Paisley, PA3 2RB,
United Kingdom
D2 Financial Solutions Ltd Technographics
D2 Financial Solutions Ltd Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by D2 Financial Solutions Ltd and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 16 D2 Financial Solutions Ltd employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that D2 Financial Solutions Ltd has purchased the following applications: Microsoft 365 for Collaboration in 2016, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2019, SmartSearch AML for AML, Fraud and Compliance in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems D2 Financial Solutions Ltd is running and its propensity to invest more and deepen its relationship with Microsoft , Exclaimer , SmartSearch 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 D2 Financial Solutions Ltd revenues, which have grown to $3.0 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 D2 Financial Solutions Ltd 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.
D2 Financial Solutions Ltd Tech Stack and Enterprise Applications
D2 Financial Solutions Ltd Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, D2 Financial Solutions Ltd implemented Microsoft 365 as its primary Collaboration platform. The small UK based banking and financial services firm provisioned a Microsoft 365 tenant to centralize corporate email and cloud document workflows for its 16 employees.
Microsoft 365 is referenced on the company website and is used to deliver core Collaboration capabilities including Exchange Online for corporate email, SharePoint Online for document repositories and intranet content, Microsoft Teams for real time collaboration, and OneDrive for personal file storage. D2 Financial Solutions Ltd uses Microsoft 365 for Collaboration to support business functions such as client communications, internal operations, and document and records management.
The deployment follows a cloud first SaaS model with centralized tenant administration, role based access controls, and policy driven mailbox and document library structures aligned to client engagement and administrative processes. Governance is operated through a single tenant administration model, with access provisioning and retention policies configured to align the Collaboration platform with the firm s compliance and operational needs.
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D2 Financial Solutions Ltd Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2019 | 2019 |
In 2019, D2 Financial Solutions Ltd implemented Exclaimer Cloud Signatures for Office 365 as a cloud hosted Digital Signing solution to standardize outbound email branding. The implementation is observable on the company website, and centers on the Exclaimer Cloud Signatures for Office 365 service operating against the organization Office 365 tenant to manage corporate signatures across email channels.
Configuration focused on centrally managed signature templates and rule based assignment, using HTML signature templates and directory driven fields to inject contact and role data. The deployment leverages Exclaimer Cloud Signatures for Office 365 capabilities common to the Digital Signing category, including centralized template authoring, conditional rules by user attributes, and tenant level policy enforcement for consistent signature application across users.
Operational coverage is scoped to D2 Financial Solutions Ltd, a United Kingdom based financial services firm, with administration and governance maintained by a central owner to control signature templates and change approvals. The rollout approach aligns with small enterprise SaaS patterns, emphasizing cloud orchestration through the Office 365 integration, centralized governance of email signature assets, and use of signature templates for marketing, client communications, and compliance related messaging.
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D2 Financial Solutions Ltd TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SmartSearch | Legacy | SmartSearch AML | AML, Fraud and Compliance | TRM | n/a | 2018 | 2018 |
In 2018, D2 Financial Solutions Ltd implemented SmartSearch AML in the AML, Fraud and Compliance category to address deficiencies in their prior AML provider that had been integrated with their Case Management System. The implementation was initiated to streamline AML procedures and improve client onboarding workflows after the existing provider failed to meet operational needs.
SmartSearch AML was configured to support client onboarding and automated screening workflows, aligning with common AML, Fraud and Compliance capabilities such as identity screening, alerts triage, and case handling automation. The deployment emphasized client onboarding service configuration to reduce manual touchpoints and standardize screening and verification steps across onboarding pipelines.
Operational coverage targeted compliance and operations functions within D2 Financial Solutions Ltd in the United Kingdom, concentrating on end to end client onboarding and ongoing AML monitoring processes. Governance changes focused on embedding the SmartSearch AML workflow into existing compliance procedures, centralizing onboarding steps and formalizing handoffs between sales, operations, and compliance teams.
Since deploying SmartSearch AML, D2 Financial Solutions Ltd reported a significant reduction in the time taken to complete manual processes, attributing the improvement to SmartSearch AML’s efficient client onboarding service which streamlined procedures and reduced manual rework.
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D2 Financial Solutions Ltd 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at D2 Financial Solutions Ltd
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Apps Being Evaluated by D2 Financial Solutions Ltd Executives
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