RBC Brewin Dolphin
12 Smithfield Street,
London, EC1A 9BD,
United Kingdom
London, EC1A 9BD,
United Kingdom
44 20 3201-3900
Banking and Financial Services
RBC Brewin Dolphin Technographics
RBC Brewin Dolphin Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RBC Brewin Dolphin and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 RBC Brewin Dolphin employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RBC Brewin Dolphin has purchased the following applications: Pegasus Opera for ERP Financial in 2017, SAP SuccessFactors Employee Central for Core HR in 2017, Avaloq Core for Core Banking in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems RBC Brewin Dolphin is running and its propensity to invest more and deepen its relationship with Pegasus , SAP , Coupa Software 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 RBC Brewin Dolphin revenues, which have grown to $617.0 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 RBC Brewin Dolphin 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.
RBC Brewin Dolphin Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pegasus | Legacy | Pegasus Opera | ERP Financial | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Brewin Dolphin implemented Pegasus Opera as a core finance system. Pegasus Opera, categorized as ERP Financial, was introduced into the firm’s finance systems suite in London to underpin statutory financial management and operational accounting workflows.
As Systems lead and SME for Pegasus Opera and IBM Cognos TM1, the Finance Systems Manager led configuration and ongoing development of Pegasus Opera. Implementation work emphasized configuration of core financial ledger structures, accounts payable, accounts receivable and period close workflows, aligned with ERP Financial capabilities, while establishing application administration, role based access controls and first line operational support processes for Pegasus Opera.
Pegasus Opera operated alongside IBM Cognos TM1 with the incumbent acting as lead developer and first line support for TM1, coordinating end to end development projects and reporting workflows between planning and the general ledger. Governance covered management of finance change deliverables that impacted the finance systems suite, stakeholder coordination across finance teams in London, and oversight of release and configuration management for both Pegasus Opera and IBM Cognos TM1.
|
|
|
|
|
ERP Financial | ERP Financial Management |
|
2023 | 2023 |
|
|
|
|
|
Expense Management | ERP Financial Management |
|
2017 | 2017 |
|
|
|
|
|
Payment Processing | ERP Financial Management |
|
2019 | 2019 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP SuccessFactors Employee Central | Core HR | HCM | n/a | 2017 | 2017 |
In 2017 Brewin Dolphin deployed SAP SuccessFactors Employee Central as its Core HR platform. The deployment targeted the UK private client wealth management business with approximately 2200 employees, and centered on HR administration, learning delivery, and people analytics functions.
The implementation encompassed SAP SuccessFactors Employee Central alongside Learning, Performance and Goals, and Reporting modules. Configuration work focused on core person and job data in Employee Central, end to end learning and regulatory training workflows, performance and goal management processes, and management information and dashboarding for HR and People & Sustainability teams.
Operational integration was coordinated with the internal Technology department and an SAP partner to support system administration and iterative change. A named lead administrator function was established, serving as the point of contact for HR MI and business stakeholders, and supporting national training roll outs, induction activities, eLearning administration, and professional qualification tracking.
Governance emphasized a central HRIS administration model within Learning and Development and People & Sustainability, combining system ownership, MI stewardship, and business facing support. SAP SuccessFactors Employee Central was positioned as the authoritative Core HR source for HR transactions, learning records, performance cycles, and HR reporting across the organization.
|
|
|
|
|
Employee Recognition and Rewards Management | HCM |
|
2018 | 2018 |
|
|
|
|
|
Learning and Development | HCM |
|
2017 | 2017 |
|
|
|
|
|
Performance and Goal Management | HCM |
|
2017 | 2017 |
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2017 | 2017 |
|
|
|
|
|
Time and Attendance | HCM |
|
2014 | 2014 |
|
|
|
|
|
Workforce Management | HCM |
|
2010 | 2010 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avaloq | Legacy | Avaloq Core | Core Banking | ERP Services and Operations | n/a | 2021 | 2022 |
In 2021, RBC Brewin Dolphin implemented Avaloq Core as its Core Banking platform, driven to provide a scalable platform, centralised reporting, and Straight Through Processing capability across the firm’s core applications. The deployment focused on fiscal processing and reconciliation workflows, with explicit objectives to standardise reporting and enable STP across operations and asset management functions.
