CCLA Investment Management
1 Angel Ln,
London, EC4R 3AB,
United Kingdom
London, EC4R 3AB,
United Kingdom
44 80 0022-3505
Banking and Financial Services
CCLA Investment Management Technographics
CCLA Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CCLA Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 175 CCLA Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CCLA Investment Management has purchased the following applications: Microsoft 365 for Collaboration in 2015, Campaign Monitor Email Marketing for Marketing Automation in 2015, Bloomberg AIM for Portfolio and Investment 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 CCLA Investment Management is running and its propensity to invest more and deepen its relationship with Microsoft , Campaign Monitor , Bloomberg 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 CCLA Investment Management revenues, which have grown to $73.0 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 CCLA Investment Management 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.
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CCLA Investment Management Tech Stack and Enterprise Applications
CCLA Investment Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 CCLA Investment Management deployed Microsoft 365 as its primary Collaboration platform. The implementation is visible on the corporate website, signaling Microsoft 365 as the foundation for corporate communication and content used by staff in the United Kingdom.
The Microsoft 365 deployment organized standard Collaboration capabilities including Exchange Online for corporate email, SharePoint Online for intranet and document management, Microsoft Teams for synchronous collaboration, and OneDrive for individual file storage. Configuration practices included Azure Active Directory integration for single sign on and role based access controls, and retention policies to support regulatory record keeping.
Operational coverage targeted core business functions such as investment management, finance, compliance and marketing for the 175 person firm. Governance emphasis focused on information classification, access controls and user adoption processes to align collaboration workflows with financial services regulatory requirements. This record restates Microsoft 365 as the Collaboration application used by CCLA Investment Management and describes a cloud based collaboration architecture appropriate for a mid market financial services organization.
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CCLA Investment Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Campaign Monitor | Legacy | Campaign Monitor Email Marketing | Marketing Automation | CRM | n/a | 2015 | 2015 |
In 2015, CCLA Investment Management implemented Campaign Monitor Email Marketing as its Marketing Automation solution, deployed on their website to support direct email communications and subscriber acquisition. The deployment positioned Campaign Monitor Email Marketing to serve the marketing and communications business functions, enabling campaign orchestration, template management, and engagement tracking through a web-embedded delivery model.
Configuration emphasized list segmentation, template-driven content creation, and scheduled send workflows, leveraging typical Marketing Automation capabilities such as A/B testing, open and click tracking, and subscriber preference management. Operational ownership was assigned to the marketing and communications teams, with on-site web forms and newsletter sign-up flows feeding the Campaign Monitor Email Marketing instance and governance focusing on consent capture and subscription management workflows to align with permission-based email practices.
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CCLA Investment Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | n/a | 2014 | 2014 |
In 2014, CCLA Investment Management implemented Bloomberg AIM for Portfolio and Investment Management to strengthen post trade monitoring and compliance instrumentation across its investment operations. The Bloomberg AIM implementation emphasized post-trade VMGR monitoring enhancements and a series of AIM improvement projects, with explicit advisory work on CMGR Mandate Coding to align mandate metadata with operational workflows. The project context and scope were centered on the Compliance Team and post-trade operations in the United Kingdom, using Bloomberg AIM as the central portfolio and position record for monitoring and rule-based surveillance.
Workstreams included configuration of Bloomberg AIM post-trade monitoring capabilities, targeted improvements across other Bloomberg AIM modules, and advisory services on mandate coding standards labeled as CMGR Mandate Coding. These activities leveraged Bloomberg AIM trade lifecycle data and position records to operationalize VMGR monitoring, and they addressed AIM configuration, exception handling, and rule tuning consistent with Portfolio and Investment Management functional practices. The narrative explicitly references Bloomberg AIM and the Portfolio and Investment Management category to reflect the application to compliance and post-trade control functions.
Operational coverage included Compliance Team workflows and post-trade operations, with the Compliance Team undertaking reviews that explicitly included Financial Crime considerations. Advisory input on CMGR Mandate Coding informed governance around mandate metadata and coding conventions, supporting more consistent mandate interpretation within Bloomberg AIM. Governance work focused on embedding coding standards into AIM configuration and updating compliance review procedures rather than on technology replacement or partner engagement.
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Portfolio and Investment Management | Investment Management |
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2005 | 2005 |
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CCLA Investment Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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CCLA Investment Management 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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IT Decision Makers and Key Stakeholders at CCLA Investment Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Investment Officer | CXO | Investment | |
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Chief Operating Officer | CXO | Finance | |
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Director, Investments | Director | Investment | |
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Fund Operations Controller | Director | Finance | |
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Fund Operations Controller | Director | Finance | |
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Fund Manager (Cash) | Manager | Finance | |
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Fund Manager | Manager | Finance | |
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Head of Transfer Agency & Quality Control | Director | Finance | |
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Transfer Agency Administrator | Manager | Finance | |
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Apps Being Evaluated by CCLA Investment Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CCLA Investment Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CCLA Investment Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD CCLA Investment Management Technographics
CCLA Investment Management is a Banking and Financial Services organization based in United Kingdom,
with around 175 employees and annual revenues of $73.0 million.
CCLA Investment Management operates a diverse technology stack with applications such as
Microsoft 365, Campaign Monitor Email Marketing and Bloomberg AIM,
covering areas like Collaboration, Marketing Automation and Portfolio and Investment Management.
CCLA Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Campaign Monitor and Bloomberg.
CCLA Investment Management recently adopted applications including
Amazon SES in 2020, Microsoft 365 in 2015 and Campaign Monitor Email Marketing in 2015,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CCLA Investment Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CCLA Investment Management’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 CCLA Investment Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.