AI Buyer Insights:

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● 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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● 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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

Connor, Clark & Lunn Financial Group
Location
1400 - 130 King Street West,
Toronto, M5X 1C8, ON,
Canada
Website
https://www.cclgroup.com/
Phone
1 416-862-2020
Artw industry
Banking and Financial Services
Employee
Revenue

Connor, Clark & Lunn Financial Group Technographics

Connor, Clark & Lunn Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Connor, Clark & Lunn Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Connor, Clark & Lunn Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Connor, Clark & Lunn Financial Group has purchased the following applications: Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2015, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, DocuSign eSignature for Digital Signing 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 Connor, Clark & Lunn Financial Group is running and its propensity to invest more and deepen its relationship with Microsoft , Cisco 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 Connor, Clark & Lunn Financial Group revenues, which have grown to $200.0 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 Connor, Clark & Lunn Financial Group 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.

Connor, Clark & Lunn Financial Group Tech Stack and Enterprise Applications

Connor, Clark & Lunn Financial Group Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) Analytics and BI Analytics and BI n/a 2015 2018
In 2015, Connor, Clark & Lunn Financial Group implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) to centralize reporting and analytics across the firm. The Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) deployment aligned with the companys Analytics and BI requirements and established a SQL Server based platform for reporting, OLAP analysis, and ETL orchestration. The implementation deployed SQL Server Reporting Services for custom operational and executive reports, SQL Server Analysis Services for multidimensional models and cubes, and SQL Server Integration Services for data integration and pipeline automation. Custom reports were authored in SSRS and APX RepLang, with data extracts feeding the reporting catalog, and web applications built on Web forms and MVC provided user-facing interfaces. Automated scheduled jobs written in VB Script and PowerShell handled batch processing, report refresh cycles, and ETL scheduling. Operational coverage focused on supporting business issues and enhancements across the organization by standardizing report delivery and extract processes through the Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) platform. Governance centered on centralized report maintenance, SSIS package orchestration, and scheduled job control to manage execution cadence and versioning. The architecture reflects a server-based SQL Server reporting stack typical for Analytics and BI deployments in a mid-sized financial services environment.
Connor, Clark & Lunn Financial Group 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 2021 2021
In 2021, Connor, Clark & Lunn Financial Group deployed Cisco Webex Meetings as its core Audio Video and Web Conferencing platform. The implementation surfaces Cisco Webex Meetings capabilities directly on the corporate website to support browser-based join flows and customer facing conferencing sessions. Configuration emphasized standard conferencing modules including live meeting orchestration, screen sharing, recording and playback, participant controls, and administrative security settings. The deployment included meeting scheduling and provisioning workflows, meeting templates for client and internal sessions, and directory-aware access controls to align with corporate identity and access management practices. Operational coverage targeted client services and investment teams for external meetings, and corporate communications for internal collaboration. Governance focused on centralized meeting policy, role based meeting administration, and phased rollout to business units, with IT operating the meeting platform and business teams owning meeting templates and usage policies.
Collaboration Collaboration 2021 2021
Connor, Clark & Lunn Financial Group 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, Connor, Clark & Lunn Financial Group implemented DocuSign eSignature as a Digital Signing capability on its public website. DocuSign eSignature is used to provide electronic execution of client-facing documents through embedded signing workflows, template-driven envelopes, recipient routing, and tamper-evident audit trails, aligning the Digital Signing application with online client engagement. Architecturally the deployment is provisioned as a website-embedded signing layer integrated into public document flows, enabling externally initiated signing sessions and server-side envelope management for template reuse and consistent routing. Operational scope is centered on the firm’s web channel, and governance emphasizes centralized template configuration and signing policy enforcement inside DocuSign eSignature to standardize consent capture and legal recordkeeping.
Web Content Management Content Management 2021 2021
Connor, Clark & Lunn Financial Group CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Community Management CRM 2021 2021
Connor, Clark & Lunn Financial Group PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
Connor, Clark & Lunn Financial Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Digital Workspace IaaS 2021 2021
Connor, Clark & Lunn Financial Group CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Connor, Clark & Lunn Financial Group

First Name Last Name Title Function Department Email Phone
Head of Investment Analytics Director Investment
Chief of Business Analytics CXO Finance
Chief Information Officer CXO IT
Show All Contacts

Apps Being Evaluated by Connor, Clark & Lunn Financial Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Connor, Clark & Lunn Financial Group IT executives and key decision makers. This section highlights Connor, Clark & Lunn Financial Group's latest recorded technology evaluations, including Charles River Wealth Management for Asset and Wealth Management on 2025-07-18, Microsoft 365 Copilot for Generative AI Platforms on 2025-05-20, and Bloomberg PORT Enterprise for Portfolio and Investment Risk Management on 2024-09-09. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Connor, Clark & Lunn Financial Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-07-18 Connor, Clark & Lunn Financial Group Evaluated Charles River Development Charles River Wealth Management Asset and Wealth Management Investment Management
2025-05-20 Connor, Clark & Lunn Financial Group Evaluated Microsoft Microsoft 365 Copilot Generative AI Platforms AI Development
2024-09-09 Connor, Clark & Lunn Financial Group Evaluated Bloomberg Bloomberg PORT Enterprise Portfolio and Investment Risk Management Investment Management
2024-07-31 Connor, Clark & Lunn Financial Group Evaluated Portfolio and Investment Management Investment Management
FAQ - APPS RUN THE WORLD Connor, Clark & Lunn Financial Group Technographics
Connor, Clark & Lunn Financial Group is a Banking and Financial Services organization based in Canada, with around 400 employees and annual revenues of $200.0 million.
Connor, Clark & Lunn Financial Group operates a diverse technology stack with applications such as Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting), Cisco Webex Meetings and DocuSign eSignature, covering areas like Analytics and BI, Audio Video and Web Conferencing and Digital Signing.
Connor, Clark & Lunn Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Cisco Systems and Docusign.
Connor, Clark & Lunn Financial Group recently adopted applications including DocuSign eSignature in 2022, Cisco Webex Meetings in 2021 and Microsoft 365 in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Connor, Clark & Lunn Financial Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Connor, Clark & Lunn Financial Group’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 Connor, Clark & Lunn Financial Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.