APEX Fund Services (UK)
5th Floor 1 Aldermanbury Square,
London, EC2V 7SB,
United Kingdom
London, EC2V 7SB,
United Kingdom
44 20 3697-5353
Banking and Financial Services
APEX Fund Services (UK) Technographics
APEX Fund Services (UK) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by APEX Fund Services (UK) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 APEX Fund Services (UK) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that APEX Fund Services (UK) has purchased the following applications: Infor SunSystems for ERP Financial in 2017, Jobvite Employee Referrals for Recruiting in 2023, Drift AI Chatbot for Chatbots and Conversational AI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems APEX Fund Services (UK) is running and its propensity to invest more and deepen its relationship with Infor , SAP , Jobvite 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 APEX Fund Services (UK) revenues, which have grown to $85.0 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 APEX Fund Services (UK) 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.
APEX Fund Services (UK) Tech Stack and Enterprise Applications
APEX Fund Services (UK) ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, APEX Fund Services (UK) implemented Infor SunSystems as its ERP Financial application to centralize accounts payable and financial posting workflows across its UK operations. The deployment focused on strengthening Accounts Payable controls and supporting month end close activities while providing a single system for disbursement and journal posting.
Functional configuration emphasized accounts payable ledger processing and disbursement posting, with staff posting disbursement journals directly in Infor SunSystems and reviewing credit card journals prior to posting. Configuration supported VAT handling and supplier statement reconciliations, and General Ledger interfaces were used to record intercompany journal postings to assist Management Accountants during month end and to feed cash flow forecasting.
Operational coverage centered on the Accounts Payable function, where the AP Manager processed up to 750 monthly invoices and staff expenses, managed two payment runs per month through Lloyds bank online, monitored the payables inbox and replied to supplier and internal queries. Governance practices included delegated tasking, mentoring and training of Junior AP personnel, and coordinated workflows between AP and Management Accounting for reconciliations and intercompany postings within the Infor SunSystems ERP Financial environment.
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ERP Financial | ERP |
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2018 | 2019 |
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APEX Fund Services (UK) HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jobvite | Legacy | Jobvite Employee Referrals | Recruiting | HCM | n/a | 2023 | 2023 |
In 2023, APEX Fund Services (UK) implemented Jobvite Employee Referrals to centralize Talent Acquisition and establish a single source of hiring truth. The deployment targeted Recruiting workflows to improve recruiting and HR visibility across regions, explicitly covering EMEA and global recruiting coordination.
The Jobvite Employee Referrals deployment configured employee referral workflows and internal mobility processes to manage candidate pipelines and internal transfers. The implementation centralized applicant tracking, referral intake, and candidate screening orchestration within Jobvite, embedding referral capture and referral-driven candidate routing into hiring workflows to enforce consistent recruiting processes from referral through hire.
Rollout began at the start of 2023 and the platform was positioned as the primary Recruiting system for Talent Acquisition teams, consolidating hiring visibility for recruiting leaders and HR operations. The Jobvite case study reports processing 62,000 applicants and hiring 2,417 in H1 2023, and it explicitly notes employee referrals were used as part of the solution, while operational governance concentrated on centralizing hiring data and aligning regional recruitment practices under unified workflows.
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APEX Fund Services (UK) AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, APEX Fund Services (UK) deployed Drift AI Chatbot on its public website. The Drift AI Chatbot is implemented as an on-site conversational layer to handle inbound visitor engagement and pre-qualify web inquiries, consistent with Chatbots and Conversational AI functionality.
Implementation centered on configuration of conversational playbooks and intent-driven response flows, enabling automated answers to common fund administration and onboarding questions and escalation to live agents when required. Drift AI Chatbot also captures structured lead data through guided conversations and persists session transcripts for compliance review.
Operational ownership sits with the digital engagement and client service teams, who maintain conversation scripts and tune intent models through ongoing monitoring and reporting. Governance emphasized regular review of conversation logs, role-based access to transcripts, and iterative updates to playbooks to align web engagement with sales and client operations.
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APEX Fund Services (UK) Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2022 | 2022 |
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APEX Fund Services (UK) Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2022 | 2022 |
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APEX Fund Services (UK) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2021 | 2021 |
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APEX Fund Services (UK) ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2023 | 2023 |
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APEX Fund Services (UK) Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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Trade Order Management System (TOMS) | Investment Management |
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2024 | 2024 |
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APEX Fund Services (UK) 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at APEX Fund Services (UK)
| First Name | Last Name | Title | Function | Department | Phone | |
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Head of Corporate Solutions | Director | Finance | |
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Global Head of Financial Solutions | Director | Finance | |
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Head Of Accounting | Director | Finance | |
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Head Of Digital | Director | Finance | |
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CHRO | CXO | HR | |
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BI Lead | Manager | IT | |
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Strategy & Analytics Manager | Manager | IT | |
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Fund Accounting Manager | Manager | Finance | |
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Head of Private Equity Fund Accounting | Director | Investment | |
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Global CTO | CXO | IT | |
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Head of Private Equity, UK | Director | Investment | |
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Chief Technology Officer Group Technology Platforms | CXO | IT | |
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Manager Fund Accounting | Manager | Operations | |
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Assistant Vice President Senior Fund Accountant | VP | Operations | |
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Apps Being Evaluated by APEX Fund Services (UK) Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from APEX Fund Services (UK) IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the APEX Fund Services (UK) digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD APEX Fund Services (UK) Technographics
APEX Fund Services (UK) is a Banking and Financial Services organization based in United Kingdom,
with around 700 employees and annual revenues of $85.0 million.
APEX Fund Services (UK) operates a diverse technology stack with applications such as
Infor SunSystems, Jobvite Employee Referrals and Drift AI Chatbot,
covering areas like ERP Financial, Recruiting and Chatbots and Conversational AI.
APEX Fund Services (UK) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Jobvite and Drift.
APEX Fund Services (UK) recently adopted applications including
6sense Account Engagement Platform in 2024, Ultumus Cosmos ETP Platform in 2024 and Jobvite Employee Referrals in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of APEX Fund Services (UK)’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates APEX Fund Services (UK)’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 APEX Fund Services (UK) technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.