CI Investments Inc.
2 Queen Street East, 20th Floor,
Toronto, M5C 3G7, ON,
Canada
Toronto, M5C 3G7, ON,
Canada
1 416-364-1145
Banking and Financial Services
CI Investments Inc. Technographics
CI Investments Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CI Investments Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2416 CI Investments Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CI Investments Inc. has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, DocuSign eSignature for Digital Signing in 2022, The Trade Desk for Digital Advertising Platform in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CI Investments Inc. is running and its propensity to invest more and deepen its relationship with Cisco Systems , Adobe Systems , Docusign 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 CI Investments Inc. revenues, which have grown to $1.69 billion 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 CI Investments Inc. 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.
CI Investments Inc. Tech Stack and Enterprise Applications
CI Investments Inc. 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 | 2017 | 2017 |
In 2017, CI Investments Inc. deployed Cisco Webex Meetings to provide Audio Video and Web Conferencing capabilities. The implementation integrated Cisco Webex Meetings on their website to enable public-facing meeting access and virtual client engagements through embedded meeting join workflows.
The deployment emphasized core conferencing modules typical of the category, including scheduled meeting hosting, real time screen sharing, session recording, host controls, and participant management. Cisco Webex Meetings was provisioned as a centrally managed cloud conferencing service, with configuration focused on web embedding and meeting access patterns that support both on demand and scheduled client sessions.
Operational coverage prioritized client engagement channels and corporate communications, aligning meeting access and hosting to client service and investor relations use cases. Governance concentrated on meeting policy configuration, access controls, and audit logging consistent with Audio Video and Web Conferencing operational requirements.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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CI Investments Inc. Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, CI Investments Inc. deployed DocuSign eSignature as a Digital Signing solution on its public website. The implementation embedded DocuSign eSignature into customer facing web flows to capture legally binding electronic signatures and to produce audit ready evidence for signed documents. DocuSign eSignature serves as the primary online signature capture point for client facing document transactions initiated through the company website.
Configuration focused on embedded signing and eSignature workflow orchestration using DocuSign eSignature capabilities for authentication, document routing, and audit trail generation. Integration was executed at the website layer, linking form and document flows to DocuSign eSignature sessions and leveraging standard API based session initiation and status callbacks. Governance emphasized enforcing signature authentication and maintaining electronic audit records consistent with financial services compliance expectations.
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CI Investments Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Trade Desk | Legacy | The Trade Desk | Digital Advertising Platform | CRM | n/a | 2016 | 2016 |
In 2016, CI Investments Inc. deployed The Trade Desk as a Digital Advertising Platform on their website. The Trade Desk was provisioned to support programmatic media buying and site-level ad serving, delivering demand-side platform capabilities including real-time bidding, audience targeting, campaign management, and analytics for CI Investments Inc.'s digital marketing operations. The implementation is explicitly tied to the firm website, indicating tag-based ad delivery and page-level impression orchestration using The Trade Desk ad server and measurement features.
Deployment included embedding The Trade Desk ad tags and site tracking across CI Investments Inc.'s web properties to enable impression-level orchestration and analytics collection through the website integration. Configuration focused on campaign workflow controls, bid strategy rules, creative management, and centralized reporting typical of a Digital Advertising Platform, aligning media orchestration with marketing operations. Governance established role-based access to campaign controls and reporting dashboards to provide operational structure for the marketing and media teams, positioning CI Investments Inc. The Trade Desk Digital Advertising Platform to serve the business function of programmatic media buying and campaign optimization.
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Marketing Analytics | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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CI Investments Inc. ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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CI Investments Inc. 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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2017 | 2018 |
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CI Investments Inc. 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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CI Investments Inc. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CI Investments Inc. CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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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 CI Investments Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
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Database Manager | Manager | IT | |
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VP Finance and Strategy | VP | Finance | |
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Director IT | Director | Finance | |
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Apps Being Evaluated by CI Investments Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CI Investments Inc. IT executives and key decision makers. This section highlights CI Investments Inc.'s latest recorded technology evaluations, including CGI Wealth360 for Asset and Wealth Management on 2026-08-26, BlackRock Aladdin for Portfolio and Investment Management on 2026-05-14, and First Advantage for BackGround Screening on 2025-10-15. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CI Investments Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-08-26 | CI Investments Inc. | Evaluated | CGI Group | CGI Wealth360 | Asset and Wealth Management | Investment Management |
| 2026-05-14 | CI Investments Inc. | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2025-10-15 | CI Investments Inc. | Evaluated | First Advantage | First Advantage | BackGround Screening | HCM |
| 2024-09-04 | CI Investments Inc. | Evaluated |
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Flight Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD CI Investments Inc. Technographics
CI Investments Inc. is a Banking and Financial Services organization based in Canada,
with around 2416 employees and annual revenues of $1.69 billion.
CI Investments Inc. operates a diverse technology stack with applications such as
Cisco Webex Meetings, DocuSign eSignature and The Trade Desk,
covering areas like Audio Video and Web Conferencing, Digital Signing and Digital Advertising Platform.
CI Investments Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, Docusign and The Trade Desk.
CI Investments Inc. recently adopted applications including
DocuSign eSignature in 2022, Salesforce Sales Cloud in 2021 and ServiceNow ITSM in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CI Investments Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CI Investments Inc.’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 CI Investments Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.