Mumbai, 400099,
India
Avanse Financial Services Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Avanse Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 679 Avanse Financial 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 Avanse Financial Services has purchased the following applications: Microsoft Dynamics NAV for ERP Financial in 2018, Microsoft 365 for Collaboration in 2018, NotifyVisitors Customer Data Platform for Customer Data Platform 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 Avanse Financial Services is running and its propensity to invest more and deepen its relationship with Microsoft , Google , NotifyVisitors 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 Avanse Financial Services revenues, which have grown to $131.0 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 Avanse Financial 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics NAV | ERP Financial | ERP Financial Management | Vserve | 2018 | 2018 |
In 2018, Avanse Financial Services implemented Microsoft Dynamics NAV as an ERP Financial solution. The engagement was a fresh implementation using Microsoft Dynamics NAV 2016 and was executed with Vserve Consultants Pvt. Ltd. as the system integrator, with recorded project activity in January 2020 reflecting concentrated delivery and go live support activities.
The implementation focused on core financial and transaction processing capabilities typical of an ERP Financial deployment. Work included development of a bulk upload utility using Job Queues to accelerate large data loads, creation of customized fields and logic to flow those fields into posted transaction related tables, and the delivery of custom Reports, Pages, and XML ports. The team leveraged the Events model in Microsoft Dynamics NAV to orchestrate data flows and implemented an Approval Workflow to enforce financial governance and transaction authorization.
Operational coverage centered on finance and accounting functions within Avanse Financial Services, with configurations aligned to posted transaction lifecycles and approval controls. Vserve provided implementation and Go Live support, and governance was reinforced through the implemented approval workflows and event driven data handling, enabling consistent posting and auditability inside Microsoft Dynamics NAV.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
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Collaboration | Collaboration |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NotifyVisitors | Legacy | NotifyVisitors Customer Data Platform | Customer Data Platform | CRM | n/a | 2017 | 2017 |
In 2017, Avanse Financial Services implemented NotifyVisitors Customer Data Platform on its corporate website. The initial deployment concentrated on web based instrumentation to capture behavioral events and assemble persistent customer records for digital engagement.
The NotifyVisitors Customer Data Platform implementation emphasized browser side tag deployment, event level tracking, customer profile unification, segmentation capabilities, and campaign activation workflows common to a Customer Data Platform. Configuration work included defining an event taxonomy, mapping page and form events to profile attributes, and enabling segmentation logic to drive marketing use cases.
Operational coverage was focused on the Avanse website in India, supporting marketing and digital teams for lead capture, user profiling, and targeted engagement. Governance activities centered on centralizing tag governance and data quality controls to ensure consistent data capture across site properties and to produce reliable profile data for downstream execution.
No implementation partner or external system integrations were specified in the source, therefore the narrative highlights NotifyVisitors Customer Data Platform as a website hosted CDP implementation that provides unified customer profiles, behavioral signal capture, and segmentation and activation capabilities for Avanse Financial Services.
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2013 | 2013 |
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Transactional Email | PaaS |
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2018 | 2018 |
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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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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