Sutton, SM1 1EL,
United Kingdom
Crown Agents Bank Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Crown Agents Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 110 Crown Agents Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Crown Agents Bank has purchased the following applications: Infor SunSystems for ERP Financial in 2016, Microsoft 365 for Collaboration in 2019, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Crown Agents Bank is running and its propensity to invest more and deepen its relationship with Infor , 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 Crown Agents Bank revenues, which have grown to $19.0 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 Crown Agents Bank 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP Financial Management | n/a | 2016 | 2016 |
In 2016, Crown Agents Bank implemented Infor SunSystems as its ERP Financial application. The initial engagement began with a contractor assignment, and in the first four weeks the work concentrated on payment processing and general ledger configuration.
The deployment focused on configuring the Infor SunSystems general ledger and payments capabilities, with explicit attention to charge handling and transaction-to-GL mapping. Configuration tasks included chart of accounts design, posting rule definition for bank charges, and setup of subledger entries to preserve payment-level detail while aligning to the central GL structure.
Integration work addressed the bank's core transaction feeds identified as CBS, and the operational tension between posting granular CBS activity versus consolidating entries into the Sun GL. Implementation activities included designing transaction feed transforms, establishing reconciliation touchpoints between CBS transaction detail and SunSystems GL postings, and defining batch posting windows for payment runs to support end-of-day and intraday settlement processes.
Governance efforts prioritized finance ownership of GL mapping, formalized procedures for adjudicating charges, and control points for payment exceptions, with the contractor collaborating with payments operations and general ledger teams to resolve discrepancies. The narrative emphasizes configuration and workflow changes, and surfaces ongoing GL reconciliation and payment charge processing as primary early-stage challenges.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Crown Agents Bank implemented Microsoft 365. Crown Agents Bank implemented Microsoft 365 in the Collaboration category to centralize corporate productivity, communications, and document workflows for an organization of about 110 employees.
The deployment reflects a cloud tenant model with Microsoft 365 providing Collaboration capabilities such as enterprise email, document collaboration, file storage, and real time communications and meeting functionality typical of the platform. Configuration emphasis for a bank of this size is likely on mailbox and content management, secure file sharing, and team workspace provisioning.
The organization’s public website indicates Microsoft 365 is in use, suggesting tenant based provisioning and integration into corporate content and user access workflows rather than an on premise toolset. Explicit third party integrations are not documented in the source, so operational links are described at the platform level only.
Operational scope centers on corporate functions including internal communications, document management, and productivity for finance, operations, and client facing teams. Governance practices are likely focused on access controls, compliance and content lifecycle policies aligned with Microsoft 365 native administration and security controls for a regulated financial services environment.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021, Crown Agents Bank deployed Salesforce Sales Cloud. The implementation uses Salesforce Sales Cloud on their website to capture and centralize customer and prospect interactions, and it is positioned within the Sales Automation,CRM,Sales Engagement category to support structured sales activities and relationship management.
The deployment focuses on core CRM modules typical for Sales Automation,CRM,Sales Engagement, including lead capture from the public website, contact and account management, opportunity and pipeline management, activity tracking, and reporting dashboards. Configuration emphasizes sales engagement capabilities such as task automation, templated communications, and staged pipeline workflows to standardize how opportunities are progressed and tracked within the system.
Operationally the rollout targeted commercial and relationship management functions within Crown Agents Bank in the United Kingdom, consolidating front-end lead flows into a single CRM instance. Governance concentrated on establishing consistent pipeline stages, activity logging standards, and sales process controls to ensure data quality and repeatable handoffs between business development and relationship teams.
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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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2017 | 2017 |
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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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2002 | 2002 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Extended Detection and Response (XDR) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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