Paris, 75001,
France
Carmignac Technographics
Carmignac Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Carmignac and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 308 Carmignac employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Carmignac has purchased the following applications: Unit4 Financials (ex CODA Financial) for ERP Financial in 2015, ServiceNow Employee Center for Employee Engagement in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Carmignac is running and its propensity to invest more and deepen its relationship with UNIT4 , ServiceNow , Cisco Systems 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 Carmignac revenues, which have grown to $50.0 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 Carmignac 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.
Carmignac Tech Stack and Enterprise Applications
Carmignac ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UNIT4 | Legacy | Unit4 Financials (ex CODA Financial) | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Carmignac implemented Unit4 Financials (ex CODA Financial) as its ERP Financial system to centralize group accounting, consolidation and cash management for its asset management operations in Luxembourg. The implementation is documented in the context of Carmignac Gestion where the Group Accounting Director supervised a team of about ten people and reported to general management, ensuring accounting oversight and group consolidation responsibilities were aligned with the new system.
Unit4 Financials (ex CODA Financial) was configured to support core ERP Financial functions including general ledger processing, group consolidation, cash management, financial reporting and accounting for stock options and shares distributed to employees. Configuration work emphasized consolidation workflows and standardized reporting to general management, reflecting typical ERP Financial capabilities for multi-entity consolidation and equity compensation accounting.
Governance and operational coverage included local accounting operations for Carmignac Gestion in Luxembourg and coordination with group external auditors, with the Group Accounting Director managing the rollout and ongoing relationship with auditors. The project narrative records a transition from SAGE to Unit4 Financials and highlights changes to consolidation and reporting processes, supervised accounting team structures, and centralized cash and equity accounting functions.
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Carmignac HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ServiceNow | Legacy | ServiceNow Employee Center | Employee Engagement | HCM | n/a | 2018 | 2018 |
In 2018 Carmignac implemented ServiceNow Employee Center to extend its ServiceNow platform at the ITSM level, targeting Employee Engagement use cases that align HR onboarding and offboarding with IT support workflows. ServiceNow Employee Center was positioned to centralize employee requests and to formalize the arrival and departure processes within the firm, with a technical-functional ITSM consultant leading the engagement from 2018 to today.
The implementation covered ITSM modules and HR elements drawn from the service catalog, converting catalog items for employee arrival and departure into configured request fulfillment workflows. Workstreams included facilitation of functional and technical workshops, formalization and writing of operational processes, and configuration of catalog-based HR elements together with ITSM request and fulfillment patterns to ensure lifecycle events triggered appropriate support actions.
Operational coverage focused on HR and IT business functions within Carmignac, with the consultant animating workshops, supporting client acceptance testing, and providing ongoing support and monitoring of project management. Governance activities emphasized documented processes and structured acceptance cycles, aligning process owners and stakeholders to the ServiceNow Employee Center deployment and operational procedures.
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Carmignac Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Carmignac deployed Cisco Webex Meetings to provide Audio Video and Web Conferencing for corporate communications and client engagement across the firm. The deployment is surfaced on the Carmignac website, enabling external participants to join meeting sessions directly from public pages and client portals while internal users access calendared sessions through the same Webex environment.
Cisco Webex Meetings was configured to deliver core meeting capabilities, including high definition video, screen sharing, recording, meeting scheduling, and host controls consistent with Audio Video and Web Conferencing expectations. The implementation follows a cloud-hosted SaaS model, with browser and client access patterns enabling both embedded website join flows and internal desktop or mobile sessions.
Operational coverage focuses on firmwide collaboration, supporting investment teams, client servicing, and operations through unified meeting rooms and scheduled event workflows. The website integration exposes meeting join and registration flows to external clients, while administrative settings centralize user provisioning, role-based host privileges, and meeting policy enforcement for internal teams.
Governance around Cisco Webex Meetings emphasized centralized administration, meeting policy configuration, and standardized user provisioning to control access and recording retention. Deployment activities included configuration of meeting templates, host role assignment, and training for standard meeting practices, aligning the application to Carmignac business functions without disclosing partner or migration details.
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Collaboration | Collaboration |
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2019 | 2019 |
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Event Management | Collaboration |
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2018 | 2018 |
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Carmignac CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Carmignac ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2013 | 2013 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Carmignac Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Asset and Wealth Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Carmignac PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2013 | 2013 |
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Carmignac PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Carmignac 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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Carmignac 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Carmignac
Apps Being Evaluated by Carmignac Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-12-19 | Carmignac | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |