Mexico City, 5348, X,
Mexico
Akaan Transamerica Technographics
Akaan Transamerica Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Akaan Transamerica and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Akaan Transamerica employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Akaan Transamerica has purchased the following applications: Temenos Infinity Wealth (ex WealthSuite) for Asset and Wealth Management in 2016, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2017, Proofpoint Email Security and Protection for Secure Email Gateways (SEGs) 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 Akaan Transamerica is running and its propensity to invest more and deepen its relationship with Temenos , Microsoft , Proofpoint 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 Akaan Transamerica 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 Akaan Transamerica 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.
Akaan Transamerica Tech Stack and Enterprise Applications
Akaan Transamerica Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos Infinity Wealth (ex WealthSuite) | Asset and Wealth Management | Investment Management | n/a | 2016 | 2017 |
In 2016 Akaan Transamerica implemented Temenos Infinity Wealth (ex WealthSuite) as its Wealth Manager CRM Platform within Asset and Wealth Management, establishing a single vendor application to orchestrate advisory workflows and client investment proposals. The deployment positioned Temenos Infinity Wealth as the central system for client relationship management, advisory documentation and structured investment proposal generation across the firm.
The implementation focused on configuring wealth management CRM capabilities and goal based investment functionality, and explicitly incorporated Goal Based Investment constructs and the CFA Institute methodology into Investment Proposal Statements, or IPS. Temenos Infinity Wealth was used to standardize proposal templates, embed advisory logic for goal profiling, and formalize IPS content as the primary client deliverable.
Operational ownership and scope were defined by business leadership responsible for the Wealth Management Platform, with cross functional teams from Sales, Investments, Risks, O&T and Compliance participating in configuration and ongoing improvement. The platform ran as the core application supporting sales and advisory processes for the firm in Mexico, integrating workflow handoffs between advisory, investment operations and compliance review without named external system integrations documented.
Governance emphasized business led platform stewardship, with the business team leading implementation and iterative improvements to the Wealth Manager CRM Platform and IPS methodology. Akaan Transamerica achieved the explicit outcome of embedding Goal Based Investment and CFA Institute methodology into Investment Proposal Statements, positioning the Temenos Infinity Wealth implementation as a differentiator in the firm product offering.
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Akaan Transamerica 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 | 2017 | 2017 |
In 2017, Akaan Transamerica deployed Microsoft Azure Cloud Services to host its customer-facing website. The deployment uses Microsoft Azure Cloud Services within the Application Hosting and Computing Services category to provide externally facing web hosting and online presence for the Mexico-based banking and financial services firm.
The implementation centers on cloud compute and storage provisioning for website content, leveraging platform-level application hosting, virtualized compute and object storage, and basic networking and DNS routing consistent with Application Hosting and Computing Services capabilities. Operational scope is focused on the corporate website and digital channels and is managed by the company IT operations team, with role based access control and centralized subscription management used to govern resource provisioning and update workflows. Microsoft Azure Cloud Services is referenced in site source metadata which indicates integrated hosting architecture aligned to a small enterprise footprint for a 50-employee financial services organization.
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Akaan Transamerica CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Proofpoint | Legacy | Proofpoint Email Security and Protection | Secure Email Gateways (SEGs) | CyberSecurity | n/a | 2017 | 2017 |
In 2017, Akaan Transamerica implemented Proofpoint Email Security and Protection to secure its corporate email estate. The deployment is categorized under Secure Email Gateways (SEGs) and the Proofpoint Email Security and Protection instance was observable on the company website. For a 50 employee banking and financial services firm, the implementation reflects a SEG oriented architecture providing perimeter email filtering, threat detection, and centralized policy enforcement.
Functional modules and capabilities aligned to the deployment include inbound and outbound email filtering, spam and malware scanning, phishing detection, quarantine and policy based content controls, and email continuity workflows common to Secure Email Gateways (SEGs). Operational coverage was company wide across the corporate email domain and the deployment placed responsibility for rule sets and incident triage with IT and information security teams. Akaan Transamerica Proofpoint Email Security and Protection Secure Email Gateways (SEGs) email security relationship indicates the application serves as the primary control for protecting customer and corporate communications.
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IT Decision Makers and Key Stakeholders at Akaan Transamerica
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Apps Being Evaluated by Akaan Transamerica Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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