Toronto, M5J 2J2,
Canada
Cormark Securities Technographics
Cormark Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cormark Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Cormark Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cormark Securities has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, BlueMatrix for Content Management in 2021, SS&C Tier1 CRM for CRM in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cormark Securities is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , Salesforce 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 Cormark Securities revenues, which have grown to $15.0 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 Cormark Securities 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.
Cormark Securities Tech Stack and Enterprise Applications
Cormark Securities 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 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Cormark Securities Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BlueMatrix | Legacy | BlueMatrix | Content Management | Content Management | n/a | 2021 | 2021 |
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Web Content Management | Content Management |
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2019 | 2019 |
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Cormark Securities CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Tier1 CRM | CRM | CRM | n/a | 2025 | 2025 |
In 2025 Cormark Securities implemented SS&C Tier1 CRM as its CRM platform to strengthen its presence in the Canadian market and to enhance client relationships, streamline workflows, and uncover new revenue opportunities. The SS&C Tier1 CRM deployment targets capital markets use cases and client lifecycle management across client-facing teams. Configuration and implementation work focused on CRM functional modules typical for capital markets, including contact and account management, opportunity and pipeline management, activity and interaction tracking, and workflow automation aligned to sales and client service processes. SS&C Tier1 CRM was configured to support client segmentation, relationship hierarchies, task orchestration, and automated activity capture to improve front-office workflow efficiency. Operational coverage centers on sales and client service teams within Cormark Securities, with the implementation tailored to the unique demands of capital markets and Canadian regulatory expectations. The deployment aligns CRM records and interaction histories with capital markets workflows to support compliance-aware client engagement and clearer handoffs between front office, middle office, and back office functions. Governance and rollout emphasize security configuration, user role definition, and data governance practices adapted for financial services, with staged adoption across teams to preserve operational continuity. The program goal is to deliver a modern, secure, and efficient SS&C Tier1 CRM foundation for Cormark Securities while enabling improved client intelligence and the identification of new revenue opportunities.
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Tag Management | CRM |
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2019 | 2019 |
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Cormark Securities 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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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Cormark Securities 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Cormark Securities
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Cormark Securities Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||