AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cansquared United Kingdom Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intelliflo Legacy intelliflo office Professional Services Automation ERP Services and Operations n/a 2020 2020
In 2020, Cansquared United Kingdom implemented intelliflo office to digitize client intake and enable remote client engagement across its UK practice. The deployment was a Professional Services Automation implementation that included intelliflo office and the client portal as central components of the new operating model. The implementation configured the client portal and digital fact finds as primary engagement channels, eliminating paper fact finds and enabling advisers to complete remote onboarding workflows. The practice-management module within intelliflo office was configured to centralize client records, task management, and engagement tracking in line with typical Professional Services Automation functionality. Rollout occurred in early 2020 across the firm’s UK operations, with process changes to shift adviser interactions to portal-driven flows and to codify client information to support succession planning. The case notes heavy use of the client portal and digital fact finds, and explicitly describes improved client responsiveness and strengthened succession planning as outcomes of the intelliflo office implementation.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2016 2016
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2016 2016
Tag Management CRM 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2016 2016
Domain Name System (DNS) IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2020 2020
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2024 2024
Secure Sockets Layer (SSL) CyberSecurity 2018 2018
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
Web Application Firewalls (WAF) CyberSecurity 2023 2023
IT Decision Makers and Key Stakeholders at Cansquared United Kingdom
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Cansquared United Kingdom Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Cansquared United Kingdom Technographics

Cansquared United Kingdom is a Banking and Financial Services organization based in United Kingdom, with around 10 employees and annual revenues of $1.0 million.

Cansquared United Kingdom operates a diverse technology stack with applications such as intelliflo office, Microsoft 365 and WordPress, covering areas like Professional Services Automation, Collaboration and Web Content Management.

Cansquared United Kingdom has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intelliflo, Microsoft and Automattic.

Cansquared United Kingdom recently adopted applications including AppRiver Secure Cloud in 2024, ICUK Hosting in 2023 and Imunify360 in 2023, highlighting its ongoing modernization strategy.

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Our research team continuously updates Cansquared United Kingdom’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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