AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Arbor Memorial Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Dynamics 365 for Finance and Operations ERP Financial ERP Financial Management Onactuate Consulting US 2021 2021
In 2021, Arbor Memorial implemented Microsoft Dynamics 365 for Finance and Operations as its enterprise ERP Financial platform. The deployment was executed as an enterprise rollout in partnership with Onactuate Consulting US and included a parallel custom CRM solution to support customer lifecycle and reporting requirements. The implementation centered on Finance and Operations functionality typical of ERP Financial systems, including general ledger, accounts payable, accounts receivable, fixed assets and project accounting, with an emphasis on reporting and regulatory financial processes. Configuration work addressed report rationalization, with requirements management efforts streamlining over 800 reports that are integral to Microsoft Dynamics 365 for Finance and Operations. Data integration and quality were core operational priorities, with cross team collaboration and data cleanup initiatives applied to a customer master dataset of over 4 million records. The project integrated the custom CRM solution to align customer and financial records, and business analysts used tools such as MS Visio, MS Project, JIRA and TestRail to document processes, manage requirements and validate testing. Governance and delivery followed established SDLC and Agile SCRUM practices, supported by requirement workshops, stakeholder analysis, development of user stories and acceptance criteria, and RAID log management. Explicit outcomes recorded during the engagement include streamlining requirements management for more than 800 reports and increasing data accuracy of over 4 million key customer records by 70 percent.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
LiveChat, Inc. Legacy LiveChat Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
In 2020, Arbor Memorial implemented LiveChat on its public website. The LiveChat deployment is categorized as Chatbots and Conversational AI and serves as the primary web-based conversational interface for site visitors. The deployment uses a web-embedded LiveChat widget installed across key site pages, configured with live messaging, canned responses, automated greeting rules, and basic visitor tracking to manage inbound conversations. Functional capabilities in use align with Chatbots and Conversational AI patterns, including session handoff to human agents and templated message workflows for repeatable inquiries. Operational scope is focused on the corporate website in Canada, supporting customer service and client engagement workflows tied to Arbor Memorial’s professional services. The implementation supports front-line service teams who handle real-time inquiries through the LiveChat interface. Governance is expressed through conversational templates and routing rules that standardize responses and escalate sessions to agents when required, embedding LiveChat into web engagement processes. LiveChat is instrumented as part of Arbor Memorial’s online engagement tooling, providing a persistent conversational channel for visitors.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Invoca Legacy Invoca Call Tracking Call Tracking and Recording CRM n/a 2016 2016
In 2016, Arbor Memorial implemented Invoca Call Tracking on its website, deploying Invoca Call Tracking to capture inbound phone interactions generated by digital channels. The deployment leveraged Call Tracking and Recording capabilities to associate inbound calls with web sessions and marketing touchpoints, instrumenting public website phone numbers to improve visibility into phone-driven lead sources. The implementation targeted marketing and contact center functions, providing a consistent feed of call events and recordings to operational teams responsible for lead follow-up and customer engagement. Configuration elements included dynamic number insertion, session-level call attribution, and call recording and tracking modules that are typical for Call Tracking and Recording applications. The architecture was executed as a website-side instrumentation layer using Invoca Call Tracking, capturing session metadata and audio at the moment of the inbound call and persisting call records for operational review. Governance centered on centralizing phone-attribution reporting within marketing and formalizing workflows for handing recorded calls to contact center and operations teams for downstream processing.
CRM CRM 2021 2021
Customer Experience CRM 2021 2021
Digital Advertising Platform CRM 2015 2015
Digital Advertising Platform CRM 2015 2015
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2015 2015
Content Delivery Network IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Arbor Memorial
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Arbor Memorial Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Arbor Memorial Technographics

Arbor Memorial is a Professional Services organization based in Canada, with around 2500 employees and annual revenues of $500.0 million.

Arbor Memorial operates a diverse technology stack with applications such as Microsoft Dynamics 365 for Finance and Operations, LiveChat and Invoca Call Tracking, covering areas like ERP Financial, Chatbots and Conversational AI and Call Tracking and Recording.

Arbor Memorial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, LiveChat, Inc. and Invoca.

Arbor Memorial recently adopted applications including Microsoft Dynamics 365 for Finance and Operations in 2021, Microsoft Dynamics CRM in 2021 and Hotjar in 2021, highlighting its ongoing modernization strategy.

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Our research team continuously updates Arbor Memorial’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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