AI Buyer Insights:

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

Brooks Macdonald
Location
21 Lombard Street,
London, EC3V 9AH,
United Kingdom
Website
https://www.brooksmacdonald.com/
Phone
44 20 7499 6424
Artw industry
Banking and Financial Services
Employee
Revenue

Brooks Macdonald Technographics

Brooks Macdonald Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Brooks Macdonald and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 485 Brooks Macdonald employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Brooks Macdonald has purchased the following applications: DocuSign eSignature for Digital Signing in 2022, Wealth Dynamix for CRM in 2015, New Relic APM for Application Performance Management in 2014 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Brooks Macdonald is running and its propensity to invest more and deepen its relationship with DocuSign , Wealth Dynamix , dotdigital 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 Brooks Macdonald revenues, which have grown to $161.0 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 Brooks Macdonald 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.

Brooks Macdonald Data, Technology Stack, and Enterprise Applications
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wealth Dynamix Legacy Wealth Dynamix CRM CRM n/a 2015 2015
In 2015, Brooks Macdonald implemented Wealth Dynamix CRM as a front-office client relationship platform to support its wealth management business. The implementation focused on embedding Wealth Dynamix CRM into client servicing and adviser workflows with an accompanying online portal for clients and advisers to support advisory and account servicing processes. Configuration and automation work included data migration and data integrity projects, with a Tricentis process automation solution using Tosca to automate extract, transform and load sequences into the IBM iSeries back-office by mimicking user keystrokes on mainframe screens. Test automation and regression cycles were executed using Tosca, SQL Server and PowerShell, and the engagement included automation sprint management and hands-on execution of data migration validation. Integrations and operational coverage extended beyond the CRM to back-office and market infrastructure components, with testing and coordination involving investment managers, client administrators, fees processing, stock reconciliation and other back-office functional areas. The program also managed CREST-related changes with Figaro and coordinated Microsoft Dynamics (WDX) changes and Figaro patch release testing alongside Wealth Dynamix CRM activities. Governance and rollout activity included managing the user acceptance test phase for the MiFID II program, coordinating business acceptance testing across multiple specialist teams, and enforcing structured automation and regression test cycles. Delivery responsibilities included single-handed execution of data migration tasks and leading cross-functional UAT coordination to align business acceptance with technical verification.
Customer Engagement CRM 2017 2017
Customer Engagement CRM 2015 2015
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
New Relic Legacy New Relic APM Application Performance Management ITSM n/a 2014 2014
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2020 2020
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Test Automation Platform PaaS 2018 2019
Transactional Email PaaS 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
Network Virtualisation IaaS 2011 2011
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2013 2013
Web Application Firewalls (WAF) CyberSecurity 2022 2022
Professional Services
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Professional Services Professional Services 2019 2019
Professional Services Professional Services 2019 2019
IT Decision Makers and Key Stakeholders at Brooks Macdonald
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Brooks Macdonald Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Brooks Macdonald Technographics

Brooks Macdonald is a Banking and Financial Services organization based in United Kingdom, with around 485 employees and annual revenues of $161.0 million.

Brooks Macdonald operates a diverse technology stack with applications such as DocuSign eSignature, Wealth Dynamix and New Relic APM, covering areas like Digital Signing, CRM and Application Performance Management.

Brooks Macdonald has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as DocuSign, Wealth Dynamix and New Relic.

Brooks Macdonald recently adopted applications including DocuSign eSignature in 2022, Imperva Sonar in 2022 and Cloudflare CDN in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Brooks Macdonald’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Brooks Macdonald’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 Brooks Macdonald technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.