Aiken Kennedy Financial Planning recently adopted applications including Google Cloud Platform (GCP) in 2021, Time4Advice CURO Platform in 2019 and Microsoft 365 in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Aiken Kennedy Financial Planning’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Aiken Kennedy Financial Planning’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 Aiken Kennedy Financial Planning technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.