AI Buyer Insights:

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

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● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

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● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

Charles Stanley Wealth Managers
Location
55 Bishopsgate, Cornhill,
London, EC2N 3AS,
United Kingdom
Website
https://www.charles-stanley.co.uk/
Phone
44 13 1550-1234
Artw industry
Banking and Financial Services
Employee
Revenue

Charles Stanley Wealth Managers Technographics

Charles Stanley Wealth Managers Software Purchases 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 Data, Technology Stack, and Enterprise Applications
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Cloud HCM Core HR HCM n/a 2016 2016
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
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.
Customer Support CRM 2020 2020
Marketing Analytics CRM 2015 2015
Marketing Automation CRM 2014 2014
Sales Automation, Sales Engagement CRM 2022 2023
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2020 2020
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2021 2021
Portfolio and Investment Management Investment Management 2012 2012
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2020 2020
Governance, Risk and Compliance TRM 2020 2020
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2015 2015
IT Decision Makers and Key Stakeholders at Charles Stanley Wealth Managers
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Charles Stanley Wealth Managers Executives
Date Company Status Vendor Product Category Market
No data found
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.