Charles Stanley Wealth Managers
55 Bishopsgate, Cornhill,
London, EC2N 3AS,
United Kingdom
London, EC2N 3AS,
United Kingdom
44 13 1550-1234
Banking and Financial Services
Charles Stanley Wealth Managers Technographics
Charles Stanley Wealth Managers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charles Stanley Wealth Managers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 850 Charles Stanley Wealth Managers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charles Stanley Wealth Managers has purchased the following applications: Oracle Cloud HCM for Core HR in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Microsoft Dynamics 365 Customer Engagement for Customer Engagement in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Charles Stanley Wealth Managers is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , Microsoft 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 Charles Stanley Wealth Managers revenues, which have grown to $201.0 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 Charles Stanley Wealth Managers 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.
Charles Stanley Wealth Managers Tech Stack and Enterprise Applications
Charles Stanley Wealth Managers HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud HCM | Core HR | HCM | n/a | 2016 | 2016 |
In 2016, Charles Stanley Wealth Managers implemented Oracle Cloud HCM as its Core HR platform. The deployment used Oracle Cloud HCM for centralized employee recordkeeping and payroll foundation across the firm, configured to support UK HR and payroll operations.
The implementation configured core functional modules including Oracle HR, Oracle Payroll, Oracle Time and Labor, Oracle Compensation, Oracle Absences, and BI Publisher reporting with custom reports. Oracle Cloud HCM was instrumented for standard Core HR workflows, payroll calculations, time capture and absence management, with BI Publisher used to deliver bespoke HR and payroll reports.
The program leveraged consultant experience across Oracle HRMS modules and regional implementations, informing template configuration and role-based access for HR and payroll teams. Integrations were scoped around internal module orchestration within Oracle Cloud HCM and reporting feeds, aligning HR operational dataflows between payroll, time and absence modules.
Governance and delivery followed structured Oracle AIM and OUM cloud methodologies, with configuration control, testing cycles and reporting governance established to support ongoing HR operations. EVOSYS consultants contributed Oracle HCM domain expertise during the 2016 implementation, supporting configuration of functional capabilities and BI Publisher report development.
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Charles Stanley Wealth Managers 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, Charles Stanley Wealth Managers deployed Cisco Webex Meetings as its Audio Video and Web Conferencing solution. The deployment included Cisco Webex Meetings embedded on the corporate website to enable client-facing virtual meetings and browser-based joining for advisors and clients.
The implementation prioritized core Audio Video and Web Conferencing capabilities, including scheduled meetings, instant meeting rooms, browser join and participant controls, cloud recording and playback, and calendar scheduling workflows. Cisco Webex Meetings configuration emphasized web embedding and single-click join flows to support remote client advisory sessions and internal collaboration across advisory, operations, and client services functions.
Operational coverage focused on United Kingdom advisory operations with firmwide rollout to client-facing advisors and internal teams, under centralized IT governance for meeting policies, access control, and compliance retention. Governance activities centered on standardizing meeting security settings, access permissions, and usage policies to align virtual advisory workflows with existing client communication practices. Using Cisco Webex Meetings on their website.
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Charles Stanley Wealth Managers CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | CRM | Xpedition | 2022 | 2023 |
In 2022, Charles Stanley Wealth Managers implemented Microsoft Dynamics 365 Customer Engagement. The deployment targeted the Customer Engagement category to consolidate customer records and standardize sales and client relationship workflows across the wealth management organization, with implementation work conducted through Xpedition.
Configuration and customization activity focused on Dynamics 365 Customer Engagement entities and CRM workflow automation, with explicit development of a Power Automate based data integration into Dynamics 365 CRM. The engagement included identification, design, development and implementation of the integration by a Dynamics CRM consultant, aligning data flows into the Microsoft Dynamics 365 Customer Engagement environment.
Operational scope centered on front office sales and client service functions, with the Power Automate integration providing the primary mechanism for moving transactional and client data into the CRM platform. The consultant engagement spanned July 2021 through August 2023 under Xpedition, providing continuous configuration, testing and handover activities to internal teams.
Governance emphasized iterative delivery and hands on consultant support for integration maintenance and ongoing configuration changes, establishing Microsoft Dynamics 365 Customer Engagement as the platform for customer engagement and relationship management within Charles Stanley Wealth Managers.
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation, Sales Engagement | CRM |
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2022 | 2023 |
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Charles Stanley Wealth Managers ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Charles Stanley Wealth Managers 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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2021 | 2021 |
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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Charles Stanley Wealth Managers 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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Charles Stanley Wealth Managers PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2022 | 2022 |
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Charles Stanley Wealth Managers 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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Charles Stanley Wealth Managers
| First Name | Last Name | Title | Function | Department | Phone | |
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Director of Human Resources | Director | HR | |
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Chief Investment Officer | CXO | Investment | |
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Director of Asset Management | Director | Investment | |
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Apps Being Evaluated by Charles Stanley Wealth Managers Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Charles Stanley Wealth Managers IT executives and key decision makers. This section highlights Charles Stanley Wealth Managers's latest recorded technology evaluations, including FIS Cross-Asset Trading and Risk Platform (ex Front Arena) for Trade Order Management System (TOMS) on 2025-05-08 and Neeyamo Payroll for Payroll on 2024-09-12. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Charles Stanley Wealth Managers digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-05-08 | Charles Stanley Wealth Managers | Evaluated | FIS Global | FIS Cross-Asset Trading and Risk Platform (ex Front Arena) | Trade Order Management System (TOMS) | Investment Management |
| 2024-09-12 | Charles Stanley Wealth Managers | Evaluated | Neeyamo | Neeyamo Payroll | Payroll | HCM |
FAQ - APPS RUN THE WORLD Charles Stanley Wealth Managers Technographics
Charles Stanley Wealth Managers is a Banking and Financial Services organization based in United Kingdom,
with around 850 employees and annual revenues of $201.0 million.
Charles Stanley Wealth Managers operates a diverse technology stack with applications such as
Oracle Cloud HCM, Cisco Webex Meetings and Microsoft Dynamics 365 Customer Engagement,
covering areas like Core HR, Audio Video and Web Conferencing and Customer Engagement.
Charles Stanley Wealth Managers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Cisco Systems and Microsoft.
Charles Stanley Wealth Managers recently adopted applications including
Microsoft Dynamics 365 Customer Engagement in 2022, Microsoft Dynamics 365 Sales in 2022 and Elastic Email API in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Charles Stanley Wealth Managers’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Charles Stanley Wealth Managers’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 Charles Stanley Wealth Managers technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.