Avaloq Core was configured to support fiscal processing, back office operations, asset management accounting, and central reporting capabilities. Configuration activities emphasized business rule orchestration and STP workflow automation, with SQL-based data extraction and reporting layers used to populate consolidated management reports.
Integrations were executed against the company’s internal core applications and back-office systems to centralise data flows and enable straight through processing across custody, settlements, and accounting touchpoints. Operational coverage targeted finance, operations, and asset management teams, with on-site business analyst and project manager engagement for requirements, gap analysis, and testing.
Governance relied on formal change management and gap analysis processes, with business analyst and project management staff embedded on-site to manage configuration, testing, and cutover sequencing. The work produced a consolidated reporting capability, an STP-enabled transaction footprint, and a scalable Core Banking foundation through the Avaloq Core implementation.
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2019 | 2019 |
|
|
|
|
|
Analytics and BI, Data Warehouse | Analytics and BI |
|
2021 | 2021 |
|
|
|
|
|
Data Warehouse | Analytics and BI |
|
2023 | 2024 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2017 | 2017 |
|
|
|
|
|
Collaboration | Collaboration |
|
2019 | 2019 |
|
|
|
|
|
Collaboration | Collaboration |
|
2010 | 2010 |
|
|
|
|
|
Collaboration | Collaboration |
|
2008 | 2008 |
|
|
|
|
|
PBX, VoiP and Phone Systems | Collaboration |
|
2016 | 2016 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Management | Content Management |
|
2017 | 2017 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Enterprise Content Management | Content Management |
|
2017 | 2017 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Center | CRM |
|
2010 | 2010 |
|
|
|
|
|
Call Tracking and Recording | CRM |
|
2022 | 2022 |
|
|
|
|
|
CRM | CRM |
|
2014 | 2014 |
|
|
|
|
|
Customer Engagement | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Experience | CRM |
|
2017 | 2017 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Sales Automation, Sales Engagement | CRM |
|
2016 | 2016 |
|
EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
EPM | EPM |
|
2016 | 2016 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2016 | 2016 |
|
|
|
|
|
Application Performance Management | ITSM |
|
2018 | 2018 |
|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Asset and Wealth Management | Investment Management |
|
2019 | 2019 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2020 | 2020 |
|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2019 | 2019 |
|
|
|
|
|
Portfolio and Investment Risk Management | Investment Management |
|
2019 | 2019 |
|
|
|
|
|
Trading Platform | Investment Management |
|
2019 | 2019 |
|
Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Procure to Pay | Procurement |
|
2017 | 2017 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2020 | 2020 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2020 | 2020 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2019 | 2021 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2020 | 2020 |
|
|
|
|
|
Apps Development | PaaS |
|
2020 | 2020 |
|
|
|
|
|
Robotic Process Automation | PaaS |
|
2020 | 2020 |
|
|
|
|
|
Transactional Email | PaaS |
|
2014 | 2014 |
|
|
|
|
|
Transactional Email | PaaS |
|
2019 | 2019 |
|
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 |
|
2017 | 2017 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Database Management | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
EMM / MDM / MAM | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Endpoint Detection and Response (EDR) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Threat Modeling | CyberSecurity |
|
2022 | 2022 |
|
IT Decision Makers and Key Stakeholders at RBC Brewin Dolphin
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by RBC Brewin Dolphin Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD RBC Brewin Dolphin Technographics
RBC Brewin Dolphin is a Banking and Financial Services organization based in United Kingdom,
with around 2200 employees and annual revenues of $617.0 million.
RBC Brewin Dolphin operates a diverse technology stack with applications such as
Pegasus Opera, SAP SuccessFactors Employee Central and Avaloq Core,
covering areas like ERP Financial, Core HR and Core Banking.
RBC Brewin Dolphin has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Pegasus, SAP and Avaloq.
RBC Brewin Dolphin recently adopted applications including
SAP S/4 HANA in 2023, Datactics in 2023 and Infinity Call Tracking in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of RBC Brewin Dolphin’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates RBC Brewin Dolphin’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 RBC Brewin Dolphin technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.