London, EC3R 7BB,
United Kingdom
Charles Taylor Technographics
Charles Taylor Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charles Taylor and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3100 Charles Taylor employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Charles Taylor has purchased the following applications: Infor SunSystems for ERP Financial in 2015, LogicMelon for Recruiting, Applicant Tracking System in 2019, FRS InvestPro for Portfolio and Investment Management in 2013 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 Taylor is running and its propensity to invest more and deepen its relationship with Infor , Logic Enterprises , Financial Risk Solutions 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 Taylor revenues, which have grown to $550.0 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 Taylor 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 Taylor Tech Stack and Enterprise Applications
Charles Taylor ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2015 | 2016 |
In 2015, Charles Taylor plc implemented Infor SunSystems as its ERP Financial platform. The deployment addressed core accounting and financial management needs for the United States insurance operations of the firm, which employs about 300 staff.
The Infor SunSystems implementation focused on fundamental financial modules consistent with ERP Financial deployments, including general ledger configuration, accounts payable and receivable workflows, multi currency accounting, fixed asset registers, and financial reporting and consolidation capabilities. Configuration work emphasized chart of accounts rationalization, structured posting rules, and period close controls to support auditability and standard month end processes.
Project teams documented and incorporated a comprehensive operational understanding of the SUN 6 Accounting system and the C.M.A. Case Management and Accounting system, aligning accounting workflows and transaction mappings to ensure continuity of case accounting and client billing processes. Operational coverage centered on finance and accounting functions within the United States entity, with process alignment activities to reconcile case management accounting flows into Infor SunSystems transaction models.
Governance established for the Infor SunSystems rollout included finance process ownership, controlled configuration change procedures, and defined cutover and handover steps to finance operations and accounting teams. Training and documentation emphasized system procedures, journal posting rules, and reconciliation workflows to embed operational control within the finance organization.
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Charles Taylor HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Logic Enterprises | Legacy | LogicMelon | Recruiting, Applicant Tracking System | HCM | n/a | 2019 | 2019 |
In 2019, Charles Taylor plc deployed LogicMelon as its candidate management platform, implementing LogicMelon on the corporate public website to centralize external hiring activity. LogicMelon is employed as the company Recruiting,Applicant Tracking System and serves as the primary interface for job posting and candidate intake for the companys US operations.
The implementation configures standard applicant tracking modules common to the Recruiting,Applicant Tracking System category, including career site job publication, candidate profile capture, resume parsing, configurable hiring stages, and interview scheduling. The LogicMelon deployment emphasizes pipeline management and configurable workflow stages to support recruiter triage, hiring manager review, and interview orchestration within a single application.
Integrations are implemented around the corporate careers page and email workflow automation, ensuring applications submitted via the website populate LogicMelon records and trigger recruiter notifications and interview invitations. Operational coverage focuses on the in-house recruiting team and hiring managers, centralizing candidate records and activity logs to support cross-functional hiring processes across business units in the United States.
Governance for the deployment establishes role based access for recruiters and hiring managers, standardized pipeline stage definitions, and audit oriented recordkeeping inside LogicMelon to enforce consistent screening and approval steps. The rollout centers on web based candidate sourcing and internal adoption by HR and hiring stakeholders, positioning LogicMelon as the authoritative Recruiting,Applicant Tracking System for Charles Taylor plc.
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Charles Taylor Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Financial Risk Solutions | Legacy | FRS InvestPro | Portfolio and Investment Management | Investment Management | n/a | 2013 | 2014 |
In 2013 Charles Taylor implemented FRS InvestPro to centralize Portfolio and Investment Management for its offshore portfolio and investment bond administration. FRS InvestPro was used to support client, trust and corporate policy servicing across the firm’s client services and policy administration teams in locations including Douglas, Isle of Man.
The implementation encompassed core administration capabilities, including processing surrender applications, regular payments and death claims, executing fund switches, recording change of address and assignment events, and registering Power of Attorney appointments. Teams used FRS InvestPro for inputting regular premiums, performing chargeable event calculations and illustrations, and maintaining AML documentation as part of routine policy servicing. Team members were involved in testing policies onto the new system following acquisition, indicating an emphasis on data validation and transactional testing during rollout.
Operationally FRS InvestPro was administered alongside Lifefit, with administrators performing Lifefit and InvestPro administration and coordinating updates to client policies and AML records, creating regular reconciliation and handoff workflows between systems. The platform was integrated into day to day servicing processes, interfacing with compliance functions for FATCA and CRS administration and supporting auditors through process-aligned record keeping.
Governance changes included formalized task allocation and cut-off controls tied to the department mailbox, quality checking and peer review of transactions, training programs for new team members, and escalation workflows for suspicious activity and due diligence exceptions. The implementation concentrated on procedural controls and workflow orchestration within client servicing, policy operations and compliance functions using FRS InvestPro.
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Charles Taylor PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Charles Taylor 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2025 | 2025 |
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Backup as a Service (BaaS) | IaaS |
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2015 | 2016 |
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Charles Taylor 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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2013 | 2013 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Charles Taylor
Apps Being Evaluated by Charles Taylor Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||