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Canaccord Genuity Corp. Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Canaccord Genuity Corp. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2587 Canaccord Genuity Corp. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Canaccord Genuity Corp. has purchased the following applications: Infor SunSystems for ERP Financial in 2021, DLGL VIP HCM for Core HR in 2011, Foundant GrantHub for Grant Management 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 Canaccord Genuity Corp. is running and its propensity to invest more and deepen its relationship with Infor , DLGL , Foundant Technologies 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 Canaccord Genuity Corp. revenues, which have grown to $1.60 billion 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 Canaccord Genuity Corp. 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 |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP Financial Management | n/a | 2021 | 2021 |
In 2021, Canaccord Genuity Corp. implemented Infor SunSystems to centralize invoice generation and control as part of its ERP Financial capabilities. The deployment concentrated on the Contract and Services Billing CSB invoicing module within the Infor SunSystems application to automate detailed and customized invoice creation for both front-line staff and back-office finance teams.
The implementation configured CSB to drive real-time invoicing workflows, automatic pre-population of invoice fields using client data, drop down lookups for coding consistency, and extensive posting and transaction allocation rules to ensure tax and GST application accuracy. The solution automated the preparation of fee schedules, allocation report validation, and the generation of final journals for upload into the ledger, reducing manual spreadsheet handling and improving process standardization.
Infor SunSystems was integrated to post transactions automatically to the underlying SunSystems General Ledger, enabling immediate visibility of invoice impact on debtors, revenue and commissions. Operational coverage included corporate financial services invoicing across offices and advisor-level revenue reporting, providing commission statements down to the individual staff member level and making month-to-date figures available in real time.
Governance changes included a standard set of business rules, standardized invoicing layouts and consistent terminology across the organization, with automated validation and allocation controls embedded in the invoicing workflow. The month-end invoicing cycle was shortened by 70 percent from 10 to 3 days, and Timothy Platts, Chief Financial Officer, stated, "The project has certainly saved time in the back office and it has given us real time visibility into our invoicing."
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DLGL | Legacy | DLGL VIP HCM | Core HR | HCM | n/a | 2011 | 2011 |
In 2011, Canaccord Genuity Corp. implemented DLGL VIP HCM to centralize Core HR functions for roughly 2,000 employees spanning 10 countries. The DLGL VIP HCM deployment addressed Human Resource, Payroll, and Benefits administration and was positioned as the primary system of record for global employee master data and HR transactional processing.
The implementation emphasized Core HR capabilities including employee master data modeling, payroll configuration, benefits administration workflows, role based security, and operational reporting. Custom development and automation were executed across the stack, with explicit skills reported in Oracle SQL and UNIX C C++ for backend work, and Microsoft Office automation, VBA, and Crystal Reports for integration automation and operational reporting.
Integration and delivery workstreams extended from business analysis through vendor selection, system architecture, requirements, design, development, integration testing, and operations. The program supported HR, payroll, and benefits functional teams across multiple country payroll and compliance contexts, with integration interfaces and data feeds built as part of the project lifecycle.
Governance responsibilities included formal requirements capture, staged design and testing cycles, and operational handover for ongoing support and reporting. Development ownership covered the full lifecycle from requirements to production operations, reflecting an inhouse capability to maintain DLGL VIP HCM configuration, custom extensions, and operational reporting for Core HR.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Foundant Technologies | Legacy | Foundant GrantHub | Grant Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Canaccord Genuity Corp. deployed Foundant GrantHub for Grant Management. The Foundant GrantHub instance was implemented as a customer facing module on their website, enabling public application intake and centralized tracking of grant opportunities. This deployment positions Foundant GrantHub to support grant administration and application intake workflows for the firm.
Configuration emphasis focused on standard grant management capabilities including online application forms, configurable review workflows, document storage, award tracking, and reporting dashboards. The implementation applied role based review queues, automated email notifications, and approval routing to formalize adjudication and recordkeeping processes. Operational scope centers on web delivered applicant interaction and internal grant administration functions, with governance models aligned to maintain consistent intake criteria and review controls. The Foundant GrantHub deployment includes reporting and compliance oriented recordkeeping to support ongoing grant oversight.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2016 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Web Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Application Performance Management | ITSM |
|
2018 | 2018 |
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Application Performance Management | ITSM |
|
2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Application Hosting and Computing Services | IaaS |
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2011 | 2011 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
|
2011 | 2011 |
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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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2013 | 2013 |
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Web Application Firewalls (WAF) | CyberSecurity |
|
2021 | 2021 |
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