Kent, ME19 4UA,
United Kingdom
Cabot Financial Limited Technographics
Cabot Financial Limited Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cabot Financial Limited and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Cabot Financial Limited employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cabot Financial Limited has purchased the following applications: Microsoft 365 for Collaboration in 2019, CallMiner Eureka for Customer Experience in 2018, Pathwire Mailgun for Transactional Email in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cabot Financial Limited is running and its propensity to invest more and deepen its relationship with Microsoft , CallMiner , Salesforce 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 Cabot Financial Limited revenues, which have grown to $45.0 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 Cabot Financial Limited 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.
Cabot Financial Limited Tech Stack and Enterprise Applications
Cabot Financial Limited Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Cabot Financial Limited implemented Microsoft 365. Cabot Financial Limited uses Microsoft 365 to provide Collaboration capabilities for internal communications, document management, and email, and the presence of Microsoft 365 artifacts is visible on the company website. The deployment supports tenant-based cloud delivery appropriate for a mid-size financial services firm of approximately 400 employees in the United Kingdom.
The Microsoft 365 implementation includes core Collaboration modules common to the suite, such as Exchange Online for email, SharePoint for intranet and document libraries, Microsoft Teams for meetings and messaging, and OneDrive for personal file storage. Identity and access are expected to be centralized with Azure Active Directory to manage user provisioning and multifactor authentication, reflecting typical Microsoft 365 architecture. Governance is organized around access controls, retention and compliance policies, and site lifecycle management to align collaboration practices with financial services regulatory requirements. Operational coverage spans corporate functions including finance, operations and customer-facing teams, enabling unified communication and content collaboration across the organization.
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Cabot Financial Limited CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallMiner | Legacy | CallMiner Eureka | Customer Experience | CRM | n/a | 2018 | 2018 |
In 2018, Cabot Financial Limited deployed CallMiner Eureka as its Customer Experience platform. The implementation included CallMiner Eureka components Eureka Live, Eureka Analyze and Eureka Coach, establishing real-time monitoring, interaction analytics and agent coaching capabilities across the contact environment.
Administrative scope for the deployment covered platform administration of Eureka Live, Eureka Analyze and Eureka Coach, including rights and controls configuration and user role management. Workstreams included configuring analytic workflows and coaching workflows, maintaining platform configuration and ensuring operational availability of the CallMiner Eureka modules.
Governance activity was centered on developing and updating CallMiner documentation to ensure data and process integrity, defining access controls and audit practices, and embedding coaching and quality assurance processes into customer service operations. Operational coverage focused on customer-facing functions such as contact centre quality assurance and agent training, with ongoing internal administration responsibilities for the CallMiner platforms at Cabot Financial Limited.
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Marketing Automation | CRM |
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2018 | 2018 |
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Cabot Financial Limited PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sinch | Legacy | Pathwire Mailgun | Transactional Email | PaaS | n/a | 2016 | 2016 |
In 2016, Cabot Financial Limited implemented Pathwire Mailgun. The deployment uses Pathwire Mailgun as its Transactional Email platform to power website-triggered customer communications and automated notifications from the corporate site.
Technical implementation centers on direct integration between the website and Pathwire Mailgun, leveraging SMTP relay or REST API calls to send template-driven transactional messages and to capture event callbacks for delivery, bounce, and complaint handling. Configuration work emphasized template management, email authentication including SPF and DKIM, and deliverability monitoring consistent with Transactional Email operational practices, with messaging orchestration embedded in site application code and centralized template assets managed by web development and customer operations teams.
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Transactional Email | PaaS |
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2016 | 2016 |
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Cabot Financial Limited 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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Cabot Financial Limited CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Cabot Financial Limited
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Apps Being Evaluated by Cabot Financial Limited Executives
